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
Innovator Etfs Trust
65.9K
+ 115.58%
N/A
123K $0
Innovator Etfs Trust
36.7K
+ 28.72%
N/A
164K $0
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.03K
+ 15.02%
$165.45 - $196.93 $171K - $203K
7.9K $1.31M
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.19%
$118.38 - $133.06 $710 - $798
3.15K $379K
WM
Waste Management Inc

Industrials
25
+ 1.7%
$201.79 - $228.46 $5.04K - $5.71K
1.5K $302K
AZN
Astrazeneca PLC

Healthcare
1.62K
+ 18.12%
$63.2 - $79.58 $102K - $129K
10.5K $690K
TTC
Toro CO

Industrials
438
+ 7.2%
$80.1 - $88.44 $35.1K - $38.7K
6.52K $522K
LOW
Lowes Companies Inc

Consumer Cyclical
54
+ 6.98%
$244.52 - $284.07 $13.2K - $15.3K
828 $204K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.1%
$69.58 - $74.87 $209 - $225
3.15K $220K
MRK
Merck & Co., Inc.

Healthcare
373
+ 12.35%
$96.31 - $114.76 $35.9K - $42.8K
3.39K $337K
SON
Sonoco Products CO

Consumer Cyclical
1.47K
+ 10.05%
$48.6 - $54.89 $71.2K - $80.4K
16K $783K
PGR
Progressive Corp

Financial Services
1
+ 0.08%
$239.6 - $268.88 $240 - $269
1.29K $309K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.87K
+ 100.25%
$22.63 - $47.53 $201K - $421K
17.7K $401K
XLI
Industrial Sector Spdr

ETFs
14
+ 0.22%
$131.76 - $143.99 $1.84K - $2.02K
6.37K $839K
CAT
Caterpillar Inc

Industrials
14
+ 1.48%
$360.37 - $416.88 $5.05K - $5.84K
958 $347K
WPC
W. P. Carey Inc.

Real Estate
101
+ 2.48%
$53.44 - $61.33 $5.4K - $6.19K
4.17K $226K
MNRO
Monro, Inc.

Consumer Cyclical
1.23K
+ 8.66%
$24.38 - $29.78 $30.1K - $36.7K
15.5K $383K
LFUS
Littelfuse Inc

Technology
375
+ 9.23%
$233.99 - $262.18 $87.7K - $98.3K
4.44K $1.05M
DFAI
Dimensional ETF Tr

ETFs
17.2K
+ 8.32%
$29.0 - $31.6 $500K - $545K
225K $6.56M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.15%
$288.47 - $316.54 $1.44K - $1.58K
3.39K $983K
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 1.01%
$385.02 - $431.37 $15.4K - $17.3K
4.02K $1.56M
JJSF
J&J Snack Foods Corp

Consumer Defensive
528
+ 6.79%
$155.13 - $179.02 $81.9K - $94.5K
8.3K $1.29M
MU
Micron Technology Inc

Technology
51
+ 1.78%
$84.16 - $113.41 $4.29K - $5.78K
2.91K $244K
CSX
Csx Corp

Industrials
1.78K
+ 3.58%
$31.58 - $36.88 $56.2K - $65.6K
51.5K $1.66M
MELI
Mercadolibre Inc

Consumer Cyclical
5
+ 2.42%
$1666.0 - $2117.3 $8.33K - $10.6K
212 $360K
SJM
J M Smucker CO

Consumer Defensive
289
+ 3.11%
$106.92 - $121.75 $30.9K - $35.2K
9.6K $1.06M
PEP
Pepsico Inc

Consumer Defensive
76
+ 1.65%
$151.29 - $176.1 $11.5K - $13.4K
4.68K $711K
TSCO
Tractor Supply CO

Consumer Cyclical
19.2K
+ 415.42%
$52.59 - $303.74 $1.01M - $5.82M
23.8K $1.26M
XOM
Exxon Mobil Corp

Energy
143
+ 0.95%
$105.51 - $125.37 $15.1K - $17.9K
15.1K $1.63M
NKE
Nike, Inc.

Consumer Cyclical
662
+ 4.14%
$73.36 - $89.13 $48.6K - $59K
16.7K $1.26M
LMT
Lockheed Martin Corp

Industrials
55
+ 2.73%
$479.66 - $614.62 $26.4K - $33.8K
2.07K $1M
SCHO
Schwab Short Term Us Treasury

ETFs
24.5K
+ 71.13%
$24.06 - $48.88 $589K - $1.2M
58.9K $1.42M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
64.8K
+ 98.31%
$18.41 - $40.87 $1.19M - $2.65M
131K $2.42M
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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