RWA
Rooted Wealth Advisors Inc. Portfolio
Invests via Rooted Wealth Advisors Inc. | Managed by Rooted Wealth Advisors Inc.
Invests via Rooted Wealth Advisors Inc.
Managed by Rooted Wealth Advisors Inc.
Automatically Tracked
Company Profile
Rooted Wealth Advisors Inc. operates at the intersection of finance and sustainable investment, catering primarily to environmentally conscious clients seeking financial growth while promoting social responsibility. The firm provides tailored wealth management services that integrate ethical investing strategies with a focus on long-term value creation. As leaders in this niche, they leverage deep insights into ESG (Environmental, Social, and Governance) factors to inform client decisions. This position has enabled them to cultivate strong relationships across sectors looking for responsible capital deployment that aligns with values-driven outcomes.
Rooted Wealth Advisors Inc. operates at the intersection of finance and sustainable investment, catering primarily to environmentally conscious clients seeking financial growth while promoting social responsibility. The firm provides tailored wealth management services that integrate ethical investing strategies with a focus on long-term value creation. As leaders in this niche, they leverage deep insights into ESG (Environmental, Social, and Governance) factors to inform client decisions. This position has enabled them to cultivate strong relationships across sectors looking for responsible capital deployment that aligns with values-driven outcomes.
Investment Philosophy & Strategy
In a world increasingly attuned to ecological and social impacts, Rooted Wealth Advisors Inc. embraces the role of guiding responsible investment decisions. Their expertise lies in identifying sustainable opportunities that yield both financial returns and positive societal effects. By intertwining ethical considerations with strategic capital allocation, the firm champions innovative solutions tailored for clients dedicated to enhancing their environmental footprint without sacrificing growth. This proactive approach not only elevates asset value but also solidifies partnerships within sectors striving for meaningful change.
In a world increasingly attuned to ecological and social impacts, Rooted Wealth Advisors Inc. embraces the role of guiding responsible investment decisions. Their expertise lies in identifying sustainable opportunities that yield both financial returns and positive societal effects. By intertwining ethical considerations with strategic capital allocation, the firm champions innovative solutions tailored for clients dedicated to enhancing their environmental footprint without sacrificing growth. This proactive approach not only elevates asset value but also solidifies partnerships within sectors striving for meaningful change.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
27.15%
Gain 0%
Monthly
0.75%
Yearly
9.43%
Drawdown
13.31%
$422.78M
Equity
Holdings
$422.78M
Investment
$341.36M
$109.04M
Profit -$13,365.53
Realized
$24.74M
Unrealized
$84.29M
Dividends
$19.54M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$13,365.53
Win %
75%
This Week
Compared To Last Week
Gain
-0.003%
Profit
-$13,365.53
Win %
75%
This Month
Compared to last month
Gain
-0.83%
Profit
-$3.52M
Win %
75%
This Year
Compared to last year
Gain
4.82%
Profit
$22.19M
Win %
75%
UP Wheels Up Experience Inc.
+8.85%
+$671.37 
AMD Advanced Micro Devices, Inc.
+4.73%
+$65,314 
ANET Arista Networks, Inc.
+4.37%
+$32,018.13 
QCOM QUALCOMM Incorporated
+4.32%
+$17,686.42 
BTU Peabody Energy Corporation
+3.94%
+$9,803.04 
GEV GE Vernova Inc.
+3.73%
+$7,383.66 
AMAT Applied Materials, Inc.
+2.64%
+$28,796.29 
GS The Goldman Sachs Group, Inc.
+2.62%
+$13,121.24 
JPM JPMorgan Chase & Co.
+2.31%
+$26,685.97 
AXP American Express Company
+2.18%
+$6,651.16 
ADIV SmartETFs Asia Pacific Dividend Builder ETF
+2.12%
+$113,813.2 
FCLD Fidelity Cloud Computing ETF
+1.88%
+$24,050.57 
TSLA Tesla, Inc.
