Root Financial Partners, LLC Purchases in Q3 2024

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.9K
+ 92.99%
$76.38 - $78.87 $374K - $386K
10.2K $799M
SBUX
Starbucks Corp

Consumer Cyclical
4.01K
New
$72.51 - $98.6 $291K - $395K
4.01K $391M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.79K
+ 144.83%
$57.32 - $62.65 $332K - $362K
9.78K $610M
DOW
Dow Inc.

Basic Materials
6.86K
New
$50.15 - $55.41 $344K - $380K
6.86K $375M
AOA
Ishares Tr Core Aggressive All

ETFs
4.71K
New
$72.11 - $79.05 $339K - $372K
4.71K $372M
IVV
Ishares Core S&P 500 ETF

ETFs
593
+ 66.04%
$520.18 - $576.82 $308K - $342K
1.49K $860M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.07K
New
$81.1 - $89.18 $330K - $363K
4.07K $357M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.7K
+ 82.65%
$173.36 - $189.8 $295K - $323K
3.76K $713M
BCBP
Bcb Bancorp Inc

Financial Services
28K
New
$10.04 - $12.9 $281K - $361K
28K $346M
VXF
Vanguard Extended Market ETF

ETFs
1.85K
New
$163.98 - $182.92 $304K - $339K
1.85K $337M
QCOM
Qualcomm Inc

Technology
1.84K
New
$156.12 - $209.64 $287K - $385K
1.84K $312M
NAVI
Navient Corp

Financial Services
19.3K
New
$14.08 - $16.93 $272K - $327K
19.3K $301M
SHOP
Shopify Inc.

Technology
3.75K
New
$52.26 - $80.75 $196K - $303K
3.75K $300M
ADP
Automatic Data Processing Inc

Industrials
1.04K
New
$233.44 - $279.45 $242K - $290K
1.04K $287M
VIG
Vanguard Dividend Appreciation

ETFs
1.32K
+ 106.44%
$182.15 - $182.15 $241K - $241K
2.57K $508M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.14K
New
$112.99 - $126.45 $242K - $271K
2.14K $270M
JNJ
Johnson & Johnson

Healthcare
1.44K
+ 104.05%
$145.48 - $167.38 $209K - $241K
2.82K $457M
ALL
Allstate Corp

Financial Services
1.34K
New
$158.43 - $192.86 $212K - $257K
1.34K $253M
XLK
Technology Sector Spdr

ETFs
1.11K
New
$197.34 - $237.68 $219K - $263K
1.11K $250M
UNH
Unitedhealth Group Inc

Healthcare
266
+ 21.25%
$488.01 - $604.18 $130K - $161K
1.52K $888M
IWM
Ishares Russell 2000 ETF

ETFs
1.13K
New
$200.87 - $224.6 $226K - $253K
1.13K $249M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.77K
New
$50.61 - $50.96 $241K - $243K
4.77K $243M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4.94K
New
$47.7 - $48.54 $236K - $240K
4.94K $240M
GOOGL
Alphabet Inc.

Communication Services
1.96K
+ 35.78%
$148.65 - $191.18 $291K - $375K
7.43K $1.23B
CMCSA
Comcast Corp

Communication Services
5.48K
New
$37.33 - $41.78 $204K - $229K
5.48K $229M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.79K
New
$113.41 - $125.62 $203K - $224K
1.79K $224M
PANW
Palo Alto Networks Inc

Technology
651
New
$294.18 - $368.01 $192K - $240K
651 $223M
VB
Vanguard Small Cap ETF

ETFs
600
+ 14.36%
$214.77 - $237.72 $129K - $143K
4.78K $1.13B
ADBE
Adobe Inc.

Technology
428
New
$508.13 - $586.55 $217K - $251K
428 $222M
Jacobs Solutions Inc
1.69K
New
N/A
1.69K $221M
XT
Ishares Tr Exponential Technol

ETFs
3.59K
New
$54.51 - $61.59 $195K - $221K
3.59K $218M
XOM
Exxon Mobil Corp

Energy
1.77K
+ 42.21%
$109.72 - $119.0 $194K - $211K
5.97K $699M
AGL
Agilon Health, Inc.

Healthcare
54.7K
New
$3.21 - $7.52 $176K - $411K
54.7K $215M
COST
Costco Wholesale Corp

Consumer Defensive
206
+ 25.43%
$801.83 - $917.05 $165K - $189K
1.02K $901M
AMGN
Amgen Inc

Healthcare
651
New
$309.38 - $337.38 $201K - $220K
651 $210M
AVGO
Broadcom Inc.

Technology
4.2K
+ 1153.85%
$136.27 - $1745.86 $572K - $7.33M
4.56K $787M
BAC
Bank Of America Corp

Financial Services
5.1K
New
$36.65 - $44.13 $187K - $225K
5.1K $202M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.34K
+ 23.32%
$56.47 - $63.69 $132K - $149K
12.4K $780M
Dimensional ETF Trust
2.72K
+ 20.15%
N/A
16.2K $823M
ABBV
Abb Vie Inc.

Healthcare
525
+ 41.31%
$163.84 - $199.33 $86K - $105K
1.8K $355M
QQQ
Invesco Qqq Trust, Series 1

ETFs
134
+ 1.87%
$434.77 - $502.96 $58.3K - $67.4K
7.3K $3.56B
MA
Mastercard Inc

Financial Services
191
+ 30.71%
$429.6 - $500.99 $82.1K - $95.7K
813 $402M
ORCL
Oracle Corp

Technology
256
+ 8.97%
$125.9 - $170.35 $32.2K - $43.6K
3.11K $530M
RTX
Raytheon Technologies Corp

Industrials
347
+ 8.78%
$99.55 - $123.34 $34.5K - $42.8K
4.3K $521M
MUB
Ishares National Muni Bond ETF

ETFs
1.02K
+ 44.35%
$106.13 - $108.7 $108K - $111K
3.32K $361M
DFIC
Dimensional ETF Tr Dimensional

ETFs
107
+ 0.18%
$25.36 - $28.37 $2.71K - $3.04K
58.1K $1.63B
GOOG
Alphabet Inc.

Communication Services
1.01K
+ 26.93%
$149.54 - $192.66 $151K - $194K
4.75K $794M
KO
Coca Cola CO

Consumer Defensive
1.07K
+ 29.46%
$62.69 - $73.01 $67.3K - $78.3K
4.72K $339M
SPOT
Spotify Technology S.A.

Communication Services
99
+ 8.91%
$290.16 - $384.01 $28.7K - $38K
1.21K $446M
Activity Summary
Buys All Purchases 119 New Holdings 44 Increased Positions 75 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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