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
XLF
Financial Sector Spdr

ETFs
-301
- 4.7%
$47.32 - $52.19 $14.2K - $15.7K
6.1K $303K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-161
- 1.12%
N/A
14.2K $336K
VEA
Vanguard Ftse Developed Market

ETFs
-402
- 7.35%
$47.4 - $52.99 $19.1K - $21.3K
5.06K $257K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-650
- 10.46%
$33.63 - $37.64 $21.9K - $24.5K
5.57K $205K
UNP
Union Pacific Corp

Industrials
-1.14K
- 3.52%
$225.21 - $254.42 $257K - $290K
31.2K $7.38M
Blackrock Inc
-49
- 0.47%
N/A
10.3K $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-193
- 1.44%
$44.72 - $46.25 $8.63K - $8.93K
13.2K $607K
DUK
Duke Energy Corp

Utilities
-766
- 10.78%
$105.87 - $121.97 $81.1K - $93.4K
6.34K $772K
SPGI
S&P Global Inc.

Financial Services
-26
- 1.26%
$478.26 - $543.77 $12.4K - $14.1K
2.04K $1.04M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-4
- 0.06%
$36.6 - $39.56 $146 - $158
6.74K $261K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-39
- 0.75%
$87.68 - $94.52 $3.42K - $3.69K
5.13K $480K
KO
Coca Cola CO

Consumer Defensive
-132
- 3.97%
$60.81 - $72.32 $8.03K - $9.55K
3.2K $228K
ITA
Ishares Tr

ETFs
-1
- 0.03%
$144.84 - $159.5 $145 - $160
3.63K $555K
TRV
Travelers Companies, Inc.

Financial Services
-35
- 2.18%
$232.43 - $265.13 $8.14K - $9.28K
1.57K $415K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-92
- 2.01%
$56.12 - $68.15 $5.16K - $6.27K
4.49K $304K
CCI
Crown Castle International Corp

Real Estate
-645
- 8.53%
$84.33 - $106.39 $54.4K - $68.6K
6.91K $720K
MO
Altria Group, Inc.

Consumer Defensive
-114
- 1.49%
$50.81 - $60.02 $5.79K - $6.84K
7.55K $453K
XLE
Energy Sector Spdr

ETFs
-2
- 0.03%
$85.7 - $93.96 $171 - $188
7.65K $714K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.22K
- 3.32%
$36.91 - $41.03 $82K - $91.1K
64.8K $2.57M
CVX
Chevron Corp

Energy
-468
- 6.27%
$146.71 - $167.97 $68.7K - $78.6K
7K $1.17M
ADP
Automatic Data Processing Inc

Industrials
-44
- 0.47%
$286.85 - $318.64 $12.6K - $14K
9.27K $2.83M
PM
Philip Morris International Inc.

Consumer Defensive
-47
- 1.6%
$117.15 - $158.79 $5.51K - $7.46K
2.89K $459K
JPM
Jpmorgan Chase & CO

Financial Services
-330
- 0.98%
$225.19 - $279.95 $74.3K - $92.4K
33.3K $8.16M
AMGN
Amgen Inc

Healthcare
-57
- 2.04%
$258.59 - $327.36 $14.7K - $18.7K
2.74K $852K
SYK
Stryker Corp

Healthcare
-331
- 1.52%
$355.18 - $399.9 $118K - $132K
21.4K $7.97M
PG
Procter & Gamble CO

Consumer Defensive
-155
- 0.24%
$158.56 - $176.26 $24.6K - $27.3K
64.9K $11.1M
YUM
Yum Brands Inc

Consumer Cyclical
-99
- 1.36%
$123.25 - $162.53 $12.2K - $16.1K
7.2K $1.13M
XOM
Exxon Mobil Corp

Energy
-300
- 1.65%
$105.44 - $118.93 $31.6K - $35.7K
17.9K $2.13M
MA
Mastercard Inc

Financial Services
-11
- 0.13%
$504.67 - $576.31 $5.55K - $6.34K
8.29K $4.54M
WEC
Wec Energy Group, Inc.

Utilities
-48
- 0.36%
$92.12 - $108.98 $4.42K - $5.23K
13.2K $1.44M
UNH
Unitedhealth Group Inc

Healthcare
-436
- 1.76%
$461.52 - $548.18 $201K - $239K
24.4K $12.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.45K
- 4.78%
$279.74 - $321.29 $405K - $466K
28.9K $9.03M
AMT
American Tower Corp

Real Estate
-1.19K
- 8.04%
$173.46 - $217.6 $206K - $259K
13.6K $2.96M
JNJ
Johnson & Johnson

Healthcare
-237
- 1.47%
$142.06 - $167.7 $33.7K - $39.7K
15.9K $2.64M
ROP
Roper Technologies Inc

Industrials
-316
- 4.4%
$502.71 - $593.81 $159K - $188K
6.86K $4.04M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-3.18K
- 2.54%
$51.78 - $56.0 $165K - $178K
122K $6.78M
ABT
Abbott Laboratories

Healthcare
-1.92K
- 5.42%
$111.1 - $140.22 $214K - $270K
33.5K $4.45M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.14K
- 3.98%
$142.8 - $176.36 $163K - $201K
27.5K $4.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-839
- 6.17%
$442.66 - $534.52 $371K - $448K
12.8K $6.79M
LLY
Eli Lilly & CO

Healthcare
-206
- 1.06%
$725.72 - $929.72 $149K - $192K
19.3K $15.9M
V
Visa Inc.

Financial Services
-822
- 2.34%
$306.92 - $362.71 $252K - $298K
34.4K $12M
ABBV
Abb Vie Inc.

Healthcare
-441
- 1.27%
$169.2 - $216.66 $74.6K - $95.5K
34.4K $7.2M
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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