Schmidt P J Investment Management Inc Reduced Holdings in Q3 2025

Schmidt P J Investment Management Inc

  • $587 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
-133
- 0.64%
N/A
20.8K $0
Pacer Fds Tr
-1.98K
- 9.08%
N/A
19.8K $0
Blackrock Inc
-391
- 3.8%
N/A
9.91K $0
J P Morgan Exchange Traded F
-1.49K
- 5.91%
N/A
23.8K $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-13
- 0.06%
$25.0 - $25.33 $325 - $329
20.7K $522K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-7.68K
- 1.46%
$52.55 - $54.37 $403K - $417K
517K $28M
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 5.15%
$617.65 - $666.84 $15.4K - $16.7K
460 $306K
QCOM
Qualcomm Inc

Technology
-3
- 0.2%
$145.84 - $173.55 $438 - $521
1.48K $246K
JNJ
Johnson & Johnson

Healthcare
-2.69K
- 17.18%
$155.17 - $185.42 $417K - $499K
13K $2.4M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-14
- 0.4%
$58.56 - $63.63 $820 - $891
3.45K $219K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-55
- 0.91%
$77.92 - $81.94 $4.29K - $4.51K
6K $491K
NUDM
Nuveen Esg International Devel

ETFs
-26
- 0.2%
$34.72 - $37.63 $903 - $978
12.9K $486K
QDEF
Flexshares Quality Div Defensi

ETFs
-46
- 0.89%
$74.4 - $79.98 $3.42K - $3.68K
5.13K $410K
WMT
Walmart Inc.

Consumer Defensive
-6
- 0.1%
$94.4 - $104.27 $566 - $626
6.27K $646K
RGLD
Royal Gold Inc

Basic Materials
-56
- 2.41%
$151.42 - $200.58 $8.48K - $11.2K
2.27K $455K
MGC
Vanguard Mega Cap ETF

ETFs
-3.29K
- 7.47%
$224.2 - $245.55 $739K - $809K
40.8K $9.96M
RTX
Raytheon Technologies Corp

Industrials
-5
- 0.22%
$144.19 - $167.33 $721 - $837
2.29K $383K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-342
- 1.83%
$50.7 - $54.86 $17.3K - $18.8K
18.4K $1.01M
ITA
Ishares Tr

ETFs
-17
- 0.5%
$184.73 - $209.26 $3.14K - $3.56K
3.37K $704K
IGM
Ishares Expanded Tech Sector E

ETFs
-162
- 2.41%
$110.96 - $127.67 $18K - $20.7K
6.55K $825K
JPSE
J P Morgan Diversified Return

ETFs
-646
- 2.73%
$45.04 - $50.93 $29.1K - $32.9K
23.1K $1.15M
ADI
Analog Devices Inc

Technology
-740
- 2.15%
$220.68 - $255.63 $163K - $189K
33.6K $8.27M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-69
- 1.05%
$185.88 - $207.44 $12.8K - $14.3K
6.5K $1.31M
CVX
Chevron Corp

Energy
-2
- 0.03%
$145.57 - $161.83 $291 - $324
7.67K $1.19M
GLD
Spdr Gold Trust

ETFs
-11
- 0.29%
$300.96 - $355.47 $3.31K - $3.91K
3.84K $1.36M
UNH
Unitedhealth Group Inc

Healthcare
-1.21K
- 5.83%
$237.77 - $353.61 $287K - $426K
19.5K $6.72M
HD
Home Depot, Inc.

Consumer Cyclical
-926
- 5.29%
$357.4 - $423.42 $331K - $392K
16.6K $6.72M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-2.74K
- 3.51%
$111.77 - $121.28 $306K - $332K
75.3K $9.08M
NANR
Spdr Index Shs Fds S&P North A

ETFs
-8.46K
- 7.37%
$56.69 - $65.0 $479K - $550K
106K $6.86M
TSLA
Tesla, Inc.

Consumer Cyclical
-872
- 14.53%
$293.94 - $444.72 $256K - $388K
5.13K $2.28M
GOOGL
Alphabet Inc.

Communication Services
-35
- 0.48%
$174.36 - $254.72 $6.1K - $8.92K
7.29K $1.77M
NEE
Nextera Energy Inc

Utilities
-2.67K
- 2.15%
$69.77 - $77.54 $186K - $207K
121K $9.16M
IYW
Ishares Dj Us Tech ETF

ETFs
-701
- 1.97%
$171.38 - $197.01 $120K - $138K
34.9K $6.84M
ABBV
Abb Vie Inc.

Healthcare
-326
- 0.94%
$184.85 - $231.54 $60.3K - $75.5K
34.4K $7.97M
NVDA
Nvidia Corp

Technology
-1.49K
- 1.94%
$153.3 - $186.58 $228K - $277K
74.9K $14M
AVGO
Broadcom Inc.

Technology
-4.6K
- 4.29%
$264.74 - $369.57 $1.22M - $1.7M
103K $33.9M
GOOG
Alphabet Inc.

Communication Services
-4.76K
- 4.42%
$175.16 - $255.24 $834K - $1.22M
103K $25.1M
AAPL
Apple Inc.

Technology
-1.43K
- 0.91%
$202.38 - $256.87 $289K - $366K
155K $39.4M
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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