Acorns Advisers, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Acorns Advisers, LLC

CIK Number: 0001701879

11.65B
Market Value
73
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 20, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
596.61
+0.83% 8.45M +3.68% 4.34B 328.97 41.64% Share
2 IXUS iShares Core MS...
79.81
+0.40% 33.84M -0.95% 2.36B 63.14 22.66% Share
3 AGG iShares Core U....
99.62
+0.40% 12.51M +2.28% 1.24B 107.82 11.87% Share
4 IJH iShares Core S&...
65.72
+1.43% 11.18M +4.26% 652.57M 45.63 6.26% Share
5 ISTB iShares Core 1-...
48.76
+0.14% 10.92M +1.81% 528.12M 49.65 5.07% Share
6 IJR iShares Core S&...
118.78
+1.51% 2.89M +5.33% 301.87M 88.98 2.90% Share
7 ESGU iShares ESG Awa...
141.72
+0.80% 2.4M +3.84% 292.66M 97.64 2.81% Share
8 ESGD iShares ESG Awa...
90.82
+0.79% 1.46M -2.63% 119M 73.61 1.14% Share
9 BITO ProShares Bitco...
18.93
-2.25% 3.67M +16.18% 67.24M 15.3 0.64% Share
10 BIL SPDR Bloomberg ...
91.49
+0.01% 538.24K +5.77% 49.37M 91.57 0.47% Share
11 GBIL Goldman Sachs A...
99.94
+0.02% 492.79K +6.64% 49.37M 100.26 0.47% Share
12 SHV iShares Short T...
110.17
+0.02% 446.76K +6.07% 49.35M 110.53 0.47% Share
13 ICSH iShares Ultra S...
50.59
+0.04% 971.05K +5.61% 49.23M 50.32 0.47% Share
14 JPST JPMorgan Ultra-...
50.59
+0.04% 972.18K +6.05% 49.22M 50.34 0.47% Share
15 SUSA iShares MSCI US...
132.04
+0.55% 382.18K +2.51% 43.9M 94.55 0.42% Share
16 ESGE iShares ESG Awa...
40.47
-0.27% 1.19M -0.48% 41.62M 35.11 0.40% Share
17 GOVT iShares U.S. Tr...
23.00
+0.28% 1.26M +1.48% 28.87M 24.13 0.28% Share
18 MBB iShares MBS ETF
94.43
+0.51% 294.71K +2.15% 27.64M 97.96 0.27% Share
19 SUSC iShares ESG USD...
23.39
+0.60% 1.07M +2.19% 24.59M 24.24 0.24% Share
20 ESML iShares ESG Awa...
44.66
+1.34% 535.67K +3.56% 20.57M 37.13 0.20% Share
21 SHY iShares 1-3 Yea...
82.80
+0.07% 207.4K +0.28% 17.16M 83.21 0.16% Share
22 SUSB iShares ESG 1-5...
25.26
+0.20% 684.4K +0.54% 17.1M 24.75 0.16% Share
23 NVDA NVIDIA Corporat...
171.66
+0.61% 93.6K +23.78% 10.14M 100.79 0.10% Share
24 TSLA Tesla, Inc.
338.53
+1.33% 24.34K +29.24% 6.31M 247.89 0.06% Share
25 AAPL Apple Inc.
239.78
+0.55% 25.79K +18.93% 5.73M 203.49 0.05% Share
26 AMZN Amazon.com, Inc...
235.68
+4.29% 24.78K +20.32% 4.71M 178.93 0.05% Share
27 MSFT Microsoft Corpo...
507.97
+0.52% 7.92K +18.83% 2.98M 404.59 0.03% Share
28 XLK Technology Sele...
262.63
+0.49% 9.24K +55.60% 1.91M 217.08 0.02% Share
29 BRK-B Berkshire Hatha...
506.82
+1.06% 3.03K +4.99% 1.61M 405.02 0.02% Share
30 META Meta Platforms,...
748.65
+1.57% 2.63K +10.89% 1.51M 469.97 0.01% Share
31 COST Costco Wholesal...
955.90
+0.64% 1.23K +14.51% 1.16M 787.37 0.01% Share
32 AMD Advanced Micro ...
161.79
-0.21% 10.53K +36.83% 1.08M 142.8 0.01% Share
33 GOOG Alphabet Inc.
232.66
+0.68% 6.89K +19.07% 1.08M 159.45 0.01% Share
34 LLY Eli Lilly and C...
742.77
+0.67% 1.24K +9.45% 1.02M 815.97 < 0.01% Share
35 JEPI JPMorgan Equity...
56.75
