Root Financial Partners, LLC Q4 2024 Filing
Filed January 30, 2025
Portfolio Value
$806.6B
Holdings
214
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (214 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | KOMPSPDR SER TR | 4,155 | $211.2B | 26.18% | |
| 202 | PYPLPAYPAL HLDGS INC | 2,435 | $207.8B | 25.76% | |
| 203 | BILSPDR SER TR | 2,251 | $205.8B | 25.51% | |
| 204 | TJXTJX COS INC NEW | 1,678 | $202.7B | 25.13% | |
| 205 | RSGREPUBLIC SVCS INC | 1,006 | $202.4B | 25.09% | |
| 206 | PFNPIMCO INCOME STRATEGY FD II | 26,995 | $201.1B | 24.93% | |
| 207 | AMGNAMGEN INC | 769 | $200.5B | 24.85% | |
| 208 | FFORD MTR CO | 16,994 | $168.2B | 20.86% | |
| 209 | AGLAGILON HEALTH INC | 54,711 | $104.0B | 12.89% | |
| 210 | NRGVENERGY VAULT HOLDINGS INC | 30,404 | $69.3B | 8.59% | |
| 211 | VUZIVUZIX CORP | 10,500 | $41.4B | 5.13% | |
| 212 | GGNGAMCO GLOBAL GOLD NAT RES & | 10,396 | $39.2B | 4.86% | |
| 213 | CHMICHERRY HILL MTG INVT CORP | 12,158 | $32.1B | 3.98% | |
| 214 | XYZ 0.25 11/01/27BLOCK INC | 10,000 | $8.6B | 1.07% |
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