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
LNC
Lincoln National Corp

Financial Services
521
New
$33.37 - $43.29 $17.4K - $22.6K
521 $21M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
232
New
$86.67 - $100.17 $20.1K - $23.2K
232 $21M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
248
New
N/A
248 $20.9M
NTNX
Nutanix, Inc.

Technology
281
New
$66.06 - $81.12 $18.6K - $22.8K
281 $20.9M
HEI
Heico Corp

Industrials
65
New
$304.5 - $337.56 $19.8K - $21.9K
65 $20.9M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.31K
New
$13.29 - $16.05 $17.4K - $21K
1.31K $20.8M
FE
Firstenergy Corp

Utilities
454
New
$39.76 - $45.82 $18.1K - $20.8K
454 $20.8M
ORA
Ormat Technologies, Inc.

Utilities
216
New
$84.64 - $96.25 $18.3K - $20.8K
216 $20.8M
BTI
British American Tobacco P.L.C.

Consumer Defensive
391
New
$46.69 - $59.27 $18.3K - $23.2K
391 $20.8M
ELV
Elevance Health, Inc.

Healthcare
64
New
$274.66 - $395.76 $17.6K - $25.3K
64 $20.7M
WMS
Advanced Drainage Systems, Inc.

Industrials
147
New
$110.89 - $148.5 $16.3K - $21.8K
147 $20.4M
KIM
Kimco Realty Corp

Real Estate
933
New
$20.74 - $22.79 $19.4K - $21.3K
933 $20.4M
Roundhill Generative Ai & Technology ETF
330
New
N/A
330 $20.3M
AFRM
Affirm Holdings, Inc.

Technology
277
New
$64.05 - $92.18 $17.7K - $25.5K
277 $20.2M
CELH
Celsius Holdings, Inc.

Consumer Defensive
352
New
$42.74 - $62.88 $15K - $22.1K
352 $20.2M
PNFP
Pinnacle Financial Partners Inc

Financial Services
215
New
$86.13 - $119.63 $18.5K - $25.7K
215 $20.2M
LRN
Stride, Inc.

Consumer Defensive
135
New
$128.23 - $169.81 $17.3K - $22.9K
135 $20.1M
PEGA
Pegasystems Inc

Technology
349
New
$49.75 - $60.39 $17.4K - $21.1K
349 $20.1M
RDN
Radian Group Inc

Financial Services
553
New
$32.61 - $37.23 $18K - $20.6K
553 $20M
LAUR
Laureate Education, Inc.

Consumer Defensive
635
New
$22.6 - $31.57 $14.4K - $20K
635 $20M
GTES
Gates Industrial Corp PLC

Industrials
805
New
$23.38 - $26.14 $18.8K - $21K
805 $20M
BCPC
Balchem Corp

Basic Materials
133
New
$148.82 - $165.12 $19.8K - $22K
133 $20M
GATX
Gatx Corp

Industrials
114
New
$149.23 - $176.97 $17K - $20.2K
114 $19.9M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
129
New
$113.83 - $154.45 $14.7K - $19.9K
129 $19.9M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
1.08K
New
$18.41 - $20.12 $19.9K - $21.7K
1.08K $19.9M
WTS
Watts Water Technologies Inc

Industrials
71
New
$247.02 - $285.86 $17.5K - $20.3K
71 $19.8M
CNM
Core & Main, Inc.

Industrials
368
New
$48.56 - $66.98 $17.9K - $24.6K
368 $19.8M
CRDO
Credo Technology Group Holding LTD

Technology
136
New
$87.59 - $172.31 $11.9K - $23.4K
136 $19.8M
RMBS
Rambus Inc

Technology
190
New
$62.85 - $107.38 $11.9K - $20.4K
190 $19.8M
HWC
Hancock Whitney Corp

Financial Services
316
New
$57.63 - $64.31 $18.2K - $20.3K
316 $19.8M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
164
New
N/A
164 $19.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
35
New
$534.91 - $598.71 $18.7K - $21K
35 $19.7M
DSI
Ishares Msci Kld 400 Social Et

ETFs
156
New
$115.96 - $125.95 $18.1K - $19.6K
156 $19.6M
CHD
Church & Dwight CO Inc

Consumer Defensive
224
New
$85.84 - $99.09 $19.2K - $22.2K
224 $19.6M
IHE
Ishares Tr

ETFs
270
New
$65.74 - $72.56 $17.7K - $19.6K
270 $19.6M
AVY
Avery Dennison Corp

Industrials
120
New
$158.71 - $184.63 $19K - $22.2K
120 $19.5M
HRL
Hormel Foods Corp

Consumer Defensive
785
New
$24.31 - $31.54 $19.1K - $24.8K
785 $19.4M
MIDD
Middleby Corp

Industrials
146
New
$118.3 - $150.16 $17.3K - $21.9K
146 $19.4M
PSTG
Pure Storage, Inc.

Technology
231
New
$54.47 - $88.29 $12.6K - $20.4K
231 $19.4M
TREX
Trex CO Inc

Industrials
374
New
$50.48 - $68.49 $18.9K - $25.6K
374 $19.3M
THO
Thor Industries Inc

Consumer Cyclical
186
New
$88.76 - $112.33 $16.5K - $20.9K
186 $19.3M
QRVO
Qorvo, Inc.

Technology
211
New
$83.6 - $96.31 $17.6K - $20.3K
211 $19.2M
IBKR
Interactive Brokers Group, Inc.

Financial Services
279
New
$56.32 - $68.81 $15.7K - $19.2K
279 $19.2M
AMKR
Amkor Technology, Inc.

Technology
675
New
$21.14 - $29.58 $14.3K - $20K
675 $19.2M
HL
Hecla Mining CO

Basic Materials
1.58K
New
$5.59 - $12.1 $8.84K - $19.1K
1.58K $19.1M
ATI
Allegheny Technologies Inc

Industrials
235
New
$71.34 - $95.52 $16.8K - $22.4K
235 $19.1M
IEX
Idex Corp

Industrials
117
New
$157.53 - $185.69 $18.4K - $21.7K
117 $19M
Amentum Holdings Inc Com
793
New
N/A
793 $19M
PSN
Parsons Corp

Industrials
228
New
$72.77 - $82.92 $16.6K - $18.9K
228 $18.9M
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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