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
ICE
Intercontinental Exchange, Inc.

Financial Services
434
New
$167.28 - $188.45 $72.6K - $81.8K
434 $73.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
819
New
$84.28 - $89.46 $69K - $73.3K
819 $72.9M
CARR
Carrier Global Corp

Industrials
1.22K
New
$58.75 - $80.73 $71.4K - $98.2K
1.22K $72.6M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
2.84K
New
$24.87 - $25.69 $70.6K - $72.9K
2.84K $72.4M
PULS
Pgim ETF Tr

ETFs
1.45K
New
$49.58 - $49.83 $71.8K - $72.2K
1.45K $72.2M
DRI
Darden Restaurants Inc

Consumer Cyclical
379
New
$184.73 - $220.27 $70K - $83.5K
379 $72.1M
SLV
I Shares Silver Trust

ETFs
1.7K
New
$32.73 - $42.5 $55.5K - $72K
1.7K $71.8M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.72K
New
$39.39 - $42.09 $67.6K - $72.3K
1.72K $71.8M
Sterling Capital Enhanced Core Bond ETF
2.8K
New
N/A
2.8K $71.3M
NI
Nisource Inc.

Utilities
1.65K
New
$39.0 - $43.33 $64.2K - $71.4K
1.65K $71.3M
Te Connectivity PLC Ord Shs
324
New
N/A
324 $71.1M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.34K
New
$30.02 - $30.29 $70.4K - $71K
2.34K $71M
NANR
Spdr Index Shs Fds S&P North A

ETFs
1.1K
New
$56.69 - $65.0 $62.2K - $71.4K
1.1K $70.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
495
New
$137.51 - $145.26 $68.1K - $71.9K
495 $70.5M
IWS
Ishares Russell Midcap Value E

ETFs
502
New
$132.83 - $140.61 $66.7K - $70.6K
502 $70.1M
Kenvue Inc Com
4.28K
New
N/A
4.28K $69.5M
DGX
Quest Diagnostics Inc

Healthcare
363
New
N/A
363 $69.2M
ASB
Associated Banc Corp

Financial Services
2.69K
New
$23.78 - $27.01 $63.9K - $72.6K
2.69K $69.1M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
5.14K
New
$12.9 - $13.59 $66.3K - $69.9K
5.14K $69M
NET
Cloudflare, Inc.

Technology
321
New
$181.39 - $228.28 $58.2K - $73.3K
321 $68.9M
EW
Edwards Lifesciences Corp

Healthcare
885
New
$73.75 - $81.83 $65.3K - $72.4K
885 $68.8M
MKL
Markel Corp

Financial Services
36
New
$1898.34 - $2031.8 $68.3K - $73.1K
36 $68.8M
SNY
Sanofi

Healthcare
1.46K
New
$45.07 - $51.35 $65.7K - $74.8K
1.46K $68.8M
GWW
W.W. Grainger, Inc.

Industrials
72
New
$932.44 - $1059.49 $67.1K - $76.3K
72 $68.6M
WTW
Willis Towers Watson PLC

Financial Services
196
New
$301.83 - $345.45 $59.2K - $67.7K
196 $67.7M
Gsk PLC Sponsored Adr
1.56K
New
N/A
1.56K $67.4M
CDNS
Cadence Design Systems Inc

Technology
191
New
$309.46 - $373.37 $59.1K - $71.3K
191 $67.1M
ODFL
Old Dominion Freight Line, Inc.

Industrials
476
New
$138.59 - $171.12 $66K - $81.5K
476 $67M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
122
New
$473.44 - $553.71 $57.8K - $67.6K
122 $66.7M
DUK
Duke Energy Corp

Utilities
538
New
$116.31 - $125.93 $62.6K - $67.8K
538 $66.6M
DOV
Dover Corp

Industrials
397
New
$165.59 - $190.9 $65.7K - $75.8K
397 $66.2M
EVR
Evercore Inc.

Financial Services
196
New
$276.5 - $362.79 $54.2K - $71.1K
196 $66.1M
NLOK
Norton Life Lock Inc.

Technology
2.32K
New
N/A
2.32K $65.9M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.89K
New
$21.77 - $22.57 $62.8K - $65.2K
2.89K $64.8M
CBRE
Cbre Group, Inc.

Real Estate
409
New
$137.04 - $165.9 $56K - $67.9K
409 $64.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.46K
New
$41.43 - $44.2 $60.4K - $64.4K
1.46K $64.4M
TGT
Target Corp

Consumer Defensive
717
New
$86.56 - $107.43 $62.1K - $77K
717 $64.3M
RMD
Resmed Inc

Healthcare
235
New
$252.01 - $293.73 $59.2K - $69K
235 $64.2M
ROK
Rockwell Automation, Inc

Industrials
183
New
$328.67 - $358.52 $60.1K - $65.6K
183 $64M
ROP
Roper Technologies Inc

Industrials
128
New
$495.03 - $573.0 $63.4K - $73.3K
128 $63.8M
CFG
Citizens Financial Group Inc

Financial Services
1.2K
New
$46.1 - $53.65 $55.1K - $64.1K
1.2K $63.5M
IYF
Ishares Tr

ETFs
500
New
$119.89 - $127.16 $59.9K - $63.6K
500 $63.4M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.42K
New
$42.39 - $44.63 $60K - $63.2K
1.42K $63.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
446
New
$131.47 - $143.64 $58.6K - $64.1K
446 $63.1M
XLV
Select Sector Spdr Fund Health

ETFs
453
New
$129.01 - $139.72 $58.4K - $63.3K
453 $63.1M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.26K
New
$46.4 - $51.49 $58.5K - $64.9K
1.26K $63M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.36K
New
$42.26 - $47.16 $57.3K - $63.9K
1.36K $62.8M
PID
Invesco Exchange Traded Fd Tr

ETFs
2.95K
New
N/A
2.95K $62.8M
SPG
Simon Property Group Inc

Real Estate
334
New
$159.93 - $187.67 $53.4K - $62.7K
334 $62.7M
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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