ROOT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 2K | $47.85K |
 | BABA | 2K | $436.82K |
 | CTRA | 2K | $56.12K |
 | SAN | 2K | $24.63K |
 | GEN | 2K | $65.89K |
 | LPLA | 2K | $760.20K |
 | TFC | 2K | $102.86K |
 | UL | 2K | $133.32K |
 | COF | 2K | $478.01K |
 | SHEL | 2K | $159.08K |
 | GE | 2K | $662.65K |
 | COST | 2K | $1.99M |
 | ETSY | 2K | $142.87K |
 | EMR | 2K | $281.89K |
 | POET | 2K | $11.63K |
 | GILD | 2K | $230.80K |
 | IBM | 2K | $583.24K |
 | ALLY | 2K | $80.09K |
 | AFL | 2K | $226.46K |
 | NKE | 2K | $141.22K |
Warner Bros. Discovery, Inc.
WBD
Shares Held
2K
Value
$47.85K
Alibaba Group Holding Limited
BABA
Shares Held
2K
Value
$436.82K
Coterra Energy Inc.
CTRA
Shares Held
2K
Value
$56.12K
Banco Santander, S.A.
SAN
Shares Held
2K
Value
$24.63K
Gen Digital Inc.
GEN
Shares Held
2K
Value
$65.89K
LPL Financial Holdings Inc.
LPLA
Shares Held
2K
Value
$760.20K
Truist Financial Corporation
TFC
Shares Held
2K
Value
$102.86K
Unilever PLC
UL
Shares Held
2K
Value
$133.32K
Capital One Financial Corporation
COF
Shares Held
2K
Value
$478.01K
Shell plc
SHEL
Shares Held
2K
Value
$159.08K
GE Aerospace
GE
Shares Held
2K
Value
$662.65K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.99M
Etsy, Inc.
ETSY
Shares Held
2K
Value
$142.87K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$281.89K
POET Technologies Inc.
POET
Shares Held
2K
Value
$11.63K
Gilead Sciences, Inc.
GILD
Shares Held
2K
Value
$230.80K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$583.24K
Ally Financial Inc.
ALLY
Shares Held
2K
Value
$80.09K
Aflac Incorporated
AFL
Shares Held
2K
Value
$226.46K
NIKE, Inc.
NKE
Shares Held
2K
Value
$141.22K