Schmidt P J Investment Management Inc Purchases in Q1 2025

Schmidt P J Investment Management Inc

  • $533 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
352
+ 4.82%
$890.62 - $1076.86 $313K - $379K
7.65K $7.24M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
348
+ 0.07%
$50.82 - $52.7 $17.7K - $18.3K
494K $25.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.73K
+ 5.26%
$44.41 - $45.98 $343K - $355K
155K $7.06M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
14.6K
+ 71.4%
$23.29 - $23.38 $340K - $341K
35K $818K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.42K
+ 104.48%
$50.87 - $51.09 $275K - $277K
10.6K $541K
FVAL
Fidelity Covington Tr Value Fa

ETFs
4.68K
New
$58.79 - $65.0 $275K - $304K
4.68K $278K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.9K
New
$22.77 - $22.94 $247K - $249K
10.9K $248K
XLC
Select Sector Spdr Tr Communic

ETFs
2.71K
+ 3.71%
$94.84 - $105.31 $257K - $285K
75.8K $7.31M
XLU
Utilities Sector Spdr

ETFs
2.77K
New
$74.7 - $80.27 $207K - $222K
2.77K $218K
RLY
Ssga Active ETF Tr

ETFs
7.6K
New
$27.21 - $28.6 $207K - $217K
7.6K $216K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
41
+ 2.17%
$402.49 - $513.76 $16.5K - $21.1K
1.93K $936K
BSX
Boston Scientific Corp

Healthcare
561
+ 5.63%
$89.38 - $106.18 $50.1K - $59.6K
10.5K $1.06M
MBB
Ishares Tr

ETFs
1.58K
+ 38.55%
$90.37 - $94.08 $143K - $149K
5.68K $532K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 13.76%
$113.59 - $123.29 $133K - $144K
9.67K $1.13M
FDVV
Fidelity High Dividend ETF

ETFs
2.7K
+ 13.4%
$48.86 - $52.28 $132K - $141K
22.8K $1.13M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.66K
+ 18.54%
$60.91 - $71.4 $223K - $261K
23.4K $1.46M
IAU
Ishares Gold Trust

ETFs
804
+ 13.73%
$49.74 - $58.96 $40K - $47.4K
6.66K $392K
TDG
Trans Digm Group Inc

Industrials
29
+ 12.5%
$1251.32 - $1394.11 $36.3K - $40.4K
261 $361K
VB
Vanguard Small Cap ETF

ETFs
400
+ 26.6%
$217.89 - $252.64 $87.2K - $101K
1.9K $422K
NUDM
Nuveen Esg International Devel

ETFs
1.14K
+ 10.41%
$29.75 - $33.12 $34K - $37.8K
12.1K $385K
PRN
Invesco Dwa Industrials Moment

ETFs
637
+ 31.38%
$134.74 - $169.56 $85.8K - $108K
2.67K $367K
META
Meta Platforms, Inc.

Communication Services
107
+ 18.1%
$576.36 - $736.67 $61.7K - $78.8K
698 $402K
IBDV
Ishares Tr

Technology
2.25K
+ 21.29%
$21.11 - $21.73 $47.5K - $48.9K
12.8K $278K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.64K
+ 0.16%
$22.25 - $23.0 $36.6K - $37.8K
1.06M $24.3M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.54K
+ 8.17%
$50.25 - $55.9 $77.6K - $86.3K
20.5K $1.05M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.57K
+ 13.12%
$22.61 - $23.14 $35.5K - $36.4K
13.6K $313K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
655
+ 24.19%
$70.83 - $76.62 $46.4K - $50.2K
3.36K $238K
D
Dominion Energy, Inc

Utilities
250
+ 5.48%
$52.85 - $57.43 $13.2K - $14.4K
4.81K $269K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2
+ 0.02%
$71.17 - $73.66 $142 - $147
12.7K $932K
TFLO
Ishares Treasury Floating Rate

ETFs
226
+ 5.08%
$50.48 - $50.68 $11.4K - $11.5K
4.67K $236K
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.61%
$308.86 - $455.36 $1.54K - $2.28K
825 $290K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.32K
+ 11.76%
$24.91 - $29.02 $207K - $241K
79.1K $1.98M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
918
+ 19.81%
$39.97 - $48.7 $36.7K - $44.7K
5.55K $221K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
32
+ 0.16%
$24.6 - $24.99 $787 - $800
20.5K $512K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
21
+ 0.12%
$25.05 - $25.16 $526 - $528
17.9K $450K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 5.81%
$476.63 - $610.45 $11.9K - $15.3K
455 $225K
IBMO
Ishares Tr Ibonds December 202

ETFs
10
+ 0.11%
$25.45 - $25.6 $255 - $256
8.84K $225K
Pimco ETF Tr
2.95K
+ 11.73%
N/A
28.1K $0
CGMS
Capital Grp Core Plus Income E
1.9K
+ 6.95%
N/A
29.3K $0
Fidelity Covington Trust
8.25K
New
N/A
8.25K $0
Pacer Fds Tr
379
+ 2.18%
N/A
17.8K $0
WMT
Walmart Inc.

Consumer Defensive
171
+ 2.88%
$84.5 - $105.05 $14.4K - $18K
6.12K $536K
ADBE
Adobe Inc.

Technology
25
+ 2.87%
$377.84 - $464.11 $9.45K - $11.6K
896 $343K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
60
+ 0.06%
$49.25 - $50.66 $2.96K - $3.04K
94.2K $4.67M
JPSE
J P Morgan Diversified Return

ETFs
363
+ 1.62%
$42.78 - $48.51 $15.5K - $17.6K
22.8K $993K
PANW
Palo Alto Networks Inc

Technology
92
+ 1.12%
$167.82 - $208.28 $15.4K - $19.2K
8.33K $1.42M
NEE
Nextera Energy Inc

Utilities
316
+ 0.25%
$66.96 - $76.16 $21.2K - $24.1K
125K $8.88M
FDIS
Fidelity Covington Tr Msci Con

ETFs
465
+ 4.59%
$82.77 - $101.84 $38.5K - $47.4K
10.6K $895K
BX
Blackstone Inc.

Financial Services
111
+ 1.67%
$136.53 - $186.74 $15.2K - $20.7K
6.77K $946K
Activity Summary
Buys All Purchases 56 New Holdings 6 Increased Positions 50 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email