Rooted Wealth Advisors, Inc. Portfolio Holdings

Rooted Wealth Advisors, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $224 Million distributed in 95 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 $39.2M, Ishares Core Dividend Growth E with a value of $15.8M, Invesco Exchange Traded Self I with a value of $15M, J P Morgan Exchange Traded Fd with a value of $13.8M, and Ishares Tr with a value of $12.9M.

Examining the 13F form we can see an decrease of $2.42M in the current position value, from $227M to 224M.

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.