D.B. Root & Company, LLC Incresed Positions in Q3 2024

D.B. Root & Company, LLC

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
65.3K
+ 6.23%
$45.87 - $48.53 $2.99M - $3.17M
1.11M $53.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.44K
+ 1.2%
$61.11 - $67.85 $271K - $301K
375K $25.4M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
29.9K
+ 21.55%
$30.24 - $32.72 $903K - $977K
168K $5.51M
VIG
Vanguard Dividend Appreciation

ETFs
5.91K
+ 8.2%
$182.15 - $182.15 $1.08M - $1.08M
77.9K $14.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.1K
+ 160.85%
$75.47 - $83.18 $838K - $924K
18K $1.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.86K
+ 12.1%
$92.63 - $105.69 $543K - $619K
54.3K $5.66M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.12K
+ 1.33%
$59.93 - $66.52 $127K - $141K
161K $10.7M
META
Meta Platforms, Inc.

Communication Services
335
+ 6.21%
$453.41 - $572.44 $152K - $192K
5.73K $3.28M
AVGO
Broadcom Inc.

Technology
5.09K
+ 2050.81%
$136.27 - $1745.86 $693K - $8.88M
5.33K $920K
DFAI
Dimensional ETF Tr

ETFs
2.66K
+ 1.3%
$28.69 - $32.06 $76.3K - $85.2K
207K $6.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
666
+ 28.14%
$517.38 - $573.86 $345K - $382K
3.03K $1.74M
IVV
Ishares Core S&P 500 ETF

ETFs
659
+ 116.84%
$520.18 - $576.82 $343K - $380K
1.22K $705K
NKE
Nike, Inc.

Consumer Cyclical
1.42K
+ 9.75%
$71.09 - $89.44 $101K - $127K
16K $1.41M
GLD
Spdr Gold Trust

ETFs
303
+ 3.57%
$215.56 - $246.98 $65.3K - $74.8K
8.78K $2.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
88
+ 0.98%
$475.2 - $527.7 $41.8K - $46.4K
9.1K $4.8M
XLF
Financial Sector Spdr

ETFs
4.46K
+ 33.82%
$40.84 - $45.74 $182K - $204K
17.6K $799K
SJM
J M Smucker CO

Consumer Defensive
1.09K
+ 13.2%
$109.12 - $122.4 $118K - $133K
9.31K $1.13M
SCHO
Schwab Short Term Us Treasury

ETFs
3.99K
+ 13.12%
$47.93 - $49.06 $191K - $196K
34.4K $1.69M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.06K
+ 1.63%
$36.98 - $41.55 $39.2K - $44.1K
66K $2.71M
GGG
Graco Inc

Industrials
1.15K
+ 8.82%
$77.82 - $87.64 $89.6K - $101K
14.2K $1.24M
CSX
Csx Corp

Industrials
4.37K
+ 9.63%
$32.48 - $35.45 $142K - $155K
49.7K $1.72M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
171
+ 2.55%
$162.45 - $195.17 $27.8K - $33.4K
6.87K $1.31M
SON
Sonoco Products CO

Consumer Cyclical
2.1K
+ 16.85%
$48.33 - $56.57 $102K - $119K
14.6K $796K
BLK
Black Rock Inc.

Financial Services
76
+ 16.1%
$782.27 - $949.51 $59.5K - $72.2K
548 $520K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
344
+ 0.62%
$76.94 - $79.54 $26.5K - $27.4K
56.2K $4.46M
TSCO
Tractor Supply CO

Consumer Cyclical
126
+ 2.81%
$251.95 - $290.93 $31.7K - $36.7K
4.61K $1.34M
RSP
Invesco S&P 500 Equal Weight E

ETFs
529
+ 32.45%
$162.83 - $179.16 $86.1K - $94.8K
2.16K $386K
ACN
Accenture PLC

Technology
190
+ 25.3%
$295.44 - $355.81 $56.1K - $67.6K
941 $332K
MNRO
Monro, Inc.

Consumer Cyclical
927
+ 6.97%
$21.13 - $30.82 $19.6K - $28.6K
14.2K $410K
LFUS
Littelfuse Inc

Technology
195
+ 5.04%
$233.9 - $274.34 $45.6K - $53.5K
4.06K $1.08M
CAT
Caterpillar Inc

Industrials
76
+ 8.76%
$316.8 - $391.12 $24.1K - $29.7K
944 $369K
PG
Procter & Gamble CO

Consumer Defensive
264
+ 8.57%
$160.76 - $177.82 $42.4K - $46.9K
3.34K $578K
PGR
Progressive Corp

Financial Services
55
+ 4.45%
$209.46 - $259.24 $11.5K - $14.3K
1.29K $327K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 0.06%
$196.56 - $218.55 $393 - $437
3.25K $698K
OSK
Oshkosh Corp

Industrials
760
+ 24.01%
$97.2 - $116.02 $73.9K - $88.2K
3.93K $393K
PAYX
Paychex Inc

Industrials
12
+ 0.44%
$116.17 - $135.19 $1.39K - $1.62K
2.77K $371K
SRE
Sempra Energy

Utilities
63
+ 1.36%
$74.97 - $84.04 $4.72K - $5.29K
4.69K $392K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26
+ 0.91%
$105.53 - $118.34 $2.74K - $3.08K
2.88K $336K
AZN
Astrazeneca PLC

Healthcare
345
+ 4.02%
$76.67 - $87.62 $26.5K - $30.2K
8.92K $694K
LLY
Eli Lilly & CO

Healthcare
35
+ 9.54%
$772.14 - $960.02 $27K - $33.6K
402 $356K
XLE
Energy Sector Spdr

ETFs
368
+ 12.22%
$84.35 - $93.39 $31K - $34.4K
3.38K $296K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.06%
$64.57 - $71.76 $129 - $144
3.15K $225K
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.59%
$434.77 - $502.96 $4.35K - $5.03K
1.72K $838K
WM
Waste Management Inc

Industrials
130
+ 9.69%
$196.96 - $223.45 $25.6K - $29K
1.47K $305K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
1.2K
+ 24.67%
$35.85 - $53.39 $43K - $64K
6.06K $251K
XLK
Technology Sector Spdr

ETFs
119
+ 0.58%
$197.34 - $237.68 $23.5K - $28.3K
20.5K $4.63M
Innovator Etfs Trust
34.2K
+ 36.61%
N/A
128K $0
PCAR
Paccar Inc

Industrials
31
+ 1.22%
$91.64 - $109.98 $2.84K - $3.41K
2.57K $253K
NVDA
Nvidia Corp

Technology
362
+ 1.37%
$98.91 - $134.91 $35.8K - $48.8K
26.7K $3.24M
Activity Summary
Buys All Purchases 70 New Holdings 16 Increased Positions 54 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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