Rooted Wealth Advisors, Inc. Purchases and Sells in Q1 2025

Rooted Wealth Advisors, Inc.

$239 Million
Q1 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	20.6K + 11.7%	$44.41 - $45.98 $915K - $947K	197K $8.95M
QQQM	5.38K + 24.58%	$192.82 - $222.1 $1.04M - $1.2M	27.3K $5.27M
VCIT	4.67K + 11.06%	$79.17 - $82.04 $370K - $383K	46.9K $3.83M
ISTB	6.73K + 9.39%	$47.59 - $48.33 $320K - $325K	78.4K $3.79M
DTD	3.64K + 92.22%	$74.87 - $79.99 $272K - $291K	7.59K $578K
DON	4.85K + 90.78%	$48.02 - $53.02 $233K - $257K	10.2K $501K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MLPX	27.4K New	$59.6 - $67.2 $1.63M - $1.84M	27.4K $1.75M
AIRR	20K New	$67.24 - $84.27 $1.34M - $1.68M	20K $1.36M
VHT	5.07K New	$254.06 - $273.83 $1.29M - $1.39M	5.07K $1.33M
V	672 New	$306.92 - $362.71 $206K - $244K	672 $235K
ARISTA NETWORKS INC	4.3K New	N/A	4.3K $0

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESCO ACTIVELY MANAGED EXC	-11.9K - 4.97%	N/A	227K $0
COM	-71.3K - 74.81%	$28.37 - $29.61 $2.02M - $2.11M	24K $701K
VO	-1.39K - 3.37%	$251.87 - $277.95 $349K - $385K	39.8K $10.2M
DGRO	-7.6K - 2.97%	$60.46 - $64.42 $460K - $490K	248K $15.2M
HYGH	-2.54K - 2.72%	$85.06 - $87.69 $216K - $223K	90.9K $7.75M
VYM	-2.47K - 4.44%	$126.11 - $135.06 $311K - $333K	53.2K $6.78M

Activity Summary All Purchases 49 New Holdings 5 Increased Positions 44 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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