• 13F History

D.B. Root & Company, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$314M
Signature - Title
Dana Zarnich - CCO
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by D.B. Root & Company, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. D.B. Root & Company, LLC reported 184 stock holdings with total value $314M as of Q4 2024. Top holdings included JCPB, SCHX, VIG, SCHB, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 184 $314M +$59.8M -$11.6M +$48.2M JCPB, SCHX, VIG, SCHB, AAPL 13F-HR 1/17/2025, 03:44 PM
Q3 2024 179 $303M +$18.6M -$26.5M -$7.89M JCPB, SCHX, VIG, SCHB, AAPL 13F-HR 10/31/2024, 11:04 AM
Q2 2024 184 $293M +$29M -$31.8M -$2.83M JCPB, SCHX, VIG, SCHB, AAPL 13F-HR 7/15/2024, 03:32 PM
Q1 2024 176 $296M +$26.6M -$23M +$3.58M JCPB, SCHX, VIG, SCHB, AAPL 13F-HR 4/17/2024, 04:54 PM
Q4 2023 165 $276M +$10.6M -$15.2M -$4.6M JCPB, SCHX, VIG, SCHB, VTI 13F-HR 1/16/2024, 05:01 PM
Q3 2023 175 $257M +$13M -$9.49M +$3.53M JCPB, SCHX, VIG, VTI, AAPL 13F-HR 11/3/2023, 04:59 PM
Q2 2023 170 $264M +$15.9M -$9.4M +$6.53M JCPB, SCHX, VIG, VTI, AAPL 13F-HR 7/18/2023, 05:06 PM
Q1 2023 165 $254M +$17.3M -$10.6M +$6.71M JCPB, SCHX, VTI, VIG, SCHB 13F-HR 4/18/2023, 04:15 PM
Q4 2022 157 $237M +$15.7M -$9.68M +$6.05M JCPB, SCHX, VTI, VIG, SCHB 13F-HR 1/27/2023, 12:55 PM
Q3 2022 156 $220M +$19.7M -$12.9M +$6.8M JCPB, SCHX, VTI, VIG, AAPL 13F-HR 10/26/2022, 01:19 PM
Q2 2022 166 $233M +$15.2M -$8.23M +$6.98M JCPB, SCHX, VTI, VIG, SCHB 13F-HR 7/21/2022, 01:55 PM
Q1 2022 181 $269M +$34.2M -$7.79M +$26.4M JCPB, SCHX, VTI, AAPL, SCHB 13F-HR 5/5/2022, 06:58 PM
Q4 2021 187 $277M +$29.1M -$21.2M +$7.89M SCHX, JCPB, VTI, SCHB, AAPL 13F-HR 2/1/2022, 12:28 PM
Q3 2021 191 $256M +$11.6M -$18.9M -$7.25M SCHX, SCHZ, VTI, SCHB, AAPL 13F-HR 10/22/2021, 01:59 PM
Q2 2021 202 $268M +$9.26M -$11.1M -$1.8M SCHX, SCHZ, VTI, SCHB, AAPL 13F-HR 7/28/2021, 10:50 AM
Q1 2021 205 $254M +$14.8M -$21.5M -$6.68M SCHX, SCHZ, VTI, SCHB, SCHO 13F-HR 5/4/2021, 01:26 PM
Q4 2020 199 $250M +$21.2M -$31M -$9.81M SCHX, SCHZ, VTI, SCHO, SCHB 13F-HR 2/9/2021, 12:29 PM
Q3 2020 203 $249M +$20.1M -$8.36M +$11.7M SCHX, SCHZ, SCHO, VTI, SPLV 13F-HR 10/21/2020, 05:40 PM
Q2 2020 196 $230M +$21.6M -$15.5M +$6.12M SCHX, SCHZ, SCHO, VTI, SCHB 13F-HR 8/6/2020, 03:41 PM
Q1 2020 181 $198M +$24.3M -$7.18M +$17.1M SCHZ, SCHO, SCHX, VTI, SPLV 13F-HR 4/29/2020, 01:38 PM
Q4 2019 193 $227M +$13.2M -$9.81M +$3.44M SCHX, SCHO, SCHZ, VTI, SCHB 13F-HR 1/14/2020, 12:16 PM
Q3 2019 192 $215M +$13.9M -$23.3M -$9.45M SCHX, SCHO, SCHZ, VTI, SCHB 13F-HR 10/28/2019, 06:00 PM
Q2 2019 195 $226M +$15.6M -$20.9M -$5.38M SCHO, SCHX, VTI, SCHZ, SCHB 13F-HR 7/19/2019, 02:44 PM
Q1 2019 205 $234M +$31.2M -$17.6M +$13.6M SCHX, VTI, SCHO, SCHZ, SCHB 13F-HR 4/12/2019, 03:58 PM
Q4 2018 190 $201M +$26.4M -$14M +$12.4M VTI, SCHX, VCIT, SCHZ, SCHB Restatement 1/25/2019, 07:27 AM
Q3 2018 207 $227M +$18.9M -$9.61M +$9.28M VTI, SCHX, VCIT, AAPL, SCHB 13F-HR 11/5/2018, 10:05 AM
Q2 2018 201 $212M +$32.9M -$7.45M +$25.5M VTI, SCHX, VCIT, AAPL, SCHD 13F-HR 7/25/2018, 11:55 AM
Q1 2018 190 $189M +$79.7M -$1.28M +$78.4M VTI, SCHX, VCIT, SCHD, PPG 13F-HR 5/2/2018, 10:48 AM
Q4 2017 108 $117M VTI, SCHX, SCHD, PPG, BND 13F-HR 2/22/2018, 10:01 AM