ACORN FINANCIAL ADVISORY SERVICES INC /ADV quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ACORN FINANCIAL ADVISORY SERVICES INC /ADV opened 11 positions, added to 23, reduced 69, sold out of 5 and left 5 unchanged. The largest increase in value was LLY (+$27,601,283); the largest decrease was XOMXXXX (-$30,400,829).
- XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 179,187; Shares 2026-06-30 0.
- FRO: Country of operation —; Class COM; Shares 2026-03-31 386,264; Shares 2026-06-30 0.
- INSW: Country of operation United States; Class COM; Shares 2026-03-31 180,365; Shares 2026-06-30 0.
- NOC: Country of operation United States; Class COM; Shares 2026-03-31 386; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1018561): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Capital Investment Counsel, LLC | United States | $0.730B | 147 |
| Enclave Advisors LLC | United States | $0.729B | 132 |
| Third View Private Wealth, LLC | United States | $0.730B | 267 |
| Horst & Graben Wealth Management LLC | United States | $0.729B | 195 |
| Meridian Wealth Partners, LLC | United States | $0.729B | 118 |
| SKBA CAPITAL MANAGEMENT LLC | United States | $0.728B | 79 |
| Sloy Dahl & Holst, LLC | United States | $0.728B | 112 |
| TRAN CAPITAL MANAGEMENT, L.P. | United States | $0.728B | 71 |
| GFI Investment Counsel Ltd. | Canada | $0.731B | 24 |
| Intellus Advisors LLC | United States | $0.732B | 125 |