Root Financial Partners, LLC Portfolio Holdings

Root Financial Partners, LLC

  • $427 Billion
  • Q2 2024

Root Financial Partners, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $427 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $78B, Dimensional ETF Tr with a value of $54.1B, Dimensional ETF Tr Us Marketwi with a value of $31.7B, Dimensional ETF Tr with a value of $28.8B, and Dimensional ETF Tr Core Fxd In with a value of $28.1B.

Examining the 13F form we can see an increase of $90B in the current position value, from $337B to 427B.

Root Financial Partners, LLC is based out at Solana Beach, CA

Below you can find more details about Root Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $427 Billion
ETFs: $383 Billion
Technology: $19.7 Billion
Communication Services: $4.25 Billion
Consumer Cyclical: $2.97 Billion
Healthcare: $2.39 Billion
Industrials: $2.13 Billion
Financial Services: $1.78 Billion
Consumer Defensive: $1.31 Billion
Other: $1.13 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $427 Billion
  • Prior Value $337 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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