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Emcor shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Emcor (EME) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Emcor

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Emcor by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $230k 277 831.11

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Ishares Tr Core Div Grwth (DGRO)
Invesco Actively Managed Exc Total Return (GTO)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Vanguard Wellington Us Multifactor (VFMF)
Vanguard Whitehall Fds High Div Yld (VYM)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)

View all positions for Rooted Wealth Advisors

Top funds holding Emcor

Vanguard Group
BlackRock
Vanguard Capital Management
FMR
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Victory Capital Management
AQR Capital Management
Kayne Anderson Rudnick Investment Management
Invesco
First Trust Advisors
Select Equity
Morgan Stanley
Northern Trust

View all funds holding Emcor