D.B. Root & Company, LLC Portfolio Holdings
D.B. Root & Company, LLC
- $298 Million
- Q1 2025
D.B. Root & Company, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $298 Million distributed in 181 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 $57.9M, Schwab Strategic Tr Us Large C with a value of $25.5M, Vanguard Dividend Appreciation with a value of $14.9M, Schwab Strategic Tr Us Broad M with a value of $10.4M, and Apple Inc. with a value of $9.29M.
Examining the 13F form we can see an decrease of $6.09M in the current position value, from $304M to 298M.
Below you can find more details about D.B. Root & Company, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$298 Million
ETFs: $184 Million
Technology: $26.5 Million
Consumer Cyclical: $22.5 Million
Industrials: $17.6 Million
Consumer Defensive: $11.9 Million
Financial Services: $11.7 Million
Healthcare: $6.95 Million
Communication Services: $6.49 Million
Other: $10.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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