Schmidt P J Investment Management Inc Incresed Positions in Q3 2025

Schmidt P J Investment Management Inc

  • $587 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.83K
+ 2.17%
$491.09 - $535.64 $900K - $981K
86.4K $44.8M
FDIS
Fidelity Covington Tr Msci Con

ETFs
15.3K
+ 107.97%
$93.41 - $104.11 $1.43M - $1.6M
29.5K $3.04M
PPA
Invesco Exchange Traded Fd Tr

ETFs
8.53K
+ 80.56%
$139.82 - $155.45 $1.19M - $1.33M
19.1K $2.97M
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.6K
+ 26.82%
$28.92 - $32.19 $684K - $761K
112K $3.57M
XLC
Select Sector Spdr Tr Communic

ETFs
361
+ 0.45%
$105.99 - $119.41 $38.3K - $43.1K
80.9K $9.57M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
11.6K
+ 65.61%
$47.75 - $54.24 $556K - $631K
29.4K $1.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
563
+ 4.39%
$459.11 - $506.91 $258K - $285K
13.4K $6.72M
IVV
Ishares Core S&P 500 ETF

ETFs
144
+ 1.86%
$620.67 - $670.08 $89.4K - $96.5K
7.88K $5.27M
FDVV
Fidelity High Dividend ETF

ETFs
4.95K
+ 16.04%
$52.42 - $55.71 $260K - $276K
35.8K $2M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.46K
+ 5.78%
$68.27 - $75.58 $99.7K - $110K
26.7K $1.99M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
3.57K
+ 7.08%
$48.06 - $50.98 $172K - $182K
54K $2.73M
IAU
Ishares Gold Trust

ETFs
1.36K
+ 17.24%
$61.62 - $72.77 $83.9K - $99K
9.26K $673K
LLY
Eli Lilly & CO

Healthcare
633
+ 3.2%
$625.65 - $812.69 $396K - $514K
20.4K $15.6M
BX
Blackstone Inc.

Financial Services
78
+ 1.17%
$152.77 - $188.68 $11.9K - $14.7K
6.73K $1.15M
GD
General Dynamics Corp

Industrials
236
+ 16.03%
$293.92 - $341.0 $69.4K - $80.5K
1.71K $582K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
386
+ 1.18%
$62.09 - $66.51 $24K - $25.7K
33K $2.15M
FSLR
First Solar, Inc.

Technology
274
+ 22.15%
$160.84 - $223.53 $44.1K - $61.2K
1.51K $333K
FVAL
Fidelity Covington Tr Value Fa

ETFs
838
+ 6.28%
$63.74 - $69.18 $53.4K - $58K
14.2K $976K
PHYL
Pgim ETF Tr

ETFs
2.9K
+ 8.07%
$35.14 - $35.8 $102K - $104K
38.9K $1.39M
EMR
Emerson Electric CO

Industrials
800
+ 21.65%
$128.6 - $149.63 $103K - $120K
4.5K $589K
IWV
Ishares Russell 3000 ETF

ETFs
167
+ 14.52%
$351.04 - $379.81 $58.6K - $63.4K
1.32K $499K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
160
+ 0.09%
$45.26 - $46.63 $7.24K - $7.46K
178K $8.22M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
17
+ 0.28%
$148.97 - $165.88 $2.53K - $2.82K
6.02K $990K
CDNS
Cadence Design Systems Inc

Technology
25
+ 1.39%
$309.46 - $373.37 $7.74K - $9.33K
1.83K $641K
PRN
Invesco Dwa Industrials Moment

ETFs
198
+ 6.42%
$154.53 - $172.77 $30.6K - $34.2K
3.28K $567K
MA
Mastercard Inc

Financial Services
38
+ 0.46%
$550.18 - $598.96 $20.9K - $22.8K
8.22K $4.67M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.92K
+ 6.76%
$23.29 - $23.38 $67.9K - $68.2K
46.1K $1.08M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
118
+ 2.58%
$109.47 - $119.06 $12.9K - $14K
4.69K $555K
XLU
Utilities Sector Spdr

ETFs
409
+ 12.69%
$81.14 - $87.32 $33.2K - $35.7K
3.63K $316K
DUK
Duke Energy Corp

Utilities
130
+ 2.05%
$116.31 - $125.93 $15.1K - $16.4K
6.47K $800K
VZ
Verizon Communications Inc

Communication Services
941
+ 7.49%
$40.84 - $45.06 $38.4K - $42.4K
13.5K $593K
TDG
Trans Digm Group Inc

Industrials
83
+ 27.95%
$1271.04 - $1620.83 $105K - $135K
380 $500K
D
Dominion Energy, Inc

Utilities
398
+ 7.83%
$56.32 - $62.1 $22.4K - $24.7K
5.48K $335K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.31K
+ 2.56%
$22.89 - $23.7 $30K - $31K
52.4K $1.23M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
723
+ 5.57%
$45.6 - $46.92 $33K - $33.9K
13.7K $640K
RLY
Ssga Active ETF Tr

ETFs
720
+ 7.85%
$29.22 - $30.91 $21K - $22.3K
9.9K $305K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
653
+ 7.99%
$38.1 - $40.7 $24.9K - $26.6K
8.83K $349K
PFE
Pfizer Inc

Healthcare
992
+ 11.74%
$23.29 - $25.88 $23.1K - $25.7K
9.45K $240K
IBM
International Business Machines Corp

Technology
197
+ 9.98%
$234.77 - $292.47 $46.2K - $57.6K
2.17K $612K
TRV
Travelers Companies, Inc.

Financial Services
18
+ 0.92%
$250.62 - $279.43 $4.51K - $5.03K
1.98K $552K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
69
+ 1.07%
$61.56 - $66.95 $4.25K - $4.62K
6.53K $436K
AMGN
Amgen Inc

Healthcare
51
+ 1.96%
$271.18 - $309.22 $13.8K - $15.8K
2.65K $748K
TFLO
Ishares Treasury Floating Rate

ETFs
435
+ 4.8%
$50.45 - $50.65 $21.9K - $22K
9.49K $480K
DE
Deere & CO

Industrials
115
+ 17.69%
$457.26 - $524.37 $52.6K - $60.3K
765 $349K
IBDV
Ishares Tr

Technology
550
+ 4.29%
$21.75 - $22.22 $12K - $12.2K
13.4K $295K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
521
+ 3.21%
$24.14 - $24.34 $12.6K - $12.7K
16.8K $407K
MBB
Ishares Tr

ETFs
36
+ 0.66%
$92.46 - $95.73 $3.33K - $3.45K
5.47K $520K
NOW
Service Now, Inc.

Technology
66
+ 14.07%
$850.86 - $1044.69 $56.2K - $68.9K
535 $492K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
390
+ 2.75%
N/A
14.6K $346K
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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