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
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.2K
New
$50.02 - $53.28 $59.9K - $63.8K
1.2K $62.7M
AEP
American Electric Power CO Inc

Utilities
555
New
$103.26 - $115.0 $57.3K - $63.8K
555 $62.4M
Fidelity Ethereum Fund ETF
1.5K
New
N/A
1.5K $62.3M
RWL
Invesco Exchange Traded Fd Tr

ETFs
560
New
$102.17 - $110.66 $57.2K - $62K
560 $62M
QTUM
ETF Ser Solutions Defiance Qua
587
New
N/A
587 $61.5M
CVNA
Carvana Co.

Consumer Cyclical
163
New
$326.09 - $392.66 $53.2K - $64K
163 $61.5M
ZTS
Zoetis Inc.

Healthcare
420
New
$141.13 - $159.19 $59.3K - $66.9K
420 $61.5M
AIG
American International Group, Inc.

Financial Services
782
New
$76.34 - $85.87 $59.7K - $67.2K
782 $61.4M
NDAQ
Nasdaq, Inc.

Financial Services
694
New
$86.73 - $96.94 $60.2K - $67.3K
694 $61.4M
MTB
M&T Bank Corp

Financial Services
310
New
$183.74 - $204.05 $57K - $63.3K
310 $61.3M
NTAP
Net App, Inc.

Technology
514
New
$101.1 - $126.36 $52K - $64.9K
514 $60.9M
JBL
Jabil Inc

Technology
280
New
$202.08 - $234.45 $56.6K - $65.6K
280 $60.8M
SMG
Scotts Miracle Gro CO

Basic Materials
1.07K
New
$55.82 - $70.08 $59.5K - $74.7K
1.07K $60.7M
VMC
Vulcan Materials CO

Basic Materials
197
New
$260.62 - $307.62 $51.3K - $60.6K
197 $60.6M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
1.09K
New
$51.16 - $55.21 $55.8K - $60.2K
1.09K $60.2M
EFX
Equifax Inc

Industrials
234
New
$234.03 - $265.73 $54.8K - $62.2K
234 $60M
CPRI
Capri Holdings LTD

Consumer Cyclical
3.01K
New
$16.99 - $22.03 $51.1K - $66.3K
3.01K $60M
FOXA
Fox Corp

Communication Services
948
New
$53.87 - $63.06 $51.1K - $59.8K
948 $59.8M
WRB
Berkley W R Corp

Financial Services
780
New
$67.78 - $76.62 $52.9K - $59.8K
780 $59.8M
T. Rowe Price International Equity ETF
1.76K
New
N/A
1.76K $59.2M
PAYX
Paychex Inc

Industrials
467
New
$126.69 - $147.99 $59.2K - $69.1K
467 $59.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
738
New
$78.96 - $80.04 $58.3K - $59.1K
738 $59M
XLI
Industrial Sector Spdr

ETFs
381
New
$147.94 - $154.99 $56.4K - $59.1K
381 $58.8M
D
Dominion Energy, Inc

Utilities
959
New
$56.32 - $62.1 $54K - $59.6K
959 $58.7M
VLUE
Ishares Msci Usa Value Factor

ETFs
461
New
$111.55 - $125.05 $51.4K - $57.6K
461 $57.7M
SONY
Sony Group Corp

Technology
2K
New
$23.92 - $30.07 $47.9K - $60.2K
2K $57.6M
Ge Healthcare Technologies Inc Common Stock
766
New
N/A
766 $57.5M
IR
Ingersoll Rand Inc.

Industrials
696
New
$74.98 - $89.02 $52.2K - $62K
696 $57.5M
THC
Tenet Healthcare Corp

Healthcare
283
New
$148.38 - $203.04 $42K - $57.5K
283 $57.5M
BR
Broadridge Financial Solutions, Inc.

Technology
239
New
$233.75 - $266.89 $55.9K - $63.8K
239 $57M
HAS
Hasbro, Inc.

Consumer Cyclical
751
New
$73.92 - $81.85 $55.5K - $61.5K
751 $57M
TPR
Tapestry, Inc.

Consumer Cyclical
503
New
$86.48 - $116.14 $43.5K - $58.4K
503 $57M
K
Kellogg CO

Consumer Defensive
694
New
$76.96 - $82.02 $53.4K - $56.9K
694 $56.9M
VDE
Vanguard Energy ETF

ETFs
452
New
$118.37 - $129.65 $53.5K - $58.6K
452 $56.9M
CAG
Conagra Brands Inc.

Consumer Defensive
3.1K
New
$18.04 - $21.14 $55.9K - $65.5K
3.1K $56.8M
FLEX
Flex Ltd.

Technology
978
New
$48.49 - $59.33 $47.4K - $58K
978 $56.7M
CTRA
Coterra Energy Inc.

Energy
2.37K
New
$23.09 - $25.45 $54.8K - $60.4K
2.37K $56.1M
T. Rowe Price Growth ETF
1.29K
New
N/A
1.29K $56.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.2K
New
$45.6 - $46.92 $54.7K - $56.3K
1.2K $56.1M
CYBR
Cyber Ark Software Ltd.

Technology
116
New
$374.8 - $491.1 $43.5K - $57K
116 $56M
PPL
Ppl Corp

Utilities
1.51K
New
$33.54 - $37.24 $50.5K - $56.1K
1.51K $56M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
808
New
$64.75 - $69.05 $52.3K - $55.8K
808 $55.7M
MLM
Martin Marietta Materials Inc

Basic Materials
88
New
$546.36 - $631.12 $48.1K - $55.5K
88 $55.5M
SGOL
Abrdn Gold ETF Trust

ETFs
1.5K
New
$31.18 - $36.81 $46.8K - $55.2K
1.5K $55.2M
OXY
Occidental Petroleum Corp

Energy
1.17K
New
$42.54 - $48.1 $49.7K - $56.2K
1.17K $55.2M
FSLR
First Solar, Inc.

Technology
247
New
$160.84 - $223.53 $39.7K - $55.2K
247 $54.5M
ORI
Old Republic International Corp

Financial Services
1.28K
New
$35.74 - $42.47 $45.7K - $54.3K
1.28K $54.3M
UAN
Cvr Partners, LP

Basic Materials
600
New
$85.4 - $97.16 $51.2K - $58.3K
600 $54.1M
ACGL
Arch Capital Group Ltd.

Financial Services
594
New
$85.61 - $93.54 $50.9K - $55.6K
594 $53.9M
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
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email