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| Name: |
Rooted Wealth Advisors Inc. |
| City: |
BOURBONNAIS |
| State: |
IL |
| Zip: |
60914 |
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data |
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| Holdings
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8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
63 |
New |
$534.05 |
$312,000 |
599 |
0.15% |
312,000 |
599 |
0 |
Closed - End Fund - E... |
|
|
AMAT |
Applied Materials Inc |
67 |
New |
$219.80 |
$275,000 |
1,332 |
0.14% |
275,000 |
1,332 |
0 |
Semiconductor Equipme... |
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NFLX |
Netflix Inc |
70 |
New |
$650.61 |
$256,000 |
417 |
0.13% |
256,000 |
417 |
0 |
Music & Video Stores |
|
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GLD |
streetTRACKS Gold Trust |
75 |
New |
$224.23 |
$224,000 |
1,063 |
0.11% |
224,000 |
1,063 |
0.013 |
Closed - End Fund - E... |
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AZO |
Autozone Inc |
77 |
New |
$2,820.83 |
$216,000 |
68 |
0.11% |
216,000 |
68 |
0 |
Auto Parts Stores |
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HSY |
Hershey Foods Corp |
78 |
New |
$207.35 |
$212,000 |
1,055 |
0.1% |
212,000 |
1,055 |
0.001 |
Confectioners |
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IEMG |
Ishares Core Msci Emerging ... |
79 |
New |
$54.43 |
$210,000 |
4,052 |
0.1% |
210,000 |
4,052 |
0 |
N/A |
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QYLD |
Global X NASDAQ 100 Covered... |
82 |
New |
$0.00 |
$180,000 |
10,061 |
0.09% |
180,000 |
10,061 |
0.002 |
N/A |
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