DB Root & Company LLC

D.B. ROOT & COMPANY, LLC, a PA Limited Liability Company, is a financial firm composed of 21 employees, of which 12 are advisors, and services 2 clients. Its legal entity is DB Root & Company LLC, with an SEC registration status of Approved dating back to Sep 11, 2015.

• D.B. ROOT MANAGEMENT, INC.

  PARENT HOLDING COMPANY owns 75% or more

• DAVID BOND ROOT

  CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER owns less than 5%

• HEATHER ANN OSTROWSKI

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JODI LYNN LANDUCCI

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DAVID BOND ROOT

  SHAREHOLDER owns 75% or more

• Coury FIRM Asset Management LLC
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• FNB Investment Advisors Inc
• G & R Investment Consultants Inc
• MID Atlantic Financial Management Inc
• Greycourt & Co Inc
• BILL FEW Associates Inc
• Commonwealth Advisory Group Ltd

• D.B. Root & Company, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• The Changing Tides of Investment: D.B. Root & Company's Q4 2022 vs. Q1 2023 Holdings

• SCHWAB STRATEGIC T $15,294k
• Apple Inc $4,498k
• PPG INDUSTRIES INC $4,341k
• MICROSOFT CORP $4,131k
• ADP $3,321k
• SCHWAB STRATEGIC TR $3,051k
• PNC FINL SVCS GRP $2,620k
• Berkshire Hathaway, Inc. $2,300k
• ISHARES TR CORE US AGGBD ET $2,219k
• JOHNSON & JOHNSON $2,211k