test

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
JNJJohnson & Johnson
Recent Activity
Increased 104.06%
0.08%
$457,035
2,820 shares@ $162.07 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 2.25%
0.08%
$455,978
2,779 shares@ $164.08 avg price
VVisa Inc
Recent Activity
Increased 18.97%
0.08%
$446,702
1,625 shares@ $274.9 avg price
SPOTSpotify Technology S A
Recent Activity
Increased 8.92%
0.08%
$445,921
1,210 shares@ $368.53 avg price
DFAWDimensional Etf Trust
Recent Activity
Increased 0.05%
0.08%
$443,522
6,989 shares@ $63.47 avg price
MAMastercard Incorporated
Recent Activity
Increased 30.71%
0.07%
$401,501
813 shares@ $493.86 avg price
MUBIshares Tr
Recent Activity
Increased 44.35%
0.06%
$360,699
3,320 shares@ $108.65 avg price
ABBVAbbvie Inc
Recent Activity
Increased 41.31%
0.06%
$354,771
1,796 shares@ $197.54 avg price
VFQYVanguard Wellington Fd
Recent Activity
Increased 17.91%
0.06%
$347,128
2,430 shares@ $142.86 avg price
BLKBlackrock Inc
Recent Activity
Increased 2.86%
0.06%
$341,645
360 shares@ $949.02 avg price