D.B. Root & Company, LLC Purchases and Sells in Q1 2025

D.B. Root & Company, LLC

$298 Million
Q1 2025

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	51.5K + 4.37%	$45.56 - $47.23 $2.35M - $2.43M	1.23M $57.9M
VO	8.04K + 41.28%	$251.87 - $277.95 $2.03M - $2.23M	27.5K $7.12M
GLD	1.66K + 17.97%	$243.19 - $288.14 $402K - $477K	10.9K $3.13M
XLF	13.7K + 77.94%	$47.32 - $52.19 $650K - $717K	31.4K $1.56M
VIG	3.72K + 4.75%	N/A	82.1K $14.9M
XLC	6.75K + 44.47%	$94.84 - $105.31 $640K - $710K	21.9K $2.11M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DTH	13.1K New	$37.33 - $43.33 $487K - $566K	13.1K $554K
SHAK	5.33K New	$82.77 - $133.38 $441K - $711K	5.33K $469K
XLY	2.35K New	$192.6 - $233.2 $452K - $547K	2.35K $463K
CMG	8.79K New	$47.79 - $59.89 $420K - $527K	8.79K $441K
VNQ	3.48K New	$85.55 - $94.34 $298K - $328K	3.48K $315K
NSC	1.01K New	$227.69 - $259.76 $231K - $263K	1.01K $239K

Top Sells

Reduced Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	-4.82K - 23.57%	$206.38 - $242.18 $994K - $1.17M	15.6K $3.22M
MSFT	-609 - 5.35%	$375.39 - $447.2 $229K - $272K	10.8K $4.04M
AMZN	-578 - 2.66%	$190.26 - $242.06 $110K - $140K	21.2K $4.03M
DKS	-10 - 0.04%	$186.55 - $250.04 $1.87K - $2.5K	26.8K $5.41M
GOOGL	-1.01K - 6.86%	$154.33 - $206.19 $155K - $208K	13.7K $2.12M
VOO	-750 - 8.06%	$507.05 - $563.67 $380K - $423K	8.55K $4.4M

Activity Summary All Purchases 84 New Holdings 18 Increased Positions 66 All Sells 85 Reductions 85 Sold out 0 Calls 0 Puts 0

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