Schmidt P J Investment Management Inc Purchases in Q4 2024

Schmidt P J Investment Management Inc

  • $563 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
11.6K
+ 18.84%
$89.66 - $102.16 $1.04M - $1.18M
73.1K $7.08M
IYW
Ishares Dj Us Tech ETF

ETFs
2.29K
+ 7.56%
$148.14 - $166.23 $340K - $381K
32.6K $5.2M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.54K
+ 3.32%
$102.46 - $110.17 $260K - $279K
78.8K $8.35M
PRN
Invesco Dwa Industrials Moment

ETFs
2.03K
New
$151.92 - $177.75 $308K - $361K
2.03K $312K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.63K
New
$42.05 - $48.31 $195K - $224K
4.63K $214K
FNDX
Schwab Fundamental U S Large C

ETFs
230K
+ 211.21%
$23.49 - $71.77 $5.4M - $16.5M
339K $8.02M
GOOGL
Alphabet Inc.

Communication Services
50
+ 0.68%
$161.86 - $196.66 $8.09K - $9.83K
7.37K $1.4M
FDIS
Fidelity Covington Tr Msci Con

ETFs
597
+ 6.26%
$85.33 - $104.24 $50.9K - $62.2K
10.1K $987K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.82K
+ 10.14%
$65.31 - $74.15 $119K - $135K
19.7K $1.33M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 16.88%
$113.79 - $124.5 $140K - $153K
8.5K $974K
MUB
Ishares National Muni Bond ETF

ETFs
1.31K
+ 15.81%
$105.78 - $108.7 $138K - $142K
9.58K $1.02M
PANW
Palo Alto Networks Inc

Technology
4.15K
+ 101.42%
$181.96 - $405.9 $755K - $1.68M
8.24K $1.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
25K
+ 2.42%
$22.39 - $23.45 $559K - $585K
1.06M $24.3M
CDNS
Cadence Design Systems Inc

Technology
81
+ 4.25%
$249.1 - $324.54 $20.2K - $26.3K
1.99K $597K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
4.29K
+ 29.46%
$21.25 - $22.07 $91.1K - $94.6K
18.8K $401K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.14K
+ 5.11%
$44.87 - $46.86 $320K - $335K
147K $6.59M
XLF
Financial Sector Spdr

ETFs
720
+ 12.67%
$44.89 - $51.34 $32.3K - $37K
6.4K $309K
IAU
Ishares Gold Trust

ETFs
941
+ 19.14%
$48.37 - $52.65 $45.5K - $49.5K
5.86K $289K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.14K
+ 9.82%
$71.75 - $75.11 $81.4K - $85.2K
12.7K $912K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.67K
+ 8.91%
$23.25 - $23.37 $38.9K - $39.1K
20.4K $476K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
498
+ 8.48%
$70.31 - $77.39 $35K - $38.5K
6.37K $447K
IBM
International Business Machines Corp

Technology
100
+ 5.35%
$204.9 - $238.04 $20.5K - $23.8K
1.97K $433K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
85
+ 8.2%
$238.25 - $261.28 $20.3K - $22.2K
1.12K $271K
FDVV
Fidelity High Dividend ETF

ETFs
612
+ 3.13%
$49.66 - $52.63 $30.4K - $32.2K
20.1K $1.01M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.17%
$554.08 - $632.68 $554 - $633
591 $348K
ICSH
Blackrock Ultra Short Term Bon

ETFs
241
+ 2.45%
$50.35 - $50.69 $12.1K - $12.2K
10.1K $507K
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.03%
$49.06 - $57.74 $98.1 - $115
7.66K $400K
PXE
Invesco Exchange Traded Fd Tr

ETFs
339
+ 1.65%
$28.09 - $32.7 $9.52K - $11.1K
20.9K $619K
Pacer Fds Tr
2.13K
+ 13.98%
N/A
17.4K $0
CGMS
Capital Grp Core Plus Income E
9.3K
+ 51.4%
N/A
27.4K $0
Pimco ETF Tr
2.41K
+ 10.56%
N/A
25.2K $0
Blackrock Inc
10.3K
New
N/A
10.3K $0
Innovator Etfs Trust
8.23K
New
N/A
8.23K $0
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10
+ 0.07%
N/A
14.3K $340K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.69K
+ 4.57%
$22.65 - $23.8 $60.9K - $64K
61.5K $1.4M
JPSE
J P Morgan Diversified Return

ETFs
470
+ 2.14%
$46.77 - $51.7 $22K - $24.3K
22.4K $1.05M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
375
+ 2.2%
$25.3 - $26.31 $9.49K - $9.87K
17.4K $445K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.03%
$118.38 - $133.06 $118 - $133
2.94K $353K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
247
+ 1.22%
$24.61 - $25.12 $6.08K - $6.2K
20.5K $506K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
181
+ 1.53%
$22.71 - $23.47 $4.11K - $4.25K
12K $273K
TDG
Trans Digm Group Inc

Industrials
22
+ 10.48%
$1239.0 - $1442.53 $27.3K - $31.7K
232 $294K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
198
+ 1.37%
$24.82 - $25.48 $4.91K - $5.05K
14.7K $365K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
345
+ 5.88%
$33.43 - $36.52 $11.5K - $12.6K
6.22K $209K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.05K
+ 4.34%
$31.23 - $33.51 $32.8K - $35.2K
25.2K $792K
GD
General Dynamics Corp

Industrials
37
+ 2.48%
$260.28 - $314.03 $9.63K - $11.6K
1.53K $403K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.02%
$59.25 - $72.99 $59.3 - $73
4.58K $273K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
263
+ 0.28%
$49.79 - $51.14 $13.1K - $13.4K
94.1K $4.72M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.1K
+ 168.02%
$26.93 - $84.95 $541K - $1.71M
32.1K $875K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.52K
+ 3.9%
$37.12 - $41.23 $93.4K - $104K
67K $2.49M
Activity Summary
Buys All Purchases 57 New Holdings 4 Increased Positions 53 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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