D.B. Root & Company, LLC Incresed Positions 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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
121
+ 3.29%
$442.66 - $534.52 $53.6K - $64.7K
3.8K $2.02M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
13.3K
+ 7.55%
$31.97 - $34.34 $427K - $458K
190K $6.15M
ADP
Automatic Data Processing Inc

Industrials
27
+ 0.16%
$286.85 - $318.64 $7.74K - $8.6K
16.8K $5.12M
SCHO
Schwab Short Term Us Treasury

ETFs
8.16K
+ 13.85%
$24.1 - $24.34 $197K - $199K
67.1K $1.63M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.23K
+ 36.21%
$169.43 - $182.84 $208K - $224K
4.61K $798K
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
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.17%
$158.56 - $176.26 $951 - $1.06K
3.59K $610K
D
Dominion Energy, Inc

Utilities
9
+ 0.24%
$52.85 - $57.43 $476 - $517
3.76K $210K
GS
Goldman Sachs Group Inc

Financial Services
27
+ 7.63%
$524.81 - $672.19 $14.2K - $18.1K
381 $208K
COF
Capital One Financial Corp

Financial Services
10
+ 0.69%
$163.87 - $209.82 $1.64K - $2.1K
1.46K $261K
GLW
Corning Inc

Technology
663
+ 3.89%
$44.91 - $54.25 $29.8K - $36K
17.7K $811K
Innovator Etfs Trust
16.7K
+ 10.13%
N/A
181K $0
Innovator Etfs Trust
23.3K
+ 18.97%
N/A
146K $0
CLF
Cleveland Cliffs Inc.

Basic Materials
200
+ 1.98%
$8.22 - $12.02 $1.64K - $2.4K
10.3K $84K
IVV
Ishares Core S&P 500 ETF

ETFs
29
+ 2.48%
$554.06 - $615.85 $16.1K - $17.9K
1.2K $672K
PCAR
Paccar Inc

Industrials
14
+ 0.54%
$96.91 - $112.51 $1.36K - $1.58K
2.6K $253K
SCHA
Schwab Strategic Tr Us Small C

ETFs
86
+ 0.88%
$23.16 - $27.04 $1.99K - $2.33K
9.88K $231K
VGT
Vanguard Information Technolog

ETFs
14
+ 3.66%
$542.38 - $646.34 $7.59K - $9.05K
396 $214K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.12%
$369.1 - $427.61 $369 - $428
848 $314K
FDS
Factset Research Systems Inc

Financial Services
46
+ 2.12%
$427.5 - $476.51 $19.7K - $21.9K
2.22K $1.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
70
+ 3.98%
$468.34 - $539.52 $32.8K - $37.8K
1.83K $857K
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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