D.B. Root & Company, LLC Incresed Positions in Q3 2025

D.B. Root & Company, LLC

  • $343 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
23
+ 0.63%
$57.75 - $67.68 $1.33K - $1.56K
3.66K $241K
JJSF
J&J Snack Foods Corp

Consumer Defensive
1.84K
+ 21.22%
$95.27 - $119.44 $175K - $219K
10.5K $1.01M
WMB
Williams Companies, Inc.

Energy
216
+ 1.24%
$56.52 - $64.01 $12.2K - $13.8K
17.7K $1.12M
BJUL
Innovator U.S. Equity Buffer E

ETFs
138
+ 2.34%
$47.14 - $49.66 $6.51K - $6.85K
6.03K $299K
WPC
W. P. Carey Inc.

Real Estate
2
+ 0.05%
$61.29 - $68.7 $123 - $137
4.09K $276K
VZ
Verizon Communications Inc

Communication Services
125
+ 1.08%
$40.84 - $45.06 $5.11K - $5.63K
11.7K $516K
SCHW
Schwab Charles Corp

Financial Services
24
+ 1.01%
$91.03 - $98.69 $2.18K - $2.37K
2.4K $229K
CEG
Constellation Energy Corp

Utilities
19
+ 1.87%
$298.82 - $354.89 $5.68K - $6.74K
1.03K $339K
SBUX
Starbucks Corp

Consumer Cyclical
1.21K
+ 9.38%
$81.9 - $96.86 $99.3K - $117K
14.1K $1.2M
PCAR
Paccar Inc

Industrials
12
+ 0.46%
$92.91 - $102.86 $1.11K - $1.23K
2.62K $257K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.03%
$72.01 - $74.44 $72 - $74.4
3.16K $232K
CSCO
Cisco Systems, Inc.

Technology
174
+ 1.54%
$66.2 - $71.79 $11.5K - $12.5K
11.5K $786K
Thornburg ETF Tr
117K
+ 1263.11%
N/A
126K $0
Ge Vernova Inc
273
+ 34.91%
N/A
1.06K $0
Vanguard Instl Index Fd
539
+ 3.44%
N/A
16.2K $0
Cava Group Inc
2.69K
+ 46.27%
N/A
8.51K $0
Innovator Etfs Trust
18.1K
+ 11.59%
N/A
174K $0
Innovator Etfs Trust
103K
+ 57.07%
N/A
283K $0
Pimco ETF Tr
897K
+ 712.34%
N/A
1.02M $0
PEG
Public Service Enterprise Group Inc

Utilities
15
+ 0.31%
$79.99 - $90.14 $1.2K - $1.35K
4.91K $409K
MAR
Marriott International Inc

Consumer Cyclical
14
+ 1.26%
$255.35 - $282.87 $3.57K - $3.96K
1.12K $291K
ATR
Aptargroup, Inc.

Healthcare
965
+ 13.58%
$130.82 - $161.82 $126K - $156K
8.07K $1.08M
PM
Philip Morris International Inc.

Consumer Defensive
79
+ 2.59%
$157.77 - $183.27 $12.5K - $14.5K
3.12K $506K
NOW
Service Now, Inc.

Technology
9
+ 1.54%
$850.86 - $1044.69 $7.66K - $9.4K
593 $545K
SYK
Stryker Corp

Healthcare
57
+ 1.62%
$368.57 - $403.53 $21K - $23K
3.57K $1.32M
HDB
Hdfc Bank LTD

Financial Services
1.53K
+ 33.6%
$34.14 - $78.94 $52.2K - $121K
6.08K $207K
FDS
Factset Research Systems Inc

Financial Services
385
+ 17.8%
$283.86 - $450.3 $109K - $173K
2.55K $729K
SHAK
Shake Shack Inc.

Consumer Cyclical
71
+ 1.15%
$92.4 - $142.03 $6.56K - $10.1K
6.24K $583K
Activity Summary
Buys All Purchases 92 New Holdings 13 Increased Positions 79 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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