Rooted Wealth Advisors, Inc. has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $256 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $41.4M, Ishares Core Dividend Growth E with a value of $15.7M, J P Morgan Exchange Traded Fd with a value of $14.3M, Spdr Portfolio with a value of $12.5M, and Ishares Tr with a value of $12.3M.
Examining the 13F form we can see an increase of $31.6M in the current position value, from $224M to 256M.
Rooted Wealth Advisors, Inc. is based out at Bourbonnais, IL
Below you can find more details about Rooted Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
