Jacobson & Schmitt Advisors, LLC Sells in Q4 2024

Jacobson & Schmitt Advisors, LLC

  • $517 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-229K
- 98.44%
$74.5 - $78.37 $17.1M - $17.9M
3.63K $271K
NKE
Nike, Inc.

Consumer Cyclical
-10.2K
- 9.9%
$73.36 - $89.13 $750K - $912K
93K $7.04M
FSV
First Service Corp

Real Estate
-5.09K
- 5.13%
$176.17 - $197.05 $896K - $1M
94.1K $17M
MUB
Ishares National Muni Bond ETF

ETFs
-9.22K
- 29.59%
$105.78 - $108.7 $976K - $1M
21.9K $2.34M
ROP
Roper Technologies Inc

Industrials
-746
- 5.38%
$519.85 - $575.95 $388K - $430K
13.1K $6.82M
CSWI
Csw Industrials, Inc.

Industrials
-157
- 0.41%
$352.8 - $432.01 $55.4K - $67.8K
38.4K $13.5M
CHD
Church & Dwight CO Inc

Consumer Defensive
-3.81K
- 5.37%
$99.11 - $112.25 $378K - $428K
67.1K $7.03M
LLY
Eli Lilly & CO

Healthcare
-84
- 4.12%
$727.2 - $932.06 $61.1K - $78.3K
1.95K $1.51M
FAST
Fastenal CO

Industrials
-4.53K
- 2.69%
$69.99 - $84.35 $317K - $382K
164K $11.8M
IXUS
Ishares Tr

ETFs
-719
- 10.36%
$65.95 - $72.56 $47.4K - $52.2K
6.22K $411K
IEX
Idex Corp

Industrials
-18
- 1.54%
$202.75 - $236.06 $3.65K - $4.25K
1.15K $240K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-77
- 3.02%
$91.29 - $91.8 $7.03K - $7.07K
2.47K $225K
APH
Amphenol Corp

Technology
-17.3K
- 6.21%
$62.07 - $75.35 $1.07M - $1.3M
261K $18.1M
INTU
Intuit Inc

Technology
-25
- 0.81%
$602.01 - $706.25 $15.1K - $17.7K
3.07K $1.93M
TTD
Trade Desk, Inc.

Technology
-8.54K
- 6.22%
$108.7 - $139.51 $929K - $1.19M
129K $15.1M
COST
Costco Wholesale Corp

Consumer Defensive
-411
- 2.44%
$873.59 - $994.69 $359K - $409K
16.5K $15.1M
GSHD
Goosehead Insurance, Inc.

Financial Services
-22K
- 15.54%
$87.63 - $129.69 $1.93M - $2.85M
120K $12.8M
BX
Blackstone Inc.

Financial Services
-6.41K
- 7.7%
$148.45 - $199.05 $951K - $1.28M
76.8K $13.2M
FLS
Flowserve Corp

Industrials
-2.88K
- 1.22%
$51.87 - $62.0 $149K - $179K
233K $13.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.08K
- 2.3%
$180.88 - $232.93 $558K - $718K
131K $28.7M
APP
App Lovin Corp

Technology
-23.5K
- 31.87%
$130.67 - $401.5 $3.07M - $9.45M
50.3K $16.3M
Activity Summary
Buys All Purchases 38 New Holdings 6 Increased Positions 32 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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