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

D.B. Root & Company, LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
51.5K
+ 4.37%
$45.56 - $47.23 $2.35M - $2.43M
1.23M $57.9M
VO
Vanguard Mid Cap ETF

ETFs
8.04K
+ 41.28%
$251.87 - $277.95 $2.03M - $2.23M
27.5K $7.12M
GLD
Spdr Gold Trust

ETFs
1.66K
+ 17.97%
$243.19 - $288.14 $402K - $477K
10.9K $3.13M
XLF
Financial Sector Spdr

ETFs
13.7K
+ 77.94%
$47.32 - $52.19 $650K - $717K
31.4K $1.56M
VIG
Vanguard Dividend Appreciation

ETFs
3.72K
+ 4.75%
N/A
82.1K $14.9M
XLC
Select Sector Spdr Tr Communic

ETFs
6.75K
+ 44.47%
$94.84 - $105.31 $640K - $710K
21.9K $2.11M
DTH
Wisdomtree Tr

ETFs
13.1K
New
$37.33 - $43.33 $487K - $566K
13.1K $554K
SHAK
Shake Shack Inc.

Consumer Cyclical
5.33K
New
$82.77 - $133.38 $441K - $711K
5.33K $469K
XLY
Select Sector Spdr Consumer Di

ETFs
2.35K
New
$192.6 - $233.2 $452K - $547K
2.35K $463K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.79K
New
$47.79 - $59.89 $420K - $527K
8.79K $441K
VNQ
Vanguard Specialized Funds Van

ETFs
3.48K
New
$85.55 - $94.34 $298K - $328K
3.48K $315K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
13.3K
+ 7.55%
$31.97 - $34.34 $427K - $458K
190K $6.15M
NSC
Norfolk Southern Corp

Industrials
1.01K
New
$227.69 - $259.76 $231K - $263K
1.01K $239K
DHR
Danaher Corp

Healthcare
1.15K
New
$201.62 - $250.59 $232K - $289K
1.15K $236K
ABBV
Abb Vie Inc.

Healthcare
1.12K
New
$169.2 - $216.66 $189K - $242K
1.12K $234K
ADP
Automatic Data Processing Inc

Industrials
27
+ 0.16%
$286.85 - $318.64 $7.74K - $8.6K
16.8K $5.12M
IAU
Ishares Gold Trust

ETFs
3.71K
New
$49.74 - $58.96 $184K - $219K
3.71K $218K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.25K
New
$142.8 - $176.36 $179K - $221K
1.25K $216K
SCHO
Schwab Short Term Us Treasury

ETFs
8.16K
+ 13.85%
$24.1 - $24.34 $197K - $199K
67.1K $1.63M
CVX
Chevron Corp

Energy
417
+ 6.52%
$146.71 - $167.97 $61.2K - $70K
6.82K $1.14M
MO
Altria Group, Inc.

Consumer Defensive
3.57K
New
$50.81 - $60.02 $181K - $214K
3.57K $214K
AMGN
Amgen Inc

Healthcare
660
New
$258.59 - $327.36 $171K - $216K
660 $205K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.23K
+ 36.21%
$169.43 - $182.84 $208K - $224K
4.61K $798K
SLV
I Shares Silver Trust

ETFs
6.54K
New
$26.93 - $31.32 $176K - $205K
6.54K $202K
C
Citigroup Inc

Financial Services
2.86K
New
$67.23 - $84.63 $192K - $242K
2.86K $202K
ENB
Enbridge Inc

Energy
4.54K
New
$41.54 - $45.45 $188K - $206K
4.54K $200K
NFLX
Netflix Inc

Communication Services
199
+ 60.12%
$828.4 - $1058.6 $165K - $211K
530 $494K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
242
+ 27.91%
$402.49 - $513.76 $97.4K - $124K
1.11K $537K
XOM
Exxon Mobil Corp

Energy
61
+ 0.4%
$105.44 - $118.93 $6.43K - $7.25K
15.2K $1.81M
PM
Philip Morris International Inc.

Consumer Defensive
129
+ 4.09%
$117.15 - $158.79 $15.1K - $20.5K
3.28K $520K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.04%
$114.1 - $135.66 $342 - $407
7.27K $963K
MCD
Mcdonalds Corp

Consumer Cyclical
80
+ 2.36%
$279.74 - $321.29 $22.4K - $25.7K
3.47K $1.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
200
+ 21.74%
$497.6 - $606.74 $99.5K - $121K
1.12K $557K
LLY
Eli Lilly & CO

Healthcare
63
+ 19.03%
$725.72 - $929.72 $45.7K - $58.6K
394 $325K
DUK
Duke Energy Corp

Utilities
9
+ 0.2%
$105.87 - $121.97 $953 - $1.1K
4.56K $556K
PGR
Progressive Corp

Financial Services
11
+ 0.85%
$235.61 - $291.22 $2.59K - $3.2K
1.3K $369K
WM
Waste Management Inc

Industrials
59
+ 3.94%
$200.54 - $233.78 $11.8K - $13.8K
1.56K $360K
GLOB
Globant S.A.

Technology
1.24K
+ 125.53%
$117.72 - $228.73 $146K - $285K
2.24K $263K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
874
+ 28.73%
$165.25 - $224.62 $144K - $196K
3.92K $650K
WMT
Walmart Inc.

Consumer Defensive
1.51K
+ 4.62%
$84.5 - $105.05 $128K - $159K
34.2K $3M
PLTR
Palantir Technologies Inc.

Technology
159
+ 5.35%
$64.98 - $124.62 $10.3K - $19.8K
3.13K $264K
TLT
Ishares Barclays 20+ Year Trea

ETFs
150
+ 2.45%
$85.29 - $92.57 $12.8K - $13.9K
6.28K $571K
CDNS
Cadence Design Systems Inc

Technology
395
+ 27.84%
$233.96 - $324.52 $92.4K - $128K
1.81K $461K
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 1.71%
$225.19 - $279.95 $12.4K - $15.4K
3.28K $803K
XLP
Consumer Staples Sector Spdr

ETFs
324
+ 7.38%
N/A
4.72K $358K
MU
Micron Technology Inc

Technology
108
+ 3.71%
$86.89 - $109.38 $9.38K - $11.8K
3.02K $262K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.1%
$68.32 - $75.06 $205 - $225
3.16K $235K
ISRG
Intuitive Surgical Inc

Healthcare
67
+ 8.59%
$476.63 - $610.45 $31.9K - $40.9K
847 $419K
IWM
Ishares Russell 2000 ETF

ETFs
188
+ 15.11%
$198.1 - $229.79 $37.2K - $43.2K
1.43K $285K
Activity Summary
Buys All Purchases 84 New Holdings 18 Increased Positions 66 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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