D.B. Root & Company, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $320 Million distributed in 190 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 $59.6M, Schwab Strategic Tr Us Large C with a value of $27.7M, Vanguard Dividend Appreciation with a value of $14.4M, Schwab Strategic Tr Us Broad M with a value of $11.4M, and Vanguard Mid Cap ETF with a value of $11.1M.
Examining the 13F form we can see an increase of $21.7M in the current position value, from $298M to 320M.
Below you can find more details about D.B. Root & Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$320 Million
ETFs: $199 Million
Technology: $31 Million
Consumer Cyclical: $22.8 Million
Industrials: $18.6 Million
Financial Services: $13 Million
Consumer Defensive: $11.7 Million
Communication Services: $7.07 Million
Healthcare: $6.15 Million
Other: $9.54 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
