Root Financial Partners, LLC Purchases in Q2 2025

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
709
+ 88.51%
$285.55 - $321.23 $202K - $228K
1.51K $441M
VZ
Verizon Communications Inc

Communication Services
4.75K
+ 53.67%
$41.67 - $45.62 $198K - $217K
13.6K $588M
ABT
Abbott Laboratories

Healthcare
1.3K
+ 57.33%
$123.95 - $138.08 $161K - $179K
3.55K $483M
PG
Procter & Gamble CO

Consumer Defensive
1.3K
+ 48.08%
$157.66 - $172.39 $205K - $224K
4.01K $639M
KLAC
Kla Corp

Technology
19
+ 2.6%
$576.53 - $902.94 $11K - $17.2K
751 $673M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.64K
+ 45.03%
$73.02 - $90.22 $120K - $148K
5.27K $470M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
596
+ 45.53%
$139.8 - $197.22 $83.3K - $118K
1.91K $376M
Blackrock Inc Com
112
+ 25.57%
N/A
550 $577M
ISRG
Intuitive Surgical Inc

Healthcare
37
+ 1.25%
$451.58 - $565.94 $16.7K - $20.9K
2.99K $1.63B
ABBV
Abb Vie Inc.

Healthcare
1.2K
+ 47.86%
$170.16 - $206.27 $204K - $247K
3.7K $686M
IYW
Ishares Dj Us Tech ETF

ETFs
166
+ 4.2%
$122.57 - $173.27 $20.3K - $28.8K
4.12K $713M
T
At&T Inc.

Communication Services
5.21K
+ 50.67%
$26.33 - $28.94 $137K - $151K
15.5K $448M
SPY
Spdr S&P 500 ETF Trust

ETFs
79
+ 4.56%
$496.48 - $617.85 $39.2K - $48.8K
1.81K $1.12B
AOA
Ishares Tr Core Aggressive All

ETFs
1.3K
+ 30.43%
$69.46 - $83.4 $90.3K - $108K
5.57K $465M
Alpha Architect 1 3 Month Box ETF
1.03K
+ 12.48%
N/A
9.31K $1.05B
KO
Coca Cola CO

Consumer Defensive
1.83K
+ 31.14%
$68.37 - $73.9 $125K - $135K
7.7K $545M
WFC
Wells Fargo & Company

Financial Services
1.21K
+ 37.96%
$60.98 - $80.12 $74K - $97.3K
4.41K $353M
LPLA
Lpl Financial Holdings Inc.

Financial Services
49
+ 2.23%
$283.31 - $388.96 $13.9K - $19.1K
2.25K $843M
IEMG
Ishares Inc

ETFs
1.18K
+ 14.12%
N/A
9.5K $570M
TMO
Thermo Fisher Scientific Inc.

Healthcare
413
+ 81.62%
$390.26 - $489.06 $161K - $202K
919 $373M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.6K
+ 22.19%
$17.76 - $22.1 $64K - $79.6K
19.8K $438M
ASML
Asml Holding Nv

Technology
83
+ 24.92%
$595.37 - $815.24 $49.4K - $67.7K
416 $333M
VO
Vanguard Mid Cap ETF

ETFs
217
+ 9.13%
$228.54 - $279.83 $49.6K - $60.7K
2.59K $726M
VIG
Vanguard Dividend Appreciation

ETFs
383
+ 12.59%
N/A
3.43K $701M
XLF
Financial Sector Spdr

ETFs
1.9K
+ 44.14%
$43.92 - $52.37 $83.6K - $99.7K
6.21K $325M
BCBP
Bcb Bancorp Inc

Financial Services
21.5K
+ 43.0%
$7.7 - $9.91 $166K - $213K
71.5K $602M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.22K
+ 43.08%
$46.77 - $47.89 $104K - $106K
7.38K $350M
Arista Networks Inc Com Shs
145
+ 4.13%
N/A
3.65K $374M
CSCO
Cisco Systems, Inc.

Technology
850
+ 15.62%
$53.19 - $69.38 $45.2K - $59K
6.29K $437M
DIS
Walt Disney CO

Communication Services
171
+ 5.58%
$81.72 - $124.01 $14K - $21.2K
3.24K $401M
AMAT
Applied Materials Inc

Technology
218
+ 15.77%
$126.95 - $183.52 $27.7K - $40K
1.6K $293M
RSP
Invesco S&P 500 Equal Weight E

ETFs
38
+ 0.39%
$152.93 - $181.74 $5.81K - $6.91K
9.79K $1.78B
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 1.08%
$908.13 - $1056.85 $16.3K - $19K
1.68K $1.66B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
131
+ 14.35%
$376.48 - $440.65 $49.3K - $57.7K
1.04K $460M
GLD
Spdr Gold Trust

ETFs
200
+ 28.05%
$273.71 - $316.29 $54.7K - $63.3K
913 $278M
IWM
Ishares Russell 2000 ETF

ETFs
187
+ 10.52%
$174.82 - $215.79 $32.7K - $40.4K
1.96K $424M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
391
+ 7.64%
$90.56 - $109.49 $35.4K - $42.8K
5.51K $602M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
439
+ 4.1%
$51.16 - $62.02 $22.5K - $27.2K
11.2K $692M
LYG
Lloyds Banking Group PLC

Financial Services
14K
New
$3.32 - $4.29 $46.6K - $60.2K
14K $59.7M
DFSI
Dimensional ETF Tr Dimen Intl
90
+ 0.85%
N/A
10.7K $422M
HTZWW
Hertz Global Hldgs Inc New
13.7K
New
$2.01 - $4.59 $27.5K - $62.9K
13.7K $50M
SBUX
Starbucks Corp

Consumer Cyclical
707
+ 24.0%
$79.69 - $99.41 $56.3K - $70.3K
3.65K $335M
F
Ford Motor CO

Consumer Cyclical
2.83K
+ 16.39%
$8.69 - $10.85 $24.6K - $30.7K
20.1K $218M
DFAX
Dimensional ETF Tr
87
+ 0.7%
$23.37 - $29.39 $2.03K - $2.56K
12.5K $368M
QCOM
Qualcomm Inc

Technology
148
+ 5.39%
$124.66 - $159.48 $18.4K - $23.6K
2.9K $461M
SLM
Slm Corp

Financial Services
347
+ 4.31%
$24.84 - $34.36 $8.62K - $11.9K
8.39K $275M
ADBE
Adobe Inc.

Technology
87
+ 11.42%
$340.0 - $420.68 $29.6K - $36.6K
849 $328M
VOOV
Vanguard S&P 500 Value ETF

ETFs
121
+ 5.27%
$162.65 - $188.71 $19.7K - $22.8K
2.42K $456M
QD
Qudian Inc.

Financial Services
10.6K
New
$2.16 - $3.14 $22.8K - $33.1K
10.6K $33.1M
Activity Summary
Buys All Purchases 171 New Holdings 58 Increased Positions 113 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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