Schmidt P J Investment Management Inc Purchases in Q2 2025

Schmidt P J Investment Management Inc

  • $562 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
16
+ 0.54%
$81.72 - $124.01 $1.31K - $1.98K
3K $371K
NUDM
Nuveen Esg International Devel

ETFs
862
+ 7.12%
$28.66 - $35.49 $24.7K - $30.6K
13K $460K
VCIT
Vanguard Intermediate Term Cor

ETFs
800
+ 16.86%
$79.56 - $82.92 $63.6K - $66.3K
5.54K $459K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.29K
+ 11.22%
$45.2 - $46.6 $58.3K - $60.1K
12.8K $592K
RLY
Ssga Active ETF Tr

ETFs
1.58K
+ 20.77%
$25.82 - $29.59 $40.7K - $46.7K
9.18K $266K
XLU
Utilities Sector Spdr

ETFs
456
+ 16.47%
$73.09 - $82.77 $33.3K - $37.7K
3.22K $263K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.23K
+ 2.48%
$22.43 - $23.23 $27.7K - $28.7K
51.1K $1.19M
RTX
Raytheon Technologies Corp

Industrials
30
+ 1.32%
$113.75 - $148.48 $3.41K - $4.45K
2.3K $335K
IFRA
Ishares Tr

ETFs
207
+ 4.2%
$40.97 - $49.19 $8.48K - $10.2K
5.14K $252K
AME
Ametek Inc

Industrials
14
+ 0.64%
$151.41 - $182.75 $2.12K - $2.56K
2.2K $398K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
677
+ 11.7%
$61.03 - $67.59 $41.3K - $45.8K
6.46K $413K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
152
+ 0.74%
$24.66 - $25.17 $3.75K - $3.83K
20.7K $520K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
24
+ 0.14%
$21.57 - $21.99 $518 - $528
17.5K $383K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
16
+ 0.31%
$85.42 - $94.39 $1.37K - $1.51K
5.15K $483K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
32
+ 0.18%
$25.04 - $25.18 $801 - $806
17.9K $451K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
24
+ 0.22%
$22.81 - $22.97 $547 - $551
10.9K $249K
J P Morgan Exchange Traded F
25.3K
New
N/A
25.3K $0
Blackrock Inc
4
+ 0.04%
N/A
10.3K $0
Capital Group International
6.51K
New
N/A
6.51K $0
Fidelity Covington Trust
6.71K
New
N/A
6.71K $0
Fidelity Covington Trust
23.4K
+ 283.1%
N/A
31.6K $0
Pacer Fds Tr
4.03K
+ 22.67%
N/A
21.8K $0
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6
+ 0.04%
N/A
14.2K $336K
VZ
Verizon Communications Inc

Communication Services
560
+ 4.66%
$41.67 - $45.62 $23.3K - $25.5K
12.6K $543K
KO
Coca Cola CO

Consumer Defensive
10
+ 0.31%
$68.37 - $73.9 $684 - $739
3.21K $226K
ALL
Allstate Corp

Financial Services
75
+ 2.22%
$180.53 - $212.64 $13.5K - $15.9K
3.45K $693K
PAYX
Paychex Inc

Industrials
128
+ 4.05%
$137.01 - $159.78 $17.5K - $20.5K
3.29K $478K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
150
+ 7.76%
$421.16 - $509.5 $63.2K - $76.4K
2.08K $926K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
44
+ 0.16%
$24.32 - $27.87 $1.07K - $1.23K
28.3K $748K
YUM
Yum Brands Inc

Consumer Cyclical
125
+ 1.74%
$138.36 - $161.45 $17.3K - $20.2K
7.33K $1.09M
GIS
General Mills Inc

Consumer Defensive
494
+ 4.38%
$50.37 - $60.97 $24.9K - $30.1K
11.8K $609K
CVX
Chevron Corp

Energy
679
+ 9.71%
$133.73 - $168.51 $90.8K - $114K
7.68K $1.1M
LLY
Eli Lilly & CO

Healthcare
482
+ 2.5%
$713.71 - $898.95 $344K - $433K
19.8K $15.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
58
+ 0.45%
$483.48 - $539.8 $28K - $31.3K
12.8K $6.22M
PG
Procter & Gamble CO

Consumer Defensive
113
+ 0.17%
$157.66 - $172.39 $17.8K - $19.5K
65K $10.4M
ABBV
Abb Vie Inc.

Healthcare
396
+ 1.15%
$170.16 - $206.27 $67.4K - $81.7K
34.7K $6.45M
AAPL
Apple Inc.

Technology
2.92K
+ 1.9%
$172.42 - $223.89 $504K - $654K
156K $32.1M
Activity Summary
Buys All Purchases 88 New Holdings 16 Increased Positions 72 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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