+1.82%
+$30,597.84 
UNP Union Pacific Corporation
+1.65%
+$5,021.13 
LIN Linde plc
+1.58%
+$10,129.99 
BAC Bank of America Corporation
+1.56%
+$6,136.96 
DE Deere & Company
+1.55%
+$8,848.81 
COF Capital One Financial Corporation
+1.48%
+$3,214.56 
CAT Caterpillar Inc.
+1.44%
+$41,653.89 
EME EMCOR Group, Inc.
+1.42%
+$3,191.03 
IDMO Invesco S&P International Developed Momentum ETF
+1.36%
+$303,336.64 
NEE NextEra Energy, Inc.
+1.35%
+$4,088.25 
TXN Texas Instruments Inc
+1.35%
+$6,222.94 
ABBV AbbVie Inc.
+1.32%
+$3,513.52 
QTUM Defiance Quantum ETF
+1.22%
+$18,542.52 
AZO AutoZone Inc.
+1.12%
+$2,427.6 
VST Vistra Corp
+1.12%
+$2,417.37 
JNJ Johnson & Johnson
+1.07%
+$4,135.12 
V Visa Inc. Class A
+1.05%
+$3,784.24 
HOOD Robinhood Markets, Inc.
+1.04%
+$3,088.32 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$2,175.11 
SCHH Schwab U.S. REIT ETF
+1%
+$37,368.96 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$2,297.24 
VO Vanguard Mid-Cap ETF
+0.97%
+$387,246.89 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$41,331.84 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$17,428.61 
VFMF Vanguard U.S. Multifactor ETF
+0.9%
+$74,094.99 
APH Amphenol Corporation
+0.88%
+$3,871.23 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$7,898.15 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$7,438.05 
PG Procter & Gamble Co
+0.86%
+$5,995.67 
FTNT Fortinet Inc.
+0.85%
+$12,473.18 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$32,603.48 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.82%
+$12,210.9 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$59,384.18 
SLV iShares Silver Trust
+0.77%
+$11,801.23 
GE General Electric Company
+0.76%
+$5,344.12 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$23,073.85 
MO Altria Group, Inc.
+0.74%
+$1,995.45 
UNH UnitedHealth Group Incorporated
+0.73%
+$8,598.15 
HD The Home Depot, Inc.
+0.73%
+$2,387.14 
MA Mastercard Incorporated
+0.71%
+$2,311.02 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$7,245.24 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$123,700.2 
EMR Emerson Electric Co.
+0.69%
+$2,275.59 
COST Costco Wholesale Corporation
+0.68%
+$4,815.17 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$88,120.12 
DTD WisdomTree U.S. Total Dividend Fund
+0.66%
+$2,053.26 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$31,220.75 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$19,039.09 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$3,240.98 
FDVV Fidelity High Dividend ETF
+0.57%
+$78,627.5 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,036.83 
VOO Vanguard S&P 500 ETF
+0.55%
+$303,617.69 
GOOGL Alphabet Inc
+0.53%
+$14,405.22 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$19,875 
FELC Fidelity Enhanced Large Cap Core ETF
+0.48%
+$21,333.4 
NET Cloudflare Inc.
+0.46%
+$3,190.72 
HSY The Hershey Company
+0.45%
+$1,274.28 
GOOG Alphabet Inc
+0.45%
+$7,358.4 
WMT Walmart Inc.
+0.45%
+$3,551.59 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$43,547.94 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.43%
+$4,579.13 
IXUS iShares Core International Stock ETF
+0.43%
+$6,142.21 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$92,168.16 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$4,172.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$4,540.7 
PEP PepsiCo, Inc.
