Rooted Wealth Advisors, Inc. Purchases in Q4 2024

Rooted Wealth Advisors, Inc.

  • $256 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GTO
Invesco Actively Managed ETF T

ETFs
257K
New
$46.33 - $48.41 $11.9M - $12.4M
257K $11.9M
VO
Vanguard Mid Cap ETF

ETFs
40.3K
+ 4572.53%
$261.5 - $284.63 $10.5M - $11.5M
41.2K $10.9M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
93.4K
New
$85.41 - $87.1 $7.98M - $8.14M
93.4K $8.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.28K
+ 1.7%
$521.84 - $558.82 $668K - $716K
76.4K $41.4M
SPYG
Spdr Portfolio

ETFs
10.3K
+ 7.92%
$81.74 - $91.38 $843K - $942K
140K $12.5M
VIG
Vanguard Dividend Appreciation

ETFs
5.76K
+ 12.33%
N/A
52.5K $10.2M
XLP
Consumer Staples Sector Spdr

ETFs
18.8K
+ 18.83%
N/A
119K $9.17M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
16K
+ 28.7%
$47.58 - $48.56 $760K - $776K
71.6K $3.42M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.07K
+ 10.45%
$198.04 - $221.51 $410K - $459K
21.9K $4.64M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.19K
+ 27.81%
$80.13 - $83.77 $737K - $770K
42.3K $3.37M
AMZN
Amazon Com Inc

Consumer Cyclical
756
+ 8.46%
$180.88 - $232.93 $137K - $176K
9.69K $2.15M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.9K
+ 5.5%
$57.53 - $60.83 $743K - $786K
248K $14.3M
Fidelity Covington Trust
10.9K
+ 15.81%
N/A
80.1K $2.65M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.41K
+ 12.86%
$54.54 - $61.04 $350K - $392K
56.3K $3.13M
FDN
First Tr Fd Dow Jones

ETFs
284
+ 3.2%
$210.5 - $257.24 $59.8K - $73.1K
9.16K $2.25M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.81K
+ 5.32%
$126.68 - $134.74 $356K - $379K
55.7K $7.11M
AAPL
Apple Inc.

Technology
316
+ 2.37%
$221.69 - $259.02 $70.1K - $81.9K
13.6K $3.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.82K
+ 8.8%
$58.39 - $67.04 $165K - $189K
34.9K $2.23M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
9.63K
+ 25.57%
$24.13 - $24.45 $232K - $235K
47.3K $1.15M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
95
+ 0.45%
$129.96 - $144.97 $12.3K - $13.8K
21.4K $3.01M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.44K
+ 9.98%
N/A
37.9K $3.51M
KO
Coca Cola CO

Consumer Defensive
3.54K
New
$61.74 - $71.71 $219K - $254K
3.54K $216K
F
Ford Motor CO

Consumer Cyclical
21.9K
New
$9.69 - $11.4 $212K - $250K
21.9K $214K
NKE
Nike, Inc.

Consumer Cyclical
2.94K
New
$73.36 - $89.13 $216K - $262K
2.94K $212K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
401
+ 42.93%
$442.29 - $483.08 $177K - $194K
1.34K $605K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.2K
+ 16.18%
$89.81 - $104.0 $197K - $229K
15.8K $1.47M
FTNT
Fortinet, Inc.

Technology
957
+ 30.47%
$76.49 - $99.21 $73.2K - $94.9K
4.1K $393K
GOOG
Alphabet Inc.

Communication Services
257
+ 8.87%
$163.08 - $198.16 $41.9K - $50.9K
3.15K $620K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.1K
+ 9.38%
$42.33 - $43.3 $131K - $134K
36.2K $1.55M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.64K
+ 9.38%
$81.68 - $82.93 $134K - $136K
19.1K $1.57M
JPM
Jpmorgan Chase & CO

Financial Services
216
+ 10.0%
$205.18 - $250.29 $44.3K - $54.1K
2.38K $577K
CRM
Salesforce, Inc.

Technology
256
+ 34.78%
$270.87 - $367.87 $69.3K - $94.2K
992 $322K
UNH
Unitedhealth Group Inc

Healthcare
293
+ 51.31%
$485.52 - $625.25 $142K - $183K
864 $444K
MSFT
Microsoft Corp

Technology
62
+ 0.98%
$406.35 - $454.46 $25.2K - $28.2K
6.37K $2.69M
Invesco Actively Managed Exc
4.31K
+ 1.84%
N/A
239K $6.12M
XOM
Exxon Mobil Corp

Energy
1.29K
+ 45.66%
$105.51 - $125.37 $136K - $162K
4.13K $449K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.41K
+ 11.08%
$60.1 - $66.4 $84.6K - $93.5K
14.1K $855K
LMT
Lockheed Martin Corp

Industrials
406
+ 55.39%
$479.66 - $614.62 $195K - $250K
1.14K $528K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
3.17K
+ 3.44%
$28.24 - $29.18 $89.4K - $92.4K
95.3K $2.72M
WMT
Walmart Inc.

Consumer Defensive
110
+ 2.6%
$79.1 - $95.7 $8.7K - $10.5K
4.34K $394K
PG
Procter & Gamble CO

Consumer Defensive
398
+ 16.74%
$161.05 - $179.7 $64.1K - $71.5K
2.78K $448K
ANET
Arista Networks, Inc.

Technology
2.02K
+ 301.49%
$104.78 - $431.02 $212K - $871K
2.69K $310K
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 5.26%
$481.22 - $538.17 $15.4K - $17.2K
640 $330K
AMD
Advanced Micro Devices Inc

Technology
766
+ 49.48%
$118.88 - $172.8 $91.1K - $132K
2.31K $295K
HYG
Ishares Tr

ETFs
399
+ 7.56%
$78.09 - $80.04 $31.2K - $31.9K
5.68K $448K
DE
Deere & CO

Industrials
57
+ 9.0%
$389.45 - $466.0 $22.2K - $26.6K
690 $285K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.42%
$873.59 - $994.69 $5.24K - $5.97K
430 $396K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
261
+ 7.08%
$75.44 - $80.53 $19.7K - $21K
3.95K $300K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.19%
$570.51 - $610.59 $571 - $611
525 $311K
Activity Summary
Buys All Purchases 60 New Holdings 5 Increased Positions 55 Sells All Sells 31 Reductions 31 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