Root Financial Partners, LLC Portfolio Holdings

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024

Root Financial Partners, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $807 Billion distributed in 214 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 $148B, Dimensional ETF Tr with a value of $91.1B, Dimensional ETF Tr Us Marketwi with a value of $62.2B, Dimensional ETF Tr with a value of $46.2B, and Dimensional ETF Tr Dimensional with a value of $45.4B.

Examining the 13F form we can see an increase of $182B in the current position value, from $625B to 807B.

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 $807 Billion
ETFs: $692 Billion
Technology: $39.2 Billion
Consumer Cyclical: $12.5 Billion
Communication Services: $11.8 Billion
Healthcare: $8.94 Billion
Financial Services: $6.71 Billion
Consumer Defensive: $3.3 Billion
Energy: $2.72 Billion
Other: $3.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$242 Million 0.03% of portfolio
4,765
Q3 2024 New
$206B
$218 Million 0.03% of portfolio
1,962
Q4 2024 New
$0
$264 Million 0.03% of portfolio
464
Q3 2024 Added 12.35%
$229B
$245 Million 0.03% of portfolio
1,116
Q4 2024 New
$121B
$251 Million 0.03% of portfolio
516
Q4 2024 New
$0
$201 Million 0.02% of portfolio
26,995
Q4 2024 New
$39.8B
$168 Million 0.02% of portfolio
16,994
Q4 2024 Added 12.74%
$153B
$200 Million 0.02% of portfolio
769
Q4 2024 Added 18.13%
$238M
$69.3 Million 0.01% of portfolio
30,404
Q4 2024 Added 34.96%
$1.37B
$104 Million 0.01% of portfolio
54,711
Q3 2024 New
$265M
$41.4 Million 0.01% of portfolio
10,500
Q4 2024 New
Block Inc
-
$8.65 Million 0.0% of portfolio
-
Q3 2023 New
$65M
$32.1 Million 0.0% of portfolio
12,158
Q4 2024 New
$0
$39.2 Million 0.0% of portfolio
10,396
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $807 Billion
  • Prior Value $625 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 72 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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