Root Financial Partners, LLC Portfolio Holdings

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024

Root Financial Partners, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $625 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $113B, Dimensional ETF Tr with a value of $77.1B, Dimensional ETF Tr Us Marketwi with a value of $48B, Dimensional ETF Tr with a value of $40.3B, and Dimensional ETF Tr Core Fxd In with a value of $36.6B.

Examining the 13F form we can see an increase of $198B in the current position value, from $427B to 625B.

Root Financial Partners, LLC is based out at Solana Beach, CA

Below you can find more details about Root Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $625 Billion
ETFs: $546 Billion
Technology: $27.2 Billion
Financial Services: $8.61 Billion
Consumer Cyclical: $7.81 Billion
Healthcare: $7.11 Billion
Communication Services: $7.09 Billion
Consumer Defensive: $2.13 Billion
Energy: $2.11 Billion
Other: $2.2 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$880M
$396 Million 0.06% of portfolio
57,539
Q3 2024 New
$867M
$215 Million 0.03% of portfolio
54,711
Q3 2024 New
$816M
$4.65 Million 0.0% of portfolio
13,378
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $625 Billion
  • Prior Value $427 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 44 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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