Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ACORN WEALTH ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR (46429B697)
|
202,588 |
$12,832k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
141,805 |
$7,466k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
121,088 |
$6,110k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
71,010 |
$5,980k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
62,252 |
$4,471k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
78,221 |
$4,387k |
|
|
DUNKIN BRANDS GR (265504100)
|
47,542 |
$3,881k |
|
|
Invesco S&P ETF (73937B779)
|
56,483 |
$3,173k |
|
|
PROSHARES (74347B680)
|
36,555 |
$2,108k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
9,355 |
$1,878k |
|
|
RYDEX ETF TRUST (78355W106)
|
17,412 |
$1,845k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
11,971 |
$1,836k |
|
|
PIMCO ETF TR (72201R833)
|
18,038 |
$1,833k |
|
|
MICROSOFT CORP (594918104)
|
12,534 |
$1,733k |
|
|
FIRST TR VALUE LINE DIVID IN (33734H106)
|
48,659 |
$1,641k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
13,447 |
$1,478k |
|
|
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW (46138E198)
|
28,188 |
$1,457k |
|
|
PROSHARES TR (74348A467)
|
19,255 |
$1,334k |
|
|
Apple Inc (037833100)
|
6,243 |
$1,303k |
|
|
ProShares Russell 2000 Dividend Growers ETF (74347B698)
|
22,024 |
$1,283k |
|
|
Guggenheim S&P 500 Eq Wt Healt (78355W841)
|
5,477 |
$1,091k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,720 |
$1,090k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
14,950 |
$1,051k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
9,672 |
$965k |
|
|
First Tr Exchange Traded Fd Wt (33733B100)
|
16,873 |
$923k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
10,679 |
$863k |
|
|
ISHARES (464287168)
|
8,800 |
$862k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
12,274 |
$858k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
2,456 |
$851k |
|
|
ISHARES FLT (46429B655)
|
16,255 |
$826k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
25,966 |
$799k |
|
|
AT&T INC (00206R102)
|
22,592 |
$788k |
|
|
ENTERPRISE PRODS (293792107)
|
26,134 |
$741k |
|
|
HOME DEPOT INC (437076102)
|
3,309 |
$695k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
4,552 |
$680k |
|
|
CSX CORP (126408103)
|
10,150 |
$676k |
|
|
VANGUARD GROUP (921908844)
|
5,225 |
$614k |
|
|
DISNEY WALT CO (254687106)
|
4,395 |
$603k |
|
|
VANECK VECTORS ETF TR MORNINGSTAR WIDE (92189F643)
|
11,740 |
$569k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
9,906 |
$556k |
|
|
LOWES CO (548661107)
|
5,474 |
$534k |
|
|
Boeing Co/The (097023105)
|
1,572 |
$526k |
|
|
BLACKSTONE GROUP (09253U108)
|
11,034 |
$521k |
|
|
SOUTHERN CO (842587107)
|
8,895 |
$516k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
8,541 |
$514k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R605)
|
16,844 |
$503k |
|
|
CMS ENERGY CORP (125896100)
|
7,662 |
$460k |
|
|
FORD MOTOR CO (345370860)
|
47,440 |
$444k |
|
|
ISHARES TR (464289867)
|
9,778 |
$443k |
|
|
SPDR EMERGING MARKETS DIVIDEND (78463X533)
|
14,735 |
$438k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,662 |
$432k |
|
|
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF (73937B662)
|
18,925 |
$431k |
|
|
INTEL CORP (458140100)
|
8,955 |
$420k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
5,001 |
$419k |
|
|
MERCK & CO INC (58933Y105)
|
4,834 |
$417k |
|
|
FIRST TR EXCH TRD ALPHA FD I (33737J182)
|
17,499 |
$406k |
|
|
POWERSHARES GLOBAL ETF TRUST (73936T573)
|
13,690 |
$400k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
8,535 |
$390k |
|
|
PEMBINA PIPELINE CORP (706327103)
|
10,321 |
$383k |
|
|
