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
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
3.45K
New
$20.98 - $26.94 $72.5K - $93.1K
3.45K $85.1M
FIX
Comfort Systems Usa Inc

Industrials
103
New
$521.66 - $825.18 $53.7K - $85K
103 $85M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
666
New
$122.37 - $127.46 $81.5K - $84.9K
666 $84.9M
PCAR
Paccar Inc

Industrials
861
New
$92.91 - $102.86 $80K - $88.6K
861 $84.7M
ILCV
Ishares Morningstar Value ETF

ETFs
935
New
$82.86 - $90.02 $77.5K - $84.2K
935 $84.2M
CCI
Crown Castle International Corp

Real Estate
871
New
$92.96 - $113.91 $81K - $99.2K
871 $84M
EMB
Ishares Tr

ETFs
881
New
$91.52 - $95.59 $80.6K - $84.2K
881 $83.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
836
New
$97.75 - $100.75 $81.7K - $84.2K
836 $83.8M
WEC
Wec Energy Group, Inc.

Utilities
731
New
$103.66 - $114.59 $75.8K - $83.8K
731 $83.7M
UPS
United Parcel Service Inc

Industrials
1K
New
$82.58 - $105.54 $82.7K - $106K
1K $83.7M
CME
Cme Group Inc.

Financial Services
308
New
$258.83 - $287.1 $79.7K - $88.4K
308 $83.3M
PHG
Koninklijke Philips Nv

Healthcare
3.05K
New
$23.84 - $28.62 $72.7K - $87.3K
3.05K $83.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.32K
New
$59.61 - $63.09 $78.4K - $83K
1.32K $82.8M
TD
Toronto Dominion Bank

Financial Services
1.04K
New
$72.55 - $79.95 $75.1K - $82.7K
1.04K $82.7M
JHMM
John Hancock Multifactor Mid C

ETFs
1.28K
New
$61.22 - $65.26 $78.2K - $83.4K
1.28K $82.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.03K
New
$75.26 - $80.19 $77.4K - $82.4K
1.03K $82.1M
SYF
Synchrony Financial

Financial Services
1.15K
New
$67.53 - $76.86 $77.7K - $88.5K
1.15K $81.8M
CASY
Caseys General Stores Inc

Consumer Cyclical
144
New
$494.52 - $565.32 $71.2K - $81.4K
144 $81.4M
PFG
Principal Financial Group Inc

Financial Services
980
New
$75.53 - $82.95 $74K - $81.3K
980 $81.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
616
New
$121.46 - $130.92 $74.8K - $80.6K
616 $80.3M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
662
New
$110.74 - $122.12 $73.3K - $80.8K
662 $80.1M
ALLY
Ally Financial Inc.

Financial Services
2.04K
New
$36.95 - $44.58 $75.5K - $91.1K
2.04K $80.1M
AVDV
American Centy ETF Tr Avantis

ETFs
898
New
$79.24 - $89.03 $71.2K - $79.9K
898 $79.9M
CYTK
Cytokinetics Inc

Healthcare
1.45K
New
$33.23 - $54.96 $48.3K - $79.9K
1.45K $79.9M
IDXX
Idexx Laboratories Inc

Healthcare
125
New
$514.61 - $682.78 $64.3K - $85.3K
125 $79.9M
EFG
Msci Eafe Growth ETF

ETFs
698
New
$106.99 - $114.46 $74.7K - $79.9K
698 $79.5M
AVT
Avnet Inc

Technology
1.51K
New
$49.46 - $56.3 $74.9K - $85.2K
1.51K $79.2M
BCS
Barclays PLC

Financial Services
3.8K
New
$17.88 - $21.05 $67.9K - $79.9K
3.8K $78.5M
PEG
Public Service Enterprise Group Inc

Utilities
940
New
$79.99 - $90.14 $75.2K - $84.7K
940 $78.5M
ITB
Ishares Tr

ETFs
728
New
$94.18 - $117.14 $68.6K - $85.3K
728 $78.1M
Jpmorgan Hedged Equity Laddered Overlay ETF
1.2K
New
N/A
1.2K $78M
TSCO
Tractor Supply CO

Consumer Cyclical
1.37K
New
$54.08 - $62.65 $74.1K - $85.8K
1.37K $77.9M
NTRS
Northern Trust Corp

Financial Services
572
New
$123.6 - $134.6 $70.7K - $77K
572 $77M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.69K
New
$42.28 - $45.71 $71.4K - $77.2K
1.69K $76.9M
SPH
Suburban Propane Partners LP

Utilities
4.1K
New
$17.47 - $19.0 $71.6K - $77.9K
4.1K $76.5M
UNM
Unum Group

Financial Services
983
New
$68.55 - $82.12 $67.4K - $80.7K
983 $76.5M
GRMN
Garmin LTD

Technology
309
New
$211.13 - $246.22 $65.2K - $76.1K
309 $76.1M
IP
International Paper CO

Consumer Cyclical
1.64K
New
$45.32 - $55.68 $74.1K - $91.1K
1.64K $75.9M
IVE
Ishares S&P 500 Value ETF

ETFs
366
New
$194.44 - $206.51 $71.2K - $75.6K
366 $75.6M
DHI
Horton D R Inc

Consumer Cyclical
444
New
$129.82 - $184.04 $57.6K - $81.7K
444 $75.2M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
2.94K
New
N/A
2.94K $74.7M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
792
New
$87.69 - $96.0 $69.5K - $76K
792 $74.7M
CL
Colgate Palmolive CO

Consumer Defensive
932
New
$79.36 - $93.33 $74K - $87K
932 $74.5M
EXPD
Expeditors International Of Washington Inc

Industrials
604
New
$111.37 - $124.95 $67.3K - $75.5K
604 $74M
EA
Electronic Arts Inc.

Communication Services
365
New
$147.79 - $202.05 $53.9K - $73.7K
365 $73.7M
NRG
Nrg Energy, Inc.

Utilities
455
New
$144.77 - $173.91 $65.9K - $79.1K
455 $73.7M
BKR
Baker Hughes CO

Energy
1.51K
New
$38.68 - $50.55 $58.5K - $76.4K
1.51K $73.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
237
New
$284.17 - $319.49 $67.3K - $75.7K
237 $73.4M
CAH
Cardinal Health Inc

Healthcare
467
New
$146.04 - $167.63 $68.2K - $78.3K
467 $73.3M
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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