ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWL | 1K | $5.89K |
 | ED | 1K | $112.78K |
 | HUBS | 1K | $521.13K |
 | VLO | 1K | $185.45K |
 | BEN | 1K | $25.14K |
 | BXMT | 1K | $19.88K |
 | MRVL | 1K | $90.71K |
 | PR | 1K | $13.80K |
 | SMG | 1K | $60.71K |
 | NOV | 1K | $14.01K |
 | WDC | 1K | $126.70K |
 | KTOS | 1K | $95.57K |
 | TD | 1K | $82.75K |
 | ACHR | 1K | $9.91K |
 | CPRT | 1K | $46.36K |
 | RIG | 1K | $3.21K |
 | KDP | 1K | $26.11K |
 | FNB | 1K | $16.37K |
 | NIO | 1K | $7.70K |
 | TPVG | 1K | $5.82K |
Newell Brands Inc.
NWL
Shares Held
1K
Value
$5.89K
Consolidated Edison, Inc.
ED
Shares Held
1K
Value
$112.78K
HubSpot, Inc.
HUBS
Shares Held
1K
Value
$521.13K
Valero Energy Corporation
VLO
Shares Held
1K
Value
$185.45K
Franklin Resources, Inc.
BEN
Shares Held
1K
Value
$25.14K
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
1K
Value
$19.88K
Marvell Technology, Inc.
MRVL
Shares Held
1K
Value
$90.71K
Permian Resources Corporation
PR
Shares Held
1K
Value
$13.80K
The Scotts Miracle-Gro Company
SMG
Shares Held
1K
Value
$60.71K
NOV Inc.
NOV
Shares Held
1K
Value
$14.01K
Western Digital Corporation
WDC
Shares Held
1K
Value
$126.70K
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
1K
Value
$95.57K
The Toronto-Dominion Bank
TD
Shares Held
1K
Value
$82.75K
Archer Aviation Inc.
ACHR
Shares Held
1K
Value
$9.91K
Copart, Inc.
CPRT
Shares Held
1K
Value
$46.36K
Transocean Ltd.
RIG
Shares Held
1K
Value
$3.21K
Keurig Dr Pepper Inc.
KDP
Shares Held
1K
Value
$26.11K
F.N.B. Corporation
FNB
Shares Held
1K
Value
$16.37K
NIO Inc.
NIO
Shares Held
1K
Value
$7.70K
TriplePoint Venture Growth BDC Corp.
TPVG
Shares Held
1K
Value
$5.82K