D.B. Root & Company, LLC Purchases and Sells in Q3 2025

D.B. Root & Company, LLC

$343 Million
Q3 2025

Top Buys

Incresed Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	125K + 9.87%	$46.37 - $47.77 $5.79M - $5.97M	1.39M $66.1M
SCHX	91.6K + 8.07%	$24.46 - $26.5 $2.24M - $2.43M	1.23M $32.3M
VO	7.37K + 18.56%	$279.83 - $293.74 $2.06M - $2.16M	47K $13.8M
AAPL	672 + 1.62%	$202.38 - $256.87 $136K - $173K	42K $10.7M
DFAI	49K + 21.15%	$34.05 - $36.55 $1.67M - $1.79M	281K $10.2M
SCHG	23.9K + 10.86%	$28.92 - $32.19 $690K - $768K	244K $7.78M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJJ	4.04K New	$122.57 - $132.57 $495K - $535K	4.04K $523K
BND	6.42K New	$72.57 - $74.72 $466K - $479K	6.42K $477K
VGLT	7.09K New	$54.21 - $57.41 $384K - $407K	7.09K $402K
SLV	8.73K New	$32.73 - $42.5 $286K - $371K	8.73K $369K
XLU	3.36K New	$81.14 - $87.32 $273K - $294K	3.36K $293K
GDX	3.8K New	$50.79 - $76.4 $193K - $290K	3.8K $289K

Top Sells

Reduced Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	-30.5K - 48.59%	$58.97 - $60.36 $1.8M - $1.84M	32.3K $1.94M
SCHM	-35.7K - 61.41%	$28.15 - $30.13 $1M - $1.07M	22.4K $664K
XLF	-12.9K - 52.11%	$51.37 - $54.25 $664K - $701K	11.9K $639K
KO	-3.7K - 18.62%	$65.67 - $71.67 $243K - $265K	16.2K $1.07M
NFLX	-190 - 35.71%	$1147.87 - $1297.18 $218K - $246K	342 $410K
ADP	-27 - 0.16%	$288.69 - $310.94 $7.79K - $8.4K	16.6K $4.87M

Activity Summary All Purchases 92 New Holdings 13 Increased Positions 79 All Sells 79 Reductions 79 Sold out 0 Calls 0 Puts 0

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