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
FIW
First Trust Water ETF

ETFs
25
New
$107.54 - $115.08 $2.69K - $2.88K
25 $2.81M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
163
New
$9.83 - $19.88 $1.6K - $3.24K
163 $2.79M
HURN
Huron Consulting Group Inc.

Industrials
19
New
$121.98 - $146.77 $2.32K - $2.79K
19 $2.79M
Frontline PLC Com
122
New
N/A
122 $2.78M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
116
New
$23.54 - $23.97 $2.73K - $2.78K
116 $2.78M
INT
World Fuel Services Corp

Energy
107
New
N/A
107 $2.78M
KNTK
Kinetik Holdings Inc.

Energy
64
New
$39.73 - $46.35 $2.54K - $2.97K
64 $2.74M
E
Eni Spa

Energy
78
New
$32.55 - $35.93 $2.54K - $2.8K
78 $2.73M
CHH
Choice Hotels International Inc

Consumer Cyclical
25
New
$106.91 - $135.29 $2.67K - $3.38K
25 $2.67M
RNG
Ring Central, Inc.

Technology
94
New
$23.62 - $32.44 $2.22K - $3.05K
94 $2.66M
Rocket Lab Corp Com
55
New
N/A
55 $2.64M
BXSL
Blackstone Secured Lending Fund

Financial Services
100
New
$26.07 - $32.55 $2.61K - $3.25K
100 $2.61M
EQR
Equity Residential

Real Estate
40
New
$62.3 - $68.34 $2.49K - $2.73K
40 $2.59M
NTCT
Netscout Systems Inc

Technology
100
New
$20.77 - $26.06 $2.08K - $2.61K
100 $2.58M
FDIS
Fidelity Covington Tr Msci Con

ETFs
25
New
$93.41 - $104.11 $2.34K - $2.6K
25 $2.57M
CE
Celanese Corp

Basic Materials
61
New
$39.94 - $62.39 $2.44K - $3.81K
61 $2.57M
Yieldmax Tsla Option Income Strategy ETF
270
New
N/A
270 $2.54M
ENVA
Enova International, Inc.

Financial Services
22
New
$100.56 - $127.32 $2.21K - $2.8K
22 $2.53M
GEFB
Greif, Inc. Cl B
41
New
N/A
41 $2.53M
Lucid Group Inc Com New
104
New
N/A
104 $2.47M
Howard Hughes Holdings Inc Com
30
New
N/A
30 $2.47M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
95
New
$25.09 - $30.99 $2.38K - $2.94K
95 $2.46M
IOT
Samsara Inc.

Technology
66
New
$32.22 - $42.09 $2.13K - $2.78K
66 $2.46M
CLW
Clearwater Paper Corp

Basic Materials
116
New
$20.7 - $30.84 $2.4K - $3.58K
116 $2.41M
AIN
Albany International Corp

Consumer Cyclical
45
New
$52.8 - $72.53 $2.38K - $3.26K
45 $2.4M
AI
C3.Ai, Inc.

Technology
138
New
$15.46 - $29.16 $2.13K - $4.02K
138 $2.39M
SJW
Sjw Group

Utilities
49
New
N/A
49 $2.39M
EFSC
Enterprise Financial Services Corp

Financial Services
40
New
$53.81 - $61.68 $2.15K - $2.47K
40 $2.32M
FYBR
Frontier Communications Parent, Inc.

Communication Services
62
New
$36.44 - $37.53 $2.26K - $2.33K
62 $2.32M
CVE
Cenovus Energy Inc.

Energy
136
New
$13.87 - $17.81 $1.89K - $2.42K
136 $2.31M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
69
New
$23.52 - $33.89 $1.62K - $2.34K
69 $2.31M
Digitalbridge Group Inc Cl A New
197
New
N/A
197 $2.31M
COLM
Columbia Sportswear CO

Consumer Cyclical
44
New
$49.3 - $64.28 $2.17K - $2.83K
44 $2.3M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
100
New
$22.06 - $23.31 $2.21K - $2.33K
100 $2.3M
LBRT
Liberty Energy Inc.

Energy
185
New
$10.02 - $13.25 $1.85K - $2.45K
185 $2.28M
KYMR
Kymera Therapeutics, Inc.

Healthcare
40
New
$37.68 - $58.5 $1.51K - $2.34K
40 $2.26M
RHI
Robert Half International Inc.

Industrials
66
New
$33.49 - $43.03 $2.21K - $2.84K
66 $2.24M
Ralliant Corp Com
51
New
N/A
51 $2.23M
UHAL
Amerco

Industrials
39
New
$55.87 - $63.85 $2.18K - $2.49K
39 $2.23M
CRGY
Crescent Energy CO

Energy
246
New
$8.22 - $9.94 $2.02K - $2.45K
246 $2.19M
SPNT
Sirius Point LTD

Financial Services
121
New
$17.48 - $20.07 $2.12K - $2.43K
121 $2.19M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
31
New
$68.93 - $83.01 $2.14K - $2.57K
31 $2.17M
Core Natural Resources Inc Com Shs
26
New
N/A
26 $2.17M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
100
New
$20.79 - $21.92 $2.08K - $2.19K
100 $2.17M
CENTA
Central Garden & Pet Company C

Consumer Defensive
73
New
$29.53 - $37.27 $2.16K - $2.72K
73 $2.16M
SECT
Sector 10, Inc.

ETFs
34
New
$57.95 - $63.16 $1.97K - $2.15K
34 $2.14M
TEF
Telefonica S A

Communication Services
417
New
$5.01 - $5.71 $2.09K - $2.38K
417 $2.12M
RDW
Redwire Corp

Industrials
235
New
$7.87 - $19.41 $1.85K - $4.56K
235 $2.11M
MBLY
Mobileye Global Inc.
149
New
$13.5 - $19.08 $2.01K - $2.84K
149 $2.1M
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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