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
PG
Procter & Gamble CO

Consumer Defensive
705
+ 24.01%
$157.66 - $172.39 $111K - $122K
3.64K $580K
CRM
Salesforce, Inc.

Technology
267
+ 30.8%
$236.26 - $291.15 $63.1K - $77.7K
1.13K $309K
TLT
Ishares Barclays 20+ Year Trea

ETFs
989
+ 13.64%
$83.97 - $92.85 $83K - $91.8K
8.24K $727K
VBR
Vanguard Small Cap Value ETF

ETFs
236
+ 11.01%
$162.76 - $195.77 $38.4K - $46.2K
2.38K $464K
HYG
Ishares Tr

ETFs
683
+ 10.73%
$75.75 - $80.65 $51.7K - $55.1K
7.05K $568K
LMT
Lockheed Martin Corp

Industrials
109
+ 11.13%
$430.82 - $486.45 $47K - $53K
1.09K $503K
PEP
Pepsico Inc

Consumer Defensive
819
+ 33.44%
$128.02 - $151.37 $105K - $124K
3.27K $431K
KO
Coca Cola CO

Consumer Defensive
904
+ 24.75%
$68.37 - $73.9 $61.8K - $66.8K
4.56K $322K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
77
+ 0.46%
$34.72 - $42.74 $2.67K - $3.29K
16.9K $722K
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 1.11%
$416.06 - $551.64 $2.91K - $3.86K
638 $351K
IVV
Ishares Core S&P 500 ETF

ETFs
25
+ 5.12%
$498.8 - $620.9 $12.5K - $15.5K
513 $318K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
2.43K
+ 10.1%
$27.55 - $29.44 $66.8K - $71.4K
26.4K $731K
HD
Home Depot, Inc.

Consumer Cyclical
66
+ 9.79%
$335.24 - $380.78 $22.1K - $25.1K
740 $271K
MCD
Mcdonalds Corp

Consumer Cyclical
204
+ 11.38%
$285.55 - $321.23 $58.3K - $65.5K
2K $583K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
246
+ 1.17%
$50.52 - $50.92 $12.4K - $12.5K
21.2K $1.08M
V
Visa Inc.

Financial Services
19
+ 2.83%
$308.27 - $373.31 $5.86K - $7.09K
691 $245K
LLY
Eli Lilly & CO

Healthcare
36
+ 6.77%
$713.71 - $898.95 $25.7K - $32.4K
568 $442K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
45
+ 0.31%
$19.58 - $19.93 $881 - $897
14.7K $292K
Linde PLC
5
+ 0.66%
N/A
757 $0
Fidelity Covington Trust
8.33K
+ 9.63%
N/A
94.8K $0
Arista Networks Inc
830
+ 19.29%
N/A
5.13K $0
Invesco Actively Managed Exc
6.73K
+ 2.97%
N/A
234K $0
MUB
Ishares National Muni Bond ETF

ETFs
55
+ 0.4%
$102.31 - $105.8 $5.63K - $5.82K
13.7K $1.43M
HYD
Vaneck High Yield Muni ETF

ETFs
166
+ 0.87%
$49.08 - $51.35 $8.15K - $8.52K
19.3K $970K
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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