Acorn Financial Advisory Services Inc Buys SPDR Portfolio Short Term Treasury, SPDR S&P 500, Vanguard S&P 500, Sells Vanguard Total Stock Market, Align Technology Inc, SPDR Gold Trust

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Jul 10, 2020
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Investment company Acorn Financial Advisory Services Inc (Current Portfolio) buys SPDR Portfolio Short Term Treasury, SPDR S&P 500, Vanguard S&P 500, Dominion Energy Inc, Vanguard FTSE Developed Markets, sells Vanguard Total Stock Market, Align Technology Inc, SPDR Gold Trust, Vanguard Total International Bond ETF, Alphabet Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Acorn Financial Advisory Services Inc . As of 2020Q2, Acorn Financial Advisory Services Inc owns 177 stocks with a total value of $139 million. These are the details of the buys and sells.

For the details of ACORN FINANCIAL ADVISORY SERVICES INC 's stock buys and sells, go to https://www.gurufocus.com/guru/acorn+financial+advisory+services+inc+/current-portfolio/portfolio

These are the top 5 holdings of ACORN FINANCIAL ADVISORY SERVICES INC
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 34,299 shares, 6.11% of the total portfolio. Shares added by 4.29%
  2. SPDR Portfolio Short Term Treasury (SPTS) - 249,364 shares, 5.50% of the total portfolio. Shares added by 78.52%
  3. Apple Inc (AAPL) - 8,977 shares, 2.35% of the total portfolio. Shares added by 4.00%
  4. Microsoft Corp (MSFT) - 13,039 shares, 1.90% of the total portfolio. Shares added by 4.00%
  5. Amazon.com Inc (AMZN) - 846 shares, 1.68% of the total portfolio. Shares reduced by 8.44%
New Purchase: Square Inc (SQ)

Acorn Financial Advisory Services Inc initiated holding in Square Inc. The purchase prices were between $43.72 and $104.94, with an estimated average price of $76. The stock is now traded at around $125.85. The impact to a portfolio due to this purchase was 0.7%. The holding were 9,322 shares as of .

New Purchase: Vanguard FTSE All World Ex US (VEU)

Acorn Financial Advisory Services Inc initiated holding in Vanguard FTSE All World Ex US. The purchase prices were between $39.28 and $49.82, with an estimated average price of $44.69. The stock is now traded at around $49.23. The impact to a portfolio due to this purchase was 0.56%. The holding were 16,317 shares as of .

New Purchase: Vanguard Short-Term Bond (BSV)

Acorn Financial Advisory Services Inc initiated holding in Vanguard Short-Term Bond. The purchase prices were between $81.4 and $83, with an estimated average price of $82.44. The stock is now traded at around $83.04. The impact to a portfolio due to this purchase was 0.55%. The holding were 9,228 shares as of .

New Purchase: Vanguard International High Dividend Yield ETF (VYMI)

Acorn Financial Advisory Services Inc initiated holding in Vanguard International High Dividend Yield ETF. The purchase prices were between $43.4 and $55.44, with an estimated average price of $48.76. The stock is now traded at around $52.16. The impact to a portfolio due to this purchase was 0.55%. The holding were 14,887 shares as of .

New Purchase: Vanguard Mid-Cap (VO)

Acorn Financial Advisory Services Inc initiated holding in Vanguard Mid-Cap. The purchase prices were between $124.34 and $175.42, with an estimated average price of $152.79. The stock is now traded at around $165.81. The impact to a portfolio due to this purchase was 0.55%. The holding were 4,709 shares as of .

New Purchase: Vanguard FTSE Emerging Markets (VWO)

Acorn Financial Advisory Services Inc initiated holding in Vanguard FTSE Emerging Markets. The purchase prices were between $32.36 and $40.59, with an estimated average price of $36.92. The stock is now traded at around $42.91. The impact to a portfolio due to this purchase was 0.47%. The holding were 16,562 shares as of .

Added: SPDR Portfolio Short Term Treasury (SPTS)

Acorn Financial Advisory Services Inc added to a holding in SPDR Portfolio Short Term Treasury by 78.52%. The purchase prices were between $30.66 and $30.74, with an estimated average price of $30.7. The stock is now traded at around $30.71. The impact to a portfolio due to this purchase was 2.42%. The holding were 249,364 shares as of .

Added: SPDR S&P 500 (SPY)

Acorn Financial Advisory Services Inc added to a holding in SPDR S&P 500 by 225.68%. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $315.73. The impact to a portfolio due to this purchase was 1.13%. The holding were 7,331 shares as of .

Added: Vanguard S&P 500 (VOO)

Acorn Financial Advisory Services Inc added to a holding in Vanguard S&P 500 by 159.05%. The purchase prices were between $226.15 and $297.17, with an estimated average price of $268.51. The stock is now traded at around $290.00. The impact to a portfolio due to this purchase was 0.88%. The holding were 7,072 shares as of .

Added: Dominion Energy Inc (D)

Acorn Financial Advisory Services Inc added to a holding in Dominion Energy Inc by 274.40%. The purchase prices were between $69.55 and $87, with an estimated average price of $80.11. The stock is now traded at around $74.08. The impact to a portfolio due to this purchase was 0.8%. The holding were 18,694 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

Acorn Financial Advisory Services Inc added to a holding in Vanguard FTSE Developed Markets by 419.11%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $39.50. The impact to a portfolio due to this purchase was 0.78%. The holding were 34,879 shares as of .

Added: Exxon Mobil Corp (XOM)

Acorn Financial Advisory Services Inc added to a holding in Exxon Mobil Corp by 103.15%. The purchase prices were between $37.53 and $54.74, with an estimated average price of $44.72. The stock is now traded at around $42.13. The impact to a portfolio due to this purchase was 0.69%. The holding were 42,392 shares as of .

Sold Out: Align Technology Inc (ALGN)

Acorn Financial Advisory Services Inc sold out a holding in Align Technology Inc. The sale prices were between $152.07 and $289.75, with an estimated average price of $224.23.

Sold Out: Raytheon Co (RTN)

Acorn Financial Advisory Services Inc sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: Invesco Ltd (IVZ)

Acorn Financial Advisory Services Inc sold out a holding in Invesco Ltd. The sale prices were between $6.7 and $11.55, with an estimated average price of $8.96.

Sold Out: iShares Core MSCI EAFE (IEFA)

Acorn Financial Advisory Services Inc sold out a holding in iShares Core MSCI EAFE. The sale prices were between $46.85 and $60.01, with an estimated average price of $53.6.

Sold Out: FS KKR Capital Corp (FSK)

Acorn Financial Advisory Services Inc sold out a holding in FS KKR Capital Corp. The sale prices were between $11.16 and $18, with an estimated average price of $14.05.



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