Root Financial Partners, LLC Purchases in Q4 2024

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.2K
+ 60.98%
$77.02 - $78.58 $477K - $487K
16.4K $1.26B
PLTR
Palantir Technologies Inc.

Technology
6.13K
New
$36.46 - $82.38 $224K - $505K
6.13K $464M
META
Meta Platforms, Inc.

Communication Services
688
+ 15.12%
$554.08 - $632.68 $381K - $435K
5.24K $3.07B
NFLX
Netflix Inc

Communication Services
191
+ 11.97%
$687.65 - $936.56 $131K - $179K
1.79K $1.59B
PEP
Pepsico Inc

Consumer Defensive
2.97K
New
$151.29 - $176.1 $449K - $523K
2.97K $451M
SPY
Spdr S&P 500 ETF Trust

ETFs
735
+ 64.87%
$567.81 - $607.81 $417K - $447K
1.87K $1.09B
VNQ
Vanguard Specialized Funds Van

ETFs
6.16K
+ 45.82%
$87.85 - $98.6 $541K - $608K
19.6K $1.75B
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.29K
New
$184.21 - $199.29 $423K - $457K
2.29K $423M
V
Visa Inc.

Financial Services
1.12K
+ 69.11%
$273.87 - $320.91 $308K - $360K
2.75K $869M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
16.3K
New
$25.35 - $25.53 $413K - $416K
16.3K $414M
ORCL
Oracle Corp

Technology
2.47K
+ 79.33%
$165.41 - $192.43 $408K - $475K
5.58K $930M
JPM
Jpmorgan Chase & CO

Financial Services
1.48K
+ 99.4%
$205.18 - $250.29 $304K - $371K
2.98K $714M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.61K
+ 168.79%
$114.08 - $125.68 $412K - $454K
5.75K $659M
SCMB
Schwab Strategic Tr Mun Bd ETF
14.8K
New
N/A
14.8K $381M
WMT
Walmart Inc.

Consumer Defensive
4.05K
New
$79.1 - $95.7 $320K - $388K
4.05K $366M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.53K
New
$80.13 - $83.77 $363K - $379K
4.53K $364M
VUSB
Vanguard Bd Index Fds
7.26K
+ 107.91%
N/A
14K $694M
IEMG
Ishares Inc

ETFs
6.71K
New
N/A
6.71K $351M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.79K
New
$178.39 - $215.0 $320K - $385K
1.79K $346M
DHR
Danaher Corp

Healthcare
1.49K
New
$226.16 - $274.52 $338K - $410K
1.49K $343M
SHV
Ishares Tr

ETFs
3.14K
+ 47.18%
$109.92 - $110.57 $345K - $347K
9.8K $1.08B
DGRO
Ishares Core Dividend Growth E

ETFs
5.55K
New
$60.73 - $64.94 $337K - $361K
5.55K $341M
XLK
Technology Sector Spdr

ETFs
1.32K
+ 118.95%
$220.26 - $241.44 $290K - $318K
2.43K $564M
VZ
Verizon Communications Inc

Communication Services
7.77K
New
$39.6 - $45.21 $308K - $351K
7.77K $311M
CVX
Chevron Corp

Energy
2.22K
+ 53.22%
$141.15 - $162.53 $313K - $360K
6.38K $924M
DFAX
Dimensional ETF Tr
12.4K
New
$24.76 - $27.04 $307K - $336K
12.4K $309M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.47K
+ 47.39%
$51.09 - $55.27 $330K - $357K
20.1K $1.03B
CSCO
Cisco Systems, Inc.

Technology
5.17K
New
$52.45 - $60.02 $271K - $310K
5.17K $306M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.41K
New
$121.89 - $135.52 $293K - $326K
2.41K $301M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
828
+ 6.31%
$198.04 - $221.51 $164K - $183K
14K $2.94B
VB
Vanguard Small Cap ETF

ETFs
1.17K
+ 24.47%
$233.76 - $261.58 $273K - $306K
5.95K $1.43B
LOW
Lowes Companies Inc

Consumer Cyclical
1.18K
New
$244.52 - $284.07 $289K - $335K
1.18K $292M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.61K
+ 47.14%
$61.68 - $67.87 $284K - $313K
14.4K $897M
ACN
Accenture PLC

Technology
813
New
$343.9 - $376.86 $280K - $306K
813 $286M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.1K
+ 358.49%
$22.01 - $66.82 $597K - $1.81M
34.7K $788M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.22K
New
$44.33 - $49.55 $276K - $308K
6.22K $279M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.06K
New
$131.66 - $144.0 $271K - $297K
2.06K $272M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.59K
New
$100.18 - $109.1 $260K - $283K
2.59K $272M
APD
Air Products & Chemicals, Inc.

Basic Materials
922
New
$285.5 - $335.62 $263K - $309K
922 $267M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.65K
New
$160.89 - $176.18 $265K - $290K
1.65K $266M
GS
Goldman Sachs Group Inc

Financial Services
465
New
$486.1 - $608.57 $226K - $283K
465 $266M
VT
Vanguard Total World Stk Index

ETFs
2.25K
New
$117.09 - $123.07 $263K - $276K
2.25K $264M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.54K
New
$57.78 - $60.4 $262K - $274K
4.54K $263M
FISV
Fiserv Inc

Technology
1.25K
New
N/A
1.25K $257M
CRM
Salesforce, Inc.

Technology
401
+ 20.73%
$270.87 - $367.87 $109K - $148K
2.34K $781M
TMO
Thermo Fisher Scientific Inc.

Healthcare
482
New
$501.29 - $612.85 $242K - $295K
482 $251M
LMT
Lockheed Martin Corp

Industrials
516
New
$479.66 - $614.62 $248K - $317K
516 $251M
CVS
Cvs Health Corp

Healthcare
5.53K
New
$43.78 - $67.46 $242K - $373K
5.53K $248M
IBM
International Business Machines Corp

Technology
1.12K
New
$204.9 - $238.04 $229K - $266K
1.12K $245M
Activity Summary
Buys All Purchases 180 New Holdings 72 Increased Positions 108 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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