Rooted Wealth Advisors, Inc. Reduced Holdings in Q4 2024

Rooted Wealth Advisors, Inc.

  • $256 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-204K
- 71.03%
$52.49 - $56.58 $10.7M - $11.5M
83K $4.52M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.12K
- 10.93%
$38.37 - $42.82 $81.3K - $90.7K
17.3K $661K
SLV
I Shares Silver Trust

ETFs
-3.7K
- 11.79%
$26.33 - $31.74 $97.4K - $117K
27.7K $756K
CAT
Caterpillar Inc

Industrials
-83
- 2.6%
$360.37 - $416.88 $29.9K - $34.6K
3.11K $1.13M
VEA
Vanguard Ftse Developed Market

ETFs
-1.6K
- 14.4%
$47.57 - $52.44 $75.9K - $83.7K
9.48K $458K
PEP
Pepsico Inc

Consumer Defensive
-322
- 11.56%
$151.29 - $176.1 $48.7K - $56.7K
2.46K $358K
LLY
Eli Lilly & CO

Healthcare
-32
- 5.15%
$727.2 - $932.06 $23.3K - $29.8K
589 $456K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-924
- 24.64%
$74.68 - $81.45 $69K - $75.3K
2.83K $208K
AMAT
Applied Materials Inc

Technology
-230
- 13.04%
$161.44 - $213.89 $37.1K - $49.2K
1.53K $273K
SRLN
Ssga Active Trust

ETFs
-1.95K
- 17.77%
$41.48 - $42.08 $81.1K - $82.2K
9.05K $379K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.15K
- 17.82%
$40.06 - $45.21 $46.2K - $52.1K
5.32K $213K
MCD
Mcdonalds Corp

Consumer Cyclical
-152
- 7.99%
$288.47 - $316.54 $43.8K - $48.1K
1.75K $507K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.14K
- 17.57%
$50.53 - $55.55 $57.6K - $63.3K
5.35K $271K
MUB
Ishares National Muni Bond ETF

ETFs
-330
- 2.36%
$105.78 - $108.7 $34.9K - $35.9K
13.7K $1.45M
HYD
Vaneck High Yield Muni ETF

ETFs
-223
- 1.15%
$51.09 - $53.06 $11.4K - $11.8K
19.2K $996K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 1.85%
$385.02 - $431.37 $4.24K - $4.75K
584 $224K
IAUM
I Shares Gold Trust Micro

ETFs
-728
- 2.89%
$25.56 - $27.81 $18.6K - $20.2K
24.5K $647K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-117
- 4.07%
$80.93 - $85.66 $9.47K - $10K
2.76K $224K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-21
- 0.14%
$19.8 - $20.06 $416 - $421
14.7K $292K
VBR
Vanguard Small Cap Value ETF

ETFs
-3
- 0.14%
$197.36 - $217.3 $592 - $652
2.16K $428K
MA
Mastercard Inc

Financial Services
-8
- 1.64%
$491.3 - $536.15 $3.93K - $4.29K
479 $245K
META
Meta Platforms, Inc.

Communication Services
-87
- 4.66%
$554.08 - $632.68 $48.2K - $55K
1.78K $1.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
-15
- 0.98%
$216.72 - $244.71 $3.25K - $3.67K
1.52K $358K
NOW
Service Now, Inc.

Technology
-4
- 1.56%
$867.18 - $1148.42 $3.47K - $4.59K
252 $266K
AVGO
Broadcom Inc.

Technology
-528
- 17.64%
$159.67 - $250.0 $84.3K - $132K
2.47K $564K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-28
- 0.1%
$66.77 - $71.52 $1.87K - $2K
26.7K $1.85M
NFLX
Netflix Inc

Communication Services
-13
- 2.3%
$687.65 - $936.56 $8.94K - $12.2K
552 $485K
GOOGL
Alphabet Inc.

Communication Services
-531
- 8.2%
$161.86 - $196.66 $85.9K - $104K
5.95K $1.16M
NVDA
Nvidia Corp

Technology
-555
- 3.31%
$117.0 - $148.88 $64.9K - $82.6K
16.2K $2.27M
TSLA
Tesla, Inc.

Consumer Cyclical
-89
- 3.46%
$213.65 - $479.86 $19K - $42.7K
2.48K $979K
Activity Summary
Buys All Purchases 60 New Holdings 5 Increased Positions 55 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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