SPDR S&P Health Care Equipment ETF (78464A581)
|
4,748 |
$382k |
|
|
DBX ETF TR (233051200)
|
12,250 |
$378k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
3,105 |
$360k |
|
|
PFIZER INC (717081103)
|
10,029 |
$358k |
|
|
FIRST TRUST ISE CL (33734X192)
|
6,121 |
$350k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
7,010 |
$337k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
2,038 |
$332k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
1,327 |
$328k |
|
|
UNITED TECHNOLOGIES (913017109)
|
2,533 |
$328k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,105 |
$326k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,272 |
$322k |
|
|
Facebook Inc (30303M102)
|
1,661 |
$316k |
|
|
Lockheed Martin Corp (539830109)
|
824 |
$311k |
|
|
SPDR SERIES TRUST (78464A300)
|
5,251 |
$311k |
|
|
SPDR INDEX SHS FDS (78463X772)
|
8,107 |
$311k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
11,259 |
$306k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q507)
|
9,469 |
$298k |
|
|
Exxon Mobil Corp (30231G102)
|
4,192 |
$295k |
|
|
SPDR SERIES TRUST (78464A359)
|
5,549 |
$293k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,198 |
$289k |
|
|
Eaton Vance T/A Global Dividend Income (27828S101)
|
18,054 |
$284k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
1,612 |
$283k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
3,509 |
$283k |
|
|
RAYTHEON (755111507)
|
1,540 |
$282k |
|
|
UNION PAC CORP (907818108)
|
1,637 |
$277k |
|
|
ISHARES U S ETF TR (46431W507)
|
5,470 |
$275k |
|
|
Bristol-Myers Squibb Co (110122108)
|
5,865 |
$274k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,047 |
$274k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
4,926 |
$273k |
|
|
Vanguard International Dividen (921946810)
|
4,164 |
$273k |
|
|
PREFERRED APT CMNTYS (74039L103)
|
18,518 |
$266k |
|
|
ETF MANAGERS TR (26924G201)
|
6,626 |
$258k |
|
|
ALPS SECTOR DIVIDEND (00162Q858)
|
6,055 |
$257k |
|
|
SPDR SERIES TRUST (78468R788)
|
6,962 |
$256k |
|
|
FIRST TR EXCHANGE TRADED FD (33738R886)
|
13,145 |
$250k |
|
|
CHURCH & DWIGHT INC (171340102)
|
3,179 |
$249k |
|
|
VANGUARD WORLD FDS (92204A876)
|
1,831 |
$248k |
|
|
CISCO SYSTEMS INC (17275R102)
|
4,671 |
$247k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,820 |
$247k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
1,216 |
$246k |
|
|
DTE ENERGY CO (233331107)
|
1,909 |
$245k |
|
|
COCA-COLA CO (191216100)
|
4,489 |
$240k |
|
|
Caterpillar Inc (149123101)
|
1,976 |
$238k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G102)
|
4,903 |
$236k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,063 |
$235k |
|
|
BLACKROCK MUNIYLD MICH QLTY (09254V105)
|
16,163 |
$233k |
|
|
FIRST TR (336920103)
|
2,958 |
$233k |
|
|
EATON VANCE TAX ADV (27828G107)
|
9,499 |
$227k |
|
|
INVESCO LADDERRITE 0-5 YEAR CORPORATE BOND ETF (73937B589)
|
8,783 |
$222k |
|
|
ISHARES (464287465)
|
3,514 |
$222k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
4,097 |
$220k |
|
|
ISHARES INC (464286525)
|
2,306 |
$214k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
1,105 |
$214k |
|
|
W P CAREY INC (92936U109)
|
2,440 |
$214k |
|
|
MONDELEZ INTL INC (609207105)
|
3,847 |
$211k |
|
|
FIRST TRUST TACTICAL HIGH YIELD ETF (03738D408)
|
4,363 |
$210k |
|
|
VERISIGN INC (92343E102)
|
1,000 |
$208k |
|
|
ETF MANAGERS TRUST (26924G508)
|
7,248 |
$206k |
|
|
Mesabi Trust (590672101)
|
8,500 |
$204k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,067 |
$201k |
|
|
GENERAL ELECTRIC CO (369604103)
|
15,098 |
$143k |
|
|
BLUEROCK RESIDENTIAL GRW REI (09627J102)
|
10,627 |
$128k |
|
|
NABORS INDS LTD (G6359F103)
|
10,000 |
$21k |
|
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