Rooted Wealth Advisors, Inc. Purchases in Q2 2025

Rooted Wealth Advisors, Inc.

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.51K
+ 4.54%
$456.74 - $568.03 $1.6M - $1.99M
80.9K $46M
SPYG
Spdr Portfolio

ETFs
9.18K
+ 6.41%
$71.83 - $95.32 $659K - $875K
152K $14.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.57K
+ 16.76%
$171.4 - $227.1 $783K - $1.04M
31.8K $7.23M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.57K
+ 29.39%
$113.67 - $150.4 $747K - $988K
28.9K $4.35M
IXUS
Ishares Tr

ETFs
893
+ 0.5%
$62.37 - $77.63 $55.7K - $69.3K
181K $14M
VO
Vanguard Mid Cap ETF

ETFs
1.26K
+ 3.16%
$228.54 - $279.83 $288K - $352K
41K $11.5M
DGRO
Ishares Core Dividend Growth E

ETFs
8.26K
+ 3.33%
$55.22 - $63.94 $456K - $528K
257K $16.4M
NVDA
Nvidia Corp

Technology
393
+ 2.31%
$94.31 - $157.99 $37.1K - $62.1K
17.4K $2.75M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.59K
+ 14.76%
$57.46 - $75.58 $321K - $422K
43.4K $3.28M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.7K
+ 5.88%
$51.14 - $57.0 $750K - $836K
264K $15M
OMFL
Invesco Exchange Traded Self I

ETFs
6.73K
+ 8.11%
$48.43 - $57.78 $326K - $389K
89.7K $5.18M
AMZN
Amazon Com Inc

Consumer Cyclical
2.23K
+ 21.57%
$167.32 - $223.3 $373K - $498K
12.6K $2.76M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.1K
+ 8.21%
$44.68 - $45.96 $721K - $742K
213K $9.74M
GTO
Invesco Actively Managed ETF T

ETFs
15.8K
+ 6.34%
$45.73 - $47.2 $721K - $744K
264K $12.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.06K
+ 3.88%
$114.78 - $133.31 $237K - $275K
55.2K $7.36M
XLP
Consumer Staples Sector Spdr

ETFs
7.2K
+ 5.97%
N/A
128K $9.72M
FCLD
Fidelity Covington Tr Cloud CO
17.6K
New
$20.0 - $28.42 $353K - $501K
17.6K $501K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.73K
+ 13.68%
$61.92 - $81.5 $169K - $223K
22.7K $1.85M
FDN
First Tr Fd Dow Jones

ETFs
61
+ 0.67%
$200.29 - $269.33 $12.2K - $16.4K
9.15K $2.46M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
3.29K
+ 3.62%
$79.41 - $86.53 $261K - $285K
94.2K $8.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.03K
+ 10.92%
$39.89 - $49.46 $161K - $199K
40.9K $2.02M
CAG
Conagra Brands Inc.

Consumer Defensive
17.2K
New
$20.4 - $26.78 $350K - $460K
17.2K $351K
META
Meta Platforms, Inc.

Communication Services
75
+ 4.16%
$484.66 - $738.09 $36.3K - $55.4K
1.88K $1.39M
QCOM
Qualcomm Inc

Technology
2.05K
New
$124.66 - $159.48 $255K - $326K
2.05K $326K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.16K
+ 6.74%
$79.56 - $82.92 $252K - $262K
50.1K $4.15M
AMAT
Applied Materials Inc

Technology
1.76K
New
$126.95 - $183.52 $223K - $322K
1.76K $321K
GOOG
Alphabet Inc.

Communication Services
1.3K
+ 34.13%
$146.58 - $180.01 $190K - $234K
5.11K $905K
MARA
Marathon Digital Holdings, Inc.

Financial Services
13.7K
New
N/A
13.7K $309K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
12K
+ 22.39%
$23.13 - $24.23 $277K - $290K
65.5K $1.59M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.58K
+ 7.12%
$47.89 - $48.65 $267K - $271K
83.9K $4.08M
TSLA
Tesla, Inc.

Consumer Cyclical
420
+ 15.75%
$221.86 - $362.89 $93.2K - $152K
3.09K $980K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.75K
+ 14.72%
$40.82 - $43.14 $235K - $248K
44.8K $1.93M
JPM
Jpmorgan Chase & CO

Financial Services
535
+ 22.24%
$210.28 - $289.91 $112K - $155K
2.94K $852K
MMM
3 M CO

Industrials
1.61K
New
$126.09 - $154.15 $203K - $248K
1.61K $244K
BAC
Bank Of America Corp

Financial Services
5.13K
New
$34.39 - $47.46 $176K - $244K
5.13K $242K
PANW
Palo Alto Networks Inc

Technology
1.12K
New
$152.44 - $204.64 $170K - $229K
1.12K $228K
PHM
Pultegroup Inc

Consumer Cyclical
2.15K
New
$92.02 - $106.54 $198K - $229K
2.15K $227K
EMR
Emerson Electric CO

Industrials
1.71K
New
$94.15 - $133.33 $161K - $228K
1.71K $227K
TXN
Texas Instruments Inc

Technology
1.16K
New
N/A
1.16K $225K
GS
Goldman Sachs Group Inc

Financial Services
319
New
$462.22 - $707.75 $147K - $226K
319 $225K
HSY
Hershey CO

Consumer Defensive
1.35K
New
$151.29 - $173.13 $204K - $234K
1.35K $223K
CAT
Caterpillar Inc

Industrials
102
+ 3.24%
$273.94 - $388.21 $27.9K - $39.6K
3.25K $1.26M
AXP
American Express CO

Financial Services
680
New
$231.39 - $318.98 $157K - $217K
680 $216K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.9K
+ 14.23%
$55.32 - $65.02 $216K - $254K
31.3K $1.96M
JNJ
Johnson & Johnson

Healthcare
1.37K
New
$146.36 - $159.82 $200K - $218K
1.37K $208K
RTX
Raytheon Technologies Corp

Industrials
1.38K
New
$113.75 - $148.48 $157K - $205K
1.38K $201K
VIG
Vanguard Dividend Appreciation

ETFs
1.09K
+ 2.06%
N/A
54.3K $9.89M
NEE
Nextera Energy Inc

Utilities
2.75K
New
$64.11 - $75.0 $176K - $206K
2.75K $190K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.89K
+ 6.1%
$18.94 - $21.67 $187K - $214K
172K $3.64M
Activity Summary
Buys All Purchases 93 New Holdings 18 Increased Positions 75 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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