Rooted Wealth Advisors, Inc. Incresed Positions in Q3 2024

Rooted Wealth Advisors, Inc.

  • $224 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
111K
+ 78.18%
$57.47 - $62.76 $6.4M - $6.99M
254K $15.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
60.2K
+ 34.41%
$54.98 - $59.51 $3.31M - $3.58M
235K $13.8M
OMFL
Invesco Exchange Traded Self I

ETFs
56.1K
+ 24.36%
$47.65 - $52.99 $2.68M - $2.98M
287K $15M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
131K
+ 411.82%
$19.78 - $23.53 $2.59M - $3.08M
163K $3.66M
XLP
Consumer Staples Sector Spdr

ETFs
33.6K
+ 50.63%
$76.04 - $76.04 $2.55M - $2.55M
100K $8.06M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
70K
+ 315.89%
$28.26 - $29.46 $1.98M - $2.06M
92.1K $2.65M
SPYG
Spdr Portfolio

ETFs
21.5K
+ 19.73%
$73.38 - $84.1 $1.57M - $1.8M
130K $10.7M
VIG
Vanguard Dividend Appreciation

ETFs
7.12K
+ 17.98%
$182.15 - $182.15 $1.3M - $1.3M
46.7K $9.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
531
+ 0.71%
$475.2 - $527.7 $252K - $280K
75.2K $39.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.75K
+ 12.22%
$117.9 - $128.2 $678K - $737K
52.8K $6.76M
DFAT
Dimensional ETF Tr U S Target

ETFs
9.01K
+ 22.04%
$51.0 - $57.07 $459K - $514K
49.9K $2.74M
FDN
First Tr Fd Dow Jones

ETFs
1.58K
+ 21.66%
$183.68 - $212.48 $290K - $336K
8.87K $1.88M
NVDA
Nvidia Corp

Technology
2.2K
+ 15.09%
$98.91 - $134.91 $218K - $297K
16.8K $2.14M
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
+ 122.12%
$194.9 - $224.8 $231K - $267K
2.16K $455K
AMZN
Amazon Com Inc

Consumer Cyclical
1.44K
+ 19.18%
$161.02 - $200.0 $232K - $288K
8.94K $1.62M
CAT
Caterpillar Inc

Industrials
191
+ 6.36%
$316.8 - $391.12 $60.5K - $74.7K
3.19K $1.27M
MUB
Ishares National Muni Bond ETF

ETFs
1.59K
+ 12.8%
$106.13 - $108.7 $168K - $173K
14K $1.51M
AVGO
Broadcom Inc.

Technology
763
+ 34.2%
$136.27 - $1745.86 $104K - $1.33M
2.99K $524K
GOOG
Alphabet Inc.

Communication Services
1.03K
+ 54.95%
$149.54 - $192.66 $154K - $198K
2.9K $476K
MCD
Mcdonalds Corp

Consumer Cyclical
233
+ 13.95%
$245.82 - $304.51 $57.3K - $71K
1.9K $573K
NFLX
Netflix Inc

Communication Services
153
+ 37.14%
$598.55 - $722.26 $91.6K - $111K
565 $397K
LLY
Eli Lilly & CO

Healthcare
106
+ 20.58%
$772.14 - $960.02 $81.8K - $102K
621 $558K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
4.07K
+ 12.1%
$24.05 - $24.42 $97.8K - $99.3K
37.7K $912K
COST
Costco Wholesale Corp

Consumer Defensive
88
+ 26.19%
$801.83 - $917.05 $70.6K - $80.7K
424 $370K
XOM
Exxon Mobil Corp

Energy
428
+ 17.8%
$109.72 - $119.0 $47K - $50.9K
2.83K $355K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
3K
+ 25.58%
$19.74 - $20.07 $59.1K - $60.1K
14.7K $294K
AMAT
Applied Materials Inc

Technology
226
+ 14.69%
$174.88 - $254.97 $39.5K - $57.6K
1.76K $353K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
228
+ 1.1%
$50.61 - $50.96 $11.5K - $11.6K
20.9K $1.06M
PG
Procter & Gamble CO

Consumer Defensive
71
+ 3.08%
$160.76 - $177.82 $11.4K - $12.6K
2.38K $397K
MSFT
Microsoft Corp

Technology
147
+ 2.38%
$395.15 - $467.56 $58.1K - $68.7K
6.31K $2.59M
Activity Summary
Buys All Purchases 47 New Holdings 16 Increased Positions 31 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email