Root Financial Partners, LLC Incresed Positions in Q4 2024

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
828
+ 6.31%
$198.04 - $221.51 $164K - $183K
14K $2.94B
VB
Vanguard Small Cap ETF

ETFs
1.17K
+ 24.47%
$233.76 - $261.58 $273K - $306K
5.95K $1.43B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.61K
+ 47.14%
$61.68 - $67.87 $284K - $313K
14.4K $897M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.1K
+ 358.49%
$22.01 - $66.82 $597K - $1.81M
34.7K $788M
CRM
Salesforce, Inc.

Technology
401
+ 20.73%
$270.87 - $367.87 $109K - $148K
2.34K $781M
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.5K
+ 344.6%
$22.4 - $68.28 $527K - $1.61M
30.4K $704M
HD
Home Depot, Inc.

Consumer Cyclical
590
+ 35.33%
$385.02 - $431.37 $227K - $255K
2.26K $879M
VIG
Vanguard Dividend Appreciation

ETFs
1.02K
+ 39.91%
N/A
3.59K $703M
MA
Mastercard Inc

Financial Services
314
+ 38.62%
$491.3 - $536.15 $154K - $168K
1.13K $594M
SHOP
Shopify Inc.

Technology
690
+ 18.41%
$78.14 - $119.49 $53.9K - $82.4K
4.44K $472M
EPD
Enterprise Products Partners L.P.

Energy
2.87K
+ 10.42%
$28.66 - $34.43 $82.2K - $98.8K
30.4K $953M
AMD
Advanced Micro Devices Inc

Technology
2.19K
+ 78.81%
$118.88 - $172.8 $260K - $378K
4.97K $600M
XOM
Exxon Mobil Corp

Energy
1.87K
+ 31.26%
$105.51 - $125.37 $197K - $234K
7.83K $843M
BNDX
Vanguard Total International B

ETFs
3.15K
+ 32.12%
$48.91 - $50.61 $154K - $159K
13K $636M
Dimensional ETF Trust
3.01K
+ 18.53%
N/A
19.3K $964M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.05K
+ 58.73%
$124.26 - $134.12 $130K - $141K
2.84K $365M
RTX
Raytheon Technologies Corp

Industrials
1.41K
+ 32.86%
$114.45 - $127.21 $162K - $180K
5.71K $661M
BAC
Bank Of America Corp

Financial Services
2.54K
+ 49.75%
$39.22 - $47.77 $99.5K - $121K
7.64K $336M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.4K
+ 27.46%
$57.29 - $63.1 $195K - $215K
15.8K $906M
IWM
Ishares Russell 2000 ETF

ETFs
506
+ 44.94%
$216.13 - $242.4 $109K - $123K
1.63K $361M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
993
+ 3.82%
$66.77 - $71.52 $66.3K - $71K
27K $1.86B
SPOT
Spotify Technology S.A.

Communication Services
9
+ 0.74%
$362.95 - $502.38 $3.27K - $4.52K
1.22K $545M
ABBV
Abb Vie Inc.

Healthcare
754
+ 41.98%
$164.99 - $203.87 $124K - $154K
2.55K $453M
XT
Ishares Tr Exponential Technol

ETFs
1.71K
+ 47.56%
$58.7 - $62.72 $100K - $107K
5.29K $316M
IEFA
Ishares Tr

ETFs
1.6K
+ 41.64%
$70.06 - $77.43 $112K - $124K
5.45K $383M
RSP
Invesco S&P 500 Equal Weight E

ETFs
653
+ 7.07%
$174.22 - $187.62 $114K - $123K
9.89K $1.73B
CAT
Caterpillar Inc

Industrials
334
+ 20.37%
$360.37 - $416.88 $120K - $139K
1.97K $716M
QCOM
Qualcomm Inc

Technology
652
+ 35.47%
$150.4 - $178.04 $98.1K - $116K
2.49K $382M
CMCSA
Comcast Corp

Communication Services
2.28K
+ 41.58%
$37.39 - $45.14 $85.1K - $103K
7.75K $291M
NRGV
Energy Vault Holdings, Inc.

Utilities
7.88K
+ 34.96%
$0.88 - $2.47 $6.93K - $19.5K
30.4K $69.3M
ADBE
Adobe Inc.

Technology
175
+ 40.89%
$437.39 - $552.96 $76.5K - $96.8K
603 $268M
IVV
Ishares Core S&P 500 ETF

ETFs
38
+ 2.55%
$570.51 - $610.59 $21.7K - $23.2K
1.53K $900M
IYW
Ishares Dj Us Tech ETF

ETFs
55
+ 1.39%
$148.14 - $166.23 $8.15K - $9.14K
4K $639M
VEA
Vanguard Ftse Developed Market

ETFs
4.29K
+ 12.84%
$47.57 - $52.44 $204K - $225K
37.7K $1.81B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
47
+ 5.99%
$417.69 - $450.94 $19.6K - $21.2K
831 $354M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
486
+ 4.95%
$48.33 - $49.08 $23.5K - $23.9K
10.3K $499M
PANW
Palo Alto Networks Inc

Technology
651
+ 100.0%
$181.96 - $405.9 $118K - $264K
1.3K $237M
MNST
Monster Beverage Corp

Consumer Defensive
192
+ 3.17%
$49.24 - $56.38 $9.45K - $10.8K
6.25K $328M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.13K
+ 6.91%
$27.8 - $29.05 $31.5K - $32.9K
17.5K $489M
KO
Coca Cola CO

Consumer Defensive
902
+ 19.13%
$61.74 - $71.71 $55.7K - $64.7K
5.62K $350M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
104
+ 4.28%
$139.44 - $150.37 $14.5K - $15.6K
2.53K $357M
F
Ford Motor CO

Consumer Cyclical
1.92K
+ 12.74%
$9.69 - $11.4 $18.6K - $21.9K
17K $168M
MRK
Merck & Co., Inc.

Healthcare
1.22K
+ 15.07%
$96.31 - $114.76 $117K - $139K
9.28K $923M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
18
+ 0.36%
$47.65 - $48.6 $858 - $875
4.96K $237M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8
+ 0.05%
$33.62 - $35.69 $269 - $286
14.6K $493M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
380
+ 3.94%
N/A
10K $930M
AMGN
Amgen Inc

Healthcare
118
+ 18.13%
$258.78 - $328.31 $30.5K - $38.7K
769 $200M
Vanguard Calif Tax Free Fds
2
+ 0.03%
N/A
6K $597M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
44
+ 0.33%
$49.79 - $51.14 $2.19K - $2.25K
13.3K $665M
Activity Summary
Buys All Purchases 180 New Holdings 72 Increased Positions 108 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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