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
Orrstown Finl Svcs Inc Com
15
New
N/A
15 $510K
Celestica Inc Com
2
New
N/A
2 $493K
Anglogold Ashanti PLC Com Shs
7
New
N/A
7 $492K
LITE
Lumentum Holdings Inc.

Technology
3
New
$90.44 - $171.5 $271 - $515
3 $488K
Inovio Pharmaceuticals Inc Com Shs
208
New
N/A
208 $487K
Liberty Media Corp Del Com Lbty Liv S C
5
New
N/A
5 $485K
VOD
Vodafone Group Public LTD CO

Communication Services
41
New
$10.67 - $12.06 $437 - $494
41 $479K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
7
New
$49.36 - $75.85 $346 - $531
7 $456K
HIW
Highwoods Properties, Inc.

Real Estate
14
New
$28.32 - $32.39 $396 - $453
14 $448K
BEAM
Beam Therapeutics Inc.

Healthcare
18
New
$16.01 - $25.1 $288 - $452
18 $437K
SYM
Symbotic Inc.

Financial Services
8
New
$39.68 - $63.21 $317 - $506
8 $431K
ACWI
Ishares Msci Acwi ETF

ETFs
3
New
$128.32 - $138.41 $385 - $415
3 $419K
KB
Kb Financial Group Inc.

Financial Services
5
New
$77.68 - $90.36 $388 - $452
5 $415K
Coreweave Inc Com Cl A
3
New
N/A
3 $411K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
21
New
$19.15 - $20.2 $402 - $424
21 $405K
DHS
Wisdomtree Tr U.S

ETFs
4
New
$96.42 - $101.82 $386 - $407
4 $403K
Cybin Inc Com New
65
New
N/A
65 $383K
Liberty Media Corp Del Com Lbty Liv S A
4
New
N/A
4 $377K
SPYI
Shp ETF Tr Neos S&P 500 High I
7
New
N/A
7 $366K
Outfront Media Inc Com New
20
New
N/A
20 $366K
HFWA
Heritage Financial Corp

Financial Services
15
New
$22.13 - $25.73 $332 - $386
15 $363K
EDIT
Editas Medicine, Inc.

Healthcare
100
New
$2.2 - $3.52 $220 - $352
100 $347K
TPG
Tpg Inc.

Financial Services
6
New
$52.84 - $64.4 $317 - $386
6 $345K
HE
Hawaiian Electric Industries Inc

Utilities
31
New
$10.46 - $12.96 $324 - $402
31 $342K
ERIC
Ericsson Lm Telephone CO

Technology
41
New
$7.2 - $8.55 $295 - $351
41 $339K
AVDX
Avid Xchange Holdings, Inc.

Technology
34
New
$9.82 - $9.97 $334 - $339
34 $338K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4
New
$71.86 - $87.45 $287 - $350
4 $333K
CPT
Camden Property Trust

Real Estate
3
New
$104.05 - $115.69 $312 - $347
3 $320K
Hafnia LTD Shs
53
New
N/A
53 $317K
Liberty Media Corp Del 3.75 02/15/2030
4K
New
N/A
4K $315K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
9
New
$32.8 - $39.43 $295 - $355
9 $312K
Kiniksa Pharmaceuticals Intl P Ord Shs Cl A
8
New
N/A
8 $311K
AMRK
A Mark Precious Metals, Inc.

Financial Services
12
New
$20.57 - $27.69 $247 - $332
12 $310K
FA
First Advantage Corp

Industrials
20
New
$14.78 - $18.4 $296 - $368
20 $308K
Lionsgate Studios Corp Com
44
New
N/A
44 $304K
AKR
Acadia Realty Trust

Real Estate
15
New
$18.07 - $20.37 $271 - $306
15 $302K
FMX
Mexican Economic Development Inc

Consumer Defensive
3
New
$83.67 - $106.19 $251 - $319
3 $296K
CVI
Cvr Energy Inc

Energy
8
New
$24.93 - $36.82 $199 - $295
8 $292K
DDD
3 D Systems Corp

Technology
100
New
$1.56 - $3.11 $156 - $311
100 $290K
RCII
Rent A Center Inc De

Industrials
12
New
N/A
12 $284K
RPD
Rapid7, Inc.

Technology
15
New
$17.88 - $25.59 $268 - $384
15 $281K
UE
Urban Edge Properties

Real Estate
13
New
$18.54 - $21.21 $241 - $276
13 $266K
OFC
Corporate Office Properties Trust

Real Estate
9
New
N/A
9 $262K
SRLN
Ssga Active Trust

ETFs
6
New
$41.28 - $41.65 $248 - $250
6 $262K
KSS
Kohls Corp

Consumer Cyclical
17
New
$9.02 - $17.38 $153 - $295
17 $262K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
5
New
$50.79 - $67.47 $254 - $337
5 $259K
RUN
Sunrun Inc.

Technology
15
New
$8.99 - $18.18 $135 - $273
15 $259K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
2
New
$107.14 - $156.16 $214 - $312
2 $257K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
9
New
$23.39 - $28.55 $211 - $257
9 $257K
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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