Rooted Wealth Advisors »

Applied Materials shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Applied Materials

Tip: Access up to 7 years of quarterly data

All positions including Applied Materials held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Applied Materials by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $273k 1.5k 177.97
2024-09-30 $353k 1.8k 200.11
2024-06-30 $335k 1.5k 217.82
2024-03-31 $275k 1.3k 206.46

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Total (IXUS)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding Applied Materials

BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Capital Research and Management Company - Division 3
Capital World Investors
Morgan Stanley
Northern Trust
Norges Bank Investment Management
FMR
Ubs Global Asset Management Americas
Bank of New York Mellon
Alliancebernstein
Invesco
Bank of America Corporation

View all funds holding Applied Materials