Jacobson & Schmitt Advisors, LLC Reduced Holdings in Q3 2024

Jacobson & Schmitt Advisors, LLC

  • $487 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CHD
Church & Dwight CO Inc

Consumer Defensive
-17.8K
- 20.1%
$98.01 - $106.59 $1.75M - $1.9M
71K $7.43M
INTU
Intuit Inc

Technology
-77
- 2.43%
$602.97 - $670.49 $46.4K - $51.6K
3.09K $1.92M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.15%
$772.14 - $960.02 $2.32K - $2.88K
2.04K $1.8M
MRK
Merck & Co., Inc.

Healthcare
-37
- 1.47%
$111.15 - $128.97 $4.11K - $4.77K
2.49K $282K
MSFT
Microsoft Corp

Technology
-13
- 1.31%
$395.15 - $467.56 $5.14K - $6.08K
980 $421K
ETN
Eaton Corp PLC

Industrials
-151
- 7.69%
$272.52 - $333.02 $41.2K - $50.3K
1.81K $600K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-15
- 0.59%
$91.42 - $91.82 $1.37K - $1.38K
2.55K $233K
JPM
Jpmorgan Chase & CO

Financial Services
-29
- 1.42%
$194.9 - $224.8 $5.65K - $6.52K
2.02K $424K
CMCSA
Comcast Corp

Communication Services
-59
- 1.06%
$37.33 - $41.78 $2.2K - $2.47K
5.51K $229K
IEX
Idex Corp

Industrials
-10
- 0.85%
$190.56 - $214.98 $1.91K - $2.15K
1.17K $250K
ABT
Abbott Laboratories

Healthcare
-27
- 0.97%
$100.07 - $118.13 $2.7K - $3.19K
2.75K $313K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 1.84%
$245.82 - $304.51 $3.69K - $4.57K
800 $243K
JNJ
Johnson & Johnson

Healthcare
-40
- 1.46%
$145.48 - $167.38 $5.82K - $6.7K
2.69K $436K
ITW
Illinois Tool Works Inc

Industrials
-10
- 0.62%
$233.14 - $263.97 $2.33K - $2.64K
1.6K $419K
ABBV
Abb Vie Inc.

Healthcare
-21
- 1.02%
$163.84 - $199.33 $3.44K - $4.19K
2.03K $401K
NEE
Nextera Energy Inc

Utilities
-22
- 0.53%
$69.9 - $84.97 $1.54K - $1.87K
4.15K $350K
NKE
Nike, Inc.

Consumer Cyclical
-9.63K
- 8.53%
$71.09 - $89.44 $685K - $861K
103K $9.12M
CSWI
Csw Industrials, Inc.

Industrials
-7.45K
- 16.2%
$263.55 - $370.84 $1.96M - $2.76M
38.5K $14.1M
Activity Summary
Buys All Purchases 44 New Holdings 4 Increased Positions 40 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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