Acorn Financial Advisory Services Inc Buys Apple Inc, Microsoft Corp, DraftKings Inc, Sells PowerShares QQQ Trust Ser 1, WisdomTree Emerging Markets SmallCap Dividend Fund, Raytheon Technologies Corp

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Investment company Acorn Financial Advisory Services Inc (Current Portfolio) buys Apple Inc, Microsoft Corp, DraftKings Inc, iShares 0-5 Year Investment Grade Corporate Bond E, Snowflake Inc, sells PowerShares QQQ Trust Ser 1, WisdomTree Emerging Markets SmallCap Dividend Fund, Raytheon Technologies Corp, Neurotrope Inc, BTC iShares MSCI EAFE Growth ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Acorn Financial Advisory Services Inc . As of 2020Q4, Acorn Financial Advisory Services Inc owns 212 stocks with a total value of $251 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. SPDR Portfolio Short Term Treasury ETF (SPTS) - 543,857 shares, 6.67% of the total portfolio. Shares added by 9.94%
  2. Apple Inc (AAPL) - 110,811 shares, 5.87% of the total portfolio. Shares added by 173.76%
  3. Microsoft Corp (MSFT) - 48,592 shares, 4.31% of the total portfolio. Shares added by 280.01%
  4. Square Inc (SQ) - 37,055 shares, 3.22% of the total portfolio. Shares added by 1.08%
  5. Vanguard FTSE Developed Markets ETF (VEA) - 135,243 shares, 2.55% of the total portfolio. Shares added by 31.39%
New Purchase: DraftKings Inc (DKNG)

Acorn Financial Advisory Services Inc initiated holding in DraftKings Inc. The purchase prices were between $35.4 and $63.78, with an estimated average price of $47.51. The stock is now traded at around $51.290000. The impact to a portfolio due to this purchase was 1.66%. The holding were 89,431 shares as of 2020-12-31.

New Purchase: iShares 0-5 Year Investment Grade Corporate Bond E (SLQD)

Acorn Financial Advisory Services Inc initiated holding in iShares 0-5 Year Investment Grade Corporate Bond E. The purchase prices were between $51.94 and $52.22, with an estimated average price of $52.07. The stock is now traded at around $52.130000. The impact to a portfolio due to this purchase was 0.89%. The holding were 42,726 shares as of 2020-12-31.

New Purchase: Snowflake Inc (SNOW)

Acorn Financial Advisory Services Inc initiated holding in Snowflake Inc. The purchase prices were between $227.1 and $390, with an estimated average price of $286.05. The stock is now traded at around $287.250000. The impact to a portfolio due to this purchase was 0.69%. The holding were 6,136 shares as of 2020-12-31.

New Purchase: Advanced Micro Devices Inc (AMD)

Acorn Financial Advisory Services Inc initiated holding in Advanced Micro Devices Inc. The purchase prices were between $74.7 and $97.12, with an estimated average price of $86.41. The stock is now traded at around $94.130000. The impact to a portfolio due to this purchase was 0.36%. The holding were 9,757 shares as of 2020-12-31.

New Purchase: ARK Innovation ETF (ARKK)

Acorn Financial Advisory Services Inc initiated holding in ARK Innovation ETF. The purchase prices were between $89.36 and $132.92, with an estimated average price of $107.01. The stock is now traded at around $146.670000. The impact to a portfolio due to this purchase was 0.34%. The holding were 6,762 shares as of 2020-12-31.

New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)

Acorn Financial Advisory Services Inc initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $82.66 and $83.25, with an estimated average price of $82.96. The stock is now traded at around $83.120000. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,506 shares as of 2020-12-31.

Added: Apple Inc (AAPL)

Acorn Financial Advisory Services Inc added to a holding in Apple Inc by 173.76%. The purchase prices were between $108.77 and $136.69, with an estimated average price of $120.45. The stock is now traded at around $142.920000. The impact to a portfolio due to this purchase was 3.73%. The holding were 110,811 shares as of 2020-12-31.

Added: Microsoft Corp (MSFT)

Acorn Financial Advisory Services Inc added to a holding in Microsoft Corp by 280.01%. The purchase prices were between $202.33 and $224.96, with an estimated average price of $215.16. The stock is now traded at around $229.530000. The impact to a portfolio due to this purchase was 3.18%. The holding were 48,592 shares as of 2020-12-31.

Added: Vanguard FTSE Developed Markets ETF (VEA)

Acorn Financial Advisory Services Inc added to a holding in Vanguard FTSE Developed Markets ETF by 31.39%. The purchase prices were between $39.45 and $47.53, with an estimated average price of $44.1. The stock is now traded at around $48.670000. The impact to a portfolio due to this purchase was 0.61%. The holding were 135,243 shares as of 2020-12-31.

Added: Visa Inc (V)

Acorn Financial Advisory Services Inc added to a holding in Visa Inc by 438.19%. The purchase prices were between $180.87 and $218.73, with an estimated average price of $204.82. The stock is now traded at around $200.980000. The impact to a portfolio due to this purchase was 0.53%. The holding were 7,427 shares as of 2020-12-31.

Added: Vanguard Mid-Cap ETF (VO)

Acorn Financial Advisory Services Inc added to a holding in Vanguard Mid-Cap ETF by 46.08%. The purchase prices were between $176.14 and $208.21, with an estimated average price of $194.21. The stock is now traded at around $213.750000. The impact to a portfolio due to this purchase was 0.41%. The holding were 15,628 shares as of 2020-12-31.

Added: Vanguard Small Cap ETF (VB)

Acorn Financial Advisory Services Inc added to a holding in Vanguard Small Cap ETF by 34.23%. The purchase prices were between $156.73 and $196.91, with an estimated average price of $177.14. The stock is now traded at around $207.650000. The impact to a portfolio due to this purchase was 0.37%. The holding were 18,622 shares as of 2020-12-31.

Sold Out: WisdomTree Emerging Markets SmallCap Dividend Fund (DGS)

Acorn Financial Advisory Services Inc sold out a holding in WisdomTree Emerging Markets SmallCap Dividend Fund. The sale prices were between $40.62 and $47.78, with an estimated average price of $44.22.

Sold Out: Raytheon Technologies Corp (RTX)

Acorn Financial Advisory Services Inc sold out a holding in Raytheon Technologies Corp. The sale prices were between $52.34 and $74.48, with an estimated average price of $66.05.

Sold Out: Neurotrope Inc (NTRP)

Acorn Financial Advisory Services Inc sold out a holding in Neurotrope Inc. The sale prices were between $0.92 and $1.12, with an estimated average price of $1.04.

Sold Out: BTC iShares MSCI EAFE Growth ETF (EFG)

Acorn Financial Advisory Services Inc sold out a holding in BTC iShares MSCI EAFE Growth ETF. The sale prices were between $85.99 and $101.51, with an estimated average price of $94.4.



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