+0.30% 16.14K +24.01% 922K 57.4 < 0.01% Share
36 XOM Exxon Mobil Cor...
112.42
+0.46% 7.01K +29.96% 833K 115.01 < 0.01% Share
37 GOOGL Alphabet Inc.
232.30
+0.71% 4.83K +20.29% 746K 163.62 < 0.01% Share
38 WMT Walmart Inc.
100.91
+1.48% 8.26K +10.54% 725K 67 < 0.01% Share
39 AVGO Broadcom Inc.
306.10
+1.23% 4.18K +24.30% 701K 179.3 < 0.01% Share
40 XLE Energy Select S...
89.06
+0.65% 7.02K +32.52% 656K 88.51 < 0.01% Share
41 NFLX Netflix, Inc.
1257.48
+2.55% 622 +6.69% 580K 660.94 < 0.01% Share
42 KO The Coca-Cola C...
68.25
-1.07% 7.77K +3.79% 556K 62.52 < 0.01% Share
43 HD The Home Depot,...
411.86
+1.02% 1.49K +27.52% 547K 369.81 < 0.01% Share
44 CVX Chevron Corpora...
157.73
-0.21% 3.24K +23.04% 542K 150.41 < 0.01% Share
45 INTC Intel Corporati...
24.61
+2.54% 22.94K +9.68% 521K 22.27 < 0.01% Share
46 GEV GE Vernova Inc.
598.92
+3.79% 1.48K +40.72% 452K 322.09 < 0.01% Share
47 GE GE Aerospace
282.23
+2.28% 2.2K +5.06% 441K 181.59 < 0.01% Share
48 XLF Financial Selec...
54.04
+1.01% 8.38K +41.29% 418K 48.76 < 0.01% Share
49 BLK BlackRock, Inc.
1108.43
+0.81% 426 +12.70% 403K 1016.25 < 0.01% Share
50 LMT Lockheed Martin...
456.92
+1.75% 876 +24.26% 391K 537.16 < 0.01% Share
51 DIS The Walt Disney...
118.83
+1.23% 3.96K +3.45% 391K 96.81 < 0.01% Share
52 MCD McDonald's Corp...
317.04
+0.21% 1.22K +14.35% 381K 302.79 < 0.01% Share
53 ORCL Oracle Corporat...
223.02
-0.19% 2.71K +63.35% 379K 157.98 < 0.01% Share
54 JPM JPMorgan Chase ...
303.87
+1.46% 1.55K +6.91% 379K 210.37 < 0.01% Share
55 XLV Health Care Sel...
137.44
+0.38% 2.53K +14.37% 370K 149.41 < 0.01% Share
56 SBUX Starbucks Corpo...
87.01
-0.28% 3.67K +8.58% 360K 96.42 < 0.01% Share
57 BA The Boeing Comp...
230.82
-0.67% 2.09K +18.65% 357K 159.85 < 0.01% Share
58 CAT Caterpillar Inc...
420.30
+1.25% 1.01K +26.60% 333K 372.64 < 0.01% Share
59 V Visa Inc.
350.54
-0.09% 898 -2.29% 315K 267.1 < 0.01% Share
60 NKE NIKE, Inc.
75.37
+0.84% 4.85K +39.37% 308K 79.25 < 0.01% Share
61 AMT American Tower ...
195.09
-0.6% 1.4K +25.99% 305K 190.46 < 0.01% Share
62 UNH UnitedHealth Gr...
310.31
+0.79% 547 +16.88% 286K 559.74 < 0.01% Share
63 T AT&T Inc.
29.59
+1.89% 9.94K +4.24% 281K 22.99 < 0.01% Share
64 IBM International B...
247.30
+1.31% 1.13K +24.42% 281K 225.49 < 0.01% Share
65 PLD Prologis, Inc.
112.61
+1.50% 2.46K +24.13% 275K 106.88 < 0.01% Share
66 JNJ Johnson & Johns...
178.71
+0.40% 1.59K +100.00% 263K 165.84 < 0.01% Share
67 SPGI S&P Global Inc.
540.26
+0.19% 492 +19.42% 250K 499.67 < 0.01% Share
68 PFE Pfizer Inc.
24.52
-1.07% 9.42K +10.48% 239K 26.42 < 0.01% Share
69 AXP American Expres...
330.72
+2.17% 876 +15.41% 236K 271.17 < 0.01% Share
70 CRM Salesforce, Inc...
244.06
-4.83% 869 +27.79% 233K 319.98 < 0.01% Share
71 UPS United Parcel S...
84.47
-0.97% 2.09K +28.12% 230K 122.56 < 0.01% Share
72 XLU Utilities Selec...
83.72
-0.13% 2.79K +100.00% 220K 78.85 < 0.01% Share
73 DUK Duke Energy Cor...
120.87
-0.52% 1.78K +100.00% 218K 121.97 < 0.01% Share