D.B. Root & Company, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $296 Million distributed in 179 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $53.7M, Schwab Strategic Tr Us Large C with a value of $25.4M, Vanguard Dividend Appreciation with a value of $14.2M, Schwab Strategic Tr Us Broad M with a value of $10.7M, and Apple Inc. with a value of $10.1M.
Examining the 13F form we can see an increase of $6.85M in the current position value, from $289M to 296M.
Below you can find more details about D.B. Root & Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$296 Million
ETFs: $175 Million
Technology: $28.6 Million
Consumer Cyclical: $24 Million
Industrials: $20.4 Million
Consumer Defensive: $12.9 Million
Financial Services: $11.2 Million
Communication Services: $7.15 Million
Healthcare: $6.94 Million
Other: $10.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions