Rooted Wealth Advisors, Inc. Reduced Holdings in Q1 2025

Rooted Wealth Advisors, Inc.

  • $239 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Invesco Actively Managed Exc
-11.9K
- 4.97%
N/A
227K $0
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-71.3K
- 74.81%
$28.37 - $29.61 $2.02M - $2.11M
24K $701K
VO
Vanguard Mid Cap ETF

ETFs
-1.39K
- 3.37%
$251.87 - $277.95 $349K - $385K
39.8K $10.2M
DGRO
Ishares Core Dividend Growth E

ETFs
-7.6K
- 2.97%
$60.46 - $64.42 $460K - $490K
248K $15.2M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-2.54K
- 2.72%
$85.06 - $87.69 $216K - $223K
90.9K $7.75M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.47K
- 4.44%
$126.11 - $135.06 $311K - $333K
53.2K $6.78M
MSFT
Microsoft Corp

Technology
-40
- 0.63%
$375.39 - $447.2 $15K - $17.9K
6.33K $2.38M
AAPL
Apple Inc.

Technology
-142
- 1.04%
$209.68 - $247.1 $29.8K - $35.1K
13.5K $3M
GOOGL
Alphabet Inc.

Communication Services
-53
- 0.89%
$154.33 - $206.19 $8.18K - $10.9K
5.89K $909K
FDN
First Tr Fd Dow Jones

ETFs
-74
- 0.81%
$221.38 - $266.86 $16.4K - $19.7K
9.08K $2.03M
OMFL
Invesco Exchange Traded Self I

ETFs
-46
- 0.06%
$52.19 - $57.45 $2.4K - $2.64K
83K $4.38M
LMT
Lockheed Martin Corp

Industrials
-160
- 14.05%
$423.19 - $506.29 $67.7K - $81K
979 $437K
CRM
Salesforce, Inc.

Technology
-125
- 12.6%
$268.36 - $359.95 $33.5K - $45K
867 $232K
EMB
Ishares Tr

ETFs
-556
- 16.62%
$88.64 - $92.03 $49.3K - $51.2K
2.79K $252K
IWY
Ishares Tr Russell 200 Growth

ETFs
-22
- 1.45%
$210.19 - $243.33 $4.62K - $5.35K
1.49K $314K
IVV
Ishares Core S&P 500 ETF

ETFs
-37
- 7.05%
$554.06 - $615.85 $20.5K - $22.8K
488 $272K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 1.41%
$468.34 - $539.52 $4.22K - $4.86K
631 $295K
VBR
Vanguard Small Cap Value ETF

ETFs
-12
- 0.56%
$183.02 - $207.75 $2.2K - $2.49K
2.14K $397K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9
- 0.18%
$169.43 - $182.84 $1.52K - $1.65K
5.01K $860K
MUB
Ishares National Muni Bond ETF

ETFs
-30
- 0.22%
$104.71 - $107.69 $3.14K - $3.23K
13.6K $1.43M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.16K
- 3.66%
$20.2 - $22.24 $125K - $137K
162K $3.46M
HYD
Vaneck High Yield Muni ETF

ETFs
-36
- 0.19%
$50.79 - $52.53 $1.83K - $1.89K
19.2K $978K
LLY
Eli Lilly & CO

Healthcare
-57
- 9.68%
$725.72 - $929.72 $41.4K - $53K
532 $439K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-327
- 1.71%
$81.83 - $82.67 $26.8K - $27K
18.8K $1.55M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-33
- 0.22%
$19.8 - $19.97 $653 - $659
14.7K $290K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-47
- 0.22%
$50.72 - $50.92 $2.38K - $2.39K
21K $1.07M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-433
- 2.51%
$37.07 - $40.63 $16.1K - $17.6K
16.8K $664K
NFLX
Netflix Inc

Communication Services
-27
- 4.89%
$828.4 - $1058.6 $22.4K - $28.6K
525 $489K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-7
- 0.13%
$39.18 - $43.52 $274 - $305
5.31K $219K
PEP
Pepsico Inc

Consumer Defensive
-15
- 0.61%
$142.64 - $156.42 $2.14K - $2.35K
2.45K $367K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-214
- 2.33%
$58.01 - $64.46 $12.4K - $13.8K
8.99K $561K
MA
Mastercard Inc

Financial Services
-2
- 0.42%
$504.67 - $576.31 $1.01K - $1.15K
477 $261K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-277
- 0.66%
$24.73 - $25.62 $6.85K - $7.1K
41.7K $1.06M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-50
- 0.68%
$85.29 - $92.57 $4.26K - $4.63K
7.25K $653K
IAUM
I Shares Gold Trust Micro

ETFs
-2.04K
- 8.32%
$26.29 - $30.72 $53.6K - $62.6K
22.4K $689K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-102
- 7.64%
$442.66 - $534.52 $45.2K - $54.5K
1.23K $647K
SLV
I Shares Silver Trust

ETFs
-790
- 2.85%
$26.93 - $31.32 $21.3K - $24.7K
26.9K $833K
IXUS
Ishares Tr

ETFs
-4.62K
- 2.5%
$65.06 - $72.31 $300K - $334K
180K $12.7M
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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