Jacobson & Schmitt Advisors, LLC New Holdings in Q2 2025

Jacobson & Schmitt Advisors, LLC

  • $550 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
95.4K
New
$24.54 - $25.07 $2.34M - $2.39M
95.4K $2.39M
INTU
Intuit Inc

Technology
2.78K
New
$544.07 - $787.63 $1.51M - $2.19M
2.78K $2.19M
SHYD
Vaneck Short High Yield Muni E

ETFs
61.9K
New
$21.84 - $22.79 $1.35M - $1.41M
61.9K $1.4M
LLY
Eli Lilly & CO

Healthcare
1.7K
New
$713.71 - $898.95 $1.22M - $1.53M
1.7K $1.33M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.1K
New
$77.94 - $79.5 $1.18M - $1.2M
15.1K $1.2M
RVNU
Xtrackers Municipal Infrastruc

ETFs
45.4K
New
$23.4 - $24.92 $1.06M - $1.13M
45.4K $1.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.6K
New
$58.41 - $72.69 $735K - $915K
12.6K $915K
SUB
Ishares Short Term National Mu

ETFs
6.83K
New
$104.77 - $106.34 $715K - $726K
6.83K $726K
EAT
Brinker International, Inc

Consumer Cyclical
3.7K
New
$128.68 - $181.78 $475K - $672K
3.7K $666K
ETN
Eaton Corp PLC

Industrials
1.81K
New
$246.52 - $356.99 $447K - $647K
1.81K $646K
CTAS
Cintas Corp

Industrials
2.59K
New
$190.11 - $227.66 $493K - $590K
2.59K $577K
IXUS
Ishares Tr

ETFs
6.21K
New
$62.37 - $77.63 $387K - $482K
6.21K $480K
JNJ
Johnson & Johnson

Healthcare
2.69K
New
$146.36 - $159.82 $394K - $430K
2.69K $411K
ITW
Illinois Tool Works Inc

Industrials
1.6K
New
$218.41 - $252.43 $349K - $404K
1.6K $395K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
811
New
$483.48 - $539.8 $392K - $438K
811 $393K
ABT
Abbott Laboratories

Healthcare
2.83K
New
$123.95 - $138.08 $350K - $390K
2.83K $384K
ABBV
Abb Vie Inc.

Healthcare
2.03K
New
$170.16 - $206.27 $346K - $419K
2.03K $376K
AAPL
Apple Inc.

Technology
1.71K
New
$172.42 - $223.89 $294K - $382K
1.71K $350K
AMD
Advanced Micro Devices Inc

Technology
2.1K
New
$78.21 - $143.81 $164K - $302K
2.1K $297K
MAS
Masco Corp

Industrials
4.6K
New
$58.73 - $71.06 $270K - $327K
4.6K $296K
NEE
Nextera Energy Inc

Utilities
4.15K
New
$64.11 - $75.0 $266K - $311K
4.15K $288K
NUE
Nucor Corp

Basic Materials
2.2K
New
$103.22 - $131.43 $227K - $289K
2.2K $284K
SPY
Spdr S&P 500 ETF Trust

ETFs
400
New
$496.48 - $617.85 $199K - $247K
400 $247K
SCI
Service Corp International

Consumer Cyclical
3K
New
$73.58 - $81.65 $221K - $245K
3K $244K
APD
Air Products & Chemicals, Inc.

Basic Materials
800
New
$248.61 - $294.96 $199K - $236K
800 $225K
MCD
Mcdonalds Corp

Consumer Cyclical
753
New
$285.55 - $321.23 $215K - $242K
753 $220K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.35K
New
$91.43 - $91.74 $215K - $216K
2.35K $215K
Vanguard Wellington Fd
6.81K
New
N/A
6.81K $0
Activity Summary
Buys All Purchases 54 New Holdings 29 Increased Positions 25 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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