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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
322
+ 20.3%
$459.11 - $506.91 $148K - $163K
1.91K $959K
FDN
First Tr Fd Dow Jones

ETFs
302
+ 3.3%
$264.06 - $287.34 $79.7K - $86.8K
9.45K $2.64M
RSP
Invesco S&P 500 Equal Weight E

ETFs
632
+ 11.21%
$181.56 - $190.33 $115K - $120K
6.27K $1.19M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
6.88K
+ 10.51%
$24.02 - $24.28 $165K - $167K
72.4K $1.74M
IAUM
I Shares Gold Trust Micro

ETFs
568
+ 2.42%
$32.6 - $38.5 $18.5K - $21.9K
24K $925K
XOM
Exxon Mobil Corp

Energy
1.08K
+ 17.92%
$105.83 - $117.22 $114K - $126K
7.07K $797K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.28K
+ 7.32%
$42.75 - $43.37 $140K - $142K
48.1K $2.08M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.1K
New
$12.09 - $12.69 $135K - $141K
11.1K $138K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
3.73K
+ 14.12%
$27.47 - $28.76 $103K - $107K
30.2K $866K
PHM
Pultegroup Inc

Consumer Cyclical
545
+ 25.31%
$108.0 - $141.42 $58.9K - $77.1K
2.7K $356K
QQQ
Invesco Qqq Trust, Series 1

ETFs
144
+ 22.57%
$546.99 - $602.2 $78.8K - $86.7K
782 $469K
JMEE
J P Morgan Exchange Traded Fd

ETFs
659
+ 3.89%
$59.19 - $64.47 $39K - $42.5K
17.6K $1.12M
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.61K
+ 5.14%
$59.5 - $62.99 $95.8K - $101K
32.9K $2.06M
PG
Procter & Gamble CO

Consumer Defensive
772
+ 21.2%
$150.47 - $161.22 $116K - $124K
4.41K $678K
WMT
Walmart Inc.

Consumer Defensive
659
+ 12.54%
$94.4 - $104.27 $62.2K - $68.7K
5.91K $609K
TLT
Ishares Barclays 20+ Year Trea

ETFs
950
+ 11.53%
$85.01 - $90.35 $80.8K - $85.8K
9.19K $821K
BAC
Bank Of America Corp

Financial Services
1.27K
+ 24.69%
$44.92 - $52.42 $56.9K - $66.4K
6.4K $330K
NEE
Nextera Energy Inc

Utilities
921
+ 33.49%
$69.77 - $77.54 $64.3K - $71.4K
3.67K $277K
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 18.38%
$357.4 - $423.42 $48.6K - $57.6K
876 $354K
NKE
Nike, Inc.

Consumer Cyclical
1.26K
+ 23.75%
$69.24 - $79.24 $87.5K - $100K
6.59K $459K
VBR
Vanguard Small Cap Value ETF

ETFs
228
+ 9.58%
$195.41 - $212.37 $44.6K - $48.4K
2.61K $544K
MCD
Mcdonalds Corp

Consumer Cyclical
174
+ 8.71%
$291.67 - $316.99 $50.8K - $55.2K
2.17K $659K
TXN
Texas Instruments Inc

Technology
379
+ 32.7%
N/A
1.54K $299K
AXP
American Express CO

Financial Services
175
+ 25.74%
$294.27 - $342.31 $51.5K - $59.9K
855 $283K
HSY
Hershey CO

Consumer Defensive
206
+ 15.27%
$161.95 - $193.45 $33.4K - $39.9K
1.56K $290K
HYG
Ishares Tr

ETFs
715
+ 10.14%
$79.85 - $81.32 $57.1K - $58.1K
7.77K $630K
LMT
Lockheed Martin Corp

Industrials
45
+ 4.14%
$410.74 - $499.21 $18.5K - $22.5K
1.13K $565K
AMAT
Applied Materials Inc

Technology
111
+ 6.32%
$156.25 - $204.95 $17.3K - $22.7K
1.87K $382K
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 19.46%
$915.95 - $994.57 $91.6K - $99.5K
614 $568K
MMM
3 M CO

Industrials
354
+ 22.0%
$144.41 - $160.2 $51.1K - $56.7K
1.96K $304K
GS
Goldman Sachs Group Inc

Financial Services
34
+ 10.66%
$696.56 - $806.32 $23.7K - $27.4K
353 $281K
EMR
Emerson Electric CO

Industrials
423
+ 24.77%
$128.6 - $149.63 $54.4K - $63.3K
2.13K $279K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
99
+ 1.03%
$68.24 - $73.73 $6.76K - $7.3K
9.73K $715K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.1K
+ 2.64%
$25.21 - $25.99 $27.7K - $28.6K
42.7K $1.1M
MA
Mastercard Inc

Financial Services
17
+ 3.56%
$550.18 - $598.96 $9.35K - $10.2K
494 $280K
KO
Coca Cola CO

Consumer Defensive
468
+ 10.27%
$65.67 - $71.67 $30.7K - $33.5K
5.02K $333K
DE
Deere & CO

Industrials
113
+ 13.78%
$457.26 - $524.37 $51.7K - $59.3K
933 $426K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
110
+ 0.52%
$50.81 - $51.07 $5.59K - $5.62K
21.3K $1.09M
NFLX
Netflix Inc

Communication Services
59
+ 12.58%
$1147.87 - $1297.18 $67.7K - $76.5K
528 $633K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5
+ 0.03%
$19.85 - $20.2 $99.3 - $101
14.7K $295K
Invesco Actively Managed Exc
7.14K
+ 3.06%
N/A
241K $0
Guinness Atkinson Fds
166K
New
N/A
166K $0
Wheels Up Experience Inc
25K
New
N/A
25K $0
Calamos ETF Tr
12.5K
New
N/A
12.5K $0
Arista Networks Inc
403
+ 7.85%
N/A
5.54K $0
Fidelity Covington Trust
3.46K
+ 3.65%
N/A
98.3K $0
Reddit Inc
3.37K
New
N/A
3.37K $0
QTUM
ETF Ser Solutions Defiance Qua
3.09K
+ 52.1%
N/A
9.02K $0
Calamos ETF Tr
12.5K
New
N/A
12.5K $0
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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