+0.38%
+$1,023.3 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$21,397.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$2,250.48 
MLPX Global X MLP & Energy Infrastructure ETF
+0.3%
+$15,682.04 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$2,715.12 
XOM Exxon Mobil Corporation
+0.28%
+$2,677.2 
MMM 3M Company
+0.26%
+$871.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$5,516.89 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.17%
+$14,104.44 
CPNQ Calamos Nasdaq-100 Structured Alt Protection ETF – December
+0.17%
+$569.29 
NVDA NVIDIA Corporation
+0.16%
+$8,053.12 
KO The Coca-Cola Company
+0.11%
+$489.78 
MSFT Microsoft Corp.
+0.1%
+$4,438.29 
IAUM iShares Gold Trust Micro
+0.1%
+$1,135.16 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$192.24 
CPSO Calamos S&P 500 Structured Alt Protection ETF – October
+0.09%
+$312.15 
GLD SPDR Gold Shares
+0.06%
+$121.22 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$939.02 
HYD VanEck High Yield Muni ETF
+0.04%
+$319.3 
CPRO Calamos Russell 2000 Structured Alt Protection ETF - October
+0.04%
+$125.46 
PANW Palo Alto Networks, Inc.
+0.03%
+$172.44 
CBOO Calamos Bitcoin Structured Alt Protection ETF – October
+0.02%
+$66.94 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$193.25 
MCD McDonald's Corporation
+0.01%
+$89.3 
CTA-PA EIDP, Inc.
0%
$0 
FLBL Franklin Senior Loan ETF
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
ADBE Adobe Inc.
-6.75%
-$13,287.22 
LLY Eli Lilly and Company
-2.41%
-$42,204.42 
PLTR Palantir Technologies Inc.
-2.36%
-$7,261.5 
CASY Casey's General Stores Inc.
-2.31%
-$7,842.95 
NKE Nike, Inc. - Class B
-2.24%
-$8,114.34 
ULTA Ulta Beauty Inc.
-1.82%
-$6,162.81 
AAPL Apple Inc.
-1.52%
-$87,907.5 
LMT Lockheed Martin Corporation
-1.52%
-$8,650.57 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$3,406.48 
AMZN Amazon.com Inc
-1.23%
-$44,917.85 
NFLX Netflix, Inc.
-1.14%
-$16,557.72 
AVGO Broadcom Inc.
-0.91%
-$16,922.51 
NOW ServiceNow, Inc.
-0.9%
-$3,036.46 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$1,869.29 
PHM PulteGroup Inc.
-0.67%
-$2,494.98 
UPS United Parcel Service, Inc.
-0.51%
-$1,723.71 
NOC Northrop Grumman Corporation
-0.4%
-$941.7 
RTX RTX Corporation
-0.37%
-$1,785.71 
CRM Salesforce Inc
-0.34%
-$892.08 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$7,691.48 
META Meta Platforms Inc Class A
-0.26%
-$3,580.07 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$3,040.17 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$12,997.6 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.16%
-$9,652.56 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.15%
-$2,044.36 
FBND Fidelity Total Bond ETF
-0.13%
-$15,277.02 
FTMH Franklin Municipal High Yield ETF
-0.13%
-$165.45 
LOW Lowe's Companies Inc.
-0.12%
-$345.33 
VHT Vanguard Health Care ETF
-0.12%
-$2,545.24 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$839.16 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$3,650.58 
INTU Intuit Inc.
-0.07%
-$125.81 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$360.4 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$62.88 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$716.14 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$710.85 
MUB iShares National Muni Bond ETF
-0.01%
-$91.87 
IWY iShares Russell Top 200 Growth ETF
0%
-$13.78 Events
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Dividends
Dividend Analysis
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| Trades 1320 | Longs Won 951/1320 72% | Profit Factor 27.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $439,431.84 |
| Average Win $119,049.64 | Best Trade (Jun 14) $12.02M | Sharpe Ratio -12.88 |
| Average Loss -$11,325.13 | Worst Trade (Jun 14) -$243,438.51 | Z-Score 9.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w | Expectancy $82,603.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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