D.B. Root & Company, LLC New Holdings in Q4 2024

D.B. Root & Company, LLC

  • $304 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
19.5K
New
$261.5 - $284.63 $5.09M - $5.54M
19.5K $5.14M
CBRE
Cbre Group, Inc.

Real Estate
4.26K
New
$119.22 - $140.71 $508K - $599K
4.26K $559K
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.13K
New
$87.1 - $98.49 $534K - $603K
6.13K $535K
CDNS
Cadence Design Systems Inc

Technology
1.42K
New
$249.1 - $324.54 $353K - $461K
1.42K $426K
AMAT
Applied Materials Inc

Technology
2.58K
New
$161.44 - $213.89 $416K - $552K
2.58K $419K
EXR
Extra Space Storage Inc.

Real Estate
2.09K
New
$142.35 - $178.32 $298K - $373K
2.09K $312K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
6.94K
New
$36.36 - $43.93 $252K - $305K
6.94K $252K
ALB
Albemarle Corp

Basic Materials
2.85K
New
$86.08 - $111.3 $245K - $317K
2.85K $245K
DIS
Walt Disney CO

Communication Services
2.17K
New
$92.39 - $117.6 $200K - $255K
2.17K $241K
BALT
Innovator Etfs Tr
7.36K
New
$30.76 - $31.55 $226K - $232K
7.36K $231K
CRM
Salesforce, Inc.

Technology
653
New
$270.87 - $367.87 $177K - $240K
653 $218K
CEG
Constellation Energy Corp

Utilities
948
New
$224.28 - $285.52 $213K - $271K
948 $213K
NDAQ
Nasdaq, Inc.

Financial Services
2.72K
New
$70.87 - $83.05 $193K - $226K
2.72K $210K
ILMN
Illumina, Inc.

Healthcare
1.53K
New
$128.99 - $155.15 $197K - $237K
1.53K $204K
GS
Goldman Sachs Group Inc

Financial Services
354
New
$486.1 - $608.57 $172K - $215K
354 $202K
CLF
Cleveland Cliffs Inc.

Basic Materials
10.1K
New
$9.24 - $13.94 $93.3K - $141K
10.1K $94K
Blackrock Inc
554
New
N/A
554 $0
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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