Root Financial Partners, LLC New Holdings in Q3 2024

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.9K
New
$405.19 - $478.57 $4.84M - $5.71M
11.9K $5.49B
ISRG
Intuitive Surgical Inc

Healthcare
3.51K
New
$416.14 - $494.01 $1.46M - $1.73M
3.51K $1.72B
AVUV
American Centy ETF Tr Avantis

ETFs
16.9K
New
$88.24 - $99.7 $1.49M - $1.69M
16.9K $1.62B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12.3K
New
$72.18 - $107.33 $889K - $1.32M
12.3K $1.31B
USFR
Wisdomtree Floating Rate Treas

ETFs
17.4K
New
$50.2 - $50.48 $872K - $877K
17.4K $873M
EPD
Enterprise Products Partners L.P.

Energy
27.5K
New
$27.88 - $30.0 $768K - $826K
27.5K $801M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.6K
New
$48.51 - $52.86 $662K - $721K
13.6K $721M
UDI
Uscf ETF Tr Divid Income Fd

ETFs
23.7K
New
$26.84 - $29.99 $635K - $709K
23.7K $708M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.2K
New
$49.93 - $51.15 $660K - $677K
13.2K $676M
BIDU
Baidu, Inc.

Communication Services
6.17K
New
$81.0 - $105.29 $499K - $649K
6.17K $649M
Vanguard Calif Tax Free Fds
6K
New
N/A
6K $608M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.55K
New
$332.02 - $382.76 $516K - $595K
1.55K $583M
PG
Procter & Gamble CO

Consumer Defensive
3.34K
New
$160.76 - $177.82 $537K - $594K
3.34K $578M
VBR
Vanguard Small Cap Value ETF

ETFs
2.09K
New
$179.99 - $201.6 $376K - $421K
2.09K $420M
SUB
Ishares Short Term National Mu

ETFs
3.95K
New
$104.3 - $106.3 $412K - $420K
3.95K $420M
ARDX
Ardelyx, Inc.

Healthcare
57.5K
New
$5.28 - $7.57 $304K - $436K
57.5K $396M
SBUX
Starbucks Corp

Consumer Cyclical
4.01K
New
$72.51 - $98.6 $291K - $395K
4.01K $391M
DOW
Dow Inc.

Basic Materials
6.86K
New
$50.15 - $55.41 $344K - $380K
6.86K $375M
AOA
Ishares Tr Core Aggressive All

ETFs
4.71K
New
$72.11 - $79.05 $339K - $372K
4.71K $372M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.07K
New
$81.1 - $89.18 $330K - $363K
4.07K $357M
BCBP
Bcb Bancorp Inc

Financial Services
28K
New
$10.04 - $12.9 $281K - $361K
28K $346M
VXF
Vanguard Extended Market ETF

ETFs
1.85K
New
$163.98 - $182.92 $304K - $339K
1.85K $337M
VUSB
Vanguard Bd Index Fds
6.73K
New
N/A
6.73K $336M
QCOM
Qualcomm Inc

Technology
1.84K
New
$156.12 - $209.64 $287K - $385K
1.84K $312M
NAVI
Navient Corp

Financial Services
19.3K
New
$14.08 - $16.93 $272K - $327K
19.3K $301M
SHOP
Shopify Inc.

Technology
3.75K
New
$52.26 - $80.75 $196K - $303K
3.75K $300M
ADP
Automatic Data Processing Inc

Industrials
1.04K
New
$233.44 - $279.45 $242K - $290K
1.04K $287M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.14K
New
$112.99 - $126.45 $242K - $271K
2.14K $270M
ALL
Allstate Corp

Financial Services
1.34K
New
$158.43 - $192.86 $212K - $257K
1.34K $253M
XLK
Technology Sector Spdr

ETFs
1.11K
New
$197.34 - $237.68 $219K - $263K
1.11K $250M
IWM
Ishares Russell 2000 ETF

ETFs
1.13K
New
$200.87 - $224.6 $226K - $253K
1.13K $249M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.77K
New
$50.61 - $50.96 $241K - $243K
4.77K $243M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4.94K
New
$47.7 - $48.54 $236K - $240K
4.94K $240M
CMCSA
Comcast Corp

Communication Services
5.48K
New
$37.33 - $41.78 $204K - $229K
5.48K $229M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.79K
New
$113.41 - $125.62 $203K - $224K
1.79K $224M
PANW
Palo Alto Networks Inc

Technology
651
New
$294.18 - $368.01 $192K - $240K
651 $223M
ADBE
Adobe Inc.

Technology
428
New
$508.13 - $586.55 $217K - $251K
428 $222M
Jacobs Solutions Inc
1.69K
New
N/A
1.69K $221M
XT
Ishares Tr Exponential Technol

ETFs
3.59K
New
$54.51 - $61.59 $195K - $221K
3.59K $218M
AGL
Agilon Health, Inc.

Healthcare
54.7K
New
$3.21 - $7.52 $176K - $411K
54.7K $215M
AMGN
Amgen Inc

Healthcare
651
New
$309.38 - $337.38 $201K - $220K
651 $210M
BAC
Bank Of America Corp

Financial Services
5.1K
New
$36.65 - $44.13 $187K - $225K
5.1K $202M
NRGV
Energy Vault Holdings, Inc.

Utilities
22.5K
New
$0.78 - $1.43 $17.6K - $32.2K
22.5K $21.6M
Activity Summary
Buys All Purchases 119 New Holdings 44 Increased Positions 75 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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