ROOTED WEALTH ADVISORS, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UP | 45K | $26.68K |
 | NVDA | 19K | $3.33M |
 | AAPL | 16K | $4.54M |
 | NFLX | 15K | $1.17M |
 | AMZN | 13K | $3.12M |
 | PSN | 13K | $873.43K |
 | BULL | 13K | $83.50K |
 | FTNT | 12K | $949.10K |
 | SOFI | 12K | $241.01K |
 | MSFT | 9K | $3.93M |
 | NKE | 8K | $504.20K |
 | XOM | 7K | $1.03M |
 | BAC | 6K | $358.58K |
 | WMT | 6K | $793.22K |
 | GOOGL | 6K | $1.88M |
 | KO | 5K | $408.32K |
 | GOOG | 5K | $1.67M |
 | ANET | 5K | $652.96K |
 | PG | 4K | $705.31K |
 | TSLA | 4K | $1.54M |
Wheels Up Experience Inc.
UP
Shares Held
45K
Value
$26.68K
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.33M
Apple Inc.
AAPL
Shares Held
16K
Value
$4.54M
Netflix, Inc.
NFLX
Shares Held
15K
Value
$1.17M
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$3.12M
Parsons Corporation
PSN
Shares Held
13K
Value
$873.43K
Webull Corporation Class A Ordinary Shares
BULL
Shares Held
13K
Value
$83.50K
Fortinet, Inc.
FTNT
Shares Held
12K
Value
$949.10K
SoFi Technologies, Inc.
SOFI
Shares Held
12K
Value
$241.01K
Microsoft Corporation
MSFT
Shares Held
9K
Value
$3.93M
NIKE, Inc.
NKE
Shares Held
8K
Value
$504.20K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$1.03M
Bank of America Corporation
BAC
Shares Held
6K
Value
$358.58K
Walmart Inc.
WMT
Shares Held
6K
Value
$793.22K
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.88M
The Coca-Cola Company
KO
Shares Held
5K
Value
$408.32K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.67M
Arista Networks, Inc.
ANET
Shares Held
5K
Value
$652.96K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$705.31K
Tesla, Inc.
TSLA
Shares Held
4K
Value
$1.54M