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Acorn Wealth Advisors, LLC Buys Amazon.com Inc, BP PLC, ALPS Sector Dividend Dogs ETF, Sells Apple Inc, First Trust Low Duration Mortgage Opportunities ET, Methanex Corp

Investment company Acorn Wealth Advisors, LLC (Current Portfolio) buys Amazon.com Inc, BP PLC, ALPS Sector Dividend Dogs ETF, Mesabi Trust, Vanguard Mid-Cap Value ETF, sells Apple Inc, First Trust Low Duration Mortgage Opportunities ET, Methanex Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Acorn Wealth Advisors, LLC. As of 2019Q4, Acorn Wealth Advisors, LLC owns 107 stocks with a total value of $100 million. These are the details of the buys and sells.

For the details of Acorn Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/acorn+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Acorn Wealth Advisors, LLC
  1. iShares Edge MSCI Min Volatility USA ETF (USMV) - 218,077 shares, 14.23% of the total portfolio. Shares added by 0.41%
  2. Schwab U.S. Dividend Equity ETF (SCHD) - 141,595 shares, 8.11% of the total portfolio. Shares reduced by 1.26%
  3. Vanguard Total Bond Market ETF (BND) - 76,783 shares, 6.43% of the total portfolio. Shares added by 0.86%
  4. JPMorgan Ultra-Short Income ETF (JPST) - 120,445 shares, 6.05% of the total portfolio. Shares reduced by 3.64%
  5. Schwab U.S. Mid-Cap ETF (SCHM) - 66,860 shares, 4.00% of the total portfolio. Shares reduced by 4.81%
New Purchase: Amazon.com Inc (AMZN)

Acorn Wealth Advisors, LLC initiated holding in Amazon.com Inc. The purchase prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74. The stock is now traded at around $2082.16. The impact to a portfolio due to this purchase was 0.25%. The holding were 133 shares as of .

New Purchase: BP PLC (BP)

Acorn Wealth Advisors, LLC initiated holding in BP PLC. The purchase prices were between $36.37 and $39.83, with an estimated average price of $37.97. The stock is now traded at around $36.36. The impact to a portfolio due to this purchase was 0.21%. The holding were 5,321 shares as of .

New Purchase: Mesabi Trust (MSB)

Acorn Wealth Advisors, LLC initiated holding in Mesabi Trust. The purchase prices were between $21.36 and $25.5, with an estimated average price of $23.18. The stock is now traded at around $20.40. The impact to a portfolio due to this purchase was 0.2%. The holding were 8,500 shares as of .

New Purchase: Vanguard Mid-Cap Value ETF (VOE)

Acorn Wealth Advisors, LLC initiated holding in Vanguard Mid-Cap Value ETF. The purchase prices were between $108.67 and $119.8, with an estimated average price of $115.38. The stock is now traded at around $119.95. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,738 shares as of .

New Purchase: ALPS Sector Dividend Dogs ETF (SDOG)

Acorn Wealth Advisors, LLC initiated holding in ALPS Sector Dividend Dogs ETF. The purchase prices were between $41.9 and $46.87, with an estimated average price of $45.17. The stock is now traded at around $46.31. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,352 shares as of .

Sold Out: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Acorn Wealth Advisors, LLC sold out a holding in First Trust Low Duration Mortgage Opportunities ET. The sale prices were between $51.73 and $52.15, with an estimated average price of $51.89.

Sold Out: Methanex Corp (MEOH)

Acorn Wealth Advisors, LLC sold out a holding in Methanex Corp. The sale prices were between $33.34 and $41.52, with an estimated average price of $37.58.



Here is the complete portfolio of Acorn Wealth Advisors, LLC. Also check out:

1. Acorn Wealth Advisors, LLC's Undervalued Stocks
2. Acorn Wealth Advisors, LLC's Top Growth Companies, and
3. Acorn Wealth Advisors, LLC's High Yield stocks
4. Stocks that Acorn Wealth Advisors, LLC keeps buying

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