ROOTED WEALTH ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UP | 25K | $48.75K |
 | NVDA | 19K | $3.51M |
 | AAPL | 16K | $4.19M |
 | AMZN | 14K | $3.01M |
 | FTNT | 12K | $1.01M |
 | SOFI | 10K | $264.59K |
 | XOM | 7K | $801.09K |
 | JD | 7K | $244.44K |
 | MSFT | 7K | $3.56M |
 | NKE | 7K | $473.68K |
 | BAC | 6K | $324.01K |
 | GOOG | 6K | $1.48M |
 | WMT | 6K | $603.64K |
 | ANET | 6K | $805.49K |
 | GOOGL | 5K | $1.33M |
 | KO | 5K | $334.83K |
 | PG | 4K | $671.89K |
 | AMD | 4K | $689.87K |
 | NEE | 4K | $293.87K |
 | MO | 4K | $237.09K |
Wheels Up Experience Inc.
UP
Shares Held
25K
Value
$48.75K
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.51M
Apple Inc.
AAPL
Shares Held
16K
Value
$4.19M
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.01M
Fortinet, Inc.
FTNT
Shares Held
12K
Value
$1.01M
SoFi Technologies, Inc.
SOFI
Shares Held
10K
Value
$264.59K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$801.09K
JD.com, Inc.
JD
Shares Held
7K
Value
$244.44K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.56M
NIKE, Inc.
NKE
Shares Held
7K
Value
$473.68K
Bank of America Corporation
BAC
Shares Held
6K
Value
$324.01K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.48M
Walmart Inc.
WMT
Shares Held
6K
Value
$603.64K
Arista Networks, Inc.
ANET
Shares Held
6K
Value
$805.49K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.33M
The Coca-Cola Company
KO
Shares Held
5K
Value
$334.83K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$671.89K
Advanced Micro Devices, Inc.
AMD
Shares Held
4K
Value
$689.87K
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$293.87K
Altria Group, Inc.
MO
Shares Held
4K
Value
$237.09K