Rooted Wealth Advisors, Inc. Sells in Q3 2025

Rooted Wealth Advisors, Inc.

  • $308 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-164K
- 90.9%
$76.35 - $82.58 $12.6M - $13.6M
16.5K $1.36M
XLP
Consumer Staples Sector Spdr

ETFs
-26.9K
- 21.03%
N/A
101K $7.68M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-12.9K
- 38.04%
N/A
20.9K $1.8M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-37.6K
- 21.85%
$20.76 - $21.78 $781K - $820K
135K $2.9M
VO
Vanguard Mid Cap ETF

ETFs
-3.37K
- 8.22%
$279.83 - $293.74 $944K - $991K
37.7K $11.1M
PEP
Pepsico Inc

Consumer Defensive
-1.31K
- 39.99%
$133.81 - $152.16 $175K - $199K
1.96K $275K
LLY
Eli Lilly & CO

Healthcare
-165
- 29.05%
$625.65 - $812.69 $103K - $134K
403 $307K
QCOM
Qualcomm Inc

Technology
-518
- 25.31%
$145.84 - $173.55 $75.5K - $89.9K
1.53K $254K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.22K
- 5.83%
$132.9 - $142.03 $428K - $458K
52K $7.33M
SRLN
Ssga Active Trust

ETFs
-480
- 5.12%
$41.28 - $41.65 $19.8K - $20K
8.9K $370K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-89
- 1.68%
$40.94 - $42.85 $3.64K - $3.81K
5.22K $219K
Linde PLC
-194
- 25.63%
N/A
563 $0
EMB
Ishares Tr

ETFs
-3
- 0.13%
$91.52 - $95.59 $275 - $287
2.33K $221K
RTX
Raytheon Technologies Corp

Industrials
-137
- 9.91%
$144.19 - $167.33 $19.8K - $22.9K
1.25K $208K
HYD
Vaneck High Yield Muni ETF

ETFs
-66
- 0.34%
$48.85 - $50.94 $3.22K - $3.36K
19.3K $980K
VEA
Vanguard Ftse Developed Market

ETFs
-263
- 2.82%
$56.02 - $60.3 $14.7K - $15.9K
9.06K $542K
MUB
Ishares National Muni Bond ETF

ETFs
-152
- 1.11%
$103.24 - $106.68 $15.7K - $16.2K
13.5K $1.44M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-38
- 1.05%
$79.83 - $84.0 $3.03K - $3.19K
3.59K $301K
IWY
Ishares Tr Russell 200 Growth

ETFs
-19
- 1.31%
$243.93 - $275.62 $4.63K - $5.24K
1.43K $391K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8
- 0.04%
$39.8 - $42.86 $318 - $343
18.6K $796K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-156
- 0.92%
$42.67 - $46.91 $6.66K - $7.32K
16.8K $784K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-89
- 0.34%
$72.65 - $78.68 $6.47K - $7K
26K $2.04M
SLV
I Shares Silver Trust

ETFs
-790
- 2.78%
$32.73 - $42.5 $25.9K - $33.6K
27.6K $1.17M
GOOGL
Alphabet Inc.

Communication Services
-551
- 9.23%
$174.36 - $254.72 $96.1K - $140K
5.42K $1.32M
TSLA
Tesla, Inc.

Consumer Cyclical
-167
- 5.41%
$293.94 - $444.72 $49.1K - $74.3K
2.92K $1.3M
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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