Legal Name: D.B. ROOT & COMPANY, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 19, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SCHWAB STRATEGIC T (808524862)
|
302,331 |
$15,294k |
|
|
Apple Inc (037833100)
|
22,729 |
$4,498k |
|
|
PPG INDUSTRIES INC (693506107)
|
37,201 |
$4,341k |
|
|
MICROSOFT CORP (594918104)
|
30,837 |
$4,131k |
|
|
ADP (053015103)
|
20,090 |
$3,321k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
55,516 |
$3,051k |
|
|
PNC FINL SVCS GRP (693475105)
|
19,086 |
$2,620k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
10,791 |
$2,300k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
19,934 |
$2,219k |
|
|
JOHNSON & JOHNSON (478160104)
|
15,875 |
$2,211k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
61,978 |
$1,988k |
|
|
JOHN HANCOCK EXCHANGE TRADED (47804J503)
|
57,240 |
$1,956k |
|
|
John Hancock Multifactor Energy ETF (47804J701)
|
76,508 |
$1,909k |
|
|
Boeing Co/The (097023105)
|
4,919 |
$1,790k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
11,269 |
$1,773k |
|
|
COCA-COLA CO (191216100)
|
34,103 |
$1,736k |
|
|
MASTERCARD INC (57636Q104)
|
6,380 |
$1,687k |
|
|
PFIZER INC (717081103)
|
35,578 |
$1,541k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
58,579 |
$1,537k |
|
|
FIRST TR VALUE LINE DIVID IN (33734H106)
|
44,112 |
$1,488k |
|
|
Exxon Mobil Corp (30231G102)
|
19,170 |
$1,469k |
|
|
CISCO SYSTEMS INC (17275R102)
|
24,810 |
$1,357k |
|
|
MCDONALDS CORP (580135101)
|
6,425 |
$1,334k |
|
|
NOVARTIS AG (66987V109)
|
14,439 |
$1,318k |
|
|
MEDTRONIC PLC (G5960L103)
|
12,870 |
$1,253k |
|
|
DOMINION ENERGY INC (25746U109)
|
15,765 |
$1,218k |
|
|
INTEL CORP (458140100)
|
24,858 |
$1,189k |
|
|
BHP BILLITON LTD (088606108)
|
20,388 |
$1,184k |
|
|
AT&T INC (00206R102)
|
34,622 |
$1,160k |
|
|
Chevron Corp (166764100)
|
9,265 |
$1,153k |
|
|
Lockheed Martin Corp (539830109)
|
3,168 |
$1,152k |
|
|
DIAGEO P L C (25243Q205)
|
6,596 |
$1,136k |
|
|
Amazon.com Inc (023135106)
|
598 |
$1,132k |
|
|
Netflix Inc (64110L106)
|
3,076 |
$1,129k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X135)
|
34,344 |
$1,086k |
|
|
ISHARES (464288448)
|
33,641 |
$1,033k |
|
|
PHILIP MORRIS INTL (718172109)
|
13,077 |
$1,026k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
5,482 |
$1,023k |
|
|
Schlumberger Ltd (806857108)
|
25,565 |
$1,015k |
|
|
CORNING INCORPORATED (219350105)
|
29,902 |
$993k |
|
|
QUALCOMM INC (747525103)
|
13,025 |
$990k |
|
|
BECTON DICKINSON (075887109)
|
3,837 |
$967k |
|
|
ALTRIA GROUP INC (02209S103)
|
20,375 |
$964k |
|
|
LULULEMON ATHLETICA (550021109)
|
5,256 |
$947k |
|
|
MONDELEZ INTL INC (609207105)
|
17,535 |
$945k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
11,898 |
$931k |
|
|
KOPPERS HOLDINGS INC (50060P106)
|
31,637 |
$928k |
|
|
MERCK & CO INC (58933Y105)
|
10,878 |
$912k |
|
|
Nutrien Ltd (67077M108)
|
17,015 |
$909k |
|
|
ALPHABET INC (02079K305)
|
837 |
$906k |
|
|
DUKE ENERGY CORP (26441C204)
|
10,193 |
$899k |
|
|
PEPSICO INC (713448108)
|
6,767 |
$887k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
7,181 |
$855k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
9,106 |
$843k |
|
|
Bristol-Myers Squibb Co (110122108)
|
17,440 |
$790k |
|
|
COSTCO WHSL CORP (22160K105)
|
2,985 |
$788k |
|
|
ABBVIE INC (00287Y109)
|
10,754 |
$782k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,607 |
$768k |
|
|
ANNALY CAP MGMT INC (035710409)
|
83,764 |
$764k |
|
|
Booking Holdings, Inc. (09857L108)
|
404 |
$757k |
|
|
Facebook Inc (30303M102)
|
3,903 |
$753k |
|
|
RAYTHEON (755111507)
|
4,308 |
$749k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
4,272 |
$723k |
|
|
CVS HEALTH CORP (126650100)
|
13,013 |
$709k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
31,874 |
$677k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
24,172 |
$667k |
|
|
INTERXION HOLDING N.V (N47279109)
|
8,380 |
$637k |
|
|
ACTIVISION BLIZZARD INC (00507V109)
|
13,406 |
$632k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X176)
|
9,433 |
$627k |
|
|
ISHARES U (464287739)
|
7,161 |
$625k |
|
|
Alphabet Inc (02079K107)
|
578 |
$624k |
|
|
RH COM (74967X103)
|
