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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
AGLAgilon Health Inc
Recent Activity
New Position
0.04%
$215,014
54,711 shares@ $3.93 avg price
AMGNAmgen Inc
Recent Activity
New Position
0.04%
$209,605
651 shares@ $321.98 avg price
BACBank America Corp
Recent Activity
New Position
0.04%
$202,411
5,101 shares@ $39.69 avg price
NRGVEnergy Vault Holdings Inc
Recent Activity
New Position
0.01%
$21,627
22,528 shares@ $0.97 avg price