D.B. Root & Company, LLC Sells in Q3 2025

D.B. Root & Company, LLC

  • $343 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-398
- 6.75%
$145.57 - $161.83 $57.9K - $64.4K
5.5K $853K
D
Dominion Energy, Inc

Utilities
-75
- 1.87%
$56.32 - $62.1 $4.22K - $4.66K
3.93K $240K
ISVL
Ishares Tr Intl Developed Smal
-180
- 2.21%
$41.88 - $45.27 $7.54K - $8.15K
7.98K $361K
QCOM
Qualcomm Inc

Technology
-123
- 2.11%
$145.84 - $173.55 $17.9K - $21.3K
5.71K $950K
IWM
Ishares Russell 2000 ETF

ETFs
-97
- 5.59%
$214.92 - $244.84 $20.8K - $23.7K
1.64K $396K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.41K
- 2.54%
$26.38 - $27.95 $143K - $151K
207K $5.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-69
- 1.84%
$459.11 - $506.91 $31.7K - $35K
3.69K $1.85M
MCD
Mcdonalds Corp

Consumer Cyclical
-34
- 1.0%
$291.67 - $316.99 $9.92K - $10.8K
3.38K $1.03M
JPM
Jpmorgan Chase & CO

Financial Services
-211
- 4.95%
$282.78 - $316.06 $59.7K - $66.7K
4.06K $1.28M
MAIN
Main Street Capital Corp

Financial Services
-130
- 1.01%
$59.28 - $67.54 $7.71K - $8.78K
12.7K $809K
VMI
Valmont Industries Inc

Industrials
-284
- 10.58%
$328.58 - $387.73 $93.3K - $110K
2.4K $930K
VTI
Vanguard Total Stock Market Et

ETFs
-1K
- 6.29%
$303.93 - $329.86 $305K - $331K
14.9K $4.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1
- 0.02%
$185.88 - $207.44 $186 - $207
4.34K $872K
XOM
Exxon Mobil Corp

Energy
-53
- 0.35%
$105.83 - $117.22 $5.61K - $6.21K
15.1K $1.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-124
- 6.15%
$224.68 - $282.71 $27.9K - $35.1K
1.89K $528K
RTX
Raytheon Technologies Corp

Industrials
-440
- 5.82%
$144.19 - $167.33 $63.4K - $73.6K
7.12K $1.19M
ORI
Old Republic International Corp

Financial Services
-56
- 0.24%
$35.74 - $42.47 $2K - $2.38K
23.1K $980K
XLC
Select Sector Spdr Tr Communic

ETFs
-783
- 3.93%
$105.99 - $119.41 $83K - $93.5K
19.1K $2.26M
GOOG
Alphabet Inc.

Communication Services
-192
- 8.04%
$175.16 - $255.24 $33.6K - $49K
2.2K $535K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-950
- 0.78%
$21.69 - $23.34 $20.6K - $22.2K
121K $2.81M
SCCO
Southern Copper Corp

Basic Materials
-111
- 1.6%
$90.54 - $121.36 $10K - $13.5K
6.83K $828K
HD
Home Depot, Inc.

Consumer Cyclical
-61
- 1.46%
$357.4 - $423.42 $21.8K - $25.8K
4.12K $1.67M
WMT
Walmart Inc.

Consumer Defensive
-288
- 0.85%
$94.4 - $104.27 $27.2K - $30K
33.8K $3.48M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-4.19K
- 1.91%
$34.55 - $36.37 $145K - $152K
216K $7.85M
GLW
Corning Inc

Technology
-354
- 2.11%
$51.6 - $82.03 $18.3K - $29K
16.4K $1.35M
TSLA
Tesla, Inc.

Consumer Cyclical
-69
- 1.75%
$293.94 - $444.72 $20.3K - $30.7K
3.87K $1.72M
GOOGL
Alphabet Inc.

Communication Services
-1.14K
- 9.17%
$174.36 - $254.72 $199K - $291K
11.3K $2.75M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-11.3K
- 2.37%
$23.82 - $25.84 $270K - $293K
467K $12M
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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