D.B. Root & Company, LLC Purchases in Q2 2025

D.B. Root & Company, LLC

  • $320 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
12.2K
+ 44.21%
$228.54 - $279.83 $2.78M - $3.4M
39.7K $11.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
62.7K
New
$58.63 - $59.9 $3.68M - $3.76M
62.7K $3.75M
JCPB
J P Morgan Exchange Traded Fd

ETFs
34.5K
+ 2.8%
$45.9 - $47.2 $1.58M - $1.63M
1.27M $59.6M
MSFT
Microsoft Corp

Technology
372
+ 3.45%
$354.56 - $497.45 $132K - $185K
11.1K $5.54M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
29.9K
+ 15.73%
$29.64 - $34.54 $886K - $1.03M
220K $7.6M
DFAI
Dimensional ETF Tr

ETFs
7.81K
+ 3.49%
$28.02 - $34.71 $219K - $271K
232K $8.01M
AMZN
Amazon Com Inc

Consumer Cyclical
733
+ 3.46%
$167.32 - $223.3 $123K - $164K
21.9K $4.81M
AVGO
Broadcom Inc.

Technology
887
+ 19.71%
$146.29 - $275.65 $130K - $245K
5.39K $1.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
378
+ 4.42%
$456.74 - $568.03 $173K - $215K
8.93K $5.07M
XLI
Industrial Sector Spdr

ETFs
3.96K
New
$116.42 - $147.52 $461K - $584K
3.96K $584K
JPM
Jpmorgan Chase & CO

Financial Services
990
+ 30.22%
$210.28 - $289.91 $208K - $287K
4.27K $1.24M
SHAK
Shake Shack Inc.

Consumer Cyclical
837
+ 15.71%
$75.85 - $140.6 $63.5K - $118K
6.17K $866K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
14.4K
New
$23.14 - $27.82 $333K - $400K
14.4K $393K
APH
Amphenol Corp

Technology
3.97K
New
$59.09 - $98.75 $234K - $392K
3.97K $391K
GLD
Spdr Gold Trust

ETFs
644
+ 5.93%
$273.71 - $316.29 $176K - $204K
11.5K $3.51M
RACE
Ferrari N.V.

Consumer Cyclical
733
New
$397.86 - $499.02 $292K - $366K
733 $359K
ETN
Eaton Corp PLC

Industrials
13
+ 0.32%
$246.52 - $356.99 $3.2K - $4.64K
4.07K $1.45M
ISVL
Ishares Tr Intl Developed Smal
8.16K
New
$33.31 - $42.11 $272K - $344K
8.16K $342K
WDAY
Workday, Inc.

Technology
1.39K
New
$210.47 - $274.71 $292K - $380K
1.39K $332K
CRM
Salesforce, Inc.

Technology
1.2K
New
$236.26 - $291.15 $284K - $350K
1.2K $327K
CEG
Constellation Energy Corp

Utilities
1.01K
New
$170.96 - $322.76 $173K - $327K
1.01K $327K
SPGI
S&P Global Inc.

Financial Services
593
+ 128.63%
$438.31 - $527.29 $260K - $313K
1.05K $555K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.33K
New
$55.54 - $69.09 $240K - $299K
4.33K $299K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.22K
+ 26.5%
$152.93 - $181.74 $187K - $222K
5.83K $1.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
187
+ 10.22%
$416.06 - $551.64 $77.8K - $103K
2.02K $1.11M
SHW
Sherwin Williams CO

Basic Materials
740
New
$313.51 - $363.51 $232K - $269K
740 $254K
SPY
Spdr S&P 500 ETF Trust

ETFs
141
+ 5.07%
$496.48 - $617.85 $70K - $87.1K
2.92K $1.81M
ORCL
Oracle Corp

Technology
1.1K
New
$122.82 - $218.63 $136K - $241K
1.1K $241K
CDNS
Cadence Design Systems Inc

Technology
418
+ 23.04%
$231.64 - $323.08 $96.8K - $135K
2.23K $687K
NFLX
Netflix Inc

Communication Services
2
+ 0.38%
$855.86 - $1339.13 $1.71K - $2.68K
532 $712K
SCHW
Schwab Charles Corp

Financial Services
2.38K
New
$69.06 - $91.24 $164K - $217K
2.38K $216K
LLY
Eli Lilly & CO

Healthcare
297
+ 75.38%
$713.71 - $898.95 $212K - $267K
691 $538K
LHX
L3 Harris Technologies, Inc.

Industrials
579
+ 35.28%
$200.21 - $256.99 $116K - $149K
2.22K $556K
PLTR
Palantir Technologies Inc.

Technology
311
+ 9.93%
$74.01 - $144.25 $23K - $44.9K
3.44K $469K
NDAQ
Nasdaq, Inc.

Financial Services
2.26K
New
$66.4 - $89.42 $150K - $202K
2.26K $202K
AMD
Advanced Micro Devices Inc

Technology
1.41K
New
$78.21 - $143.81 $111K - $203K
1.41K $200K
TXN
Texas Instruments Inc

Technology
1.01K
New
N/A
1.01K $195K
NKE
Nike, Inc.

Consumer Cyclical
319
+ 1.71%
$53.27 - $72.04 $17K - $23K
18.9K $1.35M
XLV
Select Sector Spdr Fund Health

ETFs
1.36K
+ 74.68%
$128.77 - $144.3 $175K - $196K
3.18K $428K
NU
Nu Holdings Ltd.

Financial Services
11.8K
New
$9.6 - $13.72 $114K - $162K
11.8K $162K
LFUS
Littelfuse Inc

Technology
112
+ 2.53%
$149.72 - $227.31 $16.8K - $25.5K
4.54K $1.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.7K
+ 8.51%
$24.32 - $27.87 $406K - $465K
213K $5.64M
RTX
Raytheon Technologies Corp

Industrials
282
+ 3.88%
$113.75 - $148.48 $32.1K - $41.9K
7.56K $1.1M
MU
Micron Technology Inc

Technology
219
+ 7.26%
$64.72 - $127.91 $14.2K - $28K
3.24K $398K
ISRG
Intuitive Surgical Inc

Healthcare
172
+ 20.31%
$451.58 - $565.94 $77.7K - $97.3K
1.02K $553K
VMI
Valmont Industries Inc

Industrials
41
+ 1.55%
$263.86 - $333.86 $10.8K - $13.7K
2.69K $876K
GOOG
Alphabet Inc.

Communication Services
448
+ 23.08%
$146.58 - $180.01 $65.7K - $80.6K
2.39K $423K
GS
Goldman Sachs Group Inc

Financial Services
72
+ 18.9%
$462.22 - $707.75 $33.3K - $51K
453 $320K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
191
+ 14.67%
$376.48 - $440.65 $71.9K - $84.2K
1.49K $657K
Activity Summary
Buys All Purchases 88 New Holdings 23 Increased Positions 65 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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