Root Financial Partners, LLC New Holdings in Q3 2025

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
1.4K
New
$94.33 - $105.31 $132K - $148K
1.4K $147M
URI
United Rentals, Inc.

Industrials
152
New
$774.14 - $975.23 $118K - $148K
152 $145M
ETSY
Etsy Inc

Consumer Cyclical
2.15K
New
$51.36 - $74.34 $111K - $160K
2.15K $143M
NKE
Nike, Inc.

Consumer Cyclical
2.03K
New
$69.24 - $79.24 $140K - $160K
2.03K $141M
BFB
Brown Forman Corp Cl B
5.2K
New
N/A
5.2K $141M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.91K
New
$46.86 - $48.27 $136K - $140K
2.91K $140M
Invesco Aaa Clo Floating Rate Note ETF
5.45K
New
N/A
5.45K $139M
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.93K
New
$45.4 - $47.61 $133K - $139K
2.93K $139M
TPL
Texas Pacific Land Corp

Energy
148
New
$854.83 - $1075.97 $127K - $159K
148 $138M
FPX
First Trust Us Equity Opportun

ETFs
832
New
$141.57 - $166.21 $118K - $138K
832 $138M
PLD
Prologis, Inc.

Real Estate
1.2K
New
$104.08 - $115.35 $125K - $138K
1.2K $137M
FAST
Fastenal CO

Industrials
2.76K
New
$42.47 - $50.39 $117K - $139K
2.76K $135M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.96K
New
$44.22 - $45.74 $131K - $135K
2.96K $135M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.08K
New
$39.06 - $43.42 $120K - $134K
3.08K $134M
NEM
Newmont Corp

Basic Materials
1.59K
New
$57.35 - $85.25 $91.1K - $135K
1.59K $134M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
4.64K
New
$27.49 - $29.67 $128K - $138K
4.64K $133M
UL
Unilever PLC

Consumer Defensive
2.25K
New
$58.43 - $65.01 $131K - $146K
2.25K $133M
MELI
Mercadolibre Inc

Consumer Cyclical
57
New
$2292.04 - $2514.05 $131K - $143K
57 $133M
GPI
Group 1 Automotive Inc

Consumer Cyclical
300
New
$406.1 - $488.25 $122K - $146K
300 $131M
Jacobs Solutions Inc Com
875
New
N/A
875 $131M
CGXU
Capital Group Intl Focus Equit

ETFs
4.41K
New
$26.49 - $29.62 $117K - $131K
4.41K $131M
WSO
Watsco Inc

Industrials
323
New
$381.94 - $489.97 $123K - $158K
323 $130M
MSI
Motorola Solutions, Inc.

Technology
278
New
$408.73 - $490.3 $114K - $136K
278 $127M
Labcorp Holdings Inc Com Shs
442
New
N/A
442 $127M
WDC
Western Digital Corp

Technology
1.06K
New
$63.84 - $120.06 $67.4K - $127K
1.06K $127M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.14K
New
$107.66 - $112.36 $122K - $128K
1.14K $127M
IGV
Ishares Expanded Tech Software

ETFs
1.1K
New
$105.96 - $117.79 $117K - $130K
1.1K $127M
PRU
Prudential Financial Inc

Financial Services
1.22K
New
$100.68 - $109.89 $123K - $134K
1.22K $126M
FID
First Tr Exchange Trded Fd Vi

ETFs
6.42K
New
$19.17 - $20.16 $123K - $129K
6.42K $126M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.1K
New
$58.97 - $60.36 $124K - $127K
2.1K $126M
DOW
Dow Inc.

Basic Materials
5.49K
New
$20.87 - $30.37 $115K - $167K
5.49K $126M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
623
New
$196.15 - $217.83 $122K - $136K
623 $125M
FDX
Fedex Corp

Industrials
532
New
$217.1 - $243.2 $115K - $129K
532 $125M
FCX
Freeport Mcmoran Inc

Basic Materials
3.19K
New
$35.34 - $47.21 $113K - $151K
3.19K $125M
SYK
Stryker Corp

Healthcare
338
New
$368.57 - $403.53 $125K - $136K
338 $125M
VST
Vistra Corp.

Utilities
636
New
$182.0 - $217.92 $116K - $139K
636 $125M
IRM
Iron Mountain Inc

Real Estate
1.22K
New
$89.46 - $104.46 $109K - $127K
1.22K $124M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.59K
New
$69.9 - $78.26 $111K - $125K
1.59K $124M
CCL
Carnival Corp

Consumer Cyclical
4.28K
New
$28.37 - $32.49 $121K - $139K
4.28K $124M
SOXX
Ishares Semiconductor ETF

ETFs
453
New
$236.93 - $271.12 $107K - $123K
453 $123M
AON
Aon PLC

Financial Services
343
New
$350.91 - $375.27 $120K - $129K
343 $122M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.66K
New
$72.01 - $74.44 $120K - $124K
1.66K $122M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.3K
New
$87.29 - $93.61 $114K - $122K
1.3K $122M
FITB
Fifth Third Bancorp

Financial Services
2.73K
New
$40.91 - $46.28 $112K - $126K
2.73K $122M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.24K
New
$86.92 - $99.32 $108K - $124K
1.24K $122M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.83K
New
$39.8 - $42.86 $113K - $121K
2.83K $121M
SA
Seabridge Gold Inc

Basic Materials
5K
New
$14.71 - $24.15 $73.6K - $121K
5K $121M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.54K
New
$76.16 - $78.59 $117K - $121K
1.54K $120M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.4K
New
$81.76 - $86.36 $115K - $121K
1.4K $119M
Activity Summary
Buys All Purchases 2222 New Holdings 2048 Increased Positions 174 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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