Rooted Wealth Advisors, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $46M, Ishares Core Dividend Growth E with a value of $16.4M, J P Morgan Exchange Traded Fd with a value of $15M, Spdr Portfolio with a value of $14.5M, and Ishares Tr with a value of $14M.
Examining the 13F form we can see an increase of $35.8M in the current position value, from $239M to 275M.
Rooted Wealth Advisors, Inc. is based out at Bourbonnais, IL
Below you can find more details about Rooted Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
ETFs: $242 Million
Technology: $12.3 Million
Consumer Cyclical: $5.45 Million
Communication Services: $3.97 Million
Financial Services: $3.13 Million
Consumer Defensive: $2.93 Million
Industrials: $2.85 Million
Healthcare: $1.24 Million
Other: $836,000
Stock Holdings Table Market Cap. of $200 Billions or more
