Rooted Wealth Advisors, Inc. Reduced Holdings in Q2 2024

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-14.2K
- 28.5%
$76.35 - $77.35 $1.08M - $1.1M
35.6K $2.77M
EMB
Ishares Tr

ETFs
-7.42K
- 19.76%
$86.66 - $89.88 $643K - $667K
30.1K $2.7M
SRLN
Ssga Active Trust

ETFs
-14.7K
- 25.52%
$41.68 - $42.09 $613K - $619K
42.9K $1.79M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.1K
- 40.9%
$35.3 - $38.79 $497K - $547K
20.4K $778K
CAT
Caterpillar Inc

Industrials
-685
- 18.58%
$321.47 - $379.3 $220K - $260K
3K $1.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.6K
- 11.64%
$58.24 - $64.51 $209K - $232K
27.3K $1.77M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.27K
- 9.05%
$24.54 - $25.28 $105K - $108K
42.9K $1.09M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.33K
- 11.06%
$34.2 - $36.64 $79.7K - $85.4K
18.7K $673K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-959
- 23.9%
$72.31 - $79.02 $69.3K - $75.8K
3.05K $244K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-724
- 15.24%
$67.07 - $71.45 $48.6K - $51.7K
4.03K $295K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-1.01K
- 4.38%
$28.46 - $30.33 $28.9K - $30.8K
22.2K $642K
MUB
Ishares National Muni Bond ETF

ETFs
-262
- 2.07%
$105.37 - $107.16 $27.6K - $28.1K
12.4K $1.33M
IWY
Ishares Tr Russell 200 Growth

ETFs
-208
- 11.26%
$183.56 - $216.15 $38.2K - $45K
1.64K $351K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-371
- 4.02%
$57.86 - $62.21 $21.5K - $23.1K
8.87K $547K
HYG
Ishares Tr

ETFs
-127
- 2.33%
$75.68 - $77.45 $9.61K - $9.84K
5.33K $416K
VBR
Vanguard Small Cap Value ETF

ETFs
-82
- 3.61%
$177.65 - $191.11 $14.6K - $15.7K
2.19K $422K
IAUM
I Shares Gold Trust Micro

ETFs
-1.69K
- 6.09%
$22.41 - $24.23 $37.9K - $41K
26.1K $636K
NFLX
Netflix Inc

Communication Services
-5
- 1.2%
$550.64 - $686.12 $2.75K - $3.43K
412 $265K
GLD
Spdr Gold Trust

ETFs
-2
- 0.19%
$207.82 - $224.56 $416 - $449
1.06K $240K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-303
- 0.94%
$18.53 - $20.2 $5.61K - $6.12K
31.8K $674K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.88%
$704.88 - $870.75 $2.11K - $2.61K
336 $282K
SLV
I Shares Silver Trust

ETFs
-2.28K
- 6.66%
$22.86 - $29.27 $52.2K - $66.8K
32K $870K
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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