Root Financial Partners, LLC Purchases in Q1 2025

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
8.97K
New
$23.03 - $25.01 $207K - $224K
8.97K $212M
NSC
Norfolk Southern Corp

Industrials
888
New
$227.69 - $259.76 $202K - $231K
888 $210M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.3K
+ 32.38%
$49.25 - $50.66 $212K - $218K
17.6K $872M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.2K
New
$87.68 - $94.52 $193K - $208K
2.2K $206M
UPS
United Parcel Service Inc

Industrials
1.87K
New
$109.66 - $136.26 $205K - $255K
1.87K $206M
COST
Costco Wholesale Corp

Consumer Defensive
166
+ 11.12%
$890.62 - $1076.86 $148K - $179K
1.66K $1.57B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.99K
New
$50.39 - $50.66 $201K - $202K
3.99K $202M
SCMB
Schwab Strategic Tr Mun Bd ETF
7.83K
+ 52.79%
N/A
22.7K $575M
Ea Series Trust
1.54K
+ 22.87%
N/A
8.28K $923M
CVX
Chevron Corp

Energy
188
+ 2.95%
$146.71 - $167.97 $27.6K - $31.6K
6.57K $1.1B
BCBP
Bcb Bancorp Inc

Financial Services
22K
+ 78.57%
$9.52 - $11.89 $209K - $262K
50K $493M
DFIC
Dimensional ETF Tr Dimensional

ETFs
993
+ 1.69%
$25.54 - $28.79 $25.4K - $28.6K
59.9K $1.66B
WMT
Walmart Inc.

Consumer Defensive
1.65K
+ 40.73%
$84.5 - $105.05 $139K - $173K
5.7K $501M
FNDA
Schwab Fundamental U S Small C

ETFs
5.38K
+ 72.47%
$26.87 - $30.99 $145K - $167K
12.8K $351M
VO
Vanguard Mid Cap ETF

ETFs
529
+ 28.63%
$251.87 - $277.95 $133K - $147K
2.38K $615M
EPD
Enterprise Products Partners L.P.

Energy
1.19K
+ 3.9%
$31.75 - $34.14 $37.7K - $40.5K
31.6K $1.08B
PEP
Pepsico Inc

Consumer Defensive
798
+ 26.88%
$142.64 - $156.42 $114K - $125K
3.77K $565M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.19K
+ 52.73%
$91.45 - $91.75 $109K - $109K
3.44K $315M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.34K
+ 36.52%
$18.36 - $20.51 $79.7K - $89.1K
16.2K $321M
IEMG
Ishares Inc

ETFs
1.61K
+ 23.96%
N/A
8.32K $449M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.86K
+ 9.23%
$49.78 - $53.19 $92.4K - $98.8K
22K $1.12B
VZ
Verizon Communications Inc

Communication Services
1.07K
+ 13.79%
$37.81 - $46.49 $40.5K - $49.8K
8.85K $401M
CMCSA
Comcast Corp

Communication Services
2.48K
+ 31.99%
$33.19 - $38.23 $82.3K - $94.8K
10.2K $378M
DIS
Walt Disney CO

Communication Services
1.1K
+ 56.17%
$96.87 - $114.0 $107K - $126K
3.06K $302M
MA
Mastercard Inc

Financial Services
100
+ 8.87%
$504.67 - $576.31 $50.5K - $57.6K
1.23K $673M
AMGN
Amgen Inc

Healthcare
128
+ 16.64%
$258.59 - $327.36 $33.1K - $41.9K
897 $280M
VEU
Vanguard Ftse All World Ex Us

ETFs
424
+ 2.69%
$56.51 - $62.98 $24K - $26.7K
16.2K $983M
ABT
Abbott Laboratories

Healthcare
241
+ 11.94%
$111.1 - $140.22 $26.8K - $33.8K
2.26K $300M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
767
+ 7.59%
$81.83 - $82.73 $62.8K - $63.5K
10.9K $899M
KO
Coca Cola CO

Consumer Defensive
254
+ 4.52%
$60.81 - $72.32 $15.4K - $18.4K
5.87K $420M
T
At&T Inc.

Communication Services
411
+ 4.16%
$21.56 - $28.28 $8.86K - $11.6K
10.3K $291M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.16K
+ 6.35%
$20.2 - $22.24 $43.7K - $48.1K
36.2K $779M
IWF
Ishares Russell 1000 Gr ETF

ETFs
300
+ 23.44%
$360.07 - $417.26 $108K - $125K
1.58K $570M
Arista Networks Inc
1.54K
+ 78.66%
N/A
3.51K $272M
KLAC
Kla Corp

Technology
21
+ 2.95%
$636.62 - $777.63 $13.4K - $16.3K
732 $498M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.4K
+ 4.52%
$25.35 - $27.46 $35.5K - $38.4K
32.4K $856M
RSG
Republic Services, Inc.

Industrials
10
+ 0.99%
$200.09 - $242.16 $2K - $2.42K
1.02K $246M
ALL
Allstate Corp

Financial Services
113
+ 9.83%
$180.99 - $210.18 $20.5K - $23.8K
1.26K $261M
QCOM
Qualcomm Inc

Technology
257
+ 10.32%
$151.94 - $175.86 $39K - $45.2K
2.75K $422M
IBM
International Business Machines Corp

Technology
25
+ 2.24%
$217.4 - $264.74 $5.44K - $6.62K
1.14K $284M
IWD
Ishares Russell 1000 Val ETF

ETFs
145
+ 4.08%
$182.82 - $196.21 $26.5K - $28.5K
3.7K $697M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.08K
+ 10.14%
$21.75 - $24.28 $67K - $74.8K
33.4K $738M
CSCO
Cisco Systems, Inc.

Technology
277
+ 5.36%
$58.74 - $64.87 $16.3K - $18K
5.44K $336M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
82
+ 9.87%
$408.78 - $448.82 $33.5K - $36.8K
913 $383M
VGT
Vanguard Information Technolog

ETFs
110
+ 28.5%
$542.38 - $646.34 $59.7K - $71.1K
496 $269M
PG
Procter & Gamble CO

Consumer Defensive
116
+ 4.48%
$158.56 - $176.26 $18.4K - $20.4K
2.71K $462M
PNC
Pnc Financial Services Group, Inc.

Financial Services
320
+ 17.85%
$168.84 - $202.89 $54K - $64.9K
2.11K $371M
ADBE
Adobe Inc.

Technology
159
+ 26.37%
$377.84 - $464.11 $60.1K - $73.8K
762 $292M
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 1.39%
$279.74 - $321.29 $3.08K - $3.53K
801 $249M
Activity Summary
Buys All Purchases 122 New Holdings 18 Increased Positions 104 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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