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
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.5K
+ 344.6%
$22.4 - $68.28 $527K - $1.61M
30.4K $704M
VGT
Vanguard Information Technolog

ETFs
386
New
$571.78 - $647.97 $221K - $250K
386 $240M
HON
Honeywell International Inc

Industrials
1.06K
New
$202.84 - $236.0 $215K - $250K
1.06K $239M
HYLB
Xtrackers Usd High Yield Corp

ETFs
6.58K
New
$35.95 - $36.76 $236K - $242K
6.58K $237M
AMAT
Applied Materials Inc

Technology
1.45K
New
$161.44 - $213.89 $234K - $310K
1.45K $236M
MCD
Mcdonalds Corp

Consumer Cyclical
790
New
$288.47 - $316.54 $228K - $250K
790 $229M
WFC
Wells Fargo & Company

Financial Services
3.25K
New
$54.98 - $77.35 $179K - $252K
3.25K $228M
ABT
Abbott Laboratories

Healthcare
2.02K
New
$111.93 - $119.39 $226K - $241K
2.02K $228M
IEF
Ishares Barclays

ETFs
2.44K
New
$92.08 - $98.18 $225K - $240K
2.44K $226M
T
At&T Inc.

Communication Services
9.87K
New
$21.22 - $23.88 $209K - $236K
9.87K $225M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.9K
New
$18.41 - $40.87 $219K - $486K
11.9K $220M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.19K
New
$170.03 - $192.78 $202K - $229K
1.19K $220M
DIS
Walt Disney CO

Communication Services
1.96K
New
$92.39 - $117.6 $181K - $231K
1.96K $218M
SLM
Slm Corp

Financial Services
7.91K
New
$21.37 - $28.14 $169K - $223K
7.91K $218M
AXP
American Express CO

Financial Services
734
New
$267.35 - $305.57 $196K - $224K
734 $218M
Arista Networks Inc
1.96K
New
N/A
1.96K $217M
XLV
Select Sector Spdr Fund Health

ETFs
1.56K
New
$136.28 - $154.74 $213K - $242K
1.56K $215M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.09K
New
$172.07 - $207.36 $187K - $225K
1.09K $215M
KOMP
Spdr S&P Kensho New Economies

ETFs
4.16K
New
$48.59 - $54.76 $202K - $228K
4.16K $211M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.44K
New
$77.25 - $91.3 $188K - $222K
2.44K $208M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.25K
New
$91.29 - $91.8 $205K - $207K
2.25K $206M
TJX
Tjx Companies Inc

Consumer Cyclical
1.68K
New
$112.15 - $127.2 $188K - $213K
1.68K $203M
RSG
Republic Services, Inc.

Industrials
1.01K
New
$198.0 - $218.75 $199K - $220K
1.01K $202M
HD
Home Depot, Inc.

Consumer Cyclical
590
+ 35.33%
$385.02 - $431.37 $227K - $255K
2.26K $879M
PFN
Pimco Income Strategy Fund Ii

Financial Services
27K
New
$7.33 - $7.72 $198K - $208K
27K $201M
VIG
Vanguard Dividend Appreciation

ETFs
1.02K
+ 39.91%
N/A
3.59K $703M
MA
Mastercard Inc

Financial Services
314
+ 38.62%
$491.3 - $536.15 $154K - $168K
1.13K $594M
SHOP
Shopify Inc.

Technology
690
+ 18.41%
$78.14 - $119.49 $53.9K - $82.4K
4.44K $472M
ISRG
Intuitive Surgical Inc

Healthcare
121
+ 3.45%
$471.27 - $550.62 $57K - $66.6K
3.63K $1.89B
EPD
Enterprise Products Partners L.P.

Energy
2.87K
+ 10.42%
$28.66 - $34.43 $82.2K - $98.8K
30.4K $953M
AMD
Advanced Micro Devices Inc

Technology
2.19K
+ 78.81%
$118.88 - $172.8 $260K - $378K
4.97K $600M
XOM
Exxon Mobil Corp

Energy
1.87K
+ 31.26%
$105.51 - $125.37 $197K - $234K
7.83K $843M
BNDX
Vanguard Total International B

ETFs
3.15K
+ 32.12%
$48.91 - $50.61 $154K - $159K
13K $636M
Dimensional ETF Trust
3.01K
+ 18.53%
N/A
19.3K $964M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.05K
+ 58.73%
$124.26 - $134.12 $130K - $141K
2.84K $365M
RTX
Raytheon Technologies Corp

Industrials
1.41K
+ 32.86%
$114.45 - $127.21 $162K - $180K
5.71K $661M
BAC
Bank Of America Corp

Financial Services
2.54K
+ 49.75%
$39.22 - $47.77 $99.5K - $121K
7.64K $336M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.4K
+ 27.46%
$57.29 - $63.1 $195K - $215K
15.8K $906M
IWM
Ishares Russell 2000 ETF

ETFs
506
+ 44.94%
$216.13 - $242.4 $109K - $123K
1.63K $361M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
993
+ 3.82%
$66.77 - $71.52 $66.3K - $71K
27K $1.86B
SPOT
Spotify Technology S.A.

Communication Services
9
+ 0.74%
$362.95 - $502.38 $3.27K - $4.52K
1.22K $545M
ABBV
Abb Vie Inc.

Healthcare
754
+ 41.98%
$164.99 - $203.87 $124K - $154K
2.55K $453M
XT
Ishares Tr Exponential Technol

ETFs
1.71K
+ 47.56%
$58.7 - $62.72 $100K - $107K
5.29K $316M
IEFA
Ishares Tr

ETFs
1.6K
+ 41.64%
$70.06 - $77.43 $112K - $124K
5.45K $383M
RSP
Invesco S&P 500 Equal Weight E

ETFs
653
+ 7.07%
$174.22 - $187.62 $114K - $123K
9.89K $1.73B
CAT
Caterpillar Inc

Industrials
334
+ 20.37%
$360.37 - $416.88 $120K - $139K
1.97K $716M
QCOM
Qualcomm Inc

Technology
652
+ 35.47%
$150.4 - $178.04 $98.1K - $116K
2.49K $382M
CMCSA
Comcast Corp

Communication Services
2.28K
+ 41.58%
$37.39 - $45.14 $85.1K - $103K
7.75K $291M
NRGV
Energy Vault Holdings, Inc.

Utilities
7.88K
+ 34.96%
$0.88 - $2.47 $6.93K - $19.5K
30.4K $69.3M
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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