Rooted Wealth Advisors, Inc. Incresed Positions 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
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
META
Meta Platforms, Inc.

Communication Services
75
+ 4.16%
$484.66 - $738.09 $36.3K - $55.4K
1.88K $1.39M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.16K
+ 6.74%
$79.56 - $82.92 $252K - $262K
50.1K $4.15M
GOOG
Alphabet Inc.

Communication Services
1.3K
+ 34.13%
$146.58 - $180.01 $190K - $234K
5.11K $905K
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
CAT
Caterpillar Inc

Industrials
102
+ 3.24%
$273.94 - $388.21 $27.9K - $39.6K
3.25K $1.26M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.9K
+ 14.23%
$55.32 - $65.02 $216K - $254K
31.3K $1.96M
VIG
Vanguard Dividend Appreciation

ETFs
1.09K
+ 2.06%
N/A
54.3K $9.89M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.89K
+ 6.1%
$18.94 - $21.67 $187K - $214K
172K $3.64M
AMD
Advanced Micro Devices Inc

Technology
372
+ 13.08%
$78.21 - $143.81 $29.1K - $53.5K
3.22K $456K
RSP
Invesco S&P 500 Equal Weight E

ETFs
629
+ 12.55%
$152.93 - $181.74 $96.2K - $114K
5.64K $1.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.86K
+ 9.92%
$82.21 - $83.12 $153K - $155K
20.6K $1.71M
NKE
Nike, Inc.

Consumer Cyclical
1.65K
+ 44.79%
$53.27 - $72.04 $87.7K - $119K
5.32K $378K
GOOGL
Alphabet Inc.

Communication Services
77
+ 1.31%
$144.7 - $178.6 $11.1K - $13.8K
5.97K $1.05M
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.35K
+ 8.65%
$49.07 - $59.23 $66.2K - $79.9K
16.9K $1M
XOM
Exxon Mobil Corp

Energy
1.64K
+ 37.66%
$99.93 - $119.04 $164K - $195K
6K $646K
FTNT
Fortinet, Inc.

Technology
788
+ 18.0%
$84.71 - $108.69 $66.8K - $85.6K
5.17K $546K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
353
+ 28.63%
$483.48 - $539.8 $171K - $191K
1.59K $770K
AAPL
Apple Inc.

Technology
1.68K
+ 12.42%
$172.42 - $223.89 $289K - $375K
15.2K $3.11M
WMT
Walmart Inc.

Consumer Defensive
677
+ 14.79%
$81.79 - $99.98 $55.4K - $67.7K
5.26K $513K
UNH
Unitedhealth Group Inc

Healthcare
972
+ 105.88%
$274.35 - $599.47 $267K - $583K
1.89K $589K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
649
+ 7.22%
$55.54 - $69.09 $36K - $44.8K
9.64K $665K
SLV
I Shares Silver Trust

ETFs
1.49K
+ 5.53%
$27.08 - $33.74 $40.2K - $50.1K
28.4K $930K
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 16.55%
$908.13 - $1056.85 $66.3K - $77.2K
514 $508K
DE
Deere & CO

Industrials
116
+ 16.48%
$412.99 - $531.48 $47.9K - $61.7K
820 $416K
IAUM
I Shares Gold Trust Micro

ETFs
1.02K
+ 4.56%
$29.65 - $34.24 $30.3K - $35K
23.5K $774K
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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