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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
CVXChevron Corp New
Recent Activity
Increased 0.88%
0.1%
$613,210
4,164 shares@ $147.27 avg price
IJHIshares Tr
Recent Activity
Increased 144.84%
0.1%
$609,552
9,781 shares@ $62.33 avg price
ORCLOracle Corp
Recent Activity
Increased 8.97%
0.09%
$530,114
3,111 shares@ $170.4 avg price
CRMSalesforce Inc
Recent Activity
Increased 8.41%
0.09%
$529,363
1,934 shares@ $273.72 avg price
KLACKla Corp
Recent Activity
Increased 3.04%
0.09%
$525,076
678 shares@ $774.45 avg price
RTXRtx Corporation
Recent Activity
Increased 8.79%
0.09%
$520,607
4,297 shares@ $121.16 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 106.44%
0.09%
$508,188
2,566 shares@ $198.05 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 0.51%
0.08%
$484,531
9,826 shares@ $49.32 avg price
SPTISpdr Ser Tr
Recent Activity
Increased 1.85%
0.08%
$476,951
16,413 shares@ $29.06 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 0.11%
0.08%
$463,419
6,830 shares@ $67.86 avg price