Rooted Wealth Advisors, Inc. Purchases and Sells in Q3 2025

Rooted Wealth Advisors, Inc.

$308 Million
Q3 2025

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	1.38K + 1.71%	$567.77 - $614.76 $786K - $851K	82.3K $50.4M
SPYG	9.12K + 5.99%	$94.33 - $105.31 $861K - $961K	161K $16.9M
DGRO	13.2K + 5.13%	$64.12 - $68.08 $845K - $897K	270K $18.4M
QQQM	4.87K + 15.29%	$225.11 - $247.9 $1.1M - $1.21M	36.7K $9.07M
AAPL	1.08K + 7.14%	$202.38 - $256.87 $219K - $278K	16.2K $4.14M
JEPI	16.2K + 6.13%	$55.61 - $57.37 $900K - $928K	280K $16M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDMO	317K New	$50.32 - $54.01 $15.9M - $17.1M	317K $17.1M
DRI	3.25K New	$184.73 - $220.27 $601K - $717K	3.25K $619K
PLTR	2.32K New	$130.68 - $186.97 $303K - $433K	2.32K $422K
LOW	1.12K New	$215.01 - $273.02 $241K - $306K	1.12K $281K
SOFI	10.5K New	$17.64 - $29.81 $185K - $312K	10.5K $276K
UNP	1.12K New	$214.91 - $237.16 $241K - $266K	1.12K $265K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXUS	-164K - 90.9%	$76.35 - $82.58 $12.6M - $13.6M	16.5K $1.36M
XLP	-26.9K - 21.03%	N/A	101K $7.68M
MOAT	-12.9K - 38.04%	N/A	20.9K $1.8M
SCHH	-37.6K - 21.85%	$20.76 - $21.78 $781K - $820K	135K $2.9M
VO	-3.37K - 8.22%	$279.83 - $293.74 $944K - $991K	37.7K $11.1M
PEP	-1.31K - 39.99%	$133.81 - $152.16 $175K - $199K	1.96K $275K

Activity Summary All Purchases 101 New Holdings 23 Increased Positions 78 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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