Root Financial Partners, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$938.2B
Holdings
210
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (210 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | UPSUNITED PARCEL SERVICE INC | 1,869 | $205.6M | 0.02% | |
| 202 | GQ9SPDR GOLD TR | 713 | $205.4M | 0.02% | |
| 203 | PFNPIMCO INCOME STRATEGY FD II | 26,995 | $203.5M | 0.02% | |
| 204 | JPSTJ P MORGAN EXCHANGE TRADED F | 3,992 | $202.1M | 0.02% | |
| 205 | TJXTJX COS INC NEW | 1,657 | $201.8M | 0.02% | |
| 206 | AMATAPPLIED MATLS INC | 1,382 | $200.6M | 0.02% | |
| 207 | FFORD MTR CO | 17,263 | $173.2M | 0.02% | |
| 208 | VUZIVUZIX CORP | 10,500 | $21.4M | 0.00% | |
| 209 | NRGVENERGY VAULT HOLDINGS INC | 30,404 | $21.1M | 0.00% | |
| 210 | XYZ 0.25 11/01/27BLOCK INC | 10,000 | $8.8M | 0.00% |
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