Root Financial Partners, LLC Incresed Positions in Q3 2025

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
1.7K
+ 8.44%
$10.82 - $12.09 $18.3K - $20.5K
21.8K $261M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
213
+ 4.04%
$87.05 - $93.19 $18.5K - $19.8K
5.49K $510M
KOMP
Spdr S&P Kensho New Economies

ETFs
104
+ 2.5%
$54.38 - $62.69 $5.66K - $6.52K
4.26K $265M
ECL
Ecolab Inc.

Basic Materials
99
+ 4.11%
$259.39 - $285.47 $25.7K - $28.3K
2.51K $687M
CVS
Cvs Health Corp

Healthcare
31
+ 0.57%
$58.75 - $76.5 $1.82K - $2.37K
5.45K $411M
SBUX
Starbucks Corp

Consumer Cyclical
718
+ 19.66%
$81.9 - $96.86 $58.8K - $69.5K
4.37K $370M
AMGN
Amgen Inc

Healthcare
107
+ 9.74%
$271.18 - $309.22 $29K - $33.1K
1.21K $340M
CRWD
Crowd Strike Holdings, Inc.

Technology
74
+ 16.89%
$412.46 - $514.1 $30.5K - $38K
512 $251M
DFAX
Dimensional ETF Tr
41
+ 0.33%
$29.25 - $31.56 $1.2K - $1.29K
12.6K $394M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1
+ 0.04%
$187.97 - $199.47 $188 - $199
2.42K $482M
GILD
Gilead Sciences, Inc.

Healthcare
208
+ 11.12%
$108.22 - $120.47 $22.5K - $25.1K
2.08K $231M
BNDX
Vanguard Total International B

ETFs
433
+ 6.4%
$49.0 - $49.51 $21.2K - $21.4K
7.2K $356M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
621
+ 3.82%
$28.38 - $29.05 $17.6K - $18K
16.9K $488M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
400
+ 2.92%
$42.75 - $43.37 $17.1K - $17.3K
14.1K $611M
CB
Chubb LTD

Financial Services
86
+ 10.6%
$265.99 - $289.59 $22.9K - $24.9K
897 $253M
WMB
Williams Companies, Inc.

Energy
254
+ 7.87%
$56.52 - $64.01 $14.4K - $16.3K
3.48K $221M
UBER
Uber Technologies, Inc

Technology
33
+ 1.13%
$86.91 - $99.57 $2.87K - $3.29K
2.94K $288M
Linde PLC Shs
15
+ 3.01%
N/A
514 $244M
RSG
Republic Services, Inc.

Industrials
111
+ 10.77%
$225.33 - $246.01 $25K - $27.3K
1.14K $262M
KFY
Korn Ferry

Industrials
34
+ 0.7%
$69.05 - $76.46 $2.35K - $2.6K
4.86K $340M
ACN
Accenture PLC

Technology
8
+ 1.17%
$232.56 - $304.78 $1.86K - $2.44K
693 $171M
SLM
Slm Corp

Financial Services
103
+ 1.23%
$27.68 - $34.4 $2.85K - $3.54K
8.49K $235M
LPLA
Lpl Financial Holdings Inc.

Financial Services
36
+ 1.6%
$332.69 - $399.0 $12K - $14.4K
2.29K $760M
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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