Rooted Wealth Advisors, Inc. Purchases and Sells in Q4 2024

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	40.3K + 4572.53%	$261.5 - $284.63 $10.5M - $11.5M	41.2K $10.9M
VOO	1.28K + 1.7%	$521.84 - $558.82 $668K - $716K	76.4K $41.4M
SPYG	10.3K + 7.92%	$81.74 - $91.38 $843K - $942K	140K $12.5M
VIG	5.76K + 12.33%	N/A	52.5K $10.2M
XLP	18.8K + 18.83%	N/A	119K $9.17M
ISTB	16K + 28.7%	$47.58 - $48.56 $760K - $776K	71.6K $3.42M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GTO	257K New	$46.33 - $48.41 $11.9M - $12.4M	257K $11.9M
HYGH	93.4K New	$85.41 - $87.1 $7.98M - $8.14M	93.4K $8.09M
KO	3.54K New	$61.74 - $71.71 $219K - $254K	3.54K $216K
F	21.9K New	$9.69 - $11.4 $212K - $250K	21.9K $214K
NKE	2.94K New	$73.36 - $89.13 $216K - $262K	2.94K $212K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OMFL	-204K - 71.03%	$52.49 - $56.58 $10.7M - $11.5M	83K $4.52M
SPEM	-2.12K - 10.93%	$38.37 - $42.82 $81.3K - $90.7K	17.3K $661K
SLV	-3.7K - 11.79%	$26.33 - $31.74 $97.4K - $117K	27.7K $756K
CAT	-83 - 2.6%	$360.37 - $416.88 $29.9K - $34.6K	3.11K $1.13M
VEA	-1.6K - 14.4%	$47.57 - $52.44 $75.9K - $83.7K	9.48K $458K
PEP	-322 - 11.56%	$151.29 - $176.1 $48.7K - $56.7K	2.46K $358K

Activity Summary All Purchases 60 New Holdings 5 Increased Positions 55 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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