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CIK: 0001731717
Total reported value
$470.8M
$470.8M
181 檔
25.3%
As reported in its official Q1 2025 Form 13F filing, D.B. Root & Company, LLC's tracked investment portfolio stood at $470.8M with 181 total positions.
In Q1 2025, D.B. Root & Company, LLC displayed an active expansion posture, initiating 181 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 18.70% | -1.00% | +4.37% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 8.23% | +0.06% | +3.09% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.14% | +0.09% | +4.75% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.35% | +0.12% | +0.63% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.00% | +0.01% | +0.17% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.30% | -0.07% | +41.28% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 2.26% | -0.05% | -0.32% | |
| 8 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 1.99% | — | +7.55% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.95% | -0.02% | +4.21% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.77% | +0.41% | -7.09% | |
| 11 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.75% | +0.02% | -0.04% | |
| 12 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 1.74% | -0.02% | +10.13% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 1.65% | -0.01% | +0.16% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.50% | — | +1.46% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | +0.17% | -8.06% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.38% | -0.07% | -8.30% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.09% | -5.35% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | -0.02% | -2.66% | |
| 19 | IBUF | Innv Id 10 Buffer ETF Qurtly | ETF-Other | 1.25% | +0.03% | +18.97% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.04% | +0.26% | -23.57% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.01% | -0.29% | +17.97% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.09% | -4.29% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.19% | +4.62% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | -0.02% | +2.22% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.14% | -3.07% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.83% | +0.03% | -0.43% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.09% | -6.86% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.68% | -0.02% | +44.47% | |
| 29 | RH | Rh | Stock-Consumer Disc | 0.67% | +0.01% | +12.62% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.03% | +3.29% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.19% | +0.40% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.57% | +0.01% | -15.91% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.53% | -0.04% | +13.85% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.50% | -0.01% | +77.94% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.06% | -0.25% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.03% | +2.27% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | — | -4.70% | |
| 38 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.46% | -0.01% | -20.71% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.03% | -8.32% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.43% | -0.02% | -1.85% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.41% | -0.05% | -23.46% | |
| 42 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.41% | -0.02% | -3.27% | |
| 43 | CSX | Csx CORP | Stock-Industrials | 0.40% | -0.03% | -18.13% | |
| 44 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 0.39% | -0.02% | -3.21% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.38% | -0.04% | +11.73% | |
| 46 | JJSF | J & J Snack Foods CORP | Stock-Other | 0.38% | -0.02% | +7.45% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.07% | +6.52% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.08% | +5.61% | |
| 49 | GGG | Graco Inc | Stock-Industrials | 0.36% | -0.03% | -9.67% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.36% | +0.02% | -2.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| 2 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 3 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 4 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 7 | DFAI | Dimensional International Co | — | NEW | New buy |
| 8 | BSTP | Innovator Buff Su Strat ETF | — | NEW | New buy |
| 9 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 10 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 11 | DKS | Dick's Sporting Goods Inc | — | NEW | New buy |
| 12 | ZALT | Innovator US Eq 10 Buffer | — | NEW | New buy |
| 13 | ADP | Automatic Data Processing | — | NEW | New buy |
| 14 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 15 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 17 | MSFT | Microsoft CORP | — | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 19 | IBUF | Innv Id 10 Buffer ETF Qurtly | — | NEW | New buy |
| 20 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 21 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 22 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 23 | WMT | Walmart Inc | — | NEW | New buy |
| 24 | NVDA | Nvidia CORP | — | NEW | New buy |
| 25 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 26 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 28 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 29 | RH | Rh | — | NEW | New buy |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 31 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 32 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
| 33 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 34 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 36 | HD | Home Depot Inc | — | NEW | New buy |
| 37 | KO | Coca-cola Co/the | — | NEW | New buy |
| 38 | JHMM | John Hancock Multi Fact Mid | — | NEW | New buy |
| 39 | MA | Mastercard Inc - A | — | NEW | New buy |
| 40 | SYK | Stryker CORP | — | NEW | New buy |
| 41 | SBUX | Starbucks CORP | — | NEW | New buy |
| 42 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 43 | CSX | Csx CORP | — | NEW | New buy |
| 44 | SSD | Simpson Manufacturing Co Inc | — | NEW | New buy |
| 45 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 46 | JJSF | J & J Snack Foods CORP | — | NEW | New buy |
| 47 | CVX | Chevron CORP | — | NEW | New buy |
| 48 | TSLA | Tesla Inc | — | NEW | New buy |
| 49 | GGG | Graco Inc | — | NEW | New buy |
| 50 | ETN | Eaton Corporation plc | — | NEW | New buy |
According to official SEC Form 13F filings, D.B. Root & Company, LLC reported a total U.S. public equity portfolio value of $470.8M across 181 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JCPB, SCHX, VIG) accounted for 25.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
JCPB
市值: $57.9M
During Q1 2025, D.B. Root & Company, LLC's top holdings by market value included JCPB (18.7%)、SCHX (8.2%)、VIG (5.1%). The largest single position, JCPB, represented 18.7% of total portfolio value.
In Q1 2025, D.B. Root & Company, LLC made 181 total portfolio adjustments, initiating 181 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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