Acorn Wealth Advisors, LLC Buys JPMorgan Ultra-Short Income, PIMCO Enhanced Short Maturity Active Exchange-Trad, Eaton Vance Tax Advgd Gbl Div Inc Fd, Sells Invesco S&P 500 Low Volatility, First Trust VL Dividend, Schwab U.S. Broad Market

Investment company Acorn Wealth Advisors, LLC buys JPMorgan Ultra-Short Income, PIMCO Enhanced Short Maturity Active Exchange-Trad, Eaton Vance Tax Advgd Gbl Div Inc Fd, Methanex Corp, Vanguard Total Bond Market ETF, Comcast Corp, Eaton Vance Tax Adv Dividend Income, Vanguard Mid-Cap, Amazon.com Inc, Invesco S&P 500 Equal Weight Health Care, SPDR S&P Health Care Equipment, Diplomat Pharmacy Inc, SPDR Gold Trust, sells Invesco S&P 500 Low Volatility, First Trust VL Dividend, Schwab U.S. Broad Market, Schwab International Equity, DowDuPont Inc, Schwab U.S. Large-Cap Growth during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Acorn Wealth Advisors, LLC. As of 2019Q1, Acorn Wealth Advisors, LLC owns 106 stocks with a total value of $95 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 Vol USA (USMV) - 185,230 shares, 11.62% of the total portfolio. Shares added by 15.78%
  2. Schwab US Dividend Equity (SCHD) - 153,811 shares, 8.70% of the total portfolio. Shares added by 1.20%
  3. iShares Floating Rate Bond (FLOT) - 137,201 shares, 7.36% of the total portfolio. Shares added by 0.56%
  4. Schwab U.S. Mid Cap (SCHM) - 117,026 shares, 7.06% of the total portfolio. Shares reduced by 10.33%
  5. JPMorgan Ultra-Short Income (JPST) - 129,778 shares, 6.89% of the total portfolio. Shares added by 59.50%
New Purchase: Eaton Vance Tax Advgd Gbl Div Inc Fd (ETG)

Acorn Wealth Advisors, LLC initiated holding in Eaton Vance Tax Advgd Gbl Div Inc Fd. The purchase prices were between $13.52 and $15.88, with an estimated average price of $15.06. The stock is now traded at around $15.84. The impact to a portfolio due to this purchase was 0.32%. The holding were 18,612 shares as of .

New Purchase: Methanex Corp (MEOH)

Acorn Wealth Advisors, LLC initiated holding in Methanex Corp. The purchase prices were between $48.17 and $61.66, with an estimated average price of $56.3. The stock is now traded at around $50.25. The impact to a portfolio due to this purchase was 0.28%. The holding were 4,576 shares as of .

New Purchase: Vanguard Total Bond Market ETF (BND)

Acorn Wealth Advisors, LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $78.39 and $80.84, with an estimated average price of $79.29. The stock is now traded at around $80.96. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,962 shares as of .

New Purchase: Comcast Corp (CMCSA)

Acorn Wealth Advisors, LLC initiated holding in Comcast Corp. The purchase prices were between $34.05 and $40.47, with an estimated average price of $37.55. The stock is now traded at around $42.76. The impact to a portfolio due to this purchase was 0.24%. The holding were 5,489 shares as of .

New Purchase: Eaton Vance Tax Adv Dividend Income (EVT)

Acorn Wealth Advisors, LLC initiated holding in Eaton Vance Tax Adv Dividend Income. The purchase prices were between $18.99 and $22.38, with an estimated average price of $21.25. The stock is now traded at around $23.48. The impact to a portfolio due to this purchase was 0.24%. The holding were 9,817 shares as of .

New Purchase: Vanguard Mid-Cap (VO)

Acorn Wealth Advisors, LLC initiated holding in Vanguard Mid-Cap. The purchase prices were between $135.03 and $161.84, with an estimated average price of $153.61. The stock is now traded at around $163.29. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,322 shares as of .

Added: JPMorgan Ultra-Short Income (JPST)

Acorn Wealth Advisors, LLC added to a holding in JPMorgan Ultra-Short Income by 59.50%. The purchase prices were between $50.09 and $50.4, with an estimated average price of $50.26. The stock is now traded at around $50.35. The impact to a portfolio due to this purchase was 2.57%. The holding were 129,778 shares as of .

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Acorn Wealth Advisors, LLC added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 291.43%. The purchase prices were between $100.95 and $101.56, with an estimated average price of $101.29. The stock is now traded at around $101.50. The impact to a portfolio due to this purchase was 0.66%. The holding were 8,267 shares as of .

Added: Invesco S&P 500 Equal Weight Health Care (RYH)

Acorn Wealth Advisors, LLC added to a holding in Invesco S&P 500 Equal Weight Health Care by 30.48%. The purchase prices were between $172.02 and $200.6, with an estimated average price of $192.72. The stock is now traded at around $193.51. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,579 shares as of .

Added: SPDR S&P Health Care Equipment (XHE)

Acorn Wealth Advisors, LLC added to a holding in SPDR S&P Health Care Equipment by 63.27%. The purchase prices were between $66.75 and $82.46, with an estimated average price of $77.04. The stock is now traded at around $79.00. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,947 shares as of .

Added: SPDR Gold Trust (GLD)

Acorn Wealth Advisors, LLC added to a holding in SPDR Gold Trust by 23.62%. The purchase prices were between $121.02 and $126.7, with an estimated average price of $123.19. The stock is now traded at around $121.21. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,177 shares as of .

Sold Out: Invesco S&P 500 Low Volatility (SPLV)

Acorn Wealth Advisors, LLC sold out a holding in Invesco S&P 500 Low Volatility. The sale prices were between $45.48 and $52.64, with an estimated average price of $50.05.

Sold Out: DowDuPont Inc (DWDP)

Acorn Wealth Advisors, LLC sold out a holding in DowDuPont Inc. The sale prices were between $34.76 and $39.85, with an estimated average price of $36.86.



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