D.B. Root & Company, LLC Purchases in Q4 2024

D.B. Root & Company, LLC

  • $304 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
19.5K
New
$261.5 - $284.63 $5.09M - $5.54M
19.5K $5.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
177K
+ 326.52%
$25.93 - $105.3 $4.6M - $18.7M
232K $6.45M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
62.2K
+ 345.45%
$27.54 - $83.04 $1.71M - $5.17M
80.2K $2.22M
JCPB
J P Morgan Exchange Traded Fd

ETFs
66.4K
+ 5.97%
$46.07 - $48.17 $3.06M - $3.2M
1.18M $54.3M
TSLA
Tesla, Inc.

Consumer Cyclical
41
+ 1.0%
$213.65 - $479.86 $8.76K - $19.7K
4.14K $1.67M
CBRE
Cbre Group, Inc.

Real Estate
4.26K
New
$119.22 - $140.71 $508K - $599K
4.26K $559K
SCHX
Schwab Strategic Tr Us Large C

ETFs
746K
+ 199.05%
$22.4 - $68.28 $16.7M - $50.9M
1.12M $26M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.13K
New
$87.1 - $98.49 $534K - $603K
6.13K $535K
RH
Rh

Consumer Cyclical
12
+ 0.15%
$311.9 - $446.04 $3.74K - $5.35K
7.87K $3.1M
VTI
Vanguard Total Stock Market Et

ETFs
1.24K
+ 8.06%
$280.04 - $302.45 $347K - $375K
16.6K $4.82M
CDNS
Cadence Design Systems Inc

Technology
1.42K
New
$249.1 - $324.54 $353K - $461K
1.42K $426K
AMAT
Applied Materials Inc

Technology
2.58K
New
$161.44 - $213.89 $416K - $552K
2.58K $419K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
8.4K
+ 4.99%
$32.41 - $33.9 $272K - $285K
177K $5.87M
AVGO
Broadcom Inc.

Technology
191
+ 3.58%
$159.67 - $250.0 $30.5K - $47.8K
5.53K $1.28M
MSFT
Microsoft Corp

Technology
1.05K
+ 10.12%
$406.35 - $454.46 $425K - $475K
11.4K $4.8M
EXR
Extra Space Storage Inc.

Real Estate
2.09K
New
$142.35 - $178.32 $298K - $373K
2.09K $312K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
600
+ 85.47%
$417.69 - $450.94 $251K - $271K
1.3K $554K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
6.94K
New
$36.36 - $43.93 $252K - $305K
6.94K $252K
XLE
Energy Sector Spdr

ETFs
2.96K
+ 87.43%
$83.32 - $97.27 $246K - $287K
6.34K $542K
ALB
Albemarle Corp

Basic Materials
2.85K
New
$86.08 - $111.3 $245K - $317K
2.85K $245K
DIS
Walt Disney CO

Communication Services
2.17K
New
$92.39 - $117.6 $200K - $255K
2.17K $241K
BALT
Innovator Etfs Tr
7.36K
New
$30.76 - $31.55 $226K - $232K
7.36K $231K
PLTR
Palantir Technologies Inc.

Technology
2.97K
New
$36.46 - $82.38 $108K - $245K
2.97K $224K
CRM
Salesforce, Inc.

Technology
653
New
$270.87 - $367.87 $177K - $240K
653 $218K
CEG
Constellation Energy Corp

Utilities
948
New
$224.28 - $285.52 $213K - $271K
948 $213K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
203
+ 2.23%
$521.84 - $558.82 $106K - $113K
9.3K $5.01M
NDAQ
Nasdaq, Inc.

Financial Services
2.72K
New
$70.87 - $83.05 $193K - $226K
2.72K $210K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.23K
+ 56.83%
$174.22 - $187.62 $214K - $230K
3.39K $593K
ILMN
Illumina, Inc.

Healthcare
1.53K
New
$128.99 - $155.15 $197K - $237K
1.53K $204K
GS
Goldman Sachs Group Inc

Financial Services
354
New
$486.1 - $608.57 $172K - $215K
354 $202K
V
Visa Inc.

Financial Services
226
+ 8.2%
$273.87 - $320.91 $61.9K - $72.5K
2.98K $942K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.02K
+ 5.37%
$77.86 - $79.27 $235K - $239K
59.2K $4.62M
EPAM
Epam Systems, Inc.

Technology
837
+ 78.52%
N/A
1.9K $353K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
318K
+ 197.28%
$22.01 - $66.82 $7M - $21.2M
479K $10.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
144K
+ 217.02%
$26.93 - $84.95 $3.89M - $12.3M
211K $5.76M
JPM
Jpmorgan Chase & CO

Financial Services
182
+ 5.99%
$205.18 - $250.29 $37.3K - $45.6K
3.22K $772K
MA
Mastercard Inc

Financial Services
78
+ 2.91%
$491.3 - $536.15 $38.3K - $41.8K
2.76K $1.45M
WMS
Advanced Drainage Systems, Inc.

Industrials
2.23K
+ 64.91%
$114.63 - $163.52 $255K - $364K
5.66K $654K
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.01%
$89.66 - $102.16 $89.7 - $102
15.2K $1.47M
GLD
Spdr Gold Trust

ETFs
428
+ 4.87%
$236.59 - $257.5 $101K - $110K
9.21K $2.23M
CLF
Cleveland Cliffs Inc.

Basic Materials
10.1K
New
$9.24 - $13.94 $93.3K - $141K
10.1K $94K
VIG
Vanguard Dividend Appreciation

ETFs
465
+ 0.6%
N/A
78.3K $14.3M
OSK
Oshkosh Corp

Industrials
1.1K
+ 28.08%
$93.84 - $115.52 $103K - $127K
5.03K $477K
CACI
Caci International Inc

Technology
169
+ 6.85%
N/A
2.64K $1.13M
NFLX
Netflix Inc

Communication Services
13
+ 4.09%
$687.65 - $936.56 $8.94K - $12.2K
331 $295K
TMO
Thermo Fisher Scientific Inc.

Healthcare
259
+ 39.18%
$501.29 - $612.85 $130K - $159K
920 $478K
CVX
Chevron Corp

Energy
583
+ 10.02%
$141.15 - $162.53 $82.3K - $94.8K
6.4K $926K
QQQ
Invesco Qqq Trust, Series 1

ETFs
42
+ 2.45%
$481.22 - $538.17 $20.2K - $22.6K
1.76K $899K
COF
Capital One Financial Corp

Financial Services
20
+ 1.4%
$145.19 - $192.01 $2.9K - $3.84K
1.45K $258K
Activity Summary
Buys All Purchases 102 New Holdings 18 Increased Positions 84 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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