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
NYF
Ishares New York Muni Bond ETF

ETFs
765
New
$51.6 - $53.44 $39.5K - $40.9K
765 $40.8M
CRS
Carpenter Technology Corp

Industrials
166
New
$232.4 - $287.42 $38.6K - $47.7K
166 $40.8M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
1.83K
New
$21.11 - $22.3 $38.6K - $40.8K
1.83K $40.7M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
300
New
$126.64 - $135.65 $38K - $40.7K
300 $40.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
507
New
$74.68 - $80.26 $37.9K - $40.7K
507 $40.6M
WDAY
Workday, Inc.

Technology
168
New
$213.69 - $247.69 $35.9K - $41.6K
168 $40.4M
Coherent Corp Com
373
New
N/A
373 $40.2M
CMA
Comerica Inc

Financial Services
585
New
$60.93 - $71.05 $35.6K - $41.6K
585 $40.1M
Corpay Inc Com Shs
139
New
N/A
139 $40M
AX
Axos Financial, Inc.

Financial Services
473
New
$78.32 - $92.31 $37K - $43.7K
473 $40M
TTWO
Take Two Interactive Software Inc

Communication Services
154
New
$217.37 - $259.96 $33.5K - $40K
154 $39.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.19K
New
$30.13 - $33.37 $35.9K - $39.7K
1.19K $39.7M
HYG
Ishares Tr

ETFs
489
New
$79.85 - $81.32 $39K - $39.8K
489 $39.7M
GIS
General Mills Inc

Consumer Defensive
787
New
$48.44 - $53.83 $38.1K - $42.4K
787 $39.7M
CPNG
Coupang, Inc.

Consumer Cyclical
1.23K
New
$27.67 - $33.53 $34K - $41.2K
1.23K $39.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.71K
New
$22.64 - $23.22 $38.7K - $39.7K
1.71K $39.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
121
New
$275.84 - $326.36 $33.4K - $39.5K
121 $39.5M
STE
Steris PLC

Healthcare
159
New
$221.21 - $252.43 $35.2K - $40.1K
159 $39.3M
Grayscale Ethereum Mini Trust ETF
1K
New
N/A
1K $39.2M
PDP
Invesco Exchange Traded Fd Tr

ETFs
332
New
$107.15 - $118.05 $35.6K - $39.2K
332 $39.2M
IGM
Ishares Expanded Tech Sector E

ETFs
311
New
$110.96 - $127.67 $34.5K - $39.7K
311 $39.2M
PFGC
Performance Food Group CO

Consumer Defensive
375
New
$88.19 - $102.08 $33.1K - $38.3K
375 $39M
EHC
Encompass Health Corp

Healthcare
307
New
$107.13 - $127.02 $32.9K - $39K
307 $39M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
733
New
$52.39 - $53.11 $38.4K - $38.9K
733 $38.9M
MPLX
Mplx LP

Energy
778
New
$49.42 - $52.71 $38.4K - $41K
778 $38.9M
FNF
Fidelity National Financial, Inc.

Financial Services
642
New
$51.22 - $61.07 $32.9K - $39.2K
642 $38.8M
OC
Owens Corning

Industrials
274
New
$136.56 - $157.69 $37.4K - $43.2K
274 $38.8M
RECS
Columbia ETF Tr I

ETFs
958
New
$36.82 - $40.35 $35.3K - $38.7K
958 $38.7M
HEIA
Heico Crp Cl A
152
New
N/A
152 $38.6M
TRGP
Targa Resources Corp.

Energy
230
New
$160.52 - $174.4 $36.9K - $40.1K
230 $38.6M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
120
New
$256.21 - $323.54 $30.7K - $38.8K
120 $38.3M
CSL
Carlisle Companies Inc

Industrials
116
New
$327.52 - $435.11 $38K - $50.5K
116 $38.2M
RBLX
Roblox Corp

Communication Services
274
New
$100.65 - $141.56 $27.6K - $38.8K
274 $38M
SPMD
Spdr Portfolio

ETFs
663
New
$54.43 - $58.29 $36.1K - $38.6K
663 $37.9M
CACI
Caci International Inc

Technology
76
New
N/A
76 $37.9M
IWL
Ishares Tr Russell 200 ETF

ETFs
228
New
$152.78 - $166.59 $34.8K - $38K
228 $37.9M
MTG
Mgic Investment Corp

Financial Services
1.33K
New
$25.06 - $28.92 $33.4K - $38.5K
1.33K $37.8M
MLI
Mueller Industries Inc

Industrials
373
New
$82.07 - $101.7 $30.6K - $37.9K
373 $37.7M
CHTR
Charter Communications, Inc.

Communication Services
137
New
$256.57 - $418.22 $35.2K - $57.3K
137 $37.7M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
1.74K
New
$21.2 - $21.84 $36.8K - $37.9K
1.74K $37.7M
RS
Reliance Steel & Aluminum CO

Basic Materials
134
New
$277.33 - $343.66 $37.2K - $46.1K
134 $37.6M
MEDP
Medpace Holdings, Inc.

Healthcare
73
New
$308.88 - $514.16 $22.5K - $37.5K
73 $37.5M
LUV
Southwest Airlines CO

Industrials
1.17K
New
$29.06 - $37.7 $34.1K - $44.3K
1.17K $37.5M
FTCS
First Trust Capital Strength E

ETFs
400
New
$89.72 - $93.74 $35.9K - $37.5K
400 $37.5M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3K
New
$12.09 - $12.69 $36.3K - $38.1K
3K $37.4M
KEY
Keycorp

Financial Services
1.99K
New
$17.37 - $19.39 $34.6K - $38.6K
1.99K $37.2M
LYV
Live Nation Entertainment, Inc.

Communication Services
227
New
$143.56 - $174.06 $32.6K - $39.5K
227 $37.1M
SF
Stifel Financial Corp

Financial Services
326
New
$105.26 - $116.4 $34.3K - $37.9K
326 $37M
CCK
Crown Holdings Inc

Consumer Cyclical
382
New
$92.19 - $108.12 $35.2K - $41.3K
382 $36.9M
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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