Rooted Wealth Advisors, Inc. Portfolio Holdings
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
Rooted Wealth Advisors, Inc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $227 Million distributed in 86 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 $37.9M, Fidelity Merrimack Str Tr Tota with a value of $17.6M, Ishares Tr with a value of $12.4M, Invesco Exchange Traded Self I with a value of $11.7M, and J P Morgan Exchange Traded Fd with a value of $9.98M.
Examining the 13F form we can see an increase of $23.6M in the current position value, from $203M to 227M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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