ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VLY | 1K | $15.50K |
 | MCD | 1K | $443.19K |
 | SNY | 1K | $68.77K |
 | CYTK | 1K | $79.91K |
 | OMC | 1K | $118.57K |
 | FI | 1K | $185.53K |
 | BK | 1K | $155.72K |
 | GLW | 1K | $117.06K |
 | ADP | 1K | $412.36K |
 | ALL | 1K | $296.91K |
 | TSCO | 1K | $77.91K |
 | DXCM | 1K | $91.85K |
 | FHN | 1K | $30.61K |
 | IONS | 1K | $87.66K |
 | SYY | 1K | $110.01K |
 | XEL | 1K | $107.67K |
 | DCI | 1K | $109.11K |
 | MTG | 1K | $37.76K |
 | IVZ | 1K | $30.46K |
 | SPOT | 1K | $925.55K |
Valley National Bancorp
VLY
Shares Held
1K
Value
$15.50K
McDonald's Corporation
MCD
Shares Held
1K
Value
$443.19K
Sanofi
SNY
Shares Held
1K
Value
$68.77K
Cytokinetics, Incorporated
CYTK
Shares Held
1K
Value
$79.91K
Omnicom Group Inc.
OMC
Shares Held
1K
Value
$118.57K
Fiserv, Inc.
FI
Shares Held
1K
Value
$185.53K
The Bank of New York Mellon Corporation
BK
Shares Held
1K
Value
$155.72K
Corning Incorporated
GLW
Shares Held
1K
Value
$117.06K
Automatic Data Processing, Inc.
ADP
Shares Held
1K
Value
$412.36K
The Allstate Corporation
ALL
Shares Held
1K
Value
$296.91K
Tractor Supply Company
TSCO
Shares Held
1K
Value
$77.91K
DexCom, Inc.
DXCM
Shares Held
1K
Value
$91.85K
First Horizon Corporation
FHN
Shares Held
1K
Value
$30.61K
Ionis Pharmaceuticals, Inc.
IONS
Shares Held
1K
Value
$87.66K
Sysco Corporation
SYY
Shares Held
1K
Value
$110.01K
Xcel Energy Inc.
XEL
Shares Held
1K
Value
$107.67K
Donaldson Company, Inc.
DCI
Shares Held
1K
Value
$109.11K
MGIC Investment Corporation
MTG
Shares Held
1K
Value
$37.76K
Invesco Ltd.
IVZ
Shares Held
1K
Value
$30.46K
Spotify Technology S.A.
SPOT
Shares Held
1K
Value
$925.55K