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
IWM
Ishares Russell 2000 ETF

ETFs
302
+ 21.09%
$174.82 - $215.79 $52.8K - $65.2K
1.73K $374K
MCO
Moodys Corp

Financial Services
117
+ 14.53%
$396.7 - $501.59 $46.4K - $58.7K
922 $462K
FISV
Fiserv Inc

Technology
637
+ 28.22%
N/A
2.89K $362K
COF
Capital One Financial Corp

Financial Services
92
+ 6.31%
$150.57 - $212.76 $13.9K - $19.6K
1.55K $329K
TSCO
Tractor Supply CO

Consumer Cyclical
2.21K
+ 9.6%
$47.86 - $55.77 $106K - $123K
25.2K $1.33M
XLP
Consumer Staples Sector Spdr

ETFs
804
+ 17.05%
N/A
5.52K $419K
C
Citigroup Inc

Financial Services
186
+ 6.51%
$58.13 - $85.12 $10.8K - $15.8K
3.04K $258K
MAR
Marriott International Inc

Consumer Cyclical
34
+ 3.17%
$211.12 - $274.14 $7.18K - $9.32K
1.11K $302K
BALT
Innovator Etfs Tr
1.23K
+ 17.77%
$30.33 - $32.1 $37.3K - $39.5K
8.16K $261K
TLT
Ishares Barclays 20+ Year Trea

ETFs
600
+ 9.56%
$83.97 - $92.85 $50.4K - $55.7K
6.88K $606K
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 1.83%
$335.24 - $380.78 $25.1K - $28.6K
4.18K $1.53M
V
Visa Inc.

Financial Services
42
+ 1.62%
$308.27 - $373.31 $12.9K - $15.7K
2.63K $934K
NSC
Norfolk Southern Corp

Industrials
28
+ 2.76%
$206.34 - $257.46 $5.78K - $7.21K
1.04K $266K
SRE
Sempra Energy

Utilities
86
+ 1.9%
$63.78 - $78.91 $5.49K - $6.79K
4.62K $349K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
350
+ 4.61%
$51.68 - $52.76 $18.1K - $18.5K
7.94K $418K
D
Dominion Energy, Inc

Utilities
246
+ 6.55%
$49.66 - $58.0 $12.2K - $14.3K
4K $226K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.06K
+ 19.69%
$30.03 - $40.05 $31.9K - $42.6K
6.46K $227K
PEG
Public Service Enterprise Group Inc

Utilities
36
+ 0.74%
$77.13 - $84.18 $2.78K - $3.03K
4.89K $411K
WM
Waste Management Inc

Industrials
47
+ 3.02%
$216.47 - $242.1 $10.2K - $11.4K
1.6K $366K
MRK
Merck & Co., Inc.

Healthcare
372
+ 15.21%
$73.47 - $87.12 $27.3K - $32.4K
2.82K $222K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.03%
$217.22 - $246.25 $217 - $246
3.24K $788K
Ge Vernova Inc
782
New
N/A
782 $0
Vanguard Instl Index Fd
15.7K
New
N/A
15.7K $0
Blackrock Inc
72
+ 22.02%
N/A
399 $0
Innovator Etfs Trust
9.76K
+ 6.67%
N/A
156K $0
HEIA
Heico Crp Cl A
1.13K
New
N/A
1.13K $0
Tidal Trust Iii
9.1K
New
N/A
9.1K $0
Thornburg ETF Tr
9.25K
New
N/A
9.25K $0
Pimco ETF Tr
118K
+ 1521.49%
N/A
126K $0
MO
Altria Group, Inc.

Consumer Defensive
68
+ 1.91%
$55.56 - $60.91 $3.78K - $4.14K
3.63K $213K
WPC
W. P. Carey Inc.

Real Estate
1
+ 0.02%
$56.12 - $64.53 $56.1 - $64.5
4.09K $255K
CLF
Cleveland Cliffs Inc.

Basic Materials
250
+ 2.43%
$5.83 - $8.88 $1.46K - $2.22K
10.6K $80K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.1%
$68.13 - $74.77 $204 - $224
3.16K $230K
PCAR
Paccar Inc

Industrials
8
+ 0.31%
$86.4 - $99.09 $691 - $793
2.61K $247K
PGR
Progressive Corp

Financial Services
29
+ 2.22%
$255.27 - $288.74 $7.4K - $8.37K
1.33K $355K
PAYX
Paychex Inc

Industrials
17
+ 0.62%
$137.01 - $159.78 $2.33K - $2.72K
2.77K $403K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
109
+ 0.41%
$167.22 - $212.42 $18.2K - $23.2K
27K $5.33M
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
Track This Portfolio

Track D.B. Root & Company, LLC Portfolio

Follow D.B. Root & Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D.B. Root & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on D.B. Root & Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email