D.B. Root & Company, LLC Reduced Holdings in Q1 2025

D.B. Root & Company, LLC

  • $298 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
-321
- 5.0%
$70.0 - $77.13 $22.5K - $24.8K
6.1K $457K
AZN
Astrazeneca PLC

Healthcare
-1.48K
- 14.05%
$65.37 - $77.96 $96.7K - $115K
9.06K $665K
MCO
Moodys Corp

Financial Services
-36
- 4.28%
$437.8 - $527.48 $15.8K - $19K
805 $374K
SPGI
S&P Global Inc.

Financial Services
-56
- 10.83%
$478.26 - $543.77 $26.8K - $30.5K
461 $234K
PEP
Pepsico Inc

Consumer Defensive
-83
- 1.77%
$142.64 - $156.42 $11.8K - $13K
4.6K $689K
CPRT
Copart Inc

Consumer Cyclical
-232
- 2.53%
$52.3 - $59.83 $12.1K - $13.9K
8.95K $506K
PEG
Public Service Enterprise Group Inc

Utilities
-65
- 1.32%
$78.2 - $90.39 $5.08K - $5.88K
4.85K $399K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-265
- 4.92%
$66.3 - $74.17 $17.6K - $19.7K
5.12K $355K
BALT
Innovator Etfs Tr
-432
- 5.87%
$31.31 - $31.89 $13.5K - $13.8K
6.93K $217K
BDX
Becton Dickinson & CO

Healthcare
-70
- 5.77%
$222.79 - $249.08 $15.6K - $17.4K
1.14K $262K
XLU
Utilities Sector Spdr

ETFs
-248
- 7.82%
$74.7 - $80.27 $18.5K - $19.9K
2.92K $230K
FISV
Fiserv Inc

Technology
-60
- 2.59%
N/A
2.26K $282K
BHP
Bhp Group LTD

Basic Materials
-60
- 1.37%
$48.18 - $52.11 $2.89K - $3.13K
4.32K $209K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-506
- 2.86%
$22.46 - $23.26 $11.4K - $11.8K
17.2K $398K
Blackrock Inc
-227
- 40.97%
N/A
327 $0
COST
Costco Wholesale Corp

Consumer Defensive
-92
- 3.07%
$890.62 - $1076.86 $81.9K - $99.1K
2.91K $2.75M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-25
- 0.52%
$44.41 - $45.98 $1.11K - $1.15K
4.79K $218K
TSCO
Tractor Supply CO

Consumer Cyclical
-776
- 3.27%
$51.66 - $57.94 $40.1K - $45K
23K $1.27M
XLV
Select Sector Spdr Fund Health

ETFs
-24
- 1.3%
$137.61 - $149.68 $3.3K - $3.59K
1.82K $265K
SCCO
Southern Copper Corp

Basic Materials
-27
- 0.36%
$85.92 - $101.48 $2.32K - $2.74K
7.52K $703K
SYK
Stryker Corp

Healthcare
-68
- 1.85%
$355.18 - $399.9 $24.2K - $27.2K
3.61K $1.34M
CSCO
Cisco Systems, Inc.

Technology
-2
- 0.02%
$58.74 - $64.87 $117 - $130
11.6K $716K
WPC
W. P. Carey Inc.

Real Estate
-78
- 1.87%
$53.5 - $65.05 $4.17K - $5.07K
4.09K $257K
MELI
Mercadolibre Inc

Consumer Cyclical
-10
- 4.72%
$1739.0 - $2260.0 $17.4K - $22.6K
202 $394K
PAYX
Paychex Inc

Industrials
-25
- 0.9%
$136.06 - $154.52 $3.4K - $3.86K
2.76K $425K
XLE
Energy Sector Spdr

ETFs
-12
- 0.19%
$85.7 - $93.96 $1.03K - $1.13K
6.32K $590K
BR
Broadridge Financial Solutions, Inc.

Technology
-8
- 0.25%
$221.46 - $244.83 $1.77K - $1.96K
3.24K $786K
VZ
Verizon Communications Inc

Communication Services
-55
- 0.46%
$37.81 - $46.49 $2.08K - $2.56K
11.8K $534K
JNJ
Johnson & Johnson

Healthcare
-325
- 5.88%
$142.06 - $167.7 $46.2K - $54.5K
5.2K $862K
ORI
Old Republic International Corp

Financial Services
-2
- 0.01%
$33.46 - $39.22 $66.9 - $78.4
24.1K $946K
WMB
Williams Companies, Inc.

Energy
-126
- 0.7%
$54.02 - $61.09 $6.81K - $7.7K
17.8K $1.06M
KO
Coca Cola CO

Consumer Defensive
-1.02K
- 4.7%
$60.81 - $72.32 $62.2K - $74K
20.8K $1.49M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-567
- 0.43%
$18.36 - $20.51 $10.4K - $11.6K
130K $2.58M
DFAI
Dimensional ETF Tr

ETFs
-719
- 0.32%
$28.88 - $32.4 $20.8K - $23.3K
224K $6.99M
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
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