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
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
122
New
$38.16 - $41.91 $4.66K - $5.11K
122 $4.71M
LYB
Lyondell Basell Industries N.V.

Basic Materials
96
New
$48.34 - $67.22 $4.64K - $6.45K
96 $4.71M
LZB
La Z Boy Inc

Consumer Cyclical
136
New
$33.69 - $40.03 $4.58K - $5.44K
136 $4.67M
LEU
Centrus Energy Corp

Energy
15
New
$166.58 - $315.62 $2.5K - $4.73K
15 $4.65M
VAL
Valaris LTD

Energy
95
New
$43.9 - $52.99 $4.17K - $5.03K
95 $4.63M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
200
New
$21.99 - $23.38 $4.4K - $4.68K
200 $4.62M
IXUS
Ishares Tr

ETFs
56
New
$76.35 - $82.58 $4.28K - $4.62K
56 $4.62M
ALRM
Alarm.Com Holdings, Inc.

Technology
87
New
$51.29 - $59.16 $4.46K - $5.15K
87 $4.62M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
54
New
$81.61 - $86.58 $4.41K - $4.68K
54 $4.61M
INSM
Insmed Inc

Healthcare
32
New
$96.14 - $147.2 $3.08K - $4.71K
32 $4.61M
OTTR
Otter Tail Corp

Utilities
56
New
$75.29 - $85.97 $4.22K - $4.81K
56 $4.59M
WSBC
Wesbanco Inc

Financial Services
143
New
$29.44 - $33.7 $4.21K - $4.82K
143 $4.57M
Flagstar Bank National Associa Com New
395
New
N/A
395 $4.56M
BKH
Black Hills Corp

Utilities
74
New
$55.87 - $61.62 $4.13K - $4.56K
74 $4.56M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
280
New
$13.87 - $19.14 $3.88K - $5.36K
280 $4.55M
Siriusxm Holdings Inc Common Stock
195
New
N/A
195 $4.54M
ACRE
Ares Commercial Real Estate Corp

Real Estate
1K
New
$4.14 - $5.13 $4.14K - $5.13K
1K $4.51M
ALGN
Align Technology Inc

Healthcare
36
New
$124.88 - $207.19 $4.5K - $7.46K
36 $4.51M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
82
New
$53.89 - $68.51 $4.42K - $5.62K
82 $4.48M
CATH
Global X Fds Global X S&P 500

ETFs
55
New
$75.38 - $81.32 $4.15K - $4.47K
55 $4.46M
RAMP
Live Ramp Holdings, Inc.

Technology
164
New
$25.76 - $34.2 $4.22K - $5.61K
164 $4.45M
MRNA
Moderna, Inc.

Healthcare
172
New
$23.51 - $34.67 $4.04K - $5.96K
172 $4.44M
NSIT
Insight Enterprises Inc

Technology
39
New
$111.76 - $146.66 $4.36K - $5.72K
39 $4.42M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
77
New
$52.26 - $59.84 $4.02K - $4.61K
77 $4.42M
EQNR
Equinor Asa

Energy
180
New
$23.7 - $27.1 $4.27K - $4.88K
180 $4.39M
GEF
Greif, Inc

Consumer Cyclical
73
New
$58.87 - $69.85 $4.3K - $5.1K
73 $4.36M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
374
New
$11.15 - $11.87 $4.17K - $4.44K
374 $4.34M
PSA
Public Storage

Real Estate
15
New
$271.94 - $298.09 $4.08K - $4.47K
15 $4.33M
HNI
Hni Corp

Industrials
92
New
$43.18 - $52.5 $3.97K - $4.83K
92 $4.31M
GLDM
World Gold Trust

ETFs
56
New
$64.73 - $76.45 $3.62K - $4.28K
56 $4.28M
FSLY
Fastly, Inc.

Technology
500
New
$6.36 - $8.95 $3.18K - $4.48K
500 $4.28M
JBLU
Jetblue Airways Corp

Industrials
868
New
$4.23 - $5.49 $3.67K - $4.77K
868 $4.27M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
106
New
$34.37 - $40.61 $3.64K - $4.3K
106 $4.26M
BTU
Peabody Energy Corp

Energy
160
New
$13.18 - $26.81 $2.11K - $4.29K
160 $4.24M
LKFN
Lakeland Financial Corp

Financial Services
66
New
$60.25 - $68.73 $3.98K - $4.54K
66 $4.24M
NU
Nu Holdings Ltd.

Financial Services
263
New
$11.92 - $16.3 $3.13K - $4.29K
263 $4.21M
SDRL
Seadrill Limited

Energy
139
New
N/A
139 $4.2M
BCE
Bce Inc

Communication Services
179
New
$22.63 - $25.74 $4.05K - $4.61K
179 $4.19M
DIHP
Dimensional ETF Tr Dimensional

ETFs
138
New
$28.69 - $30.59 $3.96K - $4.22K
138 $4.18M
NCNO
N Cino, Inc.

Technology
154
New
$26.19 - $32.69 $4.03K - $5.03K
154 $4.18M
IRBO
Ishares Robotics & Artificial

ETFs
91
New
N/A
91 $4.17M
TFX
Teleflex Inc

Healthcare
34
New
$109.79 - $132.5 $3.73K - $4.51K
34 $4.16M
ADUS
Addus Home Care Corp

Healthcare
35
New
$104.96 - $118.41 $3.67K - $4.14K
35 $4.13M
KLIC
Kulicke & Soffa Industries Inc

Technology
101
New
$32.11 - $43.03 $3.24K - $4.35K
101 $4.11M
FMC
Fmc Corp

Basic Materials
122
New
$33.15 - $44.45 $4.04K - $5.42K
122 $4.1M
Atlas Energy Solutions Inc Com New
360
New
N/A
360 $4.09M
OSCR
Oscar Health, Inc.

Healthcare
216
New
$13.42 - $20.45 $2.9K - $4.42K
216 $4.09M
Stkd 100 Bitcoin & 100 Gold ETF
94
New
N/A
94 $4.05M
LYFT
Lyft, Inc.

Technology
183
New
$13.41 - $22.93 $2.45K - $4.2K
183 $4.03M
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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