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
HWM
Howmet Aerospace Inc.

Industrials
109
+ 0.97%
$171.0 - $196.23 $18.6K - $21.4K
11.3K $2.22B
FYX
First Tr Small Cap Core Alphad

ETFs
513
+ 7.75%
$96.35 - $111.0 $49.4K - $56.9K
7.13K $777M
CGDV
Capital Group Divid Value ETF

ETFs
2.68K
+ 50.44%
$39.59 - $42.21 $106K - $113K
7.98K $336M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.81K
+ 36.31%
$33.13 - $36.31 $93K - $102K
10.5K $381M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.2K
+ 6.2%
$52.12 - $55.33 $62.5K - $66.4K
20.5K $1.14B
MGK
Vanguard Mega Cap Growth ETF

ETFs
231
+ 27.76%
$362.31 - $405.74 $83.7K - $93.7K
1.06K $428M
XOM
Exxon Mobil Corp

Energy
712
+ 8.52%
$105.83 - $117.22 $75.4K - $83.5K
9.07K $1.02B
XT
Ishares Tr Exponential Technol

ETFs
1.28K
+ 31.18%
$65.04 - $71.97 $83.1K - $91.9K
5.37K $386M
WFC
Wells Fargo & Company

Financial Services
1.21K
+ 27.52%
$77.05 - $85.16 $93.5K - $103K
5.63K $472M
DIS
Walt Disney CO

Communication Services
1.29K
+ 39.94%
$112.25 - $124.0 $145K - $160K
4.53K $518M
PG
Procter & Gamble CO

Consumer Defensive
881
+ 21.97%
$150.47 - $161.22 $133K - $142K
4.89K $751M
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 0.56%
$620.67 - $670.08 $7.45K - $8.04K
2.15K $1.44B
AMAT
Applied Materials Inc

Technology
367
+ 22.94%
$156.25 - $204.95 $57.3K - $75.2K
1.97K $403M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.95K
+ 30.23%
$25.29 - $28.33 $74.6K - $83.6K
12.7K $355M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
268
+ 14.07%
$195.29 - $223.85 $52.3K - $60K
2.17K $483M
HON
Honeywell International Inc

Industrials
613
+ 62.42%
$207.7 - $240.4 $127K - $147K
1.6K $336M
DE
Deere & CO

Industrials
297
+ 52.66%
$457.26 - $524.37 $136K - $156K
861 $394M
Ge Vernova Inc Com
118
+ 29.8%
N/A
514 $316M
LOW
Lowes Companies Inc

Consumer Cyclical
260
+ 19.48%
$215.01 - $273.02 $55.9K - $71K
1.6K $401M
DFSB
Dimensional ETF Tr Dimensional
1.88K
+ 48.26%
N/A
5.79K $308M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.52K
+ 5.69%
$48.5 - $50.19 $73.5K - $76K
28.1K $1.41B
IEMG
Ishares Inc

ETFs
674
+ 7.1%
N/A
10.2K $671M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
49
+ 3.07%
$224.68 - $282.71 $11K - $13.9K
1.64K $459M
MRK
Merck & Co., Inc.

Healthcare
499
+ 4.56%
$77.6 - $87.37 $38.7K - $43.6K
11.4K $960M
C
Citigroup Inc

Financial Services
209
+ 4.94%
$85.57 - $103.49 $17.9K - $21.6K
4.44K $451M
QCOM
Qualcomm Inc

Technology
393
+ 13.58%
$145.84 - $173.55 $57.3K - $68.2K
3.29K $547M
CSCO
Cisco Systems, Inc.

Technology
1.32K
+ 20.96%
$66.2 - $71.79 $87.3K - $94.7K
7.61K $521M
BAC
Bank Of America Corp

Financial Services
658
+ 5.63%
$44.92 - $52.42 $29.6K - $34.5K
12.3K $637M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
983
+ 10.05%
$82.38 - $83.0 $81K - $81.6K
10.8K $893M
ITOT
Ishares Core S&P Total U.S. St

ETFs
425
+ 22.23%
$135.0 - $146.02 $57.4K - $62.1K
2.34K $340M
MMM
3 M CO

Industrials
475
+ 32.42%
$144.41 - $160.2 $68.6K - $76.1K
1.94K $301M
SCHG
Schwab Strategic Tr Us Large C

ETFs
672
+ 3.37%
$28.92 - $32.19 $19.4K - $21.6K
20.6K $658M
LMT
Lockheed Martin Corp

Industrials
106
+ 19.24%
$410.74 - $499.21 $43.5K - $52.9K
657 $328M
CMCSA
Comcast Corp

Communication Services
3.69K
+ 36.52%
$31.41 - $36.33 $116K - $134K
13.8K $433M
MS
Morgan Stanley

Financial Services
142
+ 5.4%
$139.09 - $161.16 $19.8K - $22.9K
2.77K $441M
EPD
Enterprise Products Partners L.P.

Energy
1.97K
+ 6.49%
$30.74 - $32.14 $60.6K - $63.3K
32.3K $1.01B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
95
+ 13.23%
$393.18 - $439.39 $37.4K - $41.7K
813 $354M
Blackrock Inc Com
3
+ 0.55%
N/A
553 $645M
MA
Mastercard Inc

Financial Services
93
+ 4.83%
$550.18 - $598.96 $51.2K - $55.7K
2.02K $1.15B
O
Realty Income Corp

Real Estate
786
+ 16.12%
$56.13 - $60.79 $44.1K - $47.8K
5.66K $344M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.35K
+ 10.97%
$20.76 - $21.78 $48.8K - $51.2K
23.8K $512M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
305
+ 12.68%
$122.57 - $132.57 $37.4K - $40.4K
2.71K $352M
DFSI
Dimensional ETF Tr Dimen Intl
861
+ 8.04%
N/A
11.6K $474M
V
Visa Inc.

Financial Services
308
+ 7.78%
$332.09 - $358.86 $102K - $111K
4.27K $1.46B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
56
+ 5.36%
$435.72 - $463.74 $24.4K - $26K
1.1K $510M
NSC
Norfolk Southern Corp

Industrials
29
+ 3.14%
$259.49 - $300.41 $7.53K - $8.71K
952 $286M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
52
+ 1.45%
$134.94 - $145.86 $7.02K - $7.58K
3.63K $529M
EMR
Emerson Electric CO

Industrials
364
+ 20.39%
$128.6 - $149.63 $46.8K - $54.5K
2.15K $282M
ET
Energy Transfer LP

Energy
3.12K
+ 29.2%
$17.11 - $18.16 $53.3K - $56.6K
13.8K $237M
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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