Root Financial Partners, LLC Reduced Holdings in Q3 2025

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-9.5K
- 43.11%
$132.9 - $142.03 $1.26M - $1.35M
12.5K $1.77B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-10.5K
- 81.13%
$103.83 - $179.9 $1.09M - $1.89M
2.44K $437M
SCMB
Schwab Strategic Tr Mun Bd ETF
-21.6K
- 95.24%
N/A
1.08K $27.7M
HD
Home Depot, Inc.

Consumer Cyclical
-2.65K
- 17.9%
$357.4 - $423.42 $945K - $1.12M
12.1K $4.92B
SHV
Ishares Tr

ETFs
-4.27K
- 50.26%
$110.06 - $110.49 $470K - $472K
4.23K $467M
BIDU
Baidu, Inc.

Communication Services
-5.04K
- 81.67%
$85.86 - $137.83 $432K - $694K
1.13K $149M
ISRG
Intuitive Surgical Inc

Healthcare
-70
- 2.34%
$433.66 - $544.47 $30.4K - $38.1K
2.92K $1.31B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.64K
- 40.2%
$195.41 - $212.37 $321K - $349K
2.44K $510M
CRM
Salesforce, Inc.

Technology
-661
- 20.12%
$231.66 - $273.65 $153K - $181K
2.63K $622M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.68K
- 94.26%
$100.16 - $100.7 $268K - $269K
163 $16.4M
INTU
Intuit Inc

Technology
-228
- 44.02%
$646.03 - $807.39 $147K - $184K
290 $198M
LLY
Eli Lilly & CO

Healthcare
-203
- 6.72%
$625.65 - $812.69 $127K - $165K
2.82K $2.15B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.93K
- 34.86%
$50.47 - $50.74 $198K - $199K
7.34K $373M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-6.09K
- 39.03%
$30.71 - $30.86 $187K - $188K
9.51K $293M
HUBS
Hubspot Inc

Technology
-158
- 12.42%
$420.79 - $560.9 $66.5K - $88.6K
1.11K $521M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.82K
- 30.77%
$86.07 - $90.74 $157K - $165K
4.1K $367M
ADBE
Adobe Inc.

Technology
-365
- 42.99%
$333.65 - $392.1 $122K - $143K
484 $171M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.68K
- 62.17%
$91.44 - $91.77 $153K - $154K
1.02K $93.7M
VGT
Vanguard Information Technolog

ETFs
-283
- 30.53%
$656.44 - $753.15 $186K - $213K
644 $481M
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.56K
- 17.84%
$50.23 - $50.48 $129K - $129K
11.8K $594M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.35K
- 33.15%
$65.64 - $78.22 $88.7K - $106K
2.73K $183M
T
At&T Inc.

Communication Services
-3.49K
- 22.53%
$26.94 - $29.62 $94K - $103K
12K $339M
SPOT
Spotify Technology S.A.

Communication Services
-17
- 1.27%
$620.01 - $738.53 $10.5K - $12.6K
1.33K $926M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-364
- 39.61%
$404.94 - $499.99 $147K - $182K
555 $269M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-3.81K
- 38.43%
$26.88 - $27.78 $102K - $106K
6.1K $170M
PEP
Pepsico Inc

Consumer Defensive
-851
- 21.93%
$133.81 - $152.16 $114K - $129K
3.03K $425M
MET
Metlife Inc

Financial Services
-1.08K
- 38.92%
$73.82 - $82.37 $79.4K - $88.6K
1.69K $139M
VZ
Verizon Communications Inc

Communication Services
-1.79K
- 13.16%
$40.84 - $45.06 $73.1K - $80.6K
11.8K $519M
MSTR
Microstrategy Inc

Technology
-1
- 0.14%
$300.7 - $455.9 $301 - $456
701 $226M
MGC
Vanguard Mega Cap ETF

ETFs
-333
- 26.51%
$224.2 - $245.55 $74.7K - $81.8K
923 $225M
VIG
Vanguard Dividend Appreciation

ETFs
-439
- 12.82%
N/A
2.99K $644M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.63K
- 22.67%
$39.84 - $43.15 $65K - $70.4K
5.57K $239M
TDG
Trans Digm Group Inc

Industrials
-4
- 2.67%
$1271.04 - $1620.83 $5.08K - $6.48K
146 $192M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.32K
- 13.68%
$24.73 - $25.29 $32.5K - $33.3K
8.3K $209M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-350
- 15.49%
$109.47 - $119.06 $38.3K - $41.7K
1.91K $226M
CTAS
Cintas Corp

Industrials
-15
- 1.63%
$199.29 - $226.27 $2.99K - $3.39K
907 $186M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-48
- 6.39%
$301.44 - $365.84 $14.5K - $17.6K
703 $228M
BMY
Bristol Myers Squibb CO

Healthcare
-19
- 0.36%
$43.31 - $48.98 $823 - $931
5.28K $238M
ITW
Illinois Tool Works Inc

Industrials
-58
- 6.74%
$252.31 - $269.41 $14.6K - $15.6K
803 $209M
LYG
Lloyds Banking Group PLC

Financial Services
-1.29K
- 9.18%
$4.03 - $4.63 $5.19K - $5.97K
12.8K $57.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1
- 0.05%
$117.65 - $120.08 $118 - $120
2.13K $255M
Dimensional World Equity ETF
-425
- 6.36%
N/A
6.26K $450M
MCD
Mcdonalds Corp

Consumer Cyclical
-52
- 3.44%
$291.67 - $316.99 $15.2K - $16.5K
1.46K $443M
SCHW
Schwab Charles Corp

Financial Services
-106
- 3.61%
$91.03 - $98.69 $9.65K - $10.5K
2.83K $270M
FNDX
Schwab Fundamental U S Large C

ETFs
-405
- 4.49%
$24.38 - $26.34 $9.87K - $10.7K
8.63K $227M
XLF
Financial Sector Spdr

ETFs
-65
- 1.05%
$51.37 - $54.25 $3.34K - $3.53K
6.15K $331M
BA
Boeing CO

Industrials
-3
- 0.24%
$209.79 - $237.38 $629 - $712
1.23K $265M
AMD
Advanced Micro Devices Inc

Technology
-453
- 10.67%
$134.8 - $184.42 $61.1K - $83.5K
3.79K $614M
UNH
Unitedhealth Group Inc

Healthcare
-75
- 4.43%
$237.77 - $353.61 $17.8K - $26.5K
1.62K $559M
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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