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
BYND
Beyond Meat, Inc.

Consumer Defensive
46
New
$1.82 - $4.28 $83.7 - $197
46 $87K
Concentra Group Holdings Paren Common Stock
4
New
N/A
4 $84K
NRZ
New Residential Investment Corp.

Real Estate
7
New
N/A
7 $80K
OXYWS
Occidental Pete Corp Wt Exp 08
3
New
N/A
3 $77K
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
2
New
$28.6 - $40.2 $57.2 - $80.4
2 $77K
Lanzatech Global Inc Com New
3
New
N/A
3 $74K
GFS
Globalfoundries Inc.

Technology
2
New
$31.62 - $41.66 $63.2 - $83.3
2 $72K
ADC
Agree Realty Corp

Real Estate
1
New
$70.53 - $75.05 $70.5 - $75.1
1 $71K
CPSH
Cps Technologies Corp

Technology
20
New
$2.42 - $4.06 $48.4 - $81.2
20 $71K
KN
Knowles Corp

Technology
3
New
$17.52 - $23.36 $52.6 - $70.1
3 $70K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
1
New
$36.33 - $46.04 $36.3 - $46
1 $62K
Knightscope Inc Cl A New
10
New
N/A
10 $58K
PLUG
Plug Power Inc

Industrials
25
New
$1.37 - $2.65 $34.3 - $66.3
25 $58K
ELY
Callaway Golf CO

Consumer Cyclical
6
New
N/A
6 $57K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
2
New
N/A
2 $57K
TQQQ
Proshares Ultrapro Qqq

ETFs
1
New
$80.89 - $104.72 $80.9 - $105
1 $52K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1
New
$42.43 - $45.05 $42.4 - $45.1
1 $51K
GDRX
Good Rx Holdings, Inc.

Healthcare
12
New
$3.47 - $5.12 $41.6 - $61.4
12 $51K
BST
Black Rock Science & Technology Trust

Financial Services
1
New
$38.01 - $41.55 $38 - $41.6
1 $51K
HMN
Horace Mann Educators Corp

Financial Services
1
New
$40.17 - $47.59 $40.2 - $47.6
1 $45K
Madison Square Garden Entmt Com Cl A
1
New
N/A
1 $45K
NWN
Northwest Natural Holding CO

Utilities
1
New
$39.48 - $44.93 $39.5 - $44.9
1 $45K
Atlanta Braves Hldgs Inc Com Ser C
1
New
N/A
1 $42K
STGW
Stagwell Inc

Communication Services
7
New
$4.53 - $5.76 $31.7 - $40.3
7 $39K
Qxo Inc Com New
2
New
N/A
2 $38K
Gci Liberty Inc Com Ser A
1
New
N/A
1 $38K
NEOG
Neogen Corp

Healthcare
5
New
$4.65 - $5.75 $23.3 - $28.8
5 $29K
MMI
Marcus & Millichap, Inc.

Real Estate
1
New
$28.74 - $33.19 $28.7 - $33.2
1 $29K
CMRE
Costamare Inc.

Industrials
2
New
$8.98 - $12.73 $18 - $25.5
2 $24K
TRUE
True Car, Inc.

Communication Services
12
New
$1.61 - $2.43 $19.3 - $29.2
12 $22K
VRNT
Verint Systems Inc

Technology
1
New
N/A
1 $20K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
1
New
$19.13 - $22.22 $19.1 - $22.2
1 $20K
Virgin Galactic Holdings Inc Com New
5
New
N/A
5 $19K
EHAB
Enhabit, Inc.

Healthcare
2
New
$6.52 - $8.28 $13 - $16.6
2 $16K
Expro Group Holdings Nv Com
1
New
N/A
1 $12K
HOPE
Hope Bancorp Inc

Financial Services
1
New
$9.71 - $11.66 $9.71 - $11.7
1 $11K
DVAX
Dynavax Technologies Corp

Healthcare
1
New
$9.36 - $11.36 $9.36 - $11.4
1 $10K
USA
Liberty All Star Equity Fund

Financial Services
2
New
$6.34 - $6.94 $12.7 - $13.9
2 $10K
Cenntro Inc Com
14
New
N/A
14 $8K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
0
New
$49.31 - $57.77 $0 - $0
0 $6K
GERN
Geron Corp

Healthcare
3
New
$1.1 - $1.47 $3.3 - $4.41
3 $4K
Super League Enterprise Inc Com New
1
New
N/A
1 $4K
Canopy Growth Corp Com New
3
New
N/A
3 $4K
ONL
Orion Office Reit Inc.

Real Estate
1
New
$2.27 - $3.04 $2.27 - $3.04
1 $3K
MANU
Manchester United PLC

Communication Services
0
New
$15.1 - $18.17 $0 - $0
0 $2K
Allurion Technologies Inc Wt Exp 080130
6
New
N/A
6 $0
Energous Corp Com New
0
New
N/A
0 $0
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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