ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 12K | $636.87K |
 | HD | 12K | $4.92M |
 | T | 12K | $338.88K |
 | VZ | 12K | $518.82K |
 | MRK | 11K | $959.63K |
 | HWM | 11K | $2.22M |
 | QD | 11K | $45.05K |
 | WMT | 10K | $1.07M |
 | JNJ | 10K | $1.81M |
 | USB | 9K | $448.45K |
 | XOM | 9K | $1.02M |
 | RF | 9K | $232.10K |
 | TSLA | 9K | $3.88M |
 | CVX | 9K | $1.35M |
 | KO | 9K | $569.15K |
 | SLM | 8K | $235.06K |
 | RTX | 8K | $1.34M |
 | PFE | 8K | $199.68K |
 | LRCX | 8K | $1.03M |
 | CSCO | 8K | $520.79K |
Bank of America Corporation
BAC
Shares Held
12K
Value
$636.87K
The Home Depot, Inc.
HD
Shares Held
12K
Value
$4.92M
AT&T Inc.
T
Shares Held
12K
Value
$338.88K
Verizon Communications Inc.
VZ
Shares Held
12K
Value
$518.82K
Merck & Co., Inc.
MRK
Shares Held
11K
Value
$959.63K
Howmet Aerospace Inc.
HWM
Shares Held
11K
Value
$2.22M
Qudian Inc.
QD
Shares Held
11K
Value
$45.05K
Walmart Inc.
WMT
Shares Held
10K
Value
$1.07M
Johnson & Johnson
JNJ
Shares Held
10K
Value
$1.81M
U.S. Bancorp
USB
Shares Held
9K
Value
$448.45K
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.02M
Regions Financial Corporation
RF
Shares Held
9K
Value
$232.10K
Tesla, Inc.
TSLA
Shares Held
9K
Value
$3.88M
Chevron Corporation
CVX
Shares Held
9K
Value
$1.35M
The Coca-Cola Company
KO
Shares Held
9K
Value
$569.15K
SLM Corporation
SLM
Shares Held
8K
Value
$235.06K
RTX Corporation
RTX
Shares Held
8K
Value
$1.34M
Pfizer Inc.
PFE
Shares Held
8K
Value
$199.68K
Lam Research Corporation
LRCX
Shares Held
8K
Value
$1.03M
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$520.79K