Root Financial Partners, LLC Incresed Positions in Q3 2025

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VFQY
Vanguard Wellington Fd U S Qua

ETFs
3.71K
+ 160.81%
$142.94 - $152.69 $531K - $567K
6.02K $908M
DGRO
Ishares Core Dividend Growth E

ETFs
8.12K
+ 224.47%
$64.12 - $68.08 $520K - $553K
11.7K $799M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.57K
+ 67.12%
$66.38 - $71.68 $436K - $471K
16.4K $1.17B
CAT
Caterpillar Inc

Industrials
468
+ 15.03%
$390.92 - $477.15 $183K - $223K
3.58K $1.71B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
808
+ 5.94%
$225.11 - $247.9 $182K - $200K
14.4K $3.56B
VO
Vanguard Mid Cap ETF

ETFs
1.39K
+ 53.74%
$279.83 - $293.74 $390K - $409K
3.99K $1.17B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.21K
+ 26.06%
$74.93 - $80.73 $315K - $340K
20.3K $1.64B
RTX
Raytheon Technologies Corp

Industrials
1.72K
+ 27.24%
$144.19 - $167.33 $248K - $287K
8.03K $1.34B
ABBV
Abb Vie Inc.

Healthcare
1.02K
+ 27.58%
$184.85 - $231.54 $188K - $236K
4.71K $1.09B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.6K
+ 78.66%
$21.69 - $23.34 $338K - $364K
35.4K $825M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.39K
+ 79.44%
$133.48 - $144.38 $319K - $345K
5.4K $770M
DFSU
Dimensional ETF Tr Dimen Us Su
6.02K
+ 20.8%
N/A
34.9K $1.48B
PLTR
Palantir Technologies Inc.

Technology
282
+ 4.41%
$130.68 - $186.97 $36.9K - $52.7K
6.68K $1.22B
COST
Costco Wholesale Corp

Consumer Defensive
477
+ 28.44%
$915.95 - $994.57 $437K - $474K
2.15K $1.99B
AMZN
Amazon Com Inc

Consumer Cyclical
1.47K
+ 4.48%
$211.65 - $238.24 $311K - $350K
34.3K $7.52B
Arista Networks Inc Com Shs
1.15K
+ 31.35%
N/A
4.8K $699M
SPY
Spdr S&P 500 ETF Trust

ETFs
356
+ 19.67%
$617.65 - $666.84 $220K - $237K
2.17K $1.44B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.29K
+ 13.19%
$181.56 - $190.33 $235K - $246K
11.1K $2.1B
IWM
Ishares Russell 2000 ETF

ETFs
1.11K
+ 56.62%
$214.92 - $244.84 $239K - $272K
3.08K $744M
RDVY
First Trust Rising Dividend Ac

ETFs
3.24K
+ 15.38%
$62.38 - $67.29 $202K - $218K
24.3K $1.63B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.21K
+ 9.68%
$72.65 - $78.68 $161K - $174K
25.1K $1.96B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.36K
+ 59.02%
$192.76 - $203.86 $263K - $278K
3.68K $748M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.53K
+ 53.63%
$23.82 - $25.84 $227K - $246K
27.3K $702M
NFLX
Netflix Inc

Communication Services
465
+ 22.19%
$1147.87 - $1297.18 $534K - $603K
2.56K $3.07B
PM
Philip Morris International Inc.

Consumer Defensive
1.78K
+ 130.6%
$157.77 - $183.27 $281K - $327K
3.15K $511M
CVX
Chevron Corp

Energy
1.05K
+ 13.77%
$145.57 - $161.83 $153K - $170K
8.7K $1.35B
IWF
Ishares Russell 1000 Gr ETF

ETFs
470
+ 57.6%
$420.11 - $472.68 $197K - $222K
1.29K $602M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.65K
+ 29.89%
$108.46 - $120.63 $179K - $199K
7.16K $851M
AXP
American Express CO

Financial Services
692
+ 51.99%
$294.27 - $342.31 $204K - $237K
2.02K $672M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.75K
+ 102.59%
$49.78 - $50.75 $236K - $241K
9.37K $474M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.83K
+ 6.44%
$53.36 - $59.69 $97.4K - $109K
30.2K $1.76B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.2K
+ 86.15%
$79.76 - $85.78 $175K - $188K
4.75K $402M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.47K
+ 6.7%
$35.42 - $38.65 $87.6K - $95.6K
39.4K $1.5B
TJX
Tjx Companies Inc

Consumer Cyclical
1.07K
+ 61.18%
$121.35 - $144.54 $129K - $154K
2.81K $406M
ADP
Automatic Data Processing Inc

Industrials
668
+ 90.64%
$288.69 - $310.94 $193K - $208K
1.41K $412M
GE
General Electric CO

Industrials
342
+ 18.38%
$244.75 - $305.63 $83.7K - $105K
2.2K $663M
XLK
Technology Sector Spdr

ETFs
388
+ 16.14%
$250.97 - $282.66 $97.4K - $110K
2.79K $787M
KLAC
Kla Corp

Technology
35
+ 4.66%
$843.9 - $1078.6 $29.5K - $37.8K
786 $848M
COF
Capital One Financial Corp

Financial Services
806
+ 55.86%
$207.29 - $229.74 $167K - $185K
2.25K $478M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.78K
+ 20.46%
$24.46 - $26.5 $117K - $127K
28.2K $741M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.04K
+ 18.31%
$62.09 - $66.51 $127K - $136K
13.2K $861M
GLD
Spdr Gold Trust

ETFs
339
+ 37.13%
$300.96 - $355.47 $102K - $121K
1.25K $445M
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.69K
+ 33.62%
$41.6 - $42.66 $154K - $158K
14.7K $620M
VOT
Vanguard Mid Cap Growth Index

ETFs
485
+ 59.07%
$282.75 - $294.19 $137K - $143K
1.31K $384M
ABT
Abbott Laboratories

Healthcare
1.17K
+ 32.92%
$120.51 - $136.62 $141K - $160K
4.72K $633M
GS
Goldman Sachs Group Inc

Financial Services
116
+ 18.44%
$696.56 - $806.32 $80.8K - $93.5K
745 $593M
FVD
First Tr Value Line Divid Inde

ETFs
2.84K
+ 30.27%
$44.73 - $46.86 $127K - $133K
12.2K $565M
IBM
International Business Machines Corp

Technology
556
+ 36.8%
$234.77 - $292.47 $131K - $163K
2.07K $583M
IEFA
Ishares Tr

ETFs
1.23K
+ 15.97%
$81.7 - $87.53 $100K - $107K
8.91K $778M
Activity Summary
Buys All Purchases 2222 New Holdings 2048 Increased Positions 174 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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