Root Financial Partners, LLC New Holdings in Q3 2025

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
1.03K
New
$44.6 - $49.97 $46K - $51.5K
1.03K $46.4M
HMC
Honda Motor CO LTD

Consumer Cyclical
1.5K
New
$29.11 - $34.85 $43.7K - $52.3K
1.5K $46.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
995
New
$43.65 - $46.42 $43.4K - $46.2K
995 $46.2M
VGSH
Vanguard

ETFs
784
New
$58.43 - $58.88 $45.8K - $46.2K
784 $46.1M
PKG
Packaging Corp Of America

Consumer Cyclical
211
New
$191.41 - $220.25 $40.4K - $46.5K
211 $46M
FANG
Diamondback Energy, Inc.

Energy
321
New
$134.53 - $152.5 $43.2K - $49K
321 $45.9M
XYL
Xylem Inc.

Industrials
309
New
$129.67 - $147.5 $40.1K - $45.6K
309 $45.5M
NVO
Novo Nordisk A S

Healthcare
816
New
$45.38 - $71.7 $37K - $58.5K
816 $45.3M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.08K
New
$11.64 - $15.79 $35.9K - $48.7K
3.08K $45.3M
CIEN
Ciena Corp

Technology
309
New
$77.75 - $145.67 $24K - $45K
309 $45M
VT
Vanguard Total World Stk Index

ETFs
325
New
$128.41 - $138.03 $41.7K - $44.9K
325 $44.7M
AWK
American Water Works Company, Inc.

Utilities
320
New
$135.05 - $147.0 $43.2K - $47K
320 $44.5M
CMF
Ishares California Muni Bond E

ETFs
779
New
$55.16 - $57.13 $43K - $44.5K
779 $44.4M
HBAN
Huntington Bancshares Inc

Financial Services
2.56K
New
$15.87 - $17.88 $40.6K - $45.8K
2.56K $44.2M
DLR
Digital Realty Trust, Inc.

Real Estate
255
New
$161.21 - $180.02 $41.1K - $45.9K
255 $44.1M
TOL
Toll Brothers, Inc.

Consumer Cyclical
319
New
$113.78 - $148.0 $36.3K - $47.2K
319 $44.1M
CG
Carlyle Group Inc.

Financial Services
702
New
$52.82 - $69.35 $37.1K - $48.7K
702 $44M
JLL
Jones Lang Lasalle Inc

Real Estate
147
New
$248.95 - $319.66 $36.6K - $47K
147 $43.8M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
564
New
$73.94 - $78.51 $41.7K - $44.3K
564 $43.8M
EVRG
Evergy, Inc.

Utilities
576
New
$67.73 - $76.02 $39K - $43.8K
576 $43.8M
GL
Globe Life Inc.

Financial Services
306
New
$117.6 - $146.55 $36K - $44.8K
306 $43.7M
NUE
Nucor Corp

Basic Materials
323
New
$133.3 - $150.33 $43.1K - $48.6K
323 $43.7M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
218
New
$185.65 - $214.38 $40.5K - $46.7K
218 $43.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
732
New
$54.35 - $59.32 $39.8K - $43.4K
732 $43.3M
EMGF
Ishares Msci Emerging Markets

ETFs
766
New
$51.93 - $56.75 $39.8K - $43.5K
766 $43.3M
HSBC
Hsbc Holdings PLC

Financial Services
610
New
$60.27 - $70.98 $36.8K - $43.3K
610 $43.3M
IQV
Iqvia Holdings Inc.

Healthcare
226
New
$157.68 - $200.82 $35.6K - $45.4K
226 $42.9M
TXT
Textron Inc

Industrials
506
New
$77.02 - $87.21 $39K - $44.1K
506 $42.8M
MAIN
Main Street Capital Corp

Financial Services
671
New
$59.28 - $67.54 $39.8K - $45.3K
671 $42.7M
STAG
Stag Industrial, Inc.

Real Estate
1.21K
New
$34.28 - $36.97 $41.3K - $44.6K
1.21K $42.5M
EWBC
East West Bancorp Inc

Financial Services
399
New
$97.41 - $109.7 $38.9K - $43.8K
399 $42.5M
ALLE
Allegion PLC

Industrials
239
New
$145.55 - $179.33 $34.8K - $42.9K
239 $42.4M
MPWR
Monolithic Power Systems Inc

Technology
46
New
$711.24 - $922.81 $32.7K - $42.4K
46 $42.3M
TOST
Toast, Inc.

Technology
1.15K
New
$36.51 - $49.3 $42.1K - $56.9K
1.15K $42.1M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.52K
New
$26.52 - $27.64 $40.4K - $42.1K
1.52K $42.1M
MOS
Mosaic CO

Basic Materials
1.21K
New
$30.93 - $37.81 $37.5K - $45.8K
1.21K $42M
VONV
Vanguard Russell 1000 Value Et

ETFs
468
New
$84.55 - $89.54 $39.6K - $41.9K
468 $41.8M
SNX
Td Synnex Corp

Technology
255
New
$135.82 - $166.01 $34.6K - $42.3K
255 $41.8M
MTD
Mettler Toledo International Inc

Healthcare
34
New
$1166.48 - $1324.06 $39.7K - $45K
34 $41.7M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.02K
New
$37.04 - $40.86 $37.8K - $41.7K
1.02K $41.6M
SSNC
Ss&C Technologies Holdings Inc

Technology
468
New
$81.85 - $90.2 $38.3K - $42.2K
468 $41.5M
ACM
Aecom

Industrials
318
New
$111.08 - $132.99 $35.3K - $42.3K
318 $41.5M
Liberty Media Corp Del Com Lbty One S C
395
New
N/A
395 $41.3M
CTSH
Cognizant Technology Solutions Corp

Technology
615
New
$66.67 - $80.98 $41K - $49.8K
615 $41.2M
ARCC
Ares Capital Corp

Financial Services
2.02K
New
$20.41 - $23.25 $41.2K - $47K
2.02K $41.2M
PNR
Pentair PLC

Industrials
372
New
$100.62 - $112.59 $37.4K - $41.9K
372 $41.2M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.02K
New
$36.93 - $40.55 $37.8K - $41.5K
1.02K $41.1M
MAR
Marriott International Inc

Consumer Cyclical
157
New
$255.35 - $282.87 $40.1K - $44.4K
157 $40.9M
CF
Cf Industries Holdings, Inc.

Basic Materials
455
New
$80.91 - $98.75 $36.8K - $44.9K
455 $40.8M
Activity Summary
Buys All Purchases 2222 New Holdings 2048 Increased Positions 174 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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