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Root shares owned by HB Wealth Management

Quarter-by-quarter ownership of Root (ROOT) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Root

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All positions including Root held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Root by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 21k 89.51
2025-06-30 $2.7M 21k 127.97
2025-03-31 $2.8M 21k 133.44

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Root

Ribbit Management Company
BlackRock
T. Rowe Price Investment Management
Vanguard Group
Susquehanna International
Capital Research Global Investors
Citadel Advisors
Renaissance Technologies
American Century Companies
Geode Capital Management
Galileo
State Street Corporation
UBS Group
Invesco
Morgan Stanley

View all funds holding Root