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Schmidt P J Investment Management Inc Buys iShares 0-5 Year TIPS Bond ETF, BTC iShares MSCI USA ...

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Cedarburg, WI, based Investment company Schmidt P J Investment Management Inc (Current Portfolio) buys iShares 0-5 Year TIPS Bond ETF, BTC iShares MSCI USA Quality Factor ETF, TELUS Corp, iShares Russell 1000 ETF, Pacer Trendpilot US Bond ETF, sells Verizon Communications Inc, Merck Inc, Intel Corp, AT&T Inc, Clorox Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Schmidt P J Investment Management Inc. As of 2021Q4, Schmidt P J Investment Management Inc owns 173 stocks with a total value of $501 million. These are the details of the buys and sells.

  • New Purchases: TU, IWB, PH, BAX, PULS, KNX, FHLC, MINT,

  • Added Positions: PGX, STIP, QUAL, PTBD, FBND, TSM, VTEB, FLTB, COST, MTUM, PYPL, ROP, VIG, TCHP, BLK, VFVA, TSLA, HYMB, SCHP, MUNI, BOND, IVV, IUSB, ITOT, TMO, AMT, AVGO, BIV, IEI, IMTM, TIP, ADBE, MUB, PSK, PFE, CCI, BSX, EL, XOM, ANGL, ICE, LRCX, ADI, SYK, TRU, MO, ALL, ACWI, GPC, AME, VB, SUSA, ATVI, XLV, SHM, DHR, IBM, SPGI, PM, FIVE, TWLO, CRWD, BNDX, ACWV,

  • Reduced Positions: VZ, MRK, MSFT, AAPL, ADP, MDLZ, INTC, BRK.B, SNDR, T, GVI, CLX, AGG, FIS, GIS, JNJ, TRV, VRTX, HD, D, LMT, NKE, V, UNP, SYY, SBUX, ISTB, PNC, MBB, BMY, SUB, DUK, LLY, WBA, FISV, VCIT, CRM, CHD, CSCO, QQEW, MKC, VCSH, GIGB, VRNS, PAYX, NFLX, MDT, SJM, AEP, ACN,

  • Sold Out: LDOS, CL, MELI, PLTR, JKK, BABA, ARKK,


For the details of SCHMIDT P J INVESTMENT MANAGEMENT INC's stock buys and sells,
go to https://www.gurufocus.com/guru/schmidt+p+j+investment+management+inc/current-portfolio/portfolio

These are the top 5 holdings of SCHMIDT P J INVESTMENT MANAGEMENT INC

  1. Apple Inc (AAPL) - 200,049 shares, 6.98% of the total portfolio. Shares reduced by 1.78%

  2. Schneider National Inc (SNDR) - 1,274,275 shares, 6.51% of the total portfolio. Shares reduced by 1.25%

  3. Microsoft Corp (MSFT) - 101,625 shares, 6.31% of the total portfolio. Shares reduced by 2.99%

  4. iShares Core U.S. Aggregate Bond ETF (AGG) - 169,162 shares, 3.78% of the total portfolio. Shares reduced by 1.41%

  5. Alphabet Inc (GOOG) - 5,458 shares, 2.96% of the total portfolio. Shares reduced by 0.11%

New Purchase: TELUS Corp (TU)

Schmidt P J Investment Management Inc initiated holding in TELUS Corp. The purchase prices were between $21.96 and $23.62, with an estimated average price of $22.89. The stock is now traded at around $23.590000. The impact to a portfolio due to this purchase was 0.18%. The holding were 37,982 shares as of 2021-12-31.

New Purchase: iShares Russell 1000 ETF (IWB)

Schmidt P J Investment Management Inc initiated holding in iShares Russell 1000 ETF. The purchase prices were between $240.61 and $266.02, with an estimated average price of $257.01. The stock is now traded at around $251.220000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,041 shares as of 2021-12-31.

New Purchase: Parker Hannifin Corp (PH)

Schmidt P J Investment Management Inc initiated holding in Parker Hannifin Corp. The purchase prices were between $284.71 and $334, with an estimated average price of $309.87. The stock is now traded at around $317.210000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,090 shares as of 2021-12-31.

New Purchase: PGIM Ultra Short Bond ETF (PULS)

Schmidt P J Investment Management Inc initiated holding in PGIM Ultra Short Bond ETF. The purchase prices were between $49.45 and $49.51, with an estimated average price of $49.49. The stock is now traded at around $49.420000. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,433 shares as of 2021-12-31.

