ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HPE | 7K | $180.29K |
 | META | 7K | $5.16M |
 | PLTR | 7K | $1.22M |
 | NAVI | 7K | $87.79K |
 | JPM | 7K | $2.08M |
 | O | 6K | $344.26K |
 | WFC | 6K | $471.55K |
 | ENB | 6K | $281.13K |
 | DOW | 5K | $125.83K |
 | CVS | 5K | $410.84K |
 | BMY | 5K | $238.16K |
 | BF-B | 5K | $140.74K |
 | RCAT | 5K | $51.75K |
 | SA | 5K | $120.75K |
 | MO | 5K | $330.05K |
 | INTC | 5K | $165.90K |
 | PG | 5K | $751.47K |
 | KFY | 5K | $340.17K |
 | ANET | 5K | $698.97K |
 | MNST | 5K | $321.21K |
Hewlett Packard Enterprise Company
HPE
Shares Held
7K
Value
$180.29K
Meta Platforms, Inc.
META
Shares Held
7K
Value
$5.16M
Palantir Technologies Inc.
PLTR
Shares Held
7K
Value
$1.22M
Navient Corporation
NAVI
Shares Held
7K
Value
$87.79K
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.08M
Realty Income Corporation
O
Shares Held
6K
Value
$344.26K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$471.55K
Enbridge Inc.
ENB
Shares Held
6K
Value
$281.13K
Dow Inc.
DOW
Shares Held
5K
Value
$125.83K
CVS Health Corporation
CVS
Shares Held
5K
Value
$410.84K
Bristol-Myers Squibb Company
BMY
Shares Held
5K
Value
$238.16K
Brown-Forman Corporation
BF-B
Shares Held
5K
Value
$140.74K
Red Cat Holdings, Inc.
RCAT
Shares Held
5K
Value
$51.75K
Seabridge Gold Inc.
SA
Shares Held
5K
Value
$120.75K
Altria Group, Inc.
MO
Shares Held
5K
Value
$330.05K
Intel Corporation
INTC
Shares Held
5K
Value
$165.90K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$751.47K
Korn Ferry
KFY
Shares Held
5K
Value
$340.17K
Arista Networks, Inc.
ANET
Shares Held
5K
Value
$698.97K
Monster Beverage Corporation
MNST
Shares Held
5K
Value
$321.21K