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Daniel Degheri

@Root Financial Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$625.062MTotal holdings152
Assets growth rate46.32%Assets growth rate (2-Q avg)36.51%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Root Financial Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Root Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 625.062M in assets, with a quarterly growth rate of 46.32% and a 2-quarter average growth rate of 36.51%. The portfolio is managed by Daniel Degheri, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.88%
$5.495M
11,938 shares@ $460.27 avg price
ISRGIntuitive Surgical Inc
Recent Activity
New Position
0.28%
$1.724M
3,509 shares@ $491.27 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
New Position
0.26%
$1.624M
16,926 shares@ $95.96 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
New Position
0.21%
$1.308M
12,322 shares@ $106.13 avg price
USFRWisdomtree Tr
Recent Activity
New Position
0.14%
$872,824
17,380 shares@ $50.23 avg price
EPDEnterprise Prods Partners L
Recent Activity
New Position
0.13%
$801,465
27,532 shares@ $29.12 avg price
SPYVSpdr Ser Tr
Recent Activity
New Position
0.12%
$721,352
13,646 shares@ $52.87 avg price
UDIUscf Etf Tr
Recent Activity
New Position
0.12%
$707,581
23,657 shares@ $29.92 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
New Position
0.11%
$676,193
13,228 shares@ $51.12 avg price
BIDUBaidu Inc
Recent Activity
New Position
0.11%
$649,113
6,165 shares@ $105.3 avg price