Rooted Wealth Advisors, Inc. Purchases and Sells in Q2 2025

Rooted Wealth Advisors, Inc.

$275 Million
Q2 2025

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	3.51K + 4.54%	$456.74 - $568.03 $1.6M - $1.99M	80.9K $46M
SPYG	9.18K + 6.41%	$71.83 - $95.32 $659K - $875K	152K $14.5M
QQQM	4.57K + 16.76%	$171.4 - $227.1 $783K - $1.04M	31.8K $7.23M
IUSG	6.57K + 29.39%	$113.67 - $150.4 $747K - $988K	28.9K $4.35M
IXUS	893 + 0.5%	$62.37 - $77.63 $55.7K - $69.3K	181K $14M
VO	1.26K + 3.16%	$228.54 - $279.83 $288K - $352K	41K $11.5M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FCLD	17.6K New	$20.0 - $28.42 $353K - $501K	17.6K $501K
CAG	17.2K New	$20.4 - $26.78 $350K - $460K	17.2K $351K
QCOM	2.05K New	$124.66 - $159.48 $255K - $326K	2.05K $326K
AMAT	1.76K New	$126.95 - $183.52 $223K - $322K	1.76K $321K
MARA	13.7K New	N/A	13.7K $309K
MMM	1.61K New	$126.09 - $154.15 $203K - $248K	1.61K $244K

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	-6.9K - 16.96%	N/A	33.8K $2.9M
DTD	-3.96K - 52.23%	$68.45 - $79.52 $271K - $315K	3.62K $288K
EMB	-457 - 16.38%	$86.54 - $92.62 $39.5K - $42.3K	2.33K $216K
SRLN	-432 - 4.4%	$39.47 - $41.59 $17.1K - $18K	9.38K $390K
SPAB	-61 - 0.15%	$24.98 - $25.66 $1.52K - $1.57K	41.6K $1.07M
IWY	-45 - 3.01%	$187.5 - $246.51 $8.44K - $11.1K	1.45K $356K

Activity Summary All Purchases 93 New Holdings 18 Increased Positions 75 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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