Rooted Wealth Advisors, Inc. Portfolio Holdings
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
Rooted Wealth Advisors, Inc. has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Million distributed in 93 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 $39.6M, Ishares Core Dividend Growth E with a value of $15.2M, J P Morgan Exchange Traded Fd with a value of $14.1M, Ishares Tr with a value of $12.7M, and Invesco Actively Managed ETF T with a value of $11.6M.
Examining the 13F form we can see an decrease of $16.3M in the current position value, from $256M to 239M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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