ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMT | 4K | $387.04K |
 | CACI | 3K | $1.51M |
 | AMD | 3K | $485.21K |
 | DUK | 3K | $369.49K |
 | BRK-B | 3K | $1.39M |
 | UBER | 3K | $267.07K |
 | APD | 3K | $715.53K |
 | DIS | 2K | $281.70K |
 | SCHW | 2K | $231.62K |
 | IBM | 2K | $672.71K |
 | PG | 2K | $345.52K |
 | DVA | 2K | $268.10K |
 | GOOG | 2K | $437.38K |
 | TEAM | 2K | $271.49K |
 | QLYS | 2K | $219.48K |
 | AVGO | 2K | $532.82K |
 | MCD | 2K | $466.43K |
 | REGN | 2K | $844.53K |
 | JNJ | 1K | $273.61K |
 | ACN | 1K | $341.29K |
Walmart Inc.
WMT
Shares Held
4K
Value
$387.04K
CACI International Inc
CACI
Shares Held
3K
Value
$1.51M
Advanced Micro Devices, Inc.
AMD
Shares Held
3K
Value
$485.21K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$369.49K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.39M
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$267.07K
Air Products and Chemicals, Inc.
APD
Shares Held
3K
Value
$715.53K
The Walt Disney Company
DIS
Shares Held
2K
Value
$281.70K
The Charles Schwab Corporation
SCHW
Shares Held
2K
Value
$231.62K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$672.71K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$345.52K
DaVita Inc.
DVA
Shares Held
2K
Value
$268.10K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$437.38K
Atlassian Corporation
TEAM
Shares Held
2K
Value
$271.49K
Qualys, Inc.
QLYS
Shares Held
2K
Value
$219.48K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$532.82K
McDonald's Corporation
MCD
Shares Held
2K
Value
$466.43K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
2K
Value
$844.53K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$273.61K
Accenture plc
ACN
Shares Held
1K
Value
$341.29K