ROOTED WEALTH ADVISORS, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 25K | $5.08M |
 | UP | 20K | $7.82K |
 | AAPL | 20K | $5.33M |
 | NFLX | 18K | $1.69M |
 | AMZN | 15K | $3.77M |
 | MSFT | 11K | $4.64M |
 | FTNT | 10K | $830.87K |
 | BTU | 9K | $242.44K |
 | NKE | 8K | $366.16K |
 | GOOGL | 8K | $2.54M |
 | BAC | 7K | $385.01K |
 | WMT | 7K | $841.33K |
 | XOM | 7K | $964.35K |
 | KO | 5K | $410.77K |
 | AVGO | 5K | $1.93M |
 | PG | 5K | $682.08K |
 | ANET | 5K | $781.02K |
 | GOOG | 5K | $1.54M |
 | TSLA | 4K | $1.65M |
 | MO | 4K | $243.26K |
NVIDIA Corporation
NVDA
Shares Held
25K
Value
$5.08M
Wheels Up Experience Inc.
UP
Shares Held
20K
Value
$7.82K
Apple Inc.
AAPL
Shares Held
20K
Value
$5.33M
Netflix, Inc.
NFLX
Shares Held
18K
Value
$1.69M
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.77M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$4.64M
Fortinet, Inc.
FTNT
Shares Held
10K
Value
$830.87K
Peabody Energy Corporation
BTU
Shares Held
9K
Value
$242.44K
NIKE, Inc.
NKE
Shares Held
8K
Value
$366.16K
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$2.54M
Bank of America Corporation
BAC
Shares Held
7K
Value
$385.01K
Walmart Inc.
WMT
Shares Held
7K
Value
$841.33K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$964.35K
The Coca-Cola Company
KO
Shares Held
5K
Value
$410.77K
Broadcom Inc.
AVGO
Shares Held
5K
Value
$1.93M
The Procter & Gamble Company
PG
Shares Held
5K
Value
$682.08K
Arista Networks, Inc.
ANET
Shares Held
5K
Value
$781.02K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.54M
Tesla, Inc.
TSLA
Shares Held
4K
Value
$1.65M
Altria Group, Inc.
MO
Shares Held
4K
Value
$243.26K