D.B. Root & Company, LLC Incresed Positions in Q4 2024

D.B. Root & Company, LLC

  • $304 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
SCHX
Schwab Strategic Tr Us Large C

ETFs
746K
+ 199.05%
$22.4 - $68.28 $16.7M - $50.9M
1.12M $26M
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
GOOGL
Alphabet Inc.

Communication Services
542
+ 3.83%
$161.86 - $196.66 $87.7K - $107K
14.7K $2.78M
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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
600
+ 85.47%
$417.69 - $450.94 $251K - $271K
1.3K $554K
XLE
Energy Sector Spdr

ETFs
2.96K
+ 87.43%
$83.32 - $97.27 $246K - $287K
6.34K $542K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
203
+ 2.23%
$521.84 - $558.82 $106K - $113K
9.3K $5.01M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.23K
+ 56.83%
$174.22 - $187.62 $214K - $230K
3.39K $593K
V
Visa Inc.

Financial Services
226
+ 8.2%
$273.87 - $320.91 $61.9K - $72.5K
2.98K $942K
EPAM
Epam Systems, Inc.

Technology
837
+ 78.52%
N/A
1.9K $353K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.02K
+ 5.37%
$77.86 - $79.27 $235K - $239K
59.2K $4.62M
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
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
CVX
Chevron Corp

Energy
583
+ 10.02%
$141.15 - $162.53 $82.3K - $94.8K
6.4K $926K
TMO
Thermo Fisher Scientific Inc.

Healthcare
259
+ 39.18%
$501.29 - $612.85 $130K - $159K
920 $478K
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
SYK
Stryker Corp

Healthcare
135
+ 3.81%
$345.14 - $392.15 $46.6K - $52.9K
3.68K $1.32M
ACN
Accenture PLC

Technology
125
+ 13.28%
$343.9 - $376.86 $43K - $47.1K
1.07K $375K
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 0.09%
$209.64 - $236.44 $629 - $709
3.25K $735K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.37%
$246.06 - $292.59 $984 - $1.17K
1.08K $300K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
600
+ 8.58%
$51.54 - $52.55 $30.9K - $31.5K
7.59K $392K
WFG
West Fraser Timber Co., LTD

Basic Materials
549
+ 23.96%
$84.65 - $101.14 $46.5K - $55.5K
2.84K $245K
PG
Procter & Gamble CO

Consumer Defensive
235
+ 7.03%
$161.05 - $179.7 $37.8K - $42.2K
3.58K $600K
SRE
Sempra Energy

Utilities
17
+ 0.36%
$80.81 - $94.77 $1.37K - $1.61K
4.71K $412K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
3.16K
+ 22.39%
$22.65 - $27.63 $71.6K - $87.4K
17.3K $408K
PAYX
Paychex Inc

Industrials
11
+ 0.4%
$135.86 - $148.73 $1.49K - $1.64K
2.78K $389K
IWM
Ishares Russell 2000 ETF

ETFs
78
+ 6.69%
$216.13 - $242.4 $16.9K - $18.9K
1.24K $274K
PCAR
Paccar Inc

Industrials
13
+ 0.51%
$97.92 - $118.41 $1.27K - $1.54K
2.59K $268K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
2.74K
+ 45.23%
$29.05 - $41.22 $79.6K - $113K
8.8K $266K
XLP
Consumer Staples Sector Spdr

ETFs
125
+ 2.93%
N/A
4.39K $333K
MSCI
Msci Inc.

Financial Services
1
+ 0.23%
$569.09 - $635.99 $569 - $636
428 $256K
MCO
Moodys Corp

Financial Services
9
+ 1.08%
$454.04 - $500.88 $4.09K - $4.51K
841 $398K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.87K
+ 99.11%
$25.33 - $51.16 $123K - $249K
9.79K $253K
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
Track This Portfolio

Track D.B. Root & Company, LLC Portfolio

Follow D.B. Root & Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D.B. Root & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on D.B. Root & Company, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email