Root-Financial-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-25
Total Holdings
210
Total Value
938159272
Accession Number
0001085146-25-002341
Form Type
13F-HR
Manager Name
Root-Financial-Partners
Data Enrichment
70% identified
148 identified62 unidentified

Holdings

210 positions • $938.2M total value
Manager:
Search and click to pin securities to the top
Page 5 of 11
97717Y527
Shares:15.8K
Value:$793.9K
% of Portfolio:0.1% ($793.9K/$938.2M)
808524847
Shares:36.2K
Value:$779.2K
% of Portfolio:0.1% ($779.2K/$938.2M)
808524102
Shares:36.0K
Value:$777.5K
% of Portfolio:0.1% ($777.5K/$938.2M)
UNITEDHEALTH GROUP INC
Shares:1.4K
Value:$749.0K
% of Portfolio:0.1% ($749.0K/$938.2M)
808524201
Shares:33.4K
Value:$738.5K
% of Portfolio:0.1% ($738.5K/$938.2M)
JPMORGAN CHASE & CO
Shares:3.0K
Value:$730.4K
% of Portfolio:0.1% ($730.4K/$938.2M)
LPL Financial Holdings Inc.
Shares:2.2K
Value:$719.7K
% of Portfolio:0.1% ($719.7K/$938.2M)
464287598
Shares:3.7K
Value:$696.8K
% of Portfolio:0.1% ($696.8K/$938.2M)
Salesforce, Inc.
Shares:2.6K
Value:$694.7K
% of Portfolio:0.1% ($694.7K/$938.2M)
Mastercard Inc
Shares:1.2K
Value:$672.7K
% of Portfolio:0.1% ($672.7K/$938.2M)
33734Y109
Shares:7.4K
Value:$665.7K
% of Portfolio:0.1% ($665.7K/$938.2M)
46432F842
Shares:8.8K
Value:$664.9K
% of Portfolio:0.1% ($664.9K/$938.2M)
Spotify Technology S.A.
Shares:1.2K
Value:$635.8K
% of Portfolio:0.1% ($635.8K/$938.2M)
464287507
Shares:10.7K
Value:$625.0K
% of Portfolio:0.1% ($625.0K/$938.2M)
922908629
Shares:2.4K
Value:$614.8K
% of Portfolio:0.1% ($614.8K/$938.2M)
33740F888
Shares:24.3K
Value:$601.5K
% of Portfolio:0.1% ($601.5K/$938.2M)
921908844
Shares:3.0K
Value:$590.1K
% of Portfolio:0.1% ($590.1K/$938.2M)
46434V407
Shares:13.7K
Value:$583.4K
% of Portfolio:0.1% ($583.4K/$938.2M)
808524649
Shares:22.7K
Value:$575.2K
% of Portfolio:0.1% ($575.2K/$938.2M)
464287614
Shares:1.6K
Value:$570.4K
% of Portfolio:0.1% ($570.4K/$938.2M)