Rooted Wealth Advisors, Inc. Incresed Positions in Q1 2025

Rooted Wealth Advisors, Inc.

  • $239 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.6K
+ 11.7%
$44.41 - $45.98 $915K - $947K
197K $8.95M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.38K
+ 24.58%
$192.82 - $222.1 $1.04M - $1.2M
27.3K $5.27M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.67K
+ 11.06%
$79.17 - $82.04 $370K - $383K
46.9K $3.83M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.73K
+ 9.39%
$47.59 - $48.33 $320K - $325K
78.4K $3.79M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
3.64K
+ 92.22%
$74.87 - $79.99 $272K - $291K
7.59K $578K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.85K
+ 90.78%
$48.02 - $53.02 $233K - $257K
10.2K $501K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.93K
+ 8.4%
$62.72 - $71.92 $184K - $211K
37.8K $2.4M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
6.22K
+ 13.15%
$23.9 - $24.43 $149K - $152K
53.5K $1.29M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.88K
+ 7.94%
$42.38 - $43.28 $122K - $124K
39.1K $1.66M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
531
+ 1.46%
$42.5 - $46.71 $22.6K - $24.8K
36.9K $1.67M
HYG
Ishares Tr

ETFs
689
+ 12.13%
$78.51 - $80.11 $54.1K - $55.2K
6.37K $501K
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 2.4%
$279.74 - $321.29 $11.7K - $13.5K
1.79K $560K
PG
Procter & Gamble CO

Consumer Defensive
160
+ 5.76%
$158.56 - $176.26 $25.4K - $28.2K
2.94K $500K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
134
+ 0.7%
$33.84 - $37.77 $4.53K - $5.06K
19.3K $709K
KO
Coca Cola CO

Consumer Defensive
108
+ 3.05%
$60.81 - $72.32 $6.57K - $7.81K
3.65K $261K
DE
Deere & CO

Industrials
14
+ 2.03%
$408.57 - $509.27 $5.72K - $7.13K
704 $330K
UNH
Unitedhealth Group Inc

Healthcare
54
+ 6.25%
$461.52 - $548.18 $24.9K - $29.6K
918 $480K
VEA
Vanguard Ftse Developed Market

ETFs
28
+ 0.3%
$47.4 - $52.99 $1.33K - $1.48K
9.51K $487K
FTNT
Fortinet, Inc.

Technology
279
+ 6.81%
$92.49 - $114.57 $25.8K - $32K
4.38K $421K
SRLN
Ssga Active Trust

ETFs
771
+ 8.52%
$41.02 - $41.99 $31.6K - $32.4K
9.82K $403K
HD
Home Depot, Inc.

Consumer Cyclical
90
+ 15.41%
$347.25 - $424.87 $31.3K - $38.2K
674 $247K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 2.56%
$890.62 - $1076.86 $9.8K - $11.8K
441 $417K
NKE
Nike, Inc.

Consumer Cyclical
731
+ 24.83%
$63.29 - $81.72 $46.3K - $59.7K
3.68K $233K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.48K
+ 10.46%
$54.51 - $63.63 $80.5K - $93.9K
15.6K $868K
JPM
Jpmorgan Chase & CO

Financial Services
31
+ 1.31%
$225.19 - $279.95 $6.98K - $8.68K
2.41K $590K
WMT
Walmart Inc.

Consumer Defensive
234
+ 5.39%
$84.5 - $105.05 $19.8K - $24.6K
4.58K $401K
XLP
Consumer Staples Sector Spdr

ETFs
1.87K
+ 1.57%
N/A
121K $9.17M
AMD
Advanced Micro Devices Inc

Technology
530
+ 22.9%
$96.63 - $129.55 $51.2K - $68.7K
2.84K $292K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.8K
+ 7.38%
N/A
40.7K $3.49M
GOOG
Alphabet Inc.

Communication Services
653
+ 20.71%
$156.06 - $207.71 $102K - $136K
3.81K $594K
AVGO
Broadcom Inc.

Technology
637
+ 25.83%
$167.43 - $244.7 $107K - $156K
3.1K $519K
META
Meta Platforms, Inc.

Communication Services
24
+ 1.35%
$576.74 - $736.67 $13.8K - $17.7K
1.8K $1.04M
CAT
Caterpillar Inc

Industrials
35
+ 1.13%
$326.75 - $407.63 $11.4K - $14.3K
3.15K $1.04M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
114
+ 0.43%
$64.88 - $72.1 $7.4K - $8.22K
26.8K $1.75M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.44K
+ 0.58%
$56.17 - $59.71 $80.9K - $86K
249K $14.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
956
+ 4.47%
$126.86 - $146.45 $121K - $140K
22.4K $2.84M
AMZN
Amazon Com Inc

Consumer Cyclical
646
+ 6.67%
$190.26 - $242.06 $123K - $156K
10.3K $1.97M
TSLA
Tesla, Inc.

Consumer Cyclical
183
+ 7.37%
$222.15 - $428.22 $40.7K - $78.4K
2.67K $690K
NVDA
Nvidia Corp

Technology
795
+ 4.9%
$106.98 - $149.43 $85K - $119K
17K $1.84M
VIG
Vanguard Dividend Appreciation

ETFs
727
+ 1.38%
N/A
53.2K $9.69M
SPYG
Spdr Portfolio

ETFs
2.65K
+ 1.88%
$80.05 - $92.39 $212K - $244K
143K $11.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
991
+ 1.3%
$507.05 - $563.67 $502K - $559K
77.4K $39.6M
Fidelity Covington Trust
6.39K
+ 7.97%
N/A
86.5K $0
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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