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Root Financial Partners, LLC

Q3 2025 Holdings

Filed 2025-10-29 | 2297 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Oscar Health Inc CL A(OSCR)Stock687793109$4.1K2160.0%
Atlas Energy Solutions Inc COM New(AESI)Stock642045108$4.1K3600.0%
FMC Corp COM New(FMC)Stock302491303$4.1K1220.0%
Kulicke & Soffa Inds Inc COM(KLIC)Stock501242101$4.1K1010.0%
Addus Homecare Corp COM(ADUS)Stock006739106$4.1K350.0%
Teleflex Incorporated COM(TFX)Stock879369106$4.2K340.0%
Ishares Future AI & Tech ETF(ARTY)ETF46435U556$4.2K910.0%
Ncino Inc COM(NCNO)Stock63947X101$4.2K1540.0%
Dimensional International High Profitability ETF(DIHP)ETF25434V765$4.2K1380.0%
BCE Inc COM New(BCE)Stock05534B760$4.2K1790.0%
Seadrill LTD COM(SDRL)StockG7997W102$4.2K1390.0%
NU Hldgs LTD ORD SHS CL A(NU)StockG6683N103$4.2K2630.0%
Lakeland Finl Corp COM(LKFN)Stock511656100$4.2K660.0%
Peabody Energy Corp COM(BTU)Stock704551100$4.2K1600.0%
Agios Pharmaceuticals Inc COM(AGIO)Stock00847X104$4.3K1060.0%
Jetblue Awys Corp COM(JBLU)Stock477143101$4.3K8680.0%
Fastly Inc CL A(FSLY)Stock31188V100$4.3K5000.0%
Spdr Gold Minishares Trust of Beneficial Interest(GLDM)ETF98149E303$4.3K560.0%
HNI Corp COM(HNI)Stock404251100$4.3K920.0%
Public Storage Oper Co COM(PSA)REIT74460D109$4.3K150.0%
Invesco Preferred ETF(PGX)ETF46138E511$4.3K3740.0%
Greif Inc CL A(GEF)Stock397624107$4.4K730.0%
Equinor ASA Sponsored ADR(EQNR)ADR29446M102$4.4K1800.0%
Rush Enterprises Inc CL B(RUSHB)Stock781846308$4.4K770.0%
Insight Enterprises Inc COM(NSIT)Stock45765U103$4.4K390.0%
Moderna Inc COM(MRNA)Stock60770K107$4.4K1720.0%
Liveramp Hldgs Inc COM(RAMP)Stock53815P108$4.5K1640.0%
Global X S&P 500 Catholic Values Custom ETF(CATH)ETF37954Y889$4.5K550.0%
Cheesecake Factory Inc COM(CAKE)Stock163072101$4.5K820.0%
Align Technology Inc COM(ALGN)Stock016255101$4.5K360.0%
Ares Coml Real Estate Corp COM(ACRE)REIT04013V108$4.5K1,0000.0%
Siriusxm Holdings Inc Common Stock(SIRI)Stock829933100$4.5K1950.0%
Tripadvisor Inc COM(TRIP)Stock896945201$4.6K2800.0%
Black Hills Corp COM(BKH)Stock092113109$4.6K740.0%
Flagstar Bank National Associa COM New(FLG)Stock649445400$4.6K3950.0%
Wesbanco Inc COM(WSBC)Stock950810101$4.6K1430.0%
Otter Tail Corp COM(OTTR)Stock689648103$4.6K560.0%
Liberty Global LTD COM CL C(LBTYK)StockG61188127$4.6K3910.0%
Insmed Inc COM PAR $.01(INSM)Stock457669307$4.6K320.0%
Proshares S&P Midcap 400 Dividend Aristocrats ETF(REGL)ETF74347B680$4.6K540.0%
Alarm COM Hldgs Inc COM(ALRM)Stock011642105$4.6K870.0%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$4.6K560.0%
Spdr Portfolio Long Term Corporate Bond ETF(SPLB)ETF78464A367$4.6K2000.0%
Valaris LTD CL A(VAL)StockG9460G101$4.6K950.0%
Centrus Energy Corp CL A(LEU)Stock15643U104$4.7K150.0%
LA Z BOY Inc COM(LZB)Stock505336107$4.7K1360.0%
Lyondellbasell Industries N V SHS - A -(LYB)StockN53745100$4.7K960.0%
Spirit Aerosystems Hldgs Inc COM CL A(S9Q)Stock848574109$4.7K1220.0%
Descartes SYS Group Inc COM(DSGX)Stock249906108$4.7K500.0%
Seacoast BKG Corp FLA COM New(SBCF)Stock811707801$4.7K1560.0%
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