Rooted Wealth Advisors, Inc. Incresed Positions in Q3 2025

Rooted Wealth Advisors, Inc.

  • $308 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.5K
+ 5.85%
$45.26 - $46.63 $564K - $581K
225K $10.4M
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
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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.14K
+ 15.22%
$82.38 - $83.0 $259K - $261K
23.8K $1.97M
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
JPM
Jpmorgan Chase & CO

Financial Services
548
+ 18.63%
$282.78 - $316.06 $155K - $173K
3.49K $1.1M
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 103.49%
$167.06 - $208.19 $193K - $241K
2.27K $462K
AMD
Advanced Micro Devices Inc

Technology
973
+ 30.25%
$134.8 - $184.42 $131K - $179K
4.19K $677K
VHT
Vanguard Health Care ETF

ETFs
527
+ 9.45%
$239.12 - $259.95 $126K - $137K
6.11K $1.58M
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
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
JNJ
Johnson & Johnson

Healthcare
399
+ 29.21%
$155.17 - $185.42 $61.9K - $74K
1.77K $327K
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
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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