Shum Financial Group, Inc. New Holdings in Q3 2024

Shum Financial Group, Inc.

  • $120 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
35.8K
New
$207.23 - $234.82 $7.42M - $8.4M
35.8K $8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
29K
New
$162.64 - $179.3 $4.72M - $5.21M
29K $5.29B
IGLB
Ishares 10+ Year Investment Gr

ETFs
98.4K
New
$49.38 - $54.19 $4.86M - $5.33M
98.4K $4.98B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
97.9K
New
$41.02 - $46.01 $4.02M - $4.5M
97.9K $4.74B
MSFT
Microsoft Corp

Technology
11.4K
New
$395.15 - $467.56 $4.49M - $5.31M
11.4K $4.67B
EFV
Msci Eafe Value ETF

ETFs
78.1K
New
$51.72 - $57.96 $4.04M - $4.53M
78.1K $4.37B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
25.9K
New
$125.95 - $142.04 $3.26M - $3.68M
25.9K $3.6B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
72K
New
$36.02 - $41.68 $2.59M - $3M
72K $2.95B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
50.6K
New
$48.51 - $52.86 $2.46M - $2.68M
50.6K $2.73B
SPMD
Spdr Portfolio

ETFs
46.5K
New
$50.29 - $54.92 $2.34M - $2.55M
46.5K $2.68B
SPYG
Spdr Portfolio

ETFs
29.8K
New
$73.38 - $84.1 $2.19M - $2.51M
29.8K $2.5B
JPM
Jpmorgan Chase & CO

Financial Services
11.3K
New
$194.9 - $224.8 $2.19M - $2.53M
11.3K $2.49B
IQLT
Ishares Msci Intl Quality Fact

ETFs
63.1K
New
$37.37 - $41.82 $2.36M - $2.64M
63.1K $2.45B
HD
Home Depot, Inc.

Consumer Cyclical
5.8K
New
$333.64 - $405.2 $1.94M - $2.35M
5.8K $2.32B
JNJ
Johnson & Johnson

Healthcare
14.6K
New
$145.48 - $167.38 $2.12M - $2.44M
14.6K $2.31B
BLK
Black Rock Inc.

Financial Services
2.15K
New
$782.27 - $949.51 $1.68M - $2.04M
2.15K $2.18B
AMZN
Amazon Com Inc

Consumer Cyclical
10.6K
New
$161.02 - $200.0 $1.7M - $2.11M
10.6K $2.11B
UNH
Unitedhealth Group Inc

Healthcare
3.68K
New
$488.01 - $604.18 $1.79M - $2.22M
3.68K $2.08B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
23.3K
New
$71.9 - $79.86 $1.67M - $1.86M
23.3K $1.88B
WMT
Walmart Inc.

Consumer Defensive
20.5K
New
$66.91 - $81.4 $1.37M - $1.67M
20.5K $1.72B
IXN
Ishares Global Information Tec

ETFs
19.1K
New
$73.0 - $87.81 $1.4M - $1.68M
19.1K $1.57B
COST
Costco Wholesale Corp

Consumer Defensive
1.71K
New
$801.83 - $917.05 $1.37M - $1.57M
1.71K $1.53B
SRLN
Ssga Active Trust

ETFs
36.2K
New
$40.93 - $41.85 $1.48M - $1.51M
36.2K $1.51B
EFG
Msci Eafe Growth ETF

ETFs
14.5K
New
$96.84 - $108.77 $1.41M - $1.58M
14.5K $1.48B
GOOGL
Alphabet Inc.

Communication Services
8.28K
New
$148.65 - $191.18 $1.23M - $1.58M
8.28K $1.4B
USRT
Ishares Core U.S. Reit ETF

ETFs
22.3K
New
$53.07 - $62.66 $1.18M - $1.4M
22.3K $1.35B
LLY
Eli Lilly & CO

Healthcare
1.65K
New
$772.14 - $960.02 $1.27M - $1.58M
1.65K $1.33B
ACWI
Ishares Msci Acwi ETF

ETFs
11.1K
New
$107.24 - $119.84 $1.19M - $1.33M
11.1K $1.32B
PG
Procter & Gamble CO

Consumer Defensive
7.4K
New
$160.76 - $177.82 $1.19M - $1.32M
7.4K $1.23B
XLU
Utilities Sector Spdr

ETFs
15.6K
New
$67.67 - $80.78 $1.05M - $1.26M
15.6K $1.22B
V
Visa Inc.

Financial Services
3.99K
New
$253.74 - $291.56 $1.01M - $1.16M
3.99K $1.17B
CRM
Salesforce, Inc.

Technology
3.89K
New
$238.42 - $276.53 $928K - $1.08M
3.89K $1.16B
QCOM
Qualcomm Inc

Technology
6.84K
New
$156.12 - $209.64 $1.07M - $1.43M
6.84K $1.14B
ABBV
Abb Vie Inc.

Healthcare
5.51K
New
$163.84 - $199.33 $903K - $1.1M
5.51K $1.11B
PLD
Prologis, Inc.

Real Estate
9.47K
New
$111.95 - $132.43 $1.06M - $1.25M
9.47K $1.08B
PEP
Pepsico Inc

Consumer Defensive
6.38K
New
$161.9 - $179.3 $1.03M - $1.14M
6.38K $1.07B
ABT
Abbott Laboratories

Healthcare
8.95K
New
$100.07 - $118.13 $896K - $1.06M
8.95K $1.05B
CSCO
Cisco Systems, Inc.

Technology
18.3K
New
$44.74 - $53.22 $817K - $972K
18.3K $1.03B
PPL
Ppl Corp

Utilities
31.3K
New
$27.36 - $33.08 $855K - $1.03M
31.3K $1.02B
ORCL
Oracle Corp

Technology
5.69K
New
$125.9 - $170.35 $716K - $969K
5.69K $978M
MDT
Medtronic PLC

Healthcare
10.8K
New
$76.84 - $91.03 $832K - $986K
10.8K $971M
XOM
Exxon Mobil Corp

Energy
7.92K
New
$109.72 - $119.0 $868K - $942K
7.92K $942M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18.5K
New
$50.61 - $50.96 $937K - $944K
18.5K $938M
EMTL
Spdr Doubleline Emerging Marke

ETFs
21K
New
$41.96 - $43.49 $881K - $914K
21K $895M
AMT
American Tower Corp

Real Estate
4.15K
New
$192.27 - $242.73 $798K - $1.01M
4.15K $888M
XLV
Select Sector Spdr Fund Health

ETFs
5.68K
New
$143.3 - $157.24 $813K - $892K
5.68K $839M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.82K
New
$405.19 - $478.57 $739K - $873K
1.82K $812M
FDX
Fedex Corp

Industrials
2.9K
New
$254.64 - $313.52 $739K - $910K
2.9K $799M
HSY
Hershey CO

Consumer Defensive
4.4K
New
$182.45 - $203.25 $802K - $893K
4.4K $792M
Activity Summary
Buys All Purchases 90 New Holdings 90 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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