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
TIP
Ishares Tr Tips Bd ETF

ETFs
296
New
$109.11 - $111.88 $32.3K - $33.1K
296 $32.9M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
148
New
$201.83 - $230.93 $29.9K - $34.2K
148 $32.9M
AOK
Ishares Tr Core Conservative A

ETFs
814
New
$38.64 - $40.17 $31.5K - $32.7K
814 $32.7M
EEMX
Spdr Idx Shs Fds Msci Emerging
781
New
N/A
781 $32.7M
RGA
Reinsurance Group Of America Inc

Financial Services
170
New
$177.1 - $199.23 $30.1K - $33.9K
170 $32.7M
PDN
Invesco Fd Tr

ETFs
793
New
$38.58 - $41.85 $30.6K - $33.2K
793 $32.6M
DTM
Dt Midstream, Inc.

Energy
288
New
$99.17 - $113.27 $28.6K - $32.6K
288 $32.6M
AUSF
Global X Fds Adaptive U S Fact

ETFs
699
New
$44.16 - $46.75 $30.9K - $32.7K
699 $32.5M
XPO
Xpo Logistics, Inc.

Industrials
250
New
$118.79 - $138.31 $29.7K - $34.6K
250 $32.3M
APG
A Pi Group Corp

Industrials
939
New
$33.09 - $36.34 $31.1K - $34.1K
939 $32.3M
HAL
Halliburton CO

Energy
1.31K
New
$20.5 - $25.11 $26.8K - $32.9K
1.31K $32.2M
VFVA
Vanguard Wellington Fd U S Val

ETFs
252
New
$116.21 - $129.7 $29.3K - $32.7K
252 $32.1M
ALV
Autoliv Inc

Consumer Cyclical
258
New
$110.31 - $127.65 $28.5K - $32.9K
258 $31.9M
AVAV
Aero Vironment Inc

Industrials
101
New
$226.08 - $314.89 $22.8K - $31.8K
101 $31.8M
AMT
American Tower Corp

Real Estate
165
New
$192.32 - $232.35 $31.7K - $38.3K
165 $31.7M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
567
New
$50.48 - $57.12 $28.6K - $32.4K
567 $31.7M
IFRA
Ishares Tr

ETFs
598
New
$49.77 - $52.82 $29.8K - $31.6K
598 $31.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
260
New
$118.3 - $142.16 $30.8K - $37K
260 $31.6M
BBY
Best Buy CO Inc

Consumer Cyclical
417
New
$64.12 - $78.46 $26.7K - $32.7K
417 $31.5M
CRBG
Corebridge Financial, Inc.

Financial Services
983
New
$31.36 - $35.94 $30.8K - $35.3K
983 $31.5M
Aptiv PLC Com Shs
365
New
N/A
365 $31.5M
APPF
Appfolio Inc

Technology
114
New
$229.81 - $321.25 $26.2K - $36.6K
114 $31.4M
VOTE
Engine No 1 ETF Tr

ETFs
400
New
$72.69 - $78.67 $29.1K - $31.5K
400 $31.4M
SUN
Sunoco LP

Energy
625
New
$48.42 - $55.31 $30.3K - $34.6K
625 $31.3M
ROL
Rollins Inc

Consumer Cyclical
531
New
$55.05 - $58.74 $29.2K - $31.2K
531 $31.2M
CSGP
Costar Group, Inc.

Real Estate
369
New
$81.42 - $96.83 $30K - $35.7K
369 $31.1M
NXST
Nexstar Media Group, Inc.

Communication Services
157
New
$176.71 - $211.31 $27.7K - $33.2K
157 $31M
HLI
Houlihan Lokey, Inc.

Financial Services
151
New
$181.55 - $209.19 $27.4K - $31.6K
151 $31M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
314
New
$90.62 - $107.71 $28.5K - $33.8K
314 $30.9M
NVT
N Vent Electric PLC

Industrials
312
New
$72.16 - $100.25 $22.5K - $31.3K
312 $30.8M
TER
Teradyne, Inc

Technology
223
New
$90.15 - $137.64 $20.1K - $30.7K
223 $30.7M
LECO
Lincoln Electric Holdings Inc

Industrials
130
New
$210.22 - $247.76 $27.3K - $32.2K
130 $30.7M
LAD
Lithia Motors Inc

Consumer Cyclical
97
New
$284.47 - $356.6 $27.6K - $34.6K
97 $30.7M
GDDY
Go Daddy Inc.

Technology
224
New
$133.35 - $178.59 $29.9K - $40K
224 $30.7M
VDC
Vanguard Consumer Staples ETF

ETFs
143
New
$212.64 - $225.25 $30.4K - $32.2K
143 $30.6M
FHN
First Horizon Corp

Financial Services
1.35K
New
$21.16 - $23.23 $28.7K - $31.5K
1.35K $30.6M
IVZ
Invesco Ltd.

Financial Services
1.33K
New
$16.17 - $23.0 $21.5K - $30.5K
1.33K $30.5M
AAL
American Airlines Group Inc.

Industrials
2.71K
New
N/A
2.71K $30.4M
JEF
Jefferies Financial Group Inc.

Financial Services
463
New
$54.67 - $70.36 $25.3K - $32.6K
463 $30.3M
BURL
Burlington Stores, Inc.

Consumer Cyclical
119
New
$237.02 - $301.35 $28.2K - $35.9K
119 $30.3M
DOCS
Doximity, Inc.

Healthcare
414
New
$57.33 - $75.12 $23.7K - $31.1K
414 $30.3M
TROW
Price T Rowe Group Inc

Financial Services
295
New
$98.67 - $111.52 $29.1K - $32.9K
295 $30.3M
PPG
Ppg Industries Inc

Basic Materials
288
New
$103.65 - $119.07 $29.9K - $34.3K
288 $30.3M
IRTC
I Rhythm Technologies, Inc.

Healthcare
176
New
$132.29 - $187.07 $23.3K - $32.9K
176 $30.3M
SYLD
Cambria Shareholder Yld ETF

ETFs
438
New
$63.93 - $70.45 $28K - $30.9K
438 $30.1M
IDCC
Inter Digital, Inc.

Communication Services
87
New
$221.35 - $349.23 $19.3K - $30.4K
87 $30M
TTEK
Tetra Tech Inc

Industrials
898
New
$33.1 - $38.34 $29.7K - $34.4K
898 $30M
FICO
Fair Isaac Corp

Technology
20
New
$1311.26 - $1869.83 $26.2K - $37.4K
20 $29.9M
RPM
Rpm International Inc

Basic Materials
253
New
$110.07 - $128.23 $27.8K - $32.4K
253 $29.8M
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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