Schmidt P J Investment Management Inc Incresed Positions in Q3 2024

Schmidt P J Investment Management Inc

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
39.2K
+ 3.96%
$22.38 - $23.66 $878K - $929K
1.03M $24.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.36K
+ 1.53%
$50.85 - $53.88 $374K - $397K
488K $26.2M
AVGO
Broadcom Inc.

Technology
105K
+ 887.68%
$136.27 - $1745.86 $14.2M - $183M
116K $20.1M
BBUS
J P Morgan Exchg Traded Fd

ETFs
4.64K
+ 6.48%
$93.22 - $103.58 $433K - $481K
76.3K $7.9M
GWW
W.W. Grainger, Inc.

Industrials
124
+ 2.39%
$896.19 - $1044.18 $111K - $129K
5.3K $5.51M
MGC
Vanguard Mega Cap ETF

ETFs
1.66K
+ 3.47%
$185.93 - $206.64 $309K - $344K
49.7K $10.3M
FNDX
Schwab Fundamental U S Large C

ETFs
2.98K
+ 2.81%
$65.36 - $71.76 $195K - $214K
109K $7.81M
XLC
Select Sector Spdr Tr Communic

ETFs
4.4K
+ 7.7%
$82.16 - $90.4 $361K - $398K
61.5K $5.56M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.64K
+ 4.21%
$44.65 - $47.21 $252K - $266K
140K $6.53M
FDVV
Fidelity High Dividend ETF

ETFs
6.49K
+ 49.78%
$46.26 - $50.65 $300K - $329K
19.5K $988K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.86K
+ 18.96%
$60.1 - $66.57 $172K - $190K
17.9K $1.19M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2K
+ 3.2%
$37.37 - $41.82 $74.7K - $83.6K
64.5K $2.67M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.68K
+ 10.48%
$92.63 - $105.69 $155K - $177K
17.7K $1.84M
MUB
Ishares National Muni Bond ETF

ETFs
1.88K
+ 29.45%
$106.13 - $108.7 $200K - $204K
8.27K $898K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.74K
+ 22.36%
$75.81 - $88.73 $132K - $155K
9.54K $843K
JPSE
J P Morgan Diversified Return

ETFs
942
+ 4.48%
$43.03 - $48.28 $40.5K - $45.5K
22K $1.05M
PPA
Invesco Exchange Traded Fd Tr

ETFs
464
+ 6.82%
$102.05 - $114.97 $47.4K - $53.3K
7.27K $835K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.16K
+ 5.68%
$22.51 - $23.92 $71.1K - $75.6K
58.8K $1.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
685
+ 0.74%
$49.93 - $51.15 $34.2K - $35K
93.9K $4.8M
CRM
Salesforce, Inc.

Technology
25
+ 0.36%
$238.42 - $276.53 $5.96K - $6.91K
6.94K $1.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.1K
+ 31.68%
$25.38 - $26.27 $104K - $108K
17K $447K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
816
+ 4.45%
$47.29 - $52.55 $38.6K - $42.9K
19.2K $1.01M
IRM
Iron Mountain Inc

Real Estate
100
+ 3.62%
$89.69 - $119.32 $8.97K - $11.9K
2.86K $339K
XLK
Technology Sector Spdr

ETFs
400
+ 8.29%
$197.34 - $237.68 $78.9K - $95.1K
5.23K $1.18M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60
+ 0.5%
$77.02 - $85.06 $4.62K - $5.1K
12K $1.01M
WMT
Walmart Inc.

Consumer Defensive
33
+ 0.55%
$66.91 - $81.4 $2.21K - $2.69K
6.05K $488K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
183
+ 9.96%
$460.0 - $505.78 $84.2K - $92.6K
2.02K $939K
BSX
Boston Scientific Corp

Healthcare
82
+ 0.81%
$72.96 - $84.0 $5.98K - $6.89K
10.2K $853K
ITA
Ishares Tr

ETFs
25
+ 0.69%
$131.58 - $149.64 $3.29K - $3.74K
3.63K $543K
BND
Vanguard Bd Index Fd Inc Total

ETFs
404
+ 3.62%
$71.45 - $75.64 $28.9K - $30.6K
11.6K $868K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
297
+ 4.37%
$91.37 - $101.65 $27.1K - $30.2K
7.09K $720K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.03%
$101.25 - $127.45 $101 - $127
2.94K $356K
VCIT
Vanguard Intermediate Term Cor

ETFs
368
+ 5.26%
$79.29 - $84.02 $29.2K - $30.9K
7.37K $617K
RTX
Raytheon Technologies Corp

Industrials
94
+ 4.33%
$99.55 - $123.34 $9.36K - $11.6K
2.27K $274K
PFF
Ishares Trust Ishares Pfd And

ETFs
477
+ 2.02%
$31.18 - $33.5 $14.9K - $16K
24.1K $802K
DHR
Danaher Corp

Healthcare
1
+ 0.06%
$239.25 - $280.76 $239 - $281
1.82K $505K
TDG
Trans Digm Group Inc

Industrials
14
+ 7.14%
$1202.03 - $1427.41 $16.8K - $20K
210 $299K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.74K
+ 17.29%
$22.51 - $23.57 $39.2K - $41K
11.8K $277K
ZTS
Zoetis Inc.

Healthcare
75
+ 5.57%
$172.58 - $196.48 $12.9K - $14.7K
1.42K $277K
NUDM
Nuveen Esg International Devel

ETFs
498
+ 4.63%
$30.15 - $34.01 $15K - $16.9K
11.2K $378K
MO
Altria Group, Inc.

Consumer Defensive
3
+ 0.04%
$45.95 - $54.71 $138 - $164
7.66K $391K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
363
+ 2.78%
$44.9 - $47.55 $16.3K - $17.3K
13.4K $634K
AMGN
Amgen Inc

Healthcare
40
+ 1.41%
$309.38 - $337.38 $12.4K - $13.5K
2.88K $926K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.1K
+ 8.21%
$24.62 - $25.59 $27.1K - $28.1K
14.5K $370K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.02%
$64.35 - $75.71 $64.4 - $75.7
4.58K $337K
VB
Vanguard Small Cap ETF

ETFs
13
+ 0.87%
$214.77 - $237.72 $2.79K - $3.09K
1.51K $358K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
651
+ 3.32%
$24.38 - $25.2 $15.9K - $16.4K
20.2K $509K
IGM
Ishares Expanded Tech Sector E

ETFs
194
+ 2.88%
$84.03 - $98.62 $16.3K - $19.1K
6.92K $663K
MBB
Ishares Tr

ETFs
55
+ 1.25%
$90.85 - $96.66 $5K - $5.32K
4.45K $426K
Activity Summary
Buys All Purchases 69 New Holdings 10 Increased Positions 59 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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