Rooted Wealth Advisors, Inc. Reduced Holdings in Q3 2024

Rooted Wealth Advisors, Inc.

  • $224 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-229K
- 59.16%
$44.65 - $47.21 $10.2M - $10.8M
158K $7.29M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-46.1K
- 68.39%
$116.79 - $133.54 $5.38M - $6.15M
21.3K $2.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
-52.1K
- 61.19%
$79.29 - $84.02 $4.13M - $4.38M
33.1K $2.73M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-61.2K
- 52.38%
$47.18 - $48.74 $2.89M - $2.98M
55.7K $2.68M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-33.6K
- 49.38%
$85.84 - $85.84 $2.89M - $2.89M
34.5K $3.29M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-32.6K
- 91.82%
$76.94 - $79.54 $2.51M - $2.6M
2.91K $229K
VO
Vanguard Mid Cap ETF

ETFs
-9.55K
- 91.55%
$237.84 - $263.83 $2.27M - $2.52M
881 $230K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-20.7K
- 89.96%
$105.53 - $118.34 $2.18M - $2.44M
2.3K $264K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-66.9K
- 91.18%
$32.7 - $36.14 $2.19M - $2.42M
6.47K $229K
EMB
Ishares Tr

ETFs
-26.1K
- 86.77%
$87.75 - $93.74 $2.29M - $2.45M
3.98K $367K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-39.9K
- 86.01%
$46.17 - $51.13 $1.84M - $2.04M
6.48K $329K
SRLN
Ssga Active Trust

ETFs
-31.9K
- 74.37%
$40.93 - $41.85 $1.31M - $1.34M
11K $458K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-30.1K
- 47.62%
$41.95 - $43.42 $1.26M - $1.31M
33.1K $1.42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-18.9K
- 36.79%
$41.9 - $48.26 $791K - $911K
32.4K $1.61M
IVV
Ishares Core S&P 500 ETF

ETFs
-431
- 45.13%
$520.18 - $576.82 $224K - $249K
524 $299K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.26K
- 8.51%
$90.87 - $102.43 $115K - $129K
13.6K $1.31M
AAPL
Apple Inc.

Technology
-391
- 2.85%
$207.23 - $234.82 $81K - $91.8K
13.3K $2.95M
GOOGL
Alphabet Inc.

Communication Services
-119
- 1.8%
$148.65 - $191.18 $17.7K - $22.8K
6.48K $1.06M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-2.85K
- 21.07%
$19.48 - $20.97 $55.4K - $59.7K
10.7K $219K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-575
- 7.9%
$89.91 - $101.33 $51.7K - $58.3K
6.7K $635K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-86
- 12.39%
$434.77 - $502.96 $37.4K - $43.3K
608 $293K
TSLA
Tesla, Inc.

Consumer Cyclical
-70
- 2.65%
$191.76 - $263.26 $13.4K - $18.4K
2.57K $619K
VEA
Vanguard Ftse Developed Market

ETFs
-1.02K
- 8.46%
$47.6 - $53.31 $48.7K - $54.6K
11.1K $575K
PEP
Pepsico Inc

Consumer Defensive
-118
- 4.06%
$161.9 - $179.3 $19.1K - $21.2K
2.79K $466K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-394
- 9.51%
$74.85 - $82.2 $29.5K - $32.4K
3.75K $297K
IWY
Ishares Tr Russell 200 Growth

ETFs
-109
- 6.65%
$194.66 - $225.97 $21.2K - $24.6K
1.53K $332K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.22K
- 2.85%
$24.86 - $26.33 $30.4K - $32.2K
41.7K $1.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-314
- 6.01%
$162.83 - $179.16 $51.1K - $56.3K
4.91K $870K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-342
- 8.49%
$70.02 - $76.68 $23.9K - $26.2K
3.69K $281K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-721
- 10.03%
$38.04 - $45.36 $27.4K - $32.7K
6.47K $280K
HYD
Vaneck High Yield Muni ETF

ETFs
-295
- 1.5%
$51.46 - $53.07 $15.2K - $15.7K
19.4K $1.02M
GLD
Spdr Gold Trust

ETFs
-105
- 9.9%
$215.56 - $246.98 $22.6K - $25.9K
956 $233K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-176
- 5.76%
$75.88 - $83.21 $13.4K - $14.6K
2.88K $237K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-167
- 0.95%
$81.31 - $83.29 $13.6K - $13.9K
17.5K $1.44M
HYG
Ishares Tr

ETFs
-50
- 0.94%
$76.72 - $80.36 $3.84K - $4.02K
5.28K $418K
VBR
Vanguard Small Cap Value ETF

ETFs
-32
- 1.46%
$179.99 - $201.6 $5.76K - $6.45K
2.16K $428K
MA
Mastercard Inc

Financial Services
-21
- 4.13%
$429.6 - $500.99 $9.02K - $10.5K
487 $239K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-553
- 2.03%
$60.84 - $67.51 $33.6K - $37.3K
26.8K $1.79M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-28
- 0.15%
$33.74 - $37.96 $945 - $1.06K
18.7K $691K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7
- 0.08%
$58.03 - $65.37 $406 - $458
8.86K $571K
WMT
Walmart Inc.

Consumer Defensive
-98
- 2.26%
$66.91 - $81.4 $6.56K - $7.98K
4.23K $335K
IAUM
I Shares Gold Trust Micro

ETFs
-872
- 3.34%
$23.25 - $26.67 $20.3K - $23.3K
25.2K $665K
SLV
I Shares Silver Trust

ETFs
-605
- 1.89%
$24.33 - $29.38 $14.7K - $17.8K
31.4K $908K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-972
- 4.77%
$36.02 - $41.68 $35K - $40.5K
19.4K $830K
META
Meta Platforms, Inc.

Communication Services
-45
- 2.36%
$453.41 - $572.44 $20.4K - $25.8K
1.87K $1.09M
IXUS
Ishares Tr

ETFs
-2.08K
- 1.15%
$64.9 - $73.35 $135K - $153K
178K $12.9M
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
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