Rooted Wealth Advisors, Inc. Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$289.3B
Holdings
107
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLRESELECT SECTOR SPDR TR | 5,310 | $220.7M | 0.08% | |
| 102 | AXPAMERICAN EXPRESS CO | 680 | $217.3M | 0.08% | |
| 103 | JNJJOHNSON & JOHNSON | 1,366 | $214.4M | 0.07% | |
| 104 | EMBISHARES TR | 2,333 | $214.1M | 0.07% | |
| 105 | PANWPALO ALTO NETWORKS INC | 1,117 | $209.3M | 0.07% | |
| 106 | NEENEXTERA ENERGY INC | 2,750 | $204.6M | 0.07% | |
| 107 | RTXRTX CORPORATION | 1,383 | $203.1M | 0.07% |
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