Rooted Wealth Advisors, Inc. Purchases in Q2 2024

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.05K
+ 8.82%
$455.1 - $504.28 $2.75M - $3.05M
74.6K $37.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
32.5K
+ 9.17%
$44.06 - $45.49 $1.43M - $1.48M
387K $17.6M
IXUS
Ishares Tr

ETFs
19.6K
+ 12.2%
$65.1 - $70.07 $1.28M - $1.37M
180K $12.4M
SPYG
Spdr Portfolio

ETFs
7.54K
+ 7.46%
$68.71 - $80.95 $518K - $611K
109K $8.73M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.96K
+ 4.6%
$109.98 - $128.59 $326K - $381K
67.4K $8.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.5K
+ 12.58%
$55.45 - $57.39 $1.08M - $1.12M
175K $9.98M
AAPL
Apple Inc.

Technology
1.78K
+ 14.89%
$165.0 - $216.67 $293K - $385K
13.7K $3.07M
DGRO
Ishares Core Dividend Growth E

ETFs
12K
+ 9.18%
$55.23 - $58.55 $662K - $702K
143K $8.51M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
19.7K
+ 20.31%
$46.84 - $47.46 $924K - $936K
117K $5.58M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.4K
+ 13.91%
$77.99 - $80.49 $811K - $837K
85.2K $6.9M
VIG
Vanguard Dividend Appreciation

ETFs
2.49K
+ 6.71%
$173.33 - $185.29 $432K - $461K
39.6K $7.47M
XLP
Consumer Staples Sector Spdr

ETFs
6.91K
+ 11.63%
$73.08 - $78.4 $505K - $542K
66.4K $5.2M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.37K
+ 10.32%
$83.97 - $89.72 $535K - $571K
68.1K $6.03M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.47K
+ 9.33%
$170.63 - $199.67 $252K - $294K
17.3K $3.41M
NVDA
Nvidia Corp

Technology
13.1K
+ 907.33%
$118.11 - $1224.4 $1.55M - $16.1M
14.6K $1.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.79K
+ 13.84%
$102.13 - $110.88 $285K - $309K
23K $2.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.55K
+ 5.71%
$114.71 - $121.51 $292K - $309K
47.1K $5.81M
IEMG
Ishares Inc

ETFs
6.43K
+ 158.74%
$50.02 - $54.95 $322K - $353K
10.5K $568K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.82K
+ 49.02%
$50.57 - $50.75 $345K - $346K
20.7K $1.05M
HYD
Vaneck High Yield Muni ETF

ETFs
6.36K
+ 47.59%
$51.05 - $52.32 $325K - $333K
19.7K $1.03M
GOOG
Alphabet Inc.

Communication Services
1.87K
New
$151.94 - $186.86 $284K - $349K
1.87K $335K
WMT
Walmart Inc.

Consumer Defensive
4.33K
New
$58.85 - $68.9 $255K - $298K
4.33K $307K
DFAT
Dimensional ETF Tr U S Target

ETFs
4K
+ 10.84%
$50.18 - $54.47 $201K - $218K
40.9K $2.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.25K
+ 9.02%
$40.83 - $44.89 $173K - $191K
51.3K $2.28M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
4.9K
+ 8.25%
$48.11 - $50.91 $235K - $249K
64.2K $3.25M
TSLA
Tesla, Inc.

Consumer Cyclical
162
+ 6.53%
$142.05 - $197.88 $23K - $32.1K
2.64K $658K
MSFT
Microsoft Corp

Technology
296
+ 5.04%
$389.33 - $452.85 $115K - $134K
6.17K $2.72M
VO
Vanguard Mid Cap ETF

ETFs
828
+ 8.63%
$234.99 - $248.98 $195K - $206K
10.4K $2.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.51K
+ 11.34%
$82.22 - $94.12 $124K - $142K
14.9K $1.45M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.06K
+ 8.7%
$41.64 - $42.32 $211K - $214K
63.2K $2.69M
BAC
Bank Of America Corp

Financial Services
5.54K
New
$34.68 - $40.02 $192K - $222K
5.54K $238K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.15K
+ 9.65%
$49.86 - $56.71 $107K - $122K
24.4K $1.42M
IVV
Ishares Core S&P 500 ETF

ETFs
356
+ 59.43%
$497.53 - $549.64 $177K - $196K
955 $531K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.09K
New
$168.53 - $224.69 $183K - $244K
1.09K $213K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.84K
New
$70.55 - $72.66 $201K - $207K
2.84K $207K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
3.27K
+ 4.66%
$33.15 - $35.16 $108K - $115K
73.3K $2.57M
OMFL
Invesco Exchange Traded Self I

ETFs
18.5K
+ 8.73%
$51.23 - $54.89 $948K - $1.02M
231K $11.7M
GOOGL
Alphabet Inc.

Communication Services
115
+ 1.77%
$150.53 - $185.41 $17.3K - $21.3K
6.6K $1.17M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.24K
+ 5.09%
$45.6 - $48.78 $102K - $109K
46.3K $2.27M
AMZN
Amazon Com Inc

Consumer Cyclical
524
+ 7.51%
$173.67 - $197.85 $91K - $104K
7.5K $1.38M
AVGO
Broadcom Inc.

Technology
2.02K
+ 947.42%
$1204.71 - $1828.87 $2.43M - $3.69M
2.23K $358K
PG
Procter & Gamble CO

Consumer Defensive
327
+ 16.52%
$155.33 - $168.56 $50.8K - $55.1K
2.31K $389K
TLT
Ishares Barclays 20+ Year Trea

ETFs
630
+ 9.48%
$87.78 - $94.67 $55.3K - $59.6K
7.27K $680K
QQQ
Invesco Qqq Trust, Series 1

ETFs
81
+ 13.21%
$414.65 - $485.21 $33.6K - $39.3K
694 $333K
AMAT
Applied Materials Inc

Technology
206
+ 15.47%
$189.46 - $247.83 $39K - $51.1K
1.54K $335K
LLY
Eli Lilly & CO

Healthcare
12
+ 2.39%
$724.87 - $909.04 $8.7K - $10.9K
515 $437K
FDN
First Tr Fd Dow Jones

ETFs
422
+ 6.14%
$192.91 - $207.84 $81.4K - $87.7K
7.29K $1.45M
RSP
Invesco S&P 500 Equal Weight E

ETFs
195
+ 3.88%
$159.21 - $168.37 $31K - $32.8K
5.22K $885K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.31K
+ 20.62%
$19.15 - $20.2 $44.2K - $46.6K
13.5K $269K
Activity Summary
Buys All Purchases 62 New Holdings 6 Increased Positions 56 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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