Schmidt P J Investment Management Inc Sells in Q4 2024

Schmidt P J Investment Management Inc

  • $563 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-713
- 2.79%
$485.52 - $625.25 $346K - $446K
24.8K $12.6M
MSFT
Microsoft Corp

Technology
-1.16K
- 1.33%
$406.35 - $454.46 $470K - $525K
85.5K $36M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-438
- 4.47%
$501.29 - $612.85 $220K - $268K
9.37K $4.87M
PEP
Pepsico Inc

Consumer Defensive
-832
- 1.46%
$151.29 - $176.1 $126K - $147K
56.1K $8.52M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-2.03K
- 1.59%
$50.02 - $58.31 $101K - $118K
125K $6.4M
UNP
Union Pacific Corp

Industrials
-817
- 2.46%
$223.15 - $249.32 $182K - $204K
32.4K $7.39M
ABBV
Abb Vie Inc.

Healthcare
-212
- 0.61%
$164.99 - $203.87 $35K - $43.2K
34.8K $6.18M
MCD
Mcdonalds Corp

Consumer Cyclical
-564
- 1.82%
$288.47 - $316.54 $163K - $179K
30.3K $8.8M
PG
Procter & Gamble CO

Consumer Defensive
-867
- 1.32%
$161.05 - $179.7 $140K - $156K
65K $10.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
-683
- 2.33%
$148.29 - $166.93 $101K - $114K
28.6K $4.26M
JNJ
Johnson & Johnson

Healthcare
-457
- 2.75%
$143.34 - $165.86 $65.5K - $75.8K
16.1K $2.33M
CCI
Crown Castle International Corp

Real Estate
-1.14K
- 13.15%
$89.78 - $119.11 $103K - $136K
7.56K $685K
HD
Home Depot, Inc.

Consumer Cyclical
-102
- 0.55%
$385.02 - $431.37 $39.3K - $44K
18.5K $7.21M
ROP
Roper Technologies Inc

Industrials
-120
- 1.64%
$519.85 - $575.95 $62.4K - $69.1K
7.18K $3.73M
ABT
Abbott Laboratories

Healthcare
-2.27K
- 6.01%
$111.93 - $119.39 $254K - $271K
35.5K $4.01M
SNDR
Schneider National, Inc.

Industrials
-32.8K
- 3.61%
$26.97 - $33.61 $885K - $1.1M
876K $25.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.01K
- 4.39%
$56.06 - $61.35 $169K - $185K
65.6K $3.7M
DHR
Danaher Corp

Healthcare
-725
- 39.9%
$226.16 - $274.52 $164K - $199K
1.09K $250K
ITW
Illinois Tool Works Inc

Industrials
-311
- 1.64%
$253.56 - $278.5 $78.9K - $86.6K
18.6K $4.72M
XOM
Exxon Mobil Corp

Energy
-382
- 2.06%
$105.51 - $125.37 $40.3K - $47.9K
18.2K $1.96M
AMGN
Amgen Inc

Healthcare
-83
- 2.89%
$258.78 - $328.31 $21.5K - $27.2K
2.79K $727K
NKE
Nike, Inc.

Consumer Cyclical
-653
- 5.75%
$73.36 - $89.13 $47.9K - $58.2K
10.7K $810K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-130
- 6.43%
$396.64 - $516.74 $51.6K - $67.2K
1.89K $761K
KO
Coca Cola CO

Consumer Defensive
-1.9K
- 36.28%
$61.74 - $71.71 $117K - $136K
3.33K $207K
SYK
Stryker Corp

Healthcare
-279
- 1.27%
$345.14 - $392.15 $96.3K - $109K
21.7K $7.83M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.15K
- 1.93%
$51.54 - $52.55 $59.3K - $60.5K
58.6K $3.03M
IYK
Ishares U.S. Consumer Staples

ETFs
-106
- 0.48%
$65.32 - $70.92 $6.92K - $7.52K
21.8K $1.43M
ADBE
Adobe Inc.

Technology
-100
- 10.3%
$437.39 - $552.96 $43.7K - $55.3K
871 $387K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-41
- 0.3%
$442.29 - $483.08 $18.1K - $19.8K
13.6K $6.16M
VGSH
Vanguard

ETFs
-1.75K
- 21.06%
$58.02 - $58.88 $102K - $103K
6.56K $381K
GPC
Genuine Parts CO

Consumer Cyclical
-75
- 2.29%
$113.11 - $143.63 $8.48K - $10.8K
3.2K $373K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-655
- 11.24%
$88.59 - $94.57 $58K - $61.9K
5.17K $459K
CVX
Chevron Corp

Energy
-380
- 4.84%
$141.15 - $162.53 $53.6K - $61.8K
7.46K $1.08M
SPGI
S&P Global Inc.

Financial Services
-50
- 2.36%
$480.36 - $529.17 $24K - $26.5K
2.07K $1.03M
DUK
Duke Energy Corp

Utilities
-51
- 0.71%
$105.76 - $120.76 $5.39K - $6.16K
7.1K $765K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-180
- 3.01%
$64.85 - $73.04 $11.7K - $13.1K
5.79K $378K
ZTS
Zoetis Inc.

Healthcare
-62
- 4.36%
$162.24 - $194.42 $10.1K - $12.1K
1.36K $221K
AEP
American Electric Power CO Inc

Utilities
-300
- 11.94%
$90.91 - $102.21 $27.3K - $30.7K
2.21K $204K
MBB
Ishares Tr

ETFs
-358
- 8.04%
$91.26 - $95.82 $32.7K - $34.3K
4.1K $375K
SYY
Sysco Corp

Consumer Defensive
-385
- 3.04%
$73.63 - $81.77 $28.3K - $31.5K
12.3K $940K
NUDM
Nuveen Esg International Devel

ETFs
-278
- 2.47%
$30.06 - $33.38 $8.36K - $9.28K
11K $329K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-676
- 19.98%
$72.62 - $77.83 $49.1K - $52.6K
2.71K $200K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-437
- 3.17%
$45.07 - $47.1 $19.7K - $20.6K
13.4K $604K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-140
- 1.1%
$48.17 - $53.38 $6.74K - $7.47K
12.6K $615K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-174
- 2.51%
$36.15 - $41.9 $6.29K - $7.29K
6.75K $245K
XLE
Energy Sector Spdr

ETFs
-214
- 2.72%
$83.32 - $97.27 $17.8K - $20.8K
7.65K $655K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-393
- 6.94%
$57.53 - $60.83 $22.6K - $23.9K
5.27K $302K
SPY
Spdr S&P 500 ETF Trust

ETFs
-62
- 9.81%
$567.81 - $607.81 $35.2K - $37.7K
570 $334K
RGLD
Royal Gold Inc

Basic Materials
-7
- 0.27%
$131.05 - $154.26 $917 - $1.08K
2.57K $338K
Activity Summary
Buys All Purchases 57 New Holdings 4 Increased Positions 53 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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