Root Financial Partners, LLC New Holdings in Q3 2025

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
3.79K
New
$164.63 - $174.58 $623K - $661K
3.79K $661M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.3K
New
$79.39 - $90.39 $579K - $660K
7.3K $647M
UBS
Ubs Group Ag

Financial Services
15.4K
New
$33.77 - $42.38 $520K - $652K
15.4K $631M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.19K
New
$62.54 - $68.42 $512K - $560K
8.19K $553M
USB
Us Bancorp \De\

Financial Services
9.28K
New
$43.94 - $50.41 $408K - $468K
9.28K $448M
IWV
Ishares Russell 3000 ETF

ETFs
957
New
$351.04 - $379.81 $336K - $363K
957 $363M
APP
App Lovin Corp

Technology
498
New
$335.1 - $718.54 $167K - $358K
498 $358M
HOOD
Robinhood Markets, Inc.

Technology
2.49K
New
$91.27 - $143.18 $227K - $356K
2.49K $356M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.5K
New
$42.04 - $45.23 $315K - $339K
7.5K $339M
MO
Altria Group, Inc.

Consumer Defensive
5K
New
$57.75 - $67.68 $289K - $338K
5K $330M
MNST
Monster Beverage Corp

Consumer Defensive
4.77K
New
$58.65 - $67.31 $280K - $321K
4.77K $321M
UNP
Union Pacific Corp

Industrials
1.29K
New
$214.91 - $237.16 $277K - $305K
1.29K $304M
ALL
Allstate Corp

Financial Services
1.38K
New
$192.0 - $214.65 $266K - $297K
1.38K $297M
AVUS
American Centy ETF Tr Avantis

ETFs
2.68K
New
$101.2 - $109.16 $271K - $292K
2.68K $291M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
3.43K
New
$79.83 - $84.0 $273K - $288K
3.43K $288M
ENB
Enbridge Inc

Energy
5.57K
New
$43.79 - $50.46 $244K - $281K
5.57K $281M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.06K
New
$236.25 - $257.69 $250K - $273K
1.06K $272M
AZN
Astrazeneca PLC

Healthcare
3.47K
New
$68.72 - $82.11 $238K - $285K
3.47K $266M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
4.19K
New
$56.98 - $61.66 $238K - $258K
4.19K $256M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.5K
New
$26.44 - $27.1 $251K - $257K
9.5K $256M
MPC
Marathon Petroleum Corp

Energy
1.32K
New
$158.59 - $198.69 $210K - $263K
1.32K $255M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.83K
New
$50.73 - $52.47 $245K - $254K
4.83K $252M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.25K
New
$185.88 - $207.44 $233K - $260K
1.25K $252M
CEG
Constellation Energy Corp

Utilities
738
New
$298.82 - $354.89 $221K - $262K
738 $243M
Ishares Bitcoin Trust ETF
3.73K
New
N/A
3.73K $242M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.5K
New
$40.2 - $44.58 $221K - $245K
5.5K $242M
ADI
Analog Devices Inc

Technology
970
New
$220.68 - $255.63 $214K - $248K
970 $238M
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
20.7K
New
$10.99 - $11.44 $228K - $237K
20.7K $235M
APH
Amphenol Corp

Technology
1.89K
New
$97.39 - $125.4 $184K - $237K
1.89K $234M
PSX
Phillips 66

Energy
1.72K
New
$118.37 - $139.46 $203K - $240K
1.72K $234M
ZION
Zions Bancorporation, National Association

Financial Services
4.1K
New
$51.2 - $59.15 $210K - $243K
4.1K $232M
RF
Regions Financial Corp

Financial Services
8.8K
New
$24.03 - $27.41 $212K - $241K
8.8K $232M
JGRO
J P Morgan Exchange Traded Fd
2.48K
New
N/A
2.48K $232M
TRV
Travelers Companies, Inc.

Financial Services
830
New
$250.62 - $279.43 $208K - $232K
830 $232M
AFL
Aflac Inc

Financial Services
2.03K
New
$98.09 - $111.7 $199K - $226K
2.03K $226M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.65K
New
$119.73 - $134.7 $197K - $222K
1.65K $220M
TMUS
T Mobile Us, Inc.

Communication Services
906
New
$226.02 - $259.01 $205K - $235K
906 $217M
GM
General Motors CO

Consumer Cyclical
3.53K
New
$48.89 - $61.24 $172K - $216K
3.53K $215M
CGUS
Capital Group Core Equity ETF
5.4K
New
$36.89 - $39.72 $199K - $214K
5.4K $213M
PGR
Progressive Corp

Financial Services
846
New
$238.61 - $264.3 $202K - $224K
846 $209M
ETN
Eaton Corp PLC

Industrials
558
New
$342.99 - $392.76 $191K - $219K
558 $209M
AMP
Ameriprise Financial Inc

Financial Services
425
New
$486.13 - $544.55 $207K - $231K
425 $209M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
920
New
$210.88 - $226.87 $194K - $209K
920 $209M
JCI
Johnson Controls International PLC

Industrials
1.9K
New
$103.24 - $111.73 $196K - $212K
1.9K $208M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.23K
New
$60.9 - $70.75 $197K - $228K
3.23K $202M
XLY
Select Sector Spdr Consumer Di

ETFs
838
New
$216.09 - $242.18 $181K - $203K
838 $201M
PFE
Pfizer Inc

Healthcare
7.84K
New
$23.29 - $25.88 $183K - $203K
7.84K $200M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.36K
New
$81.75 - $84.54 $193K - $200K
2.36K $199M
FNDA
Schwab Fundamental U S Small C

ETFs
6.34K
New
$28.75 - $31.93 $182K - $202K
6.34K $197M
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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