Jacobson & Schmitt Advisors, LLC New Holdings in Q3 2025

Jacobson & Schmitt Advisors, LLC

  • $572 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
216K
New
$92.46 - $95.73 $20M - $20.7M
216K $20.5M
SNPS
Synopsys Inc

Technology
14.9K
New
$387.78 - $645.35 $5.78M - $9.63M
14.9K $7.36M
TFLO
Ishares Treasury Floating Rate

ETFs
76K
New
$50.45 - $50.65 $3.83M - $3.85M
76K $3.84M
FLRN
Spdr Bloomberg Investment Grad

ETFs
112K
New
$30.71 - $30.86 $3.43M - $3.44M
112K $3.44M
LNT
Alliant Energy Corp

Utilities
8.87K
New
$60.76 - $67.41 $539K - $598K
8.87K $598K
HYD
Vaneck High Yield Muni ETF

ETFs
9.26K
New
$48.85 - $50.94 $452K - $472K
9.26K $471K
HD
Home Depot, Inc.

Consumer Cyclical
896
New
$357.4 - $423.42 $320K - $379K
896 $363K
QQQ
Invesco Qqq Trust, Series 1

ETFs
600
New
$546.99 - $602.2 $328K - $361K
600 $360K
VUG
Vanguard Growth ETF

ETFs
737
New
$433.97 - $484.08 $320K - $357K
737 $353K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
578
New
$567.77 - $614.76 $328K - $355K
578 $353K
NVDA
Nvidia Corp

Technology
1.72K
New
$153.3 - $186.58 $264K - $321K
1.72K $320K
WEC
Wec Energy Group, Inc.

Utilities
2.75K
New
$103.66 - $114.59 $285K - $315K
2.75K $315K
MFC
Manulife Financial Corp

Financial Services
9.87K
New
$29.9 - $32.34 $295K - $319K
9.87K $307K
XOM
Exxon Mobil Corp

Energy
2.42K
New
$105.83 - $117.22 $256K - $283K
2.42K $272K
IWB
Ishares Tr Russell 1000 ETF

ETFs
727
New
$339.37 - $366.46 $247K - $266K
727 $265K
GOOG
Alphabet Inc.

Communication Services
1.05K
New
$175.16 - $255.24 $184K - $268K
1.05K $255K
SBUX
Starbucks Corp

Consumer Cyclical
2.92K
New
$81.9 - $96.86 $239K - $282K
2.92K $246K
WMT
Walmart Inc.

Consumer Defensive
2.15K
New
$94.4 - $104.27 $202K - $224K
2.15K $221K
SPG
Simon Property Group Inc

Real Estate
1.13K
New
$159.93 - $187.67 $180K - $211K
1.13K $211K
VTV
Vanguard Value ETF

ETFs
1.12K
New
$175.51 - $186.57 $197K - $210K
1.12K $209K
ORCL
Oracle Corp

Technology
746
New
$218.96 - $328.33 $163K - $245K
746 $209K
Activity Summary
Buys All Purchases 52 New Holdings 22 Increased Positions 30 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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