Rooted Wealth Advisors, Inc.
Top Portfolio Positions
75 positions ·
$56,987,031 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
19,535 | $4,957,787 | 8.70% | |
| NVDA |
Nvidia Corp
Technology
|
25,166 | $4,388,950 | 7.70% | |
| MSFT |
Microsoft Corp
Technology
|
11,096 | $4,107,406 | 7.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,175 | $3,160,497 | 5.55% | |
| CAT |
Caterpillar Inc
Industrials
|
3,219 | $2,280,532 | 4.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,542 | $2,168,777 | 3.81% | |
| NFLX |
Netflix Inc
Communication Services
|
17,804 | $1,711,854 | 3.00% | |
| SLV |
iShares Silver Trust
|
25,109 | $1,710,927 | 3.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,203 | $1,562,465 | 2.74% | |
| AVGO |
Broadcom Inc.
Technology
|
4,835 | $1,496,480 | 2.63% |
Portfolio Trend
Holdings in UP
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,361 | 20,041 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $29,546 | 45,041 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $46,000 | 25,000 | Shares | Sole | 2025-10-20 | |
| No 13F history on record for this holder in this stock. | ||||||