Root Financial Partners, LLC Incresed Positions in Q1 2025

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.19K
+ 52.73%
$91.45 - $91.75 $109K - $109K
3.44K $315M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.34K
+ 36.52%
$18.36 - $20.51 $79.7K - $89.1K
16.2K $321M
IEMG
Ishares Inc

ETFs
1.61K
+ 23.96%
N/A
8.32K $449M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.86K
+ 9.23%
$49.78 - $53.19 $92.4K - $98.8K
22K $1.12B
VZ
Verizon Communications Inc

Communication Services
1.07K
+ 13.79%
$37.81 - $46.49 $40.5K - $49.8K
8.85K $401M
CMCSA
Comcast Corp

Communication Services
2.48K
+ 31.99%
$33.19 - $38.23 $82.3K - $94.8K
10.2K $378M
DIS
Walt Disney CO

Communication Services
1.1K
+ 56.17%
$96.87 - $114.0 $107K - $126K
3.06K $302M
MA
Mastercard Inc

Financial Services
100
+ 8.87%
$504.67 - $576.31 $50.5K - $57.6K
1.23K $673M
AMGN
Amgen Inc

Healthcare
128
+ 16.64%
$258.59 - $327.36 $33.1K - $41.9K
897 $280M
VEU
Vanguard Ftse All World Ex Us

ETFs
424
+ 2.69%
$56.51 - $62.98 $24K - $26.7K
16.2K $983M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
767
+ 7.59%
$81.83 - $82.73 $62.8K - $63.5K
10.9K $899M
KO
Coca Cola CO

Consumer Defensive
254
+ 4.52%
$60.81 - $72.32 $15.4K - $18.4K
5.87K $420M
T
At&T Inc.

Communication Services
411
+ 4.16%
$21.56 - $28.28 $8.86K - $11.6K
10.3K $291M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.16K
+ 6.35%
$20.2 - $22.24 $43.7K - $48.1K
36.2K $779M
IWF
Ishares Russell 1000 Gr ETF

ETFs
300
+ 23.44%
$360.07 - $417.26 $108K - $125K
1.58K $570M
Arista Networks Inc
1.54K
+ 78.66%
N/A
3.51K $272M
KLAC
Kla Corp

Technology
21
+ 2.95%
$636.62 - $777.63 $13.4K - $16.3K
732 $498M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.4K
+ 4.52%
$25.35 - $27.46 $35.5K - $38.4K
32.4K $856M
RSG
Republic Services, Inc.

Industrials
10
+ 0.99%
$200.09 - $242.16 $2K - $2.42K
1.02K $246M
ALL
Allstate Corp

Financial Services
113
+ 9.83%
$180.99 - $210.18 $20.5K - $23.8K
1.26K $261M
QCOM
Qualcomm Inc

Technology
257
+ 10.32%
$151.94 - $175.86 $39K - $45.2K
2.75K $422M
IBM
International Business Machines Corp

Technology
25
+ 2.24%
$217.4 - $264.74 $5.44K - $6.62K
1.14K $284M
IWD
Ishares Russell 1000 Val ETF

ETFs
145
+ 4.08%
$182.82 - $196.21 $26.5K - $28.5K
3.7K $697M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.08K
+ 10.14%
$21.75 - $24.28 $67K - $74.8K
33.4K $738M
CSCO
Cisco Systems, Inc.

Technology
277
+ 5.36%
$58.74 - $64.87 $16.3K - $18K
5.44K $336M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
82
+ 9.87%
$408.78 - $448.82 $33.5K - $36.8K
913 $383M
VGT
Vanguard Information Technolog

ETFs
110
+ 28.5%
$542.38 - $646.34 $59.7K - $71.1K
496 $269M
PG
Procter & Gamble CO

Consumer Defensive
116
+ 4.48%
$158.56 - $176.26 $18.4K - $20.4K
2.71K $462M
PNC
Pnc Financial Services Group, Inc.

Financial Services
320
+ 17.85%
$168.84 - $202.89 $54K - $64.9K
2.11K $371M
ADBE
Adobe Inc.

Technology
159
+ 26.37%
$377.84 - $464.11 $60.1K - $73.8K
762 $292M
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 1.39%
$279.74 - $321.29 $3.08K - $3.53K
801 $249M
SLM
Slm Corp

Financial Services
134
+ 1.69%
$26.95 - $32.54 $3.61K - $4.36K
8.04K $236M
DFAX
Dimensional ETF Tr
18
+ 0.15%
$24.45 - $27.2 $440 - $490
12.4K $326M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$225.19 - $279.95 $225 - $280
2.98K $730M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
274
+ 5.06%
$54.25 - $57.64 $14.9K - $15.8K
5.69K $313M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
213
+ 8.41%
$131.8 - $147.86 $28.1K - $31.5K
2.75K $367M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
198
+ 3.99%
$47.35 - $48.24 $9.38K - $9.55K
5.16K $245M
XAR
Spdr S&P Aerospace & Defense E

ETFs
96
+ 6.25%
$157.71 - $180.77 $15.1K - $17.4K
1.63K $262M
F
Ford Motor CO

Consumer Cyclical
269
+ 1.58%
$9.12 - $10.43 $2.45K - $2.81K
17.3K $173M
LPLA
Lpl Financial Holdings Inc.

Financial Services
9
+ 0.41%
$308.87 - $383.33 $2.78K - $3.45K
2.2K $720M
KFY
Korn Ferry

Industrials
24
+ 0.51%
$62.52 - $71.6 $1.5K - $1.72K
4.77K $324M
AOA
Ishares Tr Core Aggressive All

ETFs
33
+ 0.78%
$75.7 - $80.01 $2.5K - $2.64K
4.27K $327M
TMO
Thermo Fisher Scientific Inc.

Healthcare
24
+ 4.98%
$497.6 - $606.74 $11.9K - $14.6K
506 $252M
AXP
American Express CO

Financial Services
78
+ 10.63%
$255.39 - $325.87 $19.9K - $25.4K
812 $218M
IWM
Ishares Russell 2000 ETF

ETFs
145
+ 8.88%
$198.1 - $229.79 $28.7K - $33.3K
1.78K $354M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
120
+ 10.09%
$161.27 - $192.3 $19.4K - $23.1K
1.31K $211M
LMT
Lockheed Martin Corp

Industrials
25
+ 4.84%
$423.19 - $506.29 $10.6K - $12.7K
541 $242M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.3K
+ 3.76%
$21.23 - $23.75 $27.7K - $31K
36K $778M
ORCL
Oracle Corp

Technology
914
+ 16.38%
$139.81 - $186.47 $128K - $170K
6.49K $908M
Activity Summary
Buys All Purchases 122 New Holdings 18 Increased Positions 104 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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