D.B. Root & Company, LLC Purchases in Q3 2024

D.B. Root & Company, LLC

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
65.3K
+ 6.23%
$45.87 - $48.53 $2.99M - $3.17M
1.11M $53.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.44K
+ 1.2%
$61.11 - $67.85 $271K - $301K
375K $25.4M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
29.9K
+ 21.55%
$30.24 - $32.72 $903K - $977K
168K $5.51M
VIG
Vanguard Dividend Appreciation

ETFs
5.91K
+ 8.2%
$182.15 - $182.15 $1.08M - $1.08M
77.9K $14.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.1K
+ 160.85%
$75.47 - $83.18 $838K - $924K
18K $1.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.86K
+ 12.1%
$92.63 - $105.69 $543K - $619K
54.3K $5.66M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.12K
+ 1.33%
$59.93 - $66.52 $127K - $141K
161K $10.7M
META
Meta Platforms, Inc.

Communication Services
335
+ 6.21%
$453.41 - $572.44 $152K - $192K
5.73K $3.28M
WMS
Advanced Drainage Systems, Inc.

Industrials
3.43K
New
$140.18 - $178.56 $481K - $613K
3.43K $539K
AVGO
Broadcom Inc.

Technology
5.09K
+ 2050.81%
$136.27 - $1745.86 $693K - $8.88M
5.33K $920K
XLV
Select Sector Spdr Fund Health

ETFs
3.24K
New
$143.3 - $157.24 $464K - $509K
3.24K $498K
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
+ 36.24%
$191.76 - $263.26 $209K - $287K
4.09K $1.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
666
+ 28.14%
$517.38 - $573.86 $345K - $382K
3.03K $1.74M
TRU
Trans Union

Industrials
4.28K
New
$72.72 - $106.05 $312K - $454K
4.28K $448K
IVV
Ishares Core S&P 500 ETF

ETFs
659
+ 116.84%
$520.18 - $576.82 $343K - $380K
1.22K $705K
IBB
Ishares Biotechnology ETF

ETFs
2.29K
New
$135.09 - $149.47 $309K - $342K
2.29K $333K
NKE
Nike, Inc.

Consumer Cyclical
1.42K
+ 9.75%
$71.09 - $89.44 $101K - $127K
16K $1.41M
GLD
Spdr Gold Trust

ETFs
303
+ 3.57%
$215.56 - $246.98 $65.3K - $74.8K
8.78K $2.13M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
702
New
$386.81 - $423.12 $272K - $297K
702 $297K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
88
+ 0.98%
$475.2 - $527.7 $41.8K - $46.4K
9.1K $4.8M
XLU
Utilities Sector Spdr

ETFs
3.55K
New
$67.67 - $80.78 $240K - $287K
3.55K $286K
XLF
Financial Sector Spdr

ETFs
4.46K
+ 33.82%
$40.84 - $45.74 $182K - $204K
17.6K $799K
IWM
Ishares Russell 2000 ETF

ETFs
1.17K
New
$200.87 - $224.6 $234K - $262K
1.17K $257K
ADBE
Adobe Inc.

Technology
458
New
$508.13 - $586.55 $233K - $269K
458 $237K
SJM
J M Smucker CO

Consumer Defensive
1.09K
+ 13.2%
$109.12 - $122.4 $118K - $133K
9.31K $1.13M
VNQ
Vanguard Specialized Funds Van

ETFs
2.36K
New
$82.97 - $98.97 $195K - $233K
2.36K $229K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.38K
New
$43.67 - $51.82 $191K - $227K
4.38K $226K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.12K
New
$72.18 - $107.33 $153K - $228K
2.12K $225K
WFG
West Fraser Timber Co., LTD

Basic Materials
2.29K
New
$74.68 - $97.37 $171K - $223K
2.29K $223K
SCHO
Schwab Short Term Us Treasury

ETFs
3.99K
+ 13.12%
$47.93 - $49.06 $191K - $196K
34.4K $1.69M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.06K
+ 1.63%
$36.98 - $41.55 $39.2K - $44.1K
66K $2.71M
ANET
Arista Networks, Inc.

Technology
563
New
$311.42 - $388.21 $175K - $219K
563 $216K
LOW
Lowes Companies Inc

Consumer Cyclical
774
New
$213.3 - $270.78 $165K - $210K
774 $209K
GGG
Graco Inc

Industrials
1.15K
+ 8.82%
$77.82 - $87.64 $89.6K - $101K
14.2K $1.24M
CSX
Csx Corp

Industrials
4.37K
+ 9.63%
$32.48 - $35.45 $142K - $155K
49.7K $1.72M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
171
+ 2.55%
$162.45 - $195.17 $27.8K - $33.4K
6.87K $1.31M
SON
Sonoco Products CO

Consumer Cyclical
2.1K
+ 16.85%
$48.33 - $56.57 $102K - $119K
14.6K $796K
BLK
Black Rock Inc.

Financial Services
76
+ 16.1%
$782.27 - $949.51 $59.5K - $72.2K
548 $520K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
344
+ 0.62%
$76.94 - $79.54 $26.5K - $27.4K
56.2K $4.46M
TSCO
Tractor Supply CO

Consumer Cyclical
126
+ 2.81%
$251.95 - $290.93 $31.7K - $36.7K
4.61K $1.34M
RSP
Invesco S&P 500 Equal Weight E

ETFs
529
+ 32.45%
$162.83 - $179.16 $86.1K - $94.8K
2.16K $386K
ACN
Accenture PLC

Technology
190
+ 25.3%
$295.44 - $355.81 $56.1K - $67.6K
941 $332K
MNRO
Monro, Inc.

Consumer Cyclical
927
+ 6.97%
$21.13 - $30.82 $19.6K - $28.6K
14.2K $410K
LFUS
Littelfuse Inc

Technology
195
+ 5.04%
$233.9 - $274.34 $45.6K - $53.5K
4.06K $1.08M
CAT
Caterpillar Inc

Industrials
76
+ 8.76%
$316.8 - $391.12 $24.1K - $29.7K
944 $369K
PGR
Progressive Corp

Financial Services
55
+ 4.45%
$209.46 - $259.24 $11.5K - $14.3K
1.29K $327K
PG
Procter & Gamble CO

Consumer Defensive
264
+ 8.57%
$160.76 - $177.82 $42.4K - $46.9K
3.34K $578K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 0.06%
$196.56 - $218.55 $393 - $437
3.25K $698K
OSK
Oshkosh Corp

Industrials
760
+ 24.01%
$97.2 - $116.02 $73.9K - $88.2K
3.93K $393K
Activity Summary
Buys All Purchases 70 New Holdings 16 Increased Positions 54 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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