Rooted Wealth Advisors, Inc. Purchases in Q3 2025

Rooted Wealth Advisors, Inc.

  • $308 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
317K
New
$50.32 - $54.01 $15.9M - $17.1M
317K $17.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.38K
+ 1.71%
$567.77 - $614.76 $786K - $851K
82.3K $50.4M
SPYG
Spdr Portfolio

ETFs
9.12K
+ 5.99%
$94.33 - $105.31 $861K - $961K
161K $16.9M
DGRO
Ishares Core Dividend Growth E

ETFs
13.2K
+ 5.13%
$64.12 - $68.08 $845K - $897K
270K $18.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.87K
+ 15.29%
$225.11 - $247.9 $1.1M - $1.21M
36.7K $9.07M
AAPL
Apple Inc.

Technology
1.08K
+ 7.14%
$202.38 - $256.87 $219K - $278K
16.2K $4.14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.2K
+ 6.13%
$55.61 - $57.37 $900K - $928K
280K $16M
OMFL
Invesco Exchange Traded Self I

ETFs
11.9K
+ 13.31%
$57.41 - $60.45 $685K - $722K
102K $6.13M
NVDA
Nvidia Corp

Technology
1.28K
+ 7.36%
$153.3 - $186.58 $196K - $239K
18.7K $3.49M
GTO
Invesco Actively Managed ETF T

ETFs
12K
+ 4.55%
$46.43 - $47.91 $558K - $576K
276K $13.1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
7.92K
+ 18.24%
$70.85 - $76.96 $561K - $610K
51.3K $3.9M
DRI
Darden Restaurants Inc

Consumer Cyclical
3.25K
New
$184.73 - $220.27 $601K - $717K
3.25K $619K
META
Meta Platforms, Inc.

Communication Services
850
+ 45.29%
$695.21 - $791.73 $591K - $673K
2.73K $2M
VIG
Vanguard Dividend Appreciation

ETFs
3.33K
+ 6.12%
N/A
57.6K $10.5M
GOOG
Alphabet Inc.

Communication Services
902
+ 17.67%
$175.16 - $255.24 $158K - $230K
6.01K $1.46M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
897
+ 3.1%
$148.97 - $165.88 $134K - $149K
29.8K $4.91M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.16K
+ 5.09%
$82.22 - $96.68 $95K - $112K
23.9K $2.31M
FTNT
Fortinet, Inc.

Technology
6.63K
+ 128.42%
$74.39 - $107.65 $493K - $714K
11.8K $991K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8.65K
+ 10.31%
$48.31 - $48.93 $418K - $423K
92.6K $4.52M
PLTR
Palantir Technologies Inc.

Technology
2.32K
New
$130.68 - $186.97 $303K - $433K
2.32K $422K
FCLD
Fidelity Covington Tr Cloud CO
13.8K
+ 78.38%
$26.24 - $30.18 $363K - $417K
31.5K $919K
MSFT
Microsoft Corp

Technology
471
+ 7.36%
$491.09 - $535.64 $231K - $252K
6.87K $3.56M
CRM
Salesforce, Inc.

Technology
1.74K
+ 153.09%
$231.66 - $273.65 $402K - $475K
2.87K $680K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.54K
+ 7.06%
$81.75 - $84.54 $289K - $299K
53.6K $4.51M
CAT
Caterpillar Inc

Industrials
99
+ 3.05%
$390.92 - $477.15 $38.7K - $47.2K
3.35K $1.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.14K
+ 5.22%
$49.43 - $54.52 $106K - $116K
43K $2.33M
UNH
Unitedhealth Group Inc

Healthcare
667
+ 35.29%
$237.77 - $353.61 $159K - $236K
2.56K $882K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
2.91K
+ 3.09%
$85.71 - $86.94 $249K - $253K
97.1K $8.43M
LOW
Lowes Companies Inc

Consumer Cyclical
1.12K
New
$215.01 - $273.02 $241K - $306K
1.12K $281K
SOFI
So Fi Technologies, Inc.

Financial Services
10.5K
New
$17.64 - $29.81 $185K - $312K
10.5K $276K
UNP
Union Pacific Corp

Industrials
1.12K
New
$214.91 - $237.16 $241K - $266K
1.12K $265K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.14K
+ 15.22%
$82.38 - $83.0 $259K - $261K
23.8K $1.97M
NOC
Northrop Grumman Corp

Industrials
430
New
$498.9 - $609.32 $215K - $262K
430 $262K
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 9.24%
$211.65 - $238.24 $246K - $277K
13.7K $3.01M
AVGO
Broadcom Inc.

Technology
281
+ 9.48%
$264.74 - $369.57 $74.4K - $104K
3.25K $1.07M
TMO
Thermo Fisher Scientific Inc.

Healthcare
516
New
$404.94 - $499.99 $209K - $258K
516 $250K
JPM
Jpmorgan Chase & CO

Financial Services
548
+ 18.63%
$282.78 - $316.06 $155K - $173K
3.49K $1.1M
JD
Jd.Com, Inc.

Consumer Cyclical
6.91K
New
$30.39 - $35.64 $210K - $246K
6.91K $241K
MO
Altria Group, Inc.

Consumer Defensive
3.61K
New
$57.75 - $67.68 $208K - $244K
3.61K $238K
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 103.49%
$167.06 - $208.19 $193K - $241K
2.27K $462K
UPS
United Parcel Service Inc

Industrials
2.77K
New
$82.58 - $105.54 $229K - $293K
2.77K $231K
AMD
Advanced Micro Devices Inc

Technology
973
+ 30.25%
$134.8 - $184.42 $131K - $179K
4.19K $677K
GE
General Electric CO

Industrials
721
New
$244.75 - $305.63 $176K - $220K
721 $216K
ABBV
Abb Vie Inc.

Healthcare
905
New
$184.85 - $231.54 $167K - $210K
905 $209K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
3.94K
New
$50.02 - $53.28 $197K - $210K
3.94K $205K
GLD
Spdr Gold Trust

ETFs
569
New
$300.96 - $355.47 $171K - $202K
569 $202K
SPY
Spdr S&P 500 ETF Trust

ETFs
303
New
$617.65 - $666.84 $187K - $202K
303 $201K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.59K
New
$69.9 - $78.26 $181K - $202K
2.59K $201K
VHT
Vanguard Health Care ETF

ETFs
527
+ 9.45%
$239.12 - $259.95 $126K - $137K
6.11K $1.58M
Activity Summary
Buys All Purchases 101 New Holdings 23 Increased Positions 78 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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