Root Financial Partners, LLC New Holdings in Q4 2024

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11.2K
New
$126.68 - $134.74 $1.42M - $1.51M
11.2K $1.43B
SCHW
Schwab Charles Corp

Financial Services
16.3K
New
$63.31 - $82.85 $1.03M - $1.35M
16.3K $1.21B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.1K
New
$81.68 - $82.93 $825K - $838K
10.1K $828M
Lam Research Corp
11.3K
New
N/A
11.3K $817M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.6K
New
$113.92 - $127.38 $752K - $841K
6.6K $760M
Ea Series Trust
6.74K
New
N/A
6.74K $743M
Ishares Tr
21.6K
New
N/A
21.6K $676M
DFSU
Dimensional ETF Tr Dimen Us Su
15.6K
New
N/A
15.6K $591M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
13.7K
New
$42.33 - $43.3 $581K - $594K
13.7K $585M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.95K
New
$79.93 - $88.06 $555K - $612K
6.95K $556M
Blackrock Inc
510
New
N/A
510 $523M
FLRN
Spdr Bloomberg Investment Grad

ETFs
16.3K
New
$30.67 - $30.84 $499K - $502K
16.3K $500M
VO
Vanguard Mid Cap ETF

ETFs
1.85K
New
$261.5 - $284.63 $483K - $526K
1.85K $488M
PLTR
Palantir Technologies Inc.

Technology
6.13K
New
$36.46 - $82.38 $224K - $505K
6.13K $464M
PEP
Pepsico Inc

Consumer Defensive
2.97K
New
$151.29 - $176.1 $449K - $523K
2.97K $451M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.29K
New
$184.21 - $199.29 $423K - $457K
2.29K $423M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
16.3K
New
$25.35 - $25.53 $413K - $416K
16.3K $414M
GLD
Spdr Gold Trust

ETFs
1.7K
New
$236.59 - $257.5 $403K - $439K
1.7K $412M
SCMB
Schwab Strategic Tr Mun Bd ETF
14.8K
New
N/A
14.8K $381M
WMT
Walmart Inc.

Consumer Defensive
4.05K
New
$79.1 - $95.7 $320K - $388K
4.05K $366M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.53K
New
$80.13 - $83.77 $363K - $379K
4.53K $364M
IEMG
Ishares Inc

ETFs
6.71K
New
N/A
6.71K $351M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.79K
New
$178.39 - $215.0 $320K - $385K
1.79K $346M
DHR
Danaher Corp

Healthcare
1.49K
New
$226.16 - $274.52 $338K - $410K
1.49K $343M
DGRO
Ishares Core Dividend Growth E

ETFs
5.55K
New
$60.73 - $64.94 $337K - $361K
5.55K $341M
VZ
Verizon Communications Inc

Communication Services
7.77K
New
$39.6 - $45.21 $308K - $351K
7.77K $311M
DFAX
Dimensional ETF Tr
12.4K
New
$24.76 - $27.04 $307K - $336K
12.4K $309M
CSCO
Cisco Systems, Inc.

Technology
5.17K
New
$52.45 - $60.02 $271K - $310K
5.17K $306M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.41K
New
$121.89 - $135.52 $293K - $326K
2.41K $301M
LOW
Lowes Companies Inc

Consumer Cyclical
1.18K
New
$244.52 - $284.07 $289K - $335K
1.18K $292M
ACN
Accenture PLC

Technology
813
New
$343.9 - $376.86 $280K - $306K
813 $286M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.22K
New
$44.33 - $49.55 $276K - $308K
6.22K $279M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.06K
New
$131.66 - $144.0 $271K - $297K
2.06K $272M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.59K
New
$100.18 - $109.1 $260K - $283K
2.59K $272M
APD
Air Products & Chemicals, Inc.

Basic Materials
922
New
$285.5 - $335.62 $263K - $309K
922 $267M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.65K
New
$160.89 - $176.18 $265K - $290K
1.65K $266M
GS
Goldman Sachs Group Inc

Financial Services
465
New
$486.1 - $608.57 $226K - $283K
465 $266M
VT
Vanguard Total World Stk Index

ETFs
2.25K
New
$117.09 - $123.07 $263K - $276K
2.25K $264M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.54K
New
$57.78 - $60.4 $262K - $274K
4.54K $263M
FISV
Fiserv Inc

Technology
1.25K
New
N/A
1.25K $257M
TMO
Thermo Fisher Scientific Inc.

Healthcare
482
New
$501.29 - $612.85 $242K - $295K
482 $251M
LMT
Lockheed Martin Corp

Industrials
516
New
$479.66 - $614.62 $248K - $317K
516 $251M
CVS
Cvs Health Corp

Healthcare
5.53K
New
$43.78 - $67.46 $242K - $373K
5.53K $248M
IBM
International Business Machines Corp

Technology
1.12K
New
$204.9 - $238.04 $229K - $266K
1.12K $245M
VGT
Vanguard Information Technolog

ETFs
386
New
$571.78 - $647.97 $221K - $250K
386 $240M
HON
Honeywell International Inc

Industrials
1.06K
New
$202.84 - $236.0 $215K - $250K
1.06K $239M
HYLB
Xtrackers Usd High Yield Corp

ETFs
6.58K
New
$35.95 - $36.76 $236K - $242K
6.58K $237M
AMAT
Applied Materials Inc

Technology
1.45K
New
$161.44 - $213.89 $234K - $310K
1.45K $236M
MCD
Mcdonalds Corp

Consumer Cyclical
790
New
$288.47 - $316.54 $228K - $250K
790 $229M
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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