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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
MDYGSpdr Ser Tr
Recent Activity
New Position
0.06%
$356,663
4,065 shares@ $87.74 avg price
BCBPBcb Bancorp Inc
Recent Activity
New Position
0.06%
$345,520
28,000 shares@ $12.34 avg price
VXFVanguard Index Fds
Recent Activity
New Position
0.06%
$337,348
1,854 shares@ $181.96 avg price
VUSBVanguard Bd Index Fds
Recent Activity
New Position
0.06%
$335,859
6,725 shares@ $49.95 avg price
QCOMQualcomm Inc
Recent Activity
New Position
0.05%
$312,482
1,838 shares@ $170.02 avg price
NAVINavient Corporation
Recent Activity
New Position
0.05%
$300,871
19,299 shares@ $15.59 avg price
SHOPShopify Inc
Recent Activity
New Position
0.05%
$300,285
3,747 shares@ $80.15 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.05%
$287,222
1,038 shares@ $276.71 avg price
VSSVanguard Intl Equity Index F
Recent Activity
New Position
0.05%
$269,542
2,140 shares@ $125.96 avg price
ALLAllstate Corp
Recent Activity
New Position
0.05%
$253,226
1,335 shares@ $189.69 avg price