Stock Taper 
ROOTED WEALTH ADVISORS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AutoZone, Inc. | AZO | 68 | $217.32K |
 GE Vernova Inc. | GEV | 197 | $231.45K |
 Fair Isaac Corporation | FICO | 204 | $243.74K |
 EMCOR Group, Inc. | EME | 301 | $249.79K |
 Regeneron Pharmaceuticals, Inc. | REGN | 339 | $211.23K |
 RBC Bearings Incorporated | RBC | 349 | $224.78K |
 Lam Research Corporation | LRCX | 481 | $208.43K |
 Ulta Beauty, Inc. | ULTA | 506 | $228.2K |
 The Goldman Sachs Group, Inc. | GS | 540 | $546.14K |
 Northrop Grumman Corporation | NOC | 580 | $295.31K |
 Mastercard Incorporated | MA | 728 | $374.01K |
 Costco Wholesale Corporation | COST | 814 | $761.59K |
 International Business Machines Corporation | IBM | 977 | $274.74K |
 Adobe Inc. | ADBE | 1K | $205.22K |
 Old Dominion Freight Line, Inc. | ODFL | 1.01K | $218.12K |
 American Express Company | AXP | 1.02K | $344.95K |
 Deere & Company | DE | 1.04K | $657.8K |
 The Home Depot, Inc. | HD | 1.09K | $383.01K |
 Lockheed Martin Corporation | LMT | 1.13K | $575.18K |
 Union Pacific Corporation | UNP | 1.2K | $325.74K |