ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 195K | $36.33M |
 | AAPL | 113K | $28.84M |
 | BCBP | 72K | $620.62K |
 | ARDX | 58K | $317.04K |
 | AMZN | 34K | $7.52M |
 | EPD | 32K | $1.01M |
 | MSFT | 29K | $15.00M |
 | GOOGL | 28K | $6.83M |
 | NRGV | 23K | $66.91K |
 | F | 22K | $260.58K |
 | AVGO | 21K | $7.02M |
 | AGL | 18K | $19.03K |
 | UBS | 15K | $630.74K |
 | GOOG | 14K | $3.41M |
 | ET | 14K | $236.52K |
 | CMCSA | 14K | $433.02K |
 | HTZWW | 14K | $50.99K |
 | BRK-B | 14K | $6.81M |
 | ORCL | 13K | $3.71M |
 | LYG | 13K | $57.88K |
NVIDIA Corporation
NVDA
Shares Held
195K
Value
$36.33M
Apple Inc.
AAPL
Shares Held
113K
Value
$28.84M
BCB Bancorp, Inc.
BCBP
Shares Held
72K
Value
$620.62K
Ardelyx, Inc.
ARDX
Shares Held
58K
Value
$317.04K
Amazon.com, Inc.
AMZN
Shares Held
34K
Value
$7.52M
Enterprise Products Partners L.P.
EPD
Shares Held
32K
Value
$1.01M
Microsoft Corporation
MSFT
Shares Held
29K
Value
$15.00M
Alphabet Inc.
GOOGL
Shares Held
28K
Value
$6.83M
Energy Vault Holdings, Inc.
NRGV
Shares Held
23K
Value
$66.91K
Ford Motor Company
F
Shares Held
22K
Value
$260.58K
Broadcom Inc.
AVGO
Shares Held
21K
Value
$7.02M
Agilon Health, Inc.
AGL
Shares Held
18K
Value
$19.03K
UBS Group AG
UBS
Shares Held
15K
Value
$630.74K
Alphabet Inc.
GOOG
Shares Held
14K
Value
$3.41M
Energy Transfer LP
ET
Shares Held
14K
Value
$236.52K
Comcast Corporation
CMCSA
Shares Held
14K
Value
$433.02K
Hertz Global Holdings, Inc.
HTZWW
Shares Held
14K
Value
$50.99K
Berkshire Hathaway Inc.
BRK-B
Shares Held
14K
Value
$6.81M
Oracle Corporation
ORCL
Shares Held
13K
Value
$3.71M
Lloyds Banking Group plc
LYG
Shares Held
13K
Value
$57.88K