Schmidt P J Investment Management Inc Sells in Q1 2025

Schmidt P J Investment Management Inc

  • $533 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-1.03K
- 0.92%
$167.43 - $244.7 $173K - $253K
111K $18.6M
AAPL
Apple Inc.

Technology
-1.69K
- 1.09%
$209.68 - $247.1 $355K - $419K
153K $34.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-195
- 2.3%
$222.15 - $428.22 $43.3K - $83.5K
8.28K $2.14M
MGC
Vanguard Mega Cap ETF

ETFs
-2.55K
- 5.24%
$199.2 - $222.69 $507K - $567K
46K $9.27M
HON
Honeywell International Inc

Industrials
-952
- 3.13%
$202.75 - $226.52 $193K - $216K
29.4K $6.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-827
- 8.83%
$497.6 - $606.74 $412K - $502K
8.54K $4.25M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-12.4K
- 21.23%
$51.52 - $52.37 $641K - $652K
46.2K $2.42M
IYK
Ishares U.S. Consumer Staples

ETFs
-9.81K
- 45.07%
$63.29 - $71.8 $621K - $704K
12K $855K
IVV
Ishares Core S&P 500 ETF

ETFs
-598
- 7.43%
$554.06 - $615.85 $331K - $368K
7.45K $4.19M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-7.81K
- 11.92%
$53.6 - $58.97 $419K - $461K
57.8K $3.16M
CRM
Salesforce, Inc.

Technology
-82
- 1.3%
$268.36 - $359.95 $22K - $29.5K
6.21K $1.67M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-238
- 0.3%
$99.5 - $110.97 $23.7K - $26.4K
78.6K $7.93M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-19.8K
- 8.53%
$25.83 - $27.09 $512K - $537K
213K $5.68M
ADI
Analog Devices Inc

Technology
-127
- 0.37%
$201.56 - $243.82 $25.6K - $31K
34.6K $6.97M
NKE
Nike, Inc.

Consumer Cyclical
-3.41K
- 31.82%
$63.29 - $81.72 $216K - $279K
7.3K $463K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-6.42K
- 50.88%
$48.13 - $51.78 $309K - $333K
6.2K $316K
FNDX
Schwab Fundamental U S Large C

ETFs
-10.6K
- 3.13%
$23.03 - $25.01 $244K - $265K
328K $7.75M
LMT
Lockheed Martin Corp

Industrials
-283
- 7.82%
$423.19 - $506.29 $120K - $143K
3.34K $1.49M
GOOGL
Alphabet Inc.

Communication Services
-50
- 0.68%
$154.33 - $206.19 $7.72K - $10.3K
7.32K $1.13M
ITW
Illinois Tool Works Inc

Industrials
-602
- 3.23%
$244.9 - $274.48 $147K - $165K
18K $4.47M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-11.7K
- 18.98%
$22.42 - $23.22 $262K - $271K
49.8K $1.15M
XLK
Technology Sector Spdr

ETFs
-400
- 7.81%
$206.38 - $242.18 $82.6K - $96.9K
4.72K $975K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.63K
- 35.63%
$79.17 - $82.04 $208K - $215K
4.74K $387K
XLV
Select Sector Spdr Fund Health

ETFs
-1.78K
- 25.34%
$137.61 - $149.68 $245K - $266K
5.24K $765K
PEP
Pepsico Inc

Consumer Defensive
-188
- 0.34%
$142.64 - $156.42 $26.8K - $29.4K
55.9K $8.38M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.45K
- 13.69%
$30.73 - $32.26 $106K - $111K
21.7K $668K
CDNS
Cadence Design Systems Inc

Technology
-118
- 5.94%
$233.96 - $324.52 $27.6K - $38.3K
1.87K $475K
IRM
Iron Mountain Inc

Real Estate
-500
- 17.48%
$82.79 - $111.31 $41.4K - $55.7K
2.36K $203K
VGSH
Vanguard

ETFs
-1.63K
- 24.92%
$58.07 - $58.69 $94.9K - $95.9K
4.92K $288K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.84K
- 11.97%
$27.01 - $28.54 $104K - $110K
28.2K $788K
BMY
Bristol Myers Squibb CO

Healthcare
-1.8K
- 27.78%
$53.9 - $63.11 $97K - $114K
4.68K $285K
IGM
Ishares Expanded Tech Sector E

ETFs
-15
- 0.22%
$90.67 - $108.46 $1.36K - $1.63K
6.89K $624K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.94K
- 14.45%
$44.68 - $46.49 $86.8K - $90.3K
11.5K $532K
VIG
Vanguard Dividend Appreciation

ETFs
-402
- 2.22%
N/A
17.7K $3.23M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-115
- 10.26%
$211.47 - $267.17 $24.3K - $30.7K
1.01K $212K
MUB
Ishares National Muni Bond ETF

ETFs
-455
- 4.75%
$104.71 - $107.69 $47.6K - $49K
9.12K $961K
DIS
Walt Disney CO

Communication Services
-160
- 5.1%
$96.87 - $114.0 $15.5K - $18.2K
2.98K $294K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-52
- 0.78%
$96.93 - $109.51 $5.04K - $5.69K
6.64K $650K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.24K
- 15.27%
$24.79 - $25.26 $55.6K - $56.7K
12.4K $314K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-48
- 5.34%
$507.05 - $563.67 $24.3K - $27.1K
851 $437K
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 8.77%
$551.42 - $612.93 $27.6K - $30.6K
520 $290K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.4K
- 8.04%
$25.12 - $26.05 $35.2K - $36.5K
16K $403K
DHR
Danaher Corp

Healthcare
-20
- 1.83%
$201.62 - $250.59 $4.03K - $5.01K
1.07K $219K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-463
- 8.79%
$56.17 - $59.71 $26K - $27.6K
4.8K $274K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-550
- 5.47%
$50.44 - $50.7 $27.7K - $27.9K
9.51K $482K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-1.36K
- 7.2%
$21.16 - $21.77 $28.7K - $29.5K
17.5K $380K
AME
Ametek Inc

Industrials
-13
- 0.59%
$170.39 - $190.43 $2.22K - $2.48K
2.19K $376K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-32
- 0.5%
$67.43 - $75.54 $2.16K - $2.42K
6.34K $433K
ZTS
Zoetis Inc.

Healthcare
-62
- 4.56%
$156.48 - $175.67 $9.7K - $10.9K
1.3K $213K
Activity Summary
Buys All Purchases 56 New Holdings 6 Increased Positions 50 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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