New Purchase: Baxter International Inc (BAX)

Schmidt P J Investment Management Inc initiated holding in Baxter International Inc. The purchase prices were between $74.57 and $87.19, with an estimated average price of $80.52. The stock is now traded at around $84.930000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,670 shares as of 2021-12-31.

New Purchase: Fidelity MSCI Health Care Index ETF (FHLC)

Schmidt P J Investment Management Inc initiated holding in Fidelity MSCI Health Care Index ETF. The purchase prices were between $62.83 and $68.98, with an estimated average price of $65.77. The stock is now traded at around $63.410000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,315 shares as of 2021-12-31.

Added: iShares 0-5 Year TIPS Bond ETF (STIP)

Schmidt P J Investment Management Inc added to a holding in iShares 0-5 Year TIPS Bond ETF by 257.32%. The purchase prices were between $104.69 and $106.26, with an estimated average price of $105.37. The stock is now traded at around $104.570000. The impact to a portfolio due to this purchase was 0.24%. The holding were 16,319 shares as of 2021-12-31.

Added: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Schmidt P J Investment Management Inc added to a holding in BTC iShares MSCI USA Quality Factor ETF by 125.35%. The purchase prices were between $130.52 and $146.3, with an estimated average price of $141.15. The stock is now traded at around $136.210000. The impact to a portfolio due to this purchase was 0.22%. The holding were 14,923 shares as of 2021-12-31.

Added: Pacer Trendpilot US Bond ETF (PTBD)

Schmidt P J Investment Management Inc added to a holding in Pacer Trendpilot US Bond ETF by 66.25%. The purchase prices were between $26.52 and $27.2, with an estimated average price of $26.93. The stock is now traded at around $26.260000. The impact to a portfolio due to this purchase was 0.1%. The holding were 47,898 shares as of 2021-12-31.

Added: Fidelity Total Bond ETF (FBND)

Schmidt P J Investment Management Inc added to a holding in Fidelity Total Bond ETF by 41.62%. The purchase prices were between $52.57 and $53.35, with an estimated average price of $52.91. The stock is now traded at around $51.850000. The impact to a portfolio due to this purchase was 0.07%. The holding were 24,134 shares as of 2021-12-31.

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

Schmidt P J Investment Management Inc added to a holding in Vanguard Tax-Exempt Bond ETF by 48.52%. The purchase prices were between $54.29 and $54.97, with an estimated average price of $54.67. The stock is now traded at around $53.550000. The impact to a portfolio due to this purchase was 0.06%. The holding were 16,965 shares as of 2021-12-31.

Added: Costco Wholesale Corp (COST)

Schmidt P J Investment Management Inc added to a holding in Costco Wholesale Corp by 27.37%. The purchase prices were between $440.14 and $567.77, with an estimated average price of $514.33. The stock is now traded at around $508.410000. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,913 shares as of 2021-12-31.

Sold Out: Leidos Holdings Inc (LDOS)

Schmidt P J Investment Management Inc sold out a holding in Leidos Holdings Inc. The sale prices were between $84.44 and $102.04, with an estimated average price of $93.47.

Sold Out: MercadoLibre Inc (MELI)

Schmidt P J Investment Management Inc sold out a holding in MercadoLibre Inc. The sale prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48.

Sold Out: Palantir Technologies Inc (PLTR)

Schmidt P J Investment Management Inc sold out a holding in Palantir Technologies Inc. The sale prices were between $17.96 and $26.75, with an estimated average price of $21.99.

Sold Out: Colgate-Palmolive Co (CL)

Schmidt P J Investment Management Inc sold out a holding in Colgate-Palmolive Co. The sale prices were between $74.42 and $85.34, with an estimated average price of $78.19.

Sold Out: iShares Morningstar Small-Cap Growth ETF (JKK)

Schmidt P J Investment Management Inc sold out a holding in iShares Morningstar Small-Cap Growth ETF. The sale prices were between $47.43 and $54.51, with an estimated average price of $50.63.

Sold Out: ARK Innovation ETF (ARKK)

Schmidt P J Investment Management Inc sold out a holding in ARK Innovation ETF. The sale prices were between $91.12 and $124.1, with an estimated average price of $108.29.



Here is the complete portfolio of SCHMIDT P J INVESTMENT MANAGEMENT INC. Also check out:

1. SCHMIDT P J INVESTMENT MANAGEMENT INC's Undervalued Stocks

2. SCHMIDT P J INVESTMENT MANAGEMENT INC's Top Growth Companies, and

3. SCHMIDT P J INVESTMENT MANAGEMENT INC's High Yield stocks

4. Stocks that SCHMIDT P J INVESTMENT MANAGEMENT INC keeps buyingThis article first appeared on GuruFocus.