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
MCK
Mckesson Corp

Healthcare
255
New
$659.01 - $772.54 $168K - $197K
255 $197M
CTVA
Corteva, Inc.

Basic Materials
2.89K
New
$67.08 - $77.12 $194K - $223K
2.89K $195M
IWB
Ishares Tr Russell 1000 ETF

ETFs
533
New
$339.37 - $366.46 $181K - $195K
533 $195M
MU
Micron Technology Inc

Technology
1.16K
New
$104.88 - $168.89 $122K - $196K
1.16K $194M
BKNG
Booking Holdings Inc.

Consumer Cyclical
36
New
$5364.25 - $5815.92 $193K - $209K
36 $194M
SPGI
S&P Global Inc.

Financial Services
397
New
$484.94 - $564.15 $193K - $224K
397 $193M
NEE
Nextera Energy Inc

Utilities
2.51K
New
$69.77 - $77.54 $175K - $195K
2.51K $190M
CGGO
Capital Group Global Growth Eq

ETFs
5.54K
New
$31.71 - $34.17 $176K - $189K
5.54K $189M
BSX
Boston Scientific Corp

Healthcare
1.93K
New
$97.03 - $108.14 $187K - $209K
1.93K $189M
NOC
Northrop Grumman Corp

Industrials
309
New
$498.9 - $609.32 $154K - $188K
309 $188M
NOW
Service Now, Inc.

Technology
204
New
$850.86 - $1044.69 $174K - $213K
204 $188M
FISV
Fiserv Inc

Technology
1.44K
New
N/A
1.44K $186M
VLO
Valero Energy Corp

Energy
1.09K
New
$131.77 - $175.63 $143K - $191K
1.09K $185M
COP
Conocophillips

Energy
1.95K
New
$91.0 - $98.99 $178K - $193K
1.95K $185M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
2.68K
New
$62.88 - $68.43 $169K - $184K
2.68K $184M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.51K
New
$108.08 - $121.73 $163K - $184K
1.51K $182M
HPE
Hewlett Packard Enterprise CO

Technology
7.34K
New
$19.81 - $25.24 $145K - $185K
7.34K $180M
HCA
Hca Healthcare, Inc.

Healthcare
418
New
$334.32 - $426.2 $140K - $178K
418 $178M
LNT
Alliant Energy Corp

Utilities
2.62K
New
$60.76 - $67.41 $159K - $177K
2.62K $177M
DAL
Delta Air Lines, Inc.

Industrials
3.11K
New
$49.0 - $61.97 $152K - $193K
3.11K $176M
DFSE
Dimensional ETF Tr Dimen Emrgn
4.29K
New
N/A
4.29K $176M
GD
General Dynamics Corp

Industrials
515
New
$293.92 - $341.0 $151K - $176K
515 $176M
CMI
Cummins Inc

Industrials
412
New
$327.85 - $426.39 $135K - $176K
412 $174M
DELL
Dell Technologies Inc.

Technology
1.22K
New
$120.96 - $141.77 $147K - $173K
1.22K $173M
PWR
Quanta Services, Inc.

Industrials
416
New
$372.29 - $421.68 $155K - $175K
416 $172M
TXN
Texas Instruments Inc

Technology
921
New
N/A
921 $169M
UAL
United Airlines Holdings, Inc.

Industrials
1.75K
New
$80.05 - $109.36 $140K - $191K
1.75K $169M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.3K
New
$70.77 - $73.59 $163K - $169K
2.3K $169M
VBK
Vanguard Small Cap Growth ETF

ETFs
559
New
$276.51 - $305.12 $155K - $171K
559 $166M
INTC
Intel Corp

Technology
4.95K
New
$19.31 - $35.5 $95.5K - $176K
4.95K $166M
Ferguson Enterprises Inc Common Stock New
734
New
N/A
734 $165M
PANW
Palo Alto Networks Inc

Technology
786
New
$167.06 - $208.19 $131K - $164K
786 $160M
WM
Waste Management Inc

Industrials
723
New
$213.88 - $237.1 $155K - $171K
723 $160M
SHEL
Shell PLC

Energy
2.22K
New
$69.82 - $73.93 $155K - $164K
2.22K $159M
MUB
Ishares National Muni Bond ETF

ETFs
1.48K
New
$103.24 - $106.68 $153K - $158K
1.48K $158M
CSX
Csx Corp

Industrials
4.43K
New
$32.05 - $36.52 $142K - $162K
4.43K $157M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.12K
New
$136.48 - $142.97 $153K - $161K
1.12K $157M
DHR
Danaher Corp

Healthcare
791
New
$181.46 - $212.2 $144K - $168K
791 $157M
BK
Bank Of New York Mellon Corp

Financial Services
1.43K
New
$90.65 - $109.75 $130K - $157K
1.43K $156M
IDV
Ishares Tr

ETFs
4.23K
New
$34.54 - $37.28 $146K - $158K
4.23K $155M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.28K
New
$108.97 - $121.65 $139K - $155K
1.28K $154M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.32K
New
$108.03 - $117.04 $142K - $154K
1.32K $154M
PH
Parker Hannifin Corp

Industrials
203
New
$697.13 - $769.67 $142K - $156K
203 $154M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.48K
New
$101.12 - $106.18 $150K - $157K
1.48K $153M
IAU
Ishares Gold Trust

ETFs
2.09K
New
$61.62 - $72.77 $129K - $152K
2.09K $152M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
906
New
$158.03 - $197.08 $143K - $179K
906 $152M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3.34K
New
$40.68 - $46.33 $136K - $155K
3.34K $151M
SNA
Snap On Inc

Industrials
432
New
$313.01 - $346.53 $135K - $150K
432 $150M
BX
Blackstone Inc.

Financial Services
875
New
$152.77 - $188.68 $134K - $165K
875 $150M
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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