ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WPC | 5K | $321.76K |
 | ABT | 5K | $632.68K |
 | ABBV | 5K | $1.09M |
 | DIS | 5K | $518.34K |
 | C | 4K | $450.71K |
 | CSX | 4K | $157.46K |
 | SBUX | 4K | $369.78K |
 | KVUE | 4K | $69.51K |
 | CCL | 4K | $123.75K |
 | KHC | 4K | $111.20K |
 | V | 4K | $1.46M |
 | ZION | 4K | $232.19K |
 | SPH | 4K | $76.47K |
 | BCS | 4K | $78.51K |
 | AMD | 4K | $613.83K |
 | SOFI | 4K | $99.55K |
 | OBDC | 4K | $46.88K |
 | HPQ | 4K | $97.82K |
 | CAT | 4K | $1.71M |
 | GM | 4K | $215.04K |
W. P. Carey Inc.
WPC
Shares Held
5K
Value
$321.76K
Abbott Laboratories
ABT
Shares Held
5K
Value
$632.68K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.09M
The Walt Disney Company
DIS
Shares Held
5K
Value
$518.34K
Citigroup Inc.
C
Shares Held
4K
Value
$450.71K
CSX Corporation
CSX
Shares Held
4K
Value
$157.46K
Starbucks Corporation
SBUX
Shares Held
4K
Value
$369.78K
Kenvue Inc.
KVUE
Shares Held
4K
Value
$69.51K
Carnival Corporation & plc
CCL
Shares Held
4K
Value
$123.75K
The Kraft Heinz Company
KHC
Shares Held
4K
Value
$111.20K
Visa Inc.
V
Shares Held
4K
Value
$1.46M
Zions Bancorporation, National Association
ZION
Shares Held
4K
Value
$232.19K
Suburban Propane Partners, L.P.
SPH
Shares Held
4K
Value
$76.47K
Barclays PLC
BCS
Shares Held
4K
Value
$78.51K
Advanced Micro Devices, Inc.
AMD
Shares Held
4K
Value
$613.83K
SoFi Technologies, Inc.
SOFI
Shares Held
4K
Value
$99.55K
Blue Owl Capital Corporation
OBDC
Shares Held
4K
Value
$46.88K
HP Inc.
HPQ
Shares Held
4K
Value
$97.82K
Caterpillar Inc.
CAT
Shares Held
4K
Value
$1.71M
General Motors Company
GM
Shares Held
4K
Value
$215.04K