D.B. Root & Company, LLC Incresed Positions in Q2 2025

D.B. Root & Company, LLC

  • $320 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
12.2K
+ 44.21%
$228.54 - $279.83 $2.78M - $3.4M
39.7K $11.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
34.5K
+ 2.8%
$45.9 - $47.2 $1.58M - $1.63M
1.27M $59.6M
MSFT
Microsoft Corp

Technology
372
+ 3.45%
$354.56 - $497.45 $132K - $185K
11.1K $5.54M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
29.9K
+ 15.73%
$29.64 - $34.54 $886K - $1.03M
220K $7.6M
DFAI
Dimensional ETF Tr

ETFs
7.81K
+ 3.49%
$28.02 - $34.71 $219K - $271K
232K $8.01M
AMZN
Amazon Com Inc

Consumer Cyclical
733
+ 3.46%
$167.32 - $223.3 $123K - $164K
21.9K $4.81M
AVGO
Broadcom Inc.

Technology
887
+ 19.71%
$146.29 - $275.65 $130K - $245K
5.39K $1.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
378
+ 4.42%
$456.74 - $568.03 $173K - $215K
8.93K $5.07M
JPM
Jpmorgan Chase & CO

Financial Services
990
+ 30.22%
$210.28 - $289.91 $208K - $287K
4.27K $1.24M
SHAK
Shake Shack Inc.

Consumer Cyclical
837
+ 15.71%
$75.85 - $140.6 $63.5K - $118K
6.17K $866K
ETN
Eaton Corp PLC

Industrials
13
+ 0.32%
$246.52 - $356.99 $3.2K - $4.64K
4.07K $1.45M
SPGI
S&P Global Inc.

Financial Services
593
+ 128.63%
$438.31 - $527.29 $260K - $313K
1.05K $555K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.22K
+ 26.5%
$152.93 - $181.74 $187K - $222K
5.83K $1.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
187
+ 10.22%
$416.06 - $551.64 $77.8K - $103K
2.02K $1.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
141
+ 5.07%
$496.48 - $617.85 $70K - $87.1K
2.92K $1.81M
CDNS
Cadence Design Systems Inc

Technology
418
+ 23.04%
$231.64 - $323.08 $96.8K - $135K
2.23K $687K
NFLX
Netflix Inc

Communication Services
2
+ 0.38%
$855.86 - $1339.13 $1.71K - $2.68K
532 $712K
LHX
L3 Harris Technologies, Inc.

Industrials
579
+ 35.28%
$200.21 - $256.99 $116K - $149K
2.22K $556K
LLY
Eli Lilly & CO

Healthcare
297
+ 75.38%
$713.71 - $898.95 $212K - $267K
691 $538K
PLTR
Palantir Technologies Inc.

Technology
311
+ 9.93%
$74.01 - $144.25 $23K - $44.9K
3.44K $469K
NKE
Nike, Inc.

Consumer Cyclical
319
+ 1.71%
$53.27 - $72.04 $17K - $23K
18.9K $1.35M
XLV
Select Sector Spdr Fund Health

ETFs
1.36K
+ 74.68%
$128.77 - $144.3 $175K - $196K
3.18K $428K
LFUS
Littelfuse Inc

Technology
112
+ 2.53%
$149.72 - $227.31 $16.8K - $25.5K
4.54K $1.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.7K
+ 8.51%
$24.32 - $27.87 $406K - $465K
213K $5.64M
RTX
Raytheon Technologies Corp

Industrials
282
+ 3.88%
$113.75 - $148.48 $32.1K - $41.9K
7.56K $1.1M
MU
Micron Technology Inc

Technology
219
+ 7.26%
$64.72 - $127.91 $14.2K - $28K
3.24K $398K
ISRG
Intuitive Surgical Inc

Healthcare
172
+ 20.31%
$451.58 - $565.94 $77.7K - $97.3K
1.02K $553K
VMI
Valmont Industries Inc

Industrials
41
+ 1.55%
$263.86 - $333.86 $10.8K - $13.7K
2.69K $876K
GOOG
Alphabet Inc.

Communication Services
448
+ 23.08%
$146.58 - $180.01 $65.7K - $80.6K
2.39K $423K
GS
Goldman Sachs Group Inc

Financial Services
72
+ 18.9%
$462.22 - $707.75 $33.3K - $51K
453 $320K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
191
+ 14.67%
$376.48 - $440.65 $71.9K - $84.2K
1.49K $657K
IWM
Ishares Russell 2000 ETF

ETFs
302
+ 21.09%
$174.82 - $215.79 $52.8K - $65.2K
1.73K $374K
MCO
Moodys Corp

Financial Services
117
+ 14.53%
$396.7 - $501.59 $46.4K - $58.7K
922 $462K
FISV
Fiserv Inc

Technology
637
+ 28.22%
N/A
2.89K $362K
COF
Capital One Financial Corp

Financial Services
92
+ 6.31%
$150.57 - $212.76 $13.9K - $19.6K
1.55K $329K
TSCO
Tractor Supply CO

Consumer Cyclical
2.21K
+ 9.6%
$47.86 - $55.77 $106K - $123K
25.2K $1.33M
XLP
Consumer Staples Sector Spdr

ETFs
804
+ 17.05%
N/A
5.52K $419K
C
Citigroup Inc

Financial Services
186
+ 6.51%
$58.13 - $85.12 $10.8K - $15.8K
3.04K $258K
MAR
Marriott International Inc

Consumer Cyclical
34
+ 3.17%
$211.12 - $274.14 $7.18K - $9.32K
1.11K $302K
BALT
Innovator Etfs Tr
1.23K
+ 17.77%
$30.33 - $32.1 $37.3K - $39.5K
8.16K $261K
TLT
Ishares Barclays 20+ Year Trea

ETFs
600
+ 9.56%
$83.97 - $92.85 $50.4K - $55.7K
6.88K $606K
BJUL
Innovator U.S. Equity Buffer E

ETFs
197
+ 3.46%
$39.61 - $47.13 $7.8K - $9.28K
5.89K $277K
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 1.83%
$335.24 - $380.78 $25.1K - $28.6K
4.18K $1.53M
V
Visa Inc.

Financial Services
42
+ 1.62%
$308.27 - $373.31 $12.9K - $15.7K
2.63K $934K
NSC
Norfolk Southern Corp

Industrials
28
+ 2.76%
$206.34 - $257.46 $5.78K - $7.21K
1.04K $266K
SRE
Sempra Energy

Utilities
86
+ 1.9%
$63.78 - $78.91 $5.49K - $6.79K
4.62K $349K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
350
+ 4.61%
$51.68 - $52.76 $18.1K - $18.5K
7.94K $418K
D
Dominion Energy, Inc

Utilities
246
+ 6.55%
$49.66 - $58.0 $12.2K - $14.3K
4K $226K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.06K
+ 19.69%
$30.03 - $40.05 $31.9K - $42.6K
6.46K $227K
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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