D.B. Root & Company, LLC Sells in Q2 2025

D.B. Root & Company, LLC

  • $320 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-24.4K
- 44.98%
$77.94 - $79.5 $1.9M - $1.94M
29.9K $2.37M
AAPL
Apple Inc.

Technology
-446
- 1.07%
$172.42 - $223.89 $76.9K - $99.9K
41.4K $8.49M
VIG
Vanguard Dividend Appreciation

ETFs
-3.22K
- 3.93%
N/A
78.8K $14.4M
SCHO
Schwab Short Term Us Treasury

ETFs
-24.1K
- 35.96%
$24.19 - $24.45 $584K - $590K
43K $1.05M
RH
Rh

Consumer Cyclical
-352
- 3.97%
$145.66 - $249.35 $51.3K - $87.8K
8.51K $1.61M
JNJ
Johnson & Johnson

Healthcare
-2.16K
- 41.43%
$146.36 - $159.82 $315K - $344K
3.05K $465K
AZN
Astrazeneca PLC

Healthcare
-4.75K
- 52.5%
$64.87 - $75.0 $308K - $357K
4.3K $300K
CVX
Chevron Corp

Energy
-924
- 13.55%
$133.73 - $168.51 $124K - $156K
5.89K $843K
XLF
Financial Sector Spdr

ETFs
-6.59K
- 20.99%
$43.92 - $52.37 $289K - $345K
24.8K $1.3M
SJM
J M Smucker CO

Consumer Defensive
-824
- 9.59%
$94.41 - $118.52 $77.8K - $97.7K
7.77K $763K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-41
- 1.08%
$483.48 - $539.8 $19.8K - $22.1K
3.76K $1.82M
HSC
Harsco Corp

Industrials
-27.1K
- 51.1%
N/A
25.9K $186K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-277
- 3.1%
$111.46 - $136.93 $30.9K - $37.9K
8.65K $980K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.9K
- 48.54%
$141.37 - $228.57 $269K - $435K
2.02K $456K
XOM
Exxon Mobil Corp

Energy
-52
- 0.34%
$99.93 - $119.04 $5.2K - $6.19K
15.1K $1.63M
CBRE
Cbre Group, Inc.

Real Estate
-1.45K
- 36.28%
$113.94 - $140.12 $165K - $202K
2.54K $355K
MELI
Mercadolibre Inc

Consumer Cyclical
-109
- 53.96%
$1794.73 - $2613.63 $196K - $285K
93 $243K
XLE
Energy Sector Spdr

ETFs
-1.11K
- 17.62%
$76.44 - $94.13 $85.2K - $105K
5.21K $441K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-9.39K
- 13.91%
$22.92 - $28.05 $215K - $263K
58.1K $1.63M
JHMM
John Hancock Multifactor Mid C

ETFs
-3.74K
- 15.06%
$50.32 - $61.13 $188K - $228K
21.1K $1.29M
PEP
Pepsico Inc

Consumer Defensive
-267
- 5.81%
$128.02 - $151.37 $34.2K - $40.4K
4.33K $571K
CACI
Caci International Inc

Technology
-274
- 11.0%
N/A
2.22K $947K
PPG
Ppg Industries Inc

Basic Materials
-1.17K
- 16.21%
$91.66 - $115.04 $107K - $135K
6.05K $688K
PG
Procter & Gamble CO

Consumer Defensive
-360
- 10.04%
$157.66 - $172.39 $56.8K - $62.1K
3.23K $513K
SBUX
Starbucks Corp

Consumer Cyclical
-87
- 0.67%
$79.69 - $99.41 $6.93K - $8.65K
12.9K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
-58
- 1.67%
$285.55 - $321.23 $16.6K - $18.6K
3.42K $998K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.48K
- 20.24%
$22.68 - $23.28 $78.9K - $81K
13.7K $317K
KO
Coca Cola CO

Consumer Defensive
-886
- 4.27%
$68.37 - $73.9 $60.6K - $65.5K
19.9K $1.41M
SON
Sonoco Products CO

Consumer Cyclical
-508
- 3.21%
$40.6 - $47.93 $20.6K - $24.3K
15.3K $668K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
-5.31K
- 35.64%
$21.78 - $29.47 $116K - $156K
9.59K $282K
ACN
Accenture PLC

Technology
-173
- 18.1%
$279.23 - $323.21 $48.3K - $55.9K
783 $234K
UNP
Union Pacific Corp

Industrials
-192
- 6.37%
$208.27 - $238.46 $40K - $45.8K
2.82K $649K
ORI
Old Republic International Corp

Financial Services
-994
- 4.12%
$35.25 - $39.79 $35K - $39.6K
23.1K $889K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-27
- 2.43%
$421.16 - $509.5 $11.4K - $13.8K
1.08K $481K
DUK
Duke Energy Corp

Utilities
-272
- 5.96%
$112.46 - $124.05 $30.6K - $33.7K
4.29K $506K
LMT
Lockheed Martin Corp

Industrials
-163
- 8.35%
$430.82 - $486.45 $70.2K - $79.3K
1.79K $829K
HDB
Hdfc Bank LTD

Financial Services
-1.34K
- 22.72%
$63.78 - $77.48 $85.4K - $104K
4.55K $349K
CMI
Cummins Inc

Industrials
-224
- 9.95%
$267.12 - $336.65 $59.8K - $75.4K
2.03K $664K
FDS
Factset Research Systems Inc

Financial Services
-55
- 2.48%
$398.85 - $473.32 $21.9K - $26K
2.16K $967K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-145
- 1.9%
$139.81 - $165.8 $20.3K - $24K
7.51K $1.17M
VZ
Verizon Communications Inc

Communication Services
-158
- 1.34%
$41.67 - $45.62 $6.58K - $7.21K
11.6K $502K
QCOM
Qualcomm Inc

Technology
-408
- 6.53%
$124.66 - $159.48 $50.9K - $65.1K
5.84K $929K
ABBV
Abb Vie Inc.

Healthcare
-14
- 1.25%
$170.16 - $206.27 $2.38K - $2.89K
1.11K $205K
TT
Trane Technologies PLC

Industrials
-339
- 26.95%
$315.21 - $437.41 $107K - $148K
919 $401K
TTC
Toro CO

Industrials
-116
- 1.84%
$63.51 - $77.8 $7.37K - $9.02K
6.21K $438K
TRU
Trans Union

Industrials
-378
- 10.12%
$69.26 - $91.89 $26.2K - $34.7K
3.36K $295K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-166
- 6.76%
$90.56 - $109.49 $15K - $18.2K
2.29K $250K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-290
- 6.26%
$149.76 - $186.42 $43.4K - $54.1K
4.34K $809K
ICE
Intercontinental Exchange, Inc.

Financial Services
-92
- 7.34%
$151.62 - $183.47 $13.9K - $16.9K
1.16K $213K
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
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