Schmidt P J Investment Management Inc Incresed Positions in Q2 2025

Schmidt P J Investment Management Inc

  • $562 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
22.7K
+ 42.17%
$94.31 - $157.99 $2.14M - $3.58M
76.4K $12.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.72K
+ 2.27%
$167.32 - $223.3 $287K - $383K
77.3K $17M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
30.9K
+ 6.26%
$51.1 - $53.29 $1.58M - $1.65M
525K $28M
IYW
Ishares Dj Us Tech ETF

ETFs
2.19K
+ 6.54%
$122.57 - $173.27 $268K - $379K
35.6K $6.17M
XLC
Select Sector Spdr Tr Communic

ETFs
4.7K
+ 6.2%
$86.13 - $108.53 $405K - $510K
80.5K $8.74M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.1K
+ 14.98%
$44.68 - $45.96 $1.03M - $1.06M
178K $8.13M
SYK
Stryker Corp

Healthcare
1.04K
+ 4.85%
$337.37 - $395.63 $350K - $411K
22.4K $8.88M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
12.2K
+ 219.6%
$35.12 - $48.24 $428K - $588K
17.7K $855K
IVV
Ishares Core S&P 500 ETF

ETFs
285
+ 3.83%
$498.8 - $620.9 $142K - $177K
7.73K $4.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.03K
+ 11.42%
$22.27 - $29.21 $201K - $264K
88.1K $2.57M
GWW
W.W. Grainger, Inc.

Industrials
272
+ 5.13%
$919.93 - $1101.66 $250K - $300K
5.57K $5.8M
COST
Costco Wholesale Corp

Consumer Defensive
199
+ 2.6%
$908.13 - $1056.85 $181K - $210K
7.85K $7.77M
ISRG
Intuitive Surgical Inc

Healthcare
942
+ 207.03%
$451.58 - $565.94 $425K - $533K
1.4K $759K
BSX
Boston Scientific Corp

Healthcare
3.89K
+ 36.95%
$89.7 - $107.41 $349K - $418K
14.4K $1.55M
FDVV
Fidelity High Dividend ETF

ETFs
8.04K
+ 35.19%
$43.6 - $52.02 $350K - $418K
30.9K $1.61M
FDIS
Fidelity Covington Tr Msci Con

ETFs
3.61K
+ 34.05%
$75.33 - $94.56 $272K - $341K
14.2K $1.34M
PPA
Invesco Exchange Traded Fd Tr

ETFs
921
+ 9.53%
$105.2 - $141.69 $96.9K - $130K
10.6K $1.5M
V
Visa Inc.

Financial Services
452
+ 1.31%
$308.27 - $373.31 $139K - $169K
34.8K $12.4M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.85K
+ 7.89%
$54.28 - $67.95 $100K - $126K
25.3K $1.72M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.36K
+ 26.47%
$72.02 - $73.82 $242K - $248K
16.1K $1.18M
TFLO
Ishares Treasury Floating Rate

ETFs
4.38K
+ 93.86%
$50.47 - $50.66 $221K - $222K
9.06K $458K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.12K
+ 23.17%
$23.29 - $23.38 $189K - $190K
43.1K $1.01M
XLF
Financial Sector Spdr

ETFs
3.2K
+ 52.43%
$43.92 - $52.37 $140K - $167K
9.3K $486K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.57K
+ 33.7%
$50.1 - $51.02 $179K - $182K
14.2K $722K
ORCL
Oracle Corp

Technology
60
+ 3.16%
$122.82 - $218.63 $7.37K - $13.1K
1.96K $428K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.98K
+ 31.34%
$50.48 - $50.71 $150K - $151K
12.5K $633K
META
Meta Platforms, Inc.

Communication Services
32
+ 4.58%
$484.66 - $738.09 $15.5K - $23.6K
730 $538K
PNC
Pnc Financial Services Group, Inc.

Financial Services
286
+ 4.55%
$149.76 - $186.42 $42.8K - $53.3K
6.57K $1.22M
PRN
Invesco Dwa Industrials Moment

ETFs
417
+ 15.64%
$122.83 - $157.05 $51.2K - $65.5K
3.08K $484K
TRV
Travelers Companies, Inc.

Financial Services
390
+ 24.84%
$233.83 - $276.34 $91.2K - $108K
1.96K $524K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.61K
+ 46.85%
$32.99 - $38.56 $86K - $101K
8.18K $310K
IAU
Ishares Gold Trust

ETFs
1.23K
+ 18.53%
$56.1 - $64.74 $69.2K - $79.9K
7.9K $492K
IBM
International Business Machines Corp

Technology
3
+ 0.15%
$221.03 - $294.78 $663 - $884
1.97K $581K
TDG
Trans Digm Group Inc

Industrials
36
+ 13.79%
$1231.75 - $1520.64 $44.3K - $54.7K
297 $451K
JPSE
J P Morgan Diversified Return

ETFs
899
+ 3.94%
$38.2 - $45.49 $34.3K - $40.9K
23.7K $1.08M
WMT
Walmart Inc.

Consumer Defensive
162
+ 2.65%
$81.79 - $99.98 $13.2K - $16.2K
6.28K $613K
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
D
Dominion Energy, Inc

Utilities
270
+ 5.61%
$49.66 - $58.0 $13.4K - $15.7K
5.08K $287K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
152
+ 0.74%
$24.66 - $25.17 $3.75K - $3.83K
20.7K $520K
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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