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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
XLKSelect Sector Spdr Tr
Recent Activity
New Position
0.05%
$250,170
1,108 shares@ $225.79 avg price
IWMIshares Tr
Recent Activity
New Position
0.04%
$248,789
1,126 shares@ $220.95 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.04%
$242,729
4,765 shares@ $50.94 avg price
DFNMDimensional Etf Trust
Recent Activity
New Position
0.04%
$239,807
4,940 shares@ $48.55 avg price
CMCSAComcast Corp New
Recent Activity
New Position
0.04%
$228,733
5,476 shares@ $41.78 avg price
ITOTIshares Tr
Recent Activity
New Position
0.04%
$224,315
1,786 shares@ $125.6 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.04%
$222,512
651 shares@ $341.81 avg price
ADBEAdobe Inc
Recent Activity
New Position
0.04%
$221,610
428 shares@ $517.79 avg price
JJacobs Solutions Inc
Recent Activity
New Position
0.04%
$221,221
1,690 shares@ $130.9 avg price
XTIshares Tr
Recent Activity
New Position
0.04%
$218,255
3,585 shares@ $60.89 avg price