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
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
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
Fidelity Covington Trust
3.46K
+ 3.65%
N/A
98.3K $0
QTUM
ETF Ser Solutions Defiance Qua
3.09K
+ 52.1%
N/A
9.02K $0
Invesco Actively Managed Exc
7.14K
+ 3.06%
N/A
241K $0
Arista Networks Inc
403
+ 7.85%
N/A
5.54K $0
V
Visa Inc.

Financial Services
13
+ 1.88%
$332.09 - $358.86 $4.32K - $4.67K
704 $240K
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
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email