5,386 |
$622k |
|
|
Invesco S&P 500 High Q(sphq) (46137V241)
|
18,487 |
$612k |
|
|
OLLIES BARGAIN OUT (681116109)
|
6,900 |
$601k |
|
|
MONRO MUFFLER BRAKE INC (610236101)
|
6,926 |
$590k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X150)
|
13,905 |
$589k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
2,849 |
$582k |
|
|
EQUINIX INC (29444U700)
|
1,120 |
$564k |
|
|
ISHARES (464287705)
|
3,524 |
$562k |
|
|
DUNKIN BRANDS GR (265504100)
|
6,900 |
$549k |
|
|
ISHARES (464287234)
|
12,332 |
$529k |
|
|
ELECTRONIC ARTS INC (285512109)
|
5,085 |
$514k |
|
|
SBA COMMUNICATIONS CORP NEW (78410G104)
|
2,235 |
$502k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
7,664 |
$488k |
|
|
OAKTREE CAP GROUP (674001201)
|
9,799 |
$485k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
8,819 |
$485k |
|
|
ISHARES (464287465)
|
7,369 |
$484k |
|
|
FIRST TR EXCHANGE TRADED FD (33734X184)
|
16,738 |
$480k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
22,022 |
$466k |
|
|
Bank of New York Mellon Corp. (064058100)
|
10,437 |
$460k |
|
|
CINTAS CORP (172908105)
|
1,916 |
$454k |
|
|
NIKE INC (654106103)
|
5,351 |
$449k |
|
|
C H Robinson Worldwide (12541W209)
|
5,206 |
$439k |
|
|
ENBRIDGE INC (29250N105)
|
12,152 |
$438k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
3,604 |
$420k |
|
|
MOODYS CORP (615369105)
|
2,125 |
$415k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
3,254 |
$413k |
|
|
J & J SNACK FOODS CORP (466032109)
|
2,569 |
$413k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
2,301 |
$412k |
|
|
S&P GLOBAL INC (78409V104)
|
1,802 |
$410k |
|
|
BROADRIDGE FINL SOLN (11133T103)
|
3,200 |
$408k |
|
|
Proto Labs Inc (743713109)
|
3,426 |
$397k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,468 |
$383k |
|
|
MICRON TECHNOLOGY (595112103)
|
9,942 |
$383k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,890 |
$379k |
|
|
Intercontinental Exchange Inc (45866F104)
|
4,400 |
$378k |
|
|
AMBEV SA (02319V103)
|
81,144 |
$378k |
|
|
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW (46138E198)
|
7,302 |
$374k |
|
|
Incyte Corp (45337C102)
|
4,400 |
$373k |
|
|
Fidelity(R) MSCI Financials ETF (316092501)
|
9,219 |
$369k |
|
|
CME GROUP INC (12572Q105)
|
1,885 |
$366k |
|
|
Charles Schwab Corp/The (808513105)
|
9,028 |
$362k |
|
|
GENTHERM INC (37253A103)
|
8,626 |
$360k |
|
|
BIOMARIN PHARMACEUTICAL INC (09061G101)
|
4,099 |
$351k |
|
|
EATON CORPORATION (G29183103)
|
4,134 |
$344k |
|
|
SMUCKER J M CO (832696405)
|
2,927 |
$337k |
|
|
Halliburton Co (406216101)
|
14,628 |
$332k |
|
|
CBOE GLOBAL MARKETS INC (12503M108)
|
3,205 |
$332k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
LIVERAMP HLDGS INC (53815P108)
|
6,525 |
$316k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
23,005 |
$310k |
|
|
iShares Interest Rate Hedged High Yield Bond ETF (46431W606)
|
3,456 |
$306k |
|
|
DICKS SPORTING GOODS (253393102)
|
8,804 |
$304k |
|
|
LITTELFUSE INC (537008104)
|
1,724 |
$304k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
2,408 |
$302k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
2,658 |
$297k |
|
|
FOX FACTORY HLDG (35138V102)
|
3,450 |
$284k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
2,501 |
$283k |
|
|
OSHKOSH CORPORATION (688239201)
|
3,400 |
$283k |
|
|
Retail Properties of America, Inc. (76131V202)
|
23,973 |
$281k |
|
|
ISHARES TRUST INT RT HDG C B ETF (46431W705)
|
2,893 |
$272k |
|
|
BlackRock, Inc. (09247X101)
|
535 |
$251k |
|
|
CARMAX INC (143130102)
|
2,820 |
$244k |
|
|
GENERAL DYNAMICS (369550108)
|
1,322 |
$240k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
10,663 |
$228k |
|
|
PAYCHEX INC (704326107)
|
2,714 |
$223k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E636)
|
8,116 |
$216k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
3,711 |
$215k |
|
|
PATRICK INDS INC (703343103)
|
4,281 |
$210k |
|
|
CDK GLOBAL INC (12508E101)
|
4,266 |
$210k |
|
|
INVESCO PENN VL MUNI (46132K109)
|
13,677 |
$174k |
|
|
PALATIN TECHNOLOGIES INC (696077403)
|
12,000 |
$13k |
|
|
BIOLINERX LTD (09071M106)
|
20,000 |
$7k |
|
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