D.B. Root & Company, LLC Incresed Positions in Q3 2025

D.B. Root & Company, LLC

  • $343 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
125K
+ 9.87%
$46.37 - $47.77 $5.79M - $5.97M
1.39M $66.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
91.6K
+ 8.07%
$24.46 - $26.5 $2.24M - $2.43M
1.23M $32.3M
VO
Vanguard Mid Cap ETF

ETFs
7.37K
+ 18.56%
$279.83 - $293.74 $2.06M - $2.16M
47K $13.8M
AAPL
Apple Inc.

Technology
672
+ 1.62%
$202.38 - $256.87 $136K - $173K
42K $10.7M
DFAI
Dimensional ETF Tr

ETFs
49K
+ 21.15%
$34.05 - $36.55 $1.67M - $1.79M
281K $10.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.9K
+ 10.86%
$28.92 - $32.19 $690K - $768K
244K $7.78M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17.6K
+ 405.71%
$68.24 - $73.73 $1.2M - $1.29M
21.9K $1.61M
NVDA
Nvidia Corp

Technology
2.84K
+ 11.31%
$153.3 - $186.58 $435K - $530K
27.9K $5.21M
XLK
Technology Sector Spdr

ETFs
2.36K
+ 15.23%
$250.97 - $282.66 $591K - $666K
17.8K $5.02M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2
+ 0.01%
$201.83 - $230.93 $404 - $462
27K $5.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
373
+ 4.18%
$567.77 - $614.76 $212K - $229K
9.3K $5.7M
AVGO
Broadcom Inc.

Technology
750
+ 13.92%
$264.74 - $369.57 $199K - $277K
6.14K $2.02M
ORCL
Oracle Corp

Technology
915
+ 82.88%
$218.96 - $328.33 $200K - $300K
2.02K $567K
CMI
Cummins Inc

Industrials
118
+ 5.82%
$327.85 - $426.39 $38.7K - $50.3K
2.15K $906K
QQQ
Invesco Qqq Trust, Series 1

ETFs
204
+ 10.12%
$546.99 - $602.2 $112K - $123K
2.22K $1.33M
SJM
J M Smucker CO

Consumer Defensive
1.26K
+ 16.15%
$102.24 - $113.2 $128K - $142K
9.03K $980K
TTC
Toro CO

Industrials
2.27K
+ 36.55%
$72.64 - $82.54 $165K - $187K
8.47K $645K
PLTR
Palantir Technologies Inc.

Technology
121
+ 3.51%
$130.68 - $186.97 $15.8K - $22.6K
3.56K $650K
UNH
Unitedhealth Group Inc

Healthcare
356
+ 21.02%
$237.77 - $353.61 $84.6K - $126K
2.05K $707K
VGSH
Vanguard

ETFs
2.47K
+ 47.74%
$58.43 - $58.88 $144K - $145K
7.64K $449K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.17%
$617.65 - $666.84 $3.09K - $3.33K
2.93K $1.95M
RH
Rh

Consumer Cyclical
111
+ 1.3%
$187.54 - $251.0 $20.8K - $27.9K
8.62K $1.75M
JNJ
Johnson & Johnson

Healthcare
190
+ 6.24%
$155.17 - $185.42 $29.5K - $35.2K
3.24K $600K
WMS
Advanced Drainage Systems, Inc.

Industrials
6
+ 0.11%
$110.89 - $148.5 $665 - $891
5.29K $734K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
876
+ 38.25%
$108.46 - $120.63 $95K - $106K
3.17K $376K
BALT
Innovator Etfs Tr
3.07K
+ 37.56%
$32.11 - $32.82 $98.4K - $101K
11.2K $368K
CAT
Caterpillar Inc

Industrials
62
+ 7.46%
$390.92 - $477.15 $24.2K - $29.6K
893 $426K
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 3.05%
$620.67 - $670.08 $20.5K - $22.1K
1.12K $746K
LMT
Lockheed Martin Corp

Industrials
16
+ 0.89%
$410.74 - $499.21 $6.57K - $7.99K
1.81K $901K
RSP
Invesco S&P 500 Equal Weight E

ETFs
122
+ 2.09%
$181.56 - $190.33 $22.2K - $23.2K
5.96K $1.13M
CACI
Caci International Inc

Technology
161
+ 7.27%
N/A
2.38K $1.02M
SRE
Sempra Energy

Utilities
10
+ 0.22%
$74.14 - $89.98 $741 - $900
4.63K $416K
ABBV
Abb Vie Inc.

Healthcare
47
+ 4.25%
$184.85 - $231.54 $8.69K - $10.9K
1.15K $266K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.08%
$420.11 - $472.68 $420 - $473
1.28K $597K
GGG
Graco Inc

Industrials
867
+ 6.7%
$82.58 - $88.81 $71.6K - $77K
13.8K $1.17M
C
Citigroup Inc

Financial Services
63
+ 2.07%
$85.57 - $103.49 $5.39K - $6.52K
3.1K $315K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.63K
+ 11.31%
$26.92 - $28.6 $43.8K - $46.5K
16K $446K
PEP
Pepsico Inc

Consumer Defensive
103
+ 2.38%
$133.81 - $152.16 $13.8K - $15.7K
4.43K $622K
AMD
Advanced Micro Devices Inc

Technology
143
+ 10.12%
$134.8 - $184.42 $19.3K - $26.4K
1.56K $251K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 3.09%
$696.56 - $806.32 $9.75K - $11.3K
467 $371K
SON
Sonoco Products CO

Consumer Cyclical
1.19K
+ 7.74%
$42.77 - $48.68 $50.8K - $57.8K
16.5K $712K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
765
+ 9.63%
$52.39 - $53.11 $40.1K - $40.6K
8.71K $461K
SYY
Sysco Corp

Consumer Defensive
30
+ 0.49%
$76.33 - $82.51 $2.29K - $2.48K
6.13K $504K
XLP
Consumer Staples Sector Spdr

ETFs
460
+ 8.33%
N/A
5.98K $454K
XLE
Energy Sector Spdr

ETFs
124
+ 2.38%
$84.25 - $91.99 $10.4K - $11.4K
5.33K $476K
MRK
Merck & Co., Inc.

Healthcare
224
+ 7.95%
$77.6 - $87.37 $17.4K - $19.6K
3.04K $255K
DUK
Duke Energy Corp

Utilities
46
+ 1.07%
$116.31 - $125.93 $5.35K - $5.79K
4.34K $536K
COST
Costco Wholesale Corp

Consumer Defensive
234
+ 8.05%
$915.95 - $994.57 $214K - $233K
3.14K $2.91M
SCHA
Schwab Strategic Tr Us Small C

ETFs
207
+ 2.24%
$25.29 - $28.33 $5.24K - $5.86K
9.46K $263K
Activity Summary
Buys All Purchases 92 New Holdings 13 Increased Positions 79 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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