ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMB | 3K | $220.53K |
 | AZN | 3K | $266.10K |
 | NCLH | 3K | $85.07K |
 | QCOM | 3K | $546.91K |
 | KMI | 3K | $92.32K |
 | MDLZ | 3K | $201.66K |
 | FCX | 3K | $125.03K |
 | PM | 3K | $510.96K |
 | DAL | 3K | $176.49K |
 | SHOP | 3K | $461.73K |
 | CAG | 3K | $56.76K |
 | RIVN | 3K | $45.26K |
 | PHG | 3K | $83.17K |
 | PEP | 3K | $425.41K |
 | CPRI | 3K | $59.96K |
 | LDI | 3K | $9.21K |
 | UBER | 3K | $288.13K |
 | ISRG | 3K | $1.31M |
 | CTVA | 3K | $195.45K |
 | SCHW | 3K | $270.05K |
The Williams Companies, Inc.
WMB
Shares Held
3K
Value
$220.53K
AstraZeneca PLC
AZN
Shares Held
3K
Value
$266.10K
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
3K
Value
$85.07K
QUALCOMM Incorporated
QCOM
Shares Held
3K
Value
$546.91K
Kinder Morgan, Inc.
KMI
Shares Held
3K
Value
$92.32K
Mondelez International, Inc.
MDLZ
Shares Held
3K
Value
$201.66K
Freeport-McMoRan Inc.
FCX
Shares Held
3K
Value
$125.03K
Philip Morris International Inc.
PM
Shares Held
3K
Value
$510.96K
Delta Air Lines, Inc.
DAL
Shares Held
3K
Value
$176.49K
Shopify Inc.
SHOP
Shares Held
3K
Value
$461.73K
Conagra Brands, Inc.
CAG
Shares Held
3K
Value
$56.76K
Rivian Automotive, Inc.
RIVN
Shares Held
3K
Value
$45.26K
Koninklijke Philips N.V.
PHG
Shares Held
3K
Value
$83.17K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$425.41K
Capri Holdings Limited
CPRI
Shares Held
3K
Value
$59.96K
loanDepot, Inc.
LDI
Shares Held
3K
Value
$9.21K
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$288.13K
Intuitive Surgical, Inc.
ISRG
Shares Held
3K
Value
$1.31M
Corteva, Inc.
CTVA
Shares Held
3K
Value
$195.45K
The Charles Schwab Corporation
SCHW
Shares Held
3K
Value
$270.05K