Holdings
Rooted Wealth Advisors, Inc.
As of Jun 30, 2026, Rooted Wealth Advisors, Inc. reported 72 positions worth US$67.2M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 21,154 | US$6.12M | +1,619 | Jun 30, 2026 |
| Nvidia Corporation | 26,256 | US$5.25M | +1,090 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 12,539 | US$4.48M | +410 | Jun 30, 2026 |
| Microsoft Corp. | 11,745 | US$4.38M | +649 | Jun 30, 2026 |
| Amazon.com, Inc. | 15,541 | US$3.7M | +366 | Jun 30, 2026 |
| Caterpillar, Inc. | 3,195 | US$3.4M | −24 | Jun 30, 2026 |
| Eli Lilly And Company | 2,013 | US$2.41M | +503 | Jun 30, 2026 |
| Broadcom Inc. | 5,130 | US$1.94M | +295 | Jun 30, 2026 |
| Tesla, Inc. | 4,562 | US$1.92M | +359 | Jun 30, 2026 |
| Netflix, Inc. | 21,758 | US$1.55M | +3,954 | Jun 30, 2026 |