Stock Taper 
ROOTED WEALTH ADVISORS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 JPMorgan Chase & Co. | JPM | 3.71K | $1.21M |
 PulteGroup, Inc. | PHM | 3.38K | $464.04K |
 Amphenol Corporation | APH | 3.37K | $594.02K |
 Caterpillar Inc. | CAT | 3.19K | $3.4M |
 United Parcel Service, Inc. | UPS | 3.17K | $340.29K |
 Uber Technologies, Inc. | UBER | 2.96K | $213.45K |
 Vistra Corp. | VST | 2.95K | $468.28K |
 Corteva, Inc. | CTVA | 2.85K | $241.79K |
 Meta Platforms, Inc. | META | 2.72K | $1.53M |
 RTX Corporation | RTX | 2.66K | $504.41K |
 Emerson Electric Co. | EMR | 2.48K | $355.69K |
 McDonald's Corporation | MCD | 2.46K | $664.83K |
 3M Company | MMM | 2.37K | $383.92K |
 Berkshire Hathaway Inc. | BRK-B | 2.28K | $1.14M |
 UnitedHealth Group Incorporated | UNH | 2.26K | $940.5K |
 GE Aerospace | GE | 2.21K | $826.71K |
 Eli Lilly and Company | LLY | 2.01K | $2.41M |
 Advanced Micro Devices, Inc. | AMD | 1.99K | $1.15M |
 Texas Instruments Incorporated | TXN | 1.92K | $572.29K |
 Applied Materials, Inc. | AMAT | 1.88K | $1.36M |