Shum Financial Group, Inc. Reduced Holdings in Q4 2025

Shum Financial Group, Inc.

  • $139 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 0.35%
$358.03 - $397.02 $7.88K - $8.73K
6.25K $2.15B
NEAR
Blackrock Short Maturity Bond

ETFs
-2.37K
- 29.54%
$51.08 - $51.37 $121K - $122K
5.65K $289M
ABT
Abbott Laboratories

Healthcare
-82
- 1.01%
$123.62 - $134.59 $10.1K - $11K
8.05K $1.01B
PG
Procter & Gamble CO

Consumer Defensive
-58
- 0.87%
$145.5 - $153.18 $8.44K - $8.88K
6.58K $943M
PPL
Ppl Corp

Utilities
-137
- 0.44%
$36.25 - $37.97 $4.97K - $5.2K
31.1K $1.09B
MO
Altria Group, Inc.

Consumer Defensive
-266
- 6.92%
$56.38 - $66.65 $15K - $17.7K
3.58K $206M
USRT
Ishares Core U.S. Reit ETF

ETFs
-66
- 0.3%
$56.64 - $59.67 $3.74K - $3.94K
22.2K $1.27B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-814
- 5.73%
$50.85 - $51.0 $41.4K - $41.5K
13.4K $682M
ABBV
Abb Vie Inc.

Healthcare
-109
- 2.04%
$211.96 - $244.38 $23.1K - $26.6K
5.23K $1.19B
HSY
Hershey CO

Consumer Defensive
-100
- 3.28%
$162.31 - $195.56 $16.2K - $19.6K
2.95K $537M
LMT
Lockheed Martin Corp

Industrials
-21
- 1.74%
$452.1 - $514.24 $9.49K - $10.8K
1.19K $573M
Tcw ETF Trust
-379
- 1.42%
N/A
26.4K $1.01B
PM
Philip Morris International Inc.

Consumer Defensive
-95
- 1.78%
$144.33 - $160.86 $13.7K - $15.3K
5.23K $839M
MDT
Medtronic PLC

Healthcare
-277
- 5.43%
$90.06 - $98.43 $24.9K - $27.3K
4.82K $463M
XOM
Exxon Mobil Corp

Energy
-569
- 8.31%
$110.64 - $119.78 $63K - $68.2K
6.28K $755M
CVX
Chevron Corp

Energy
-16
- 0.39%
$148.9 - $157.72 $2.38K - $2.52K
4.04K $616M
DIS
Walt Disney CO

Communication Services
-45
- 0.73%
$105.69 - $116.65 $4.76K - $5.25K
6.12K $697M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.25%
$475.68 - $513.11 $1.43K - $1.54K
1.19K $598M
PEP
Pepsico Inc

Consumer Defensive
-41
- 0.93%
$138.84 - $153.71 $5.69K - $6.3K
4.38K $629M
TGT
Target Corp

Consumer Defensive
-162
- 5.01%
$85.53 - $97.77 $13.9K - $15.8K
3.07K $300M
GE
General Electric CO

Industrials
-3
- 0.15%
$291.49 - $314.28 $874 - $943
1.98K $611M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-830
- 0.86%
$44.53 - $47.25 $37K - $39.2K
96.2K $4.51B
Ge Vernova Inc
-1
- 0.21%
N/A
481 $314M
IXN
Ishares Global Information Tec

ETFs
-58
- 0.3%
$102.05 - $112.09 $5.92K - $6.5K
19K $2B
AMGN
Amgen Inc

Healthcare
-19
- 1.9%
$290.13 - $341.71 $5.51K - $6.49K
979 $320M
JPM
Jpmorgan Chase & CO

Financial Services
-88
- 0.83%
$294.11 - $320.41 $25.9K - $28.2K
10.5K $3.37B
SPYG
Spdr Portfolio

ETFs
-98
- 0.34%
$102.4 - $109.39 $10K - $10.7K
29.1K $3.11B
CSCO
Cisco Systems, Inc.

Technology
-57
- 0.5%
$67.46 - $78.0 $3.85K - $4.45K
11.3K $870M
FDX
Fedex Corp

Industrials
-23
- 1.05%
$224.63 - $268.67 $5.17K - $6.18K
2.16K $625M
MRK
Merck & Co., Inc.

Healthcare
-42
- 0.69%
$82.49 - $92.93 $3.46K - $3.9K
6.04K $636M
JNJ
Johnson & Johnson

Healthcare
-344
- 2.76%
$185.98 - $199.58 $64K - $68.7K
12.1K $2.51B
AAPL
Apple Inc.

Technology
-1.08K
- 3.07%
$245.27 - $275.25 $265K - $298K
34.2K $9.3B
LLY
Eli Lilly & CO

Healthcare
-32
- 1.99%
$799.57 - $1025.28 $25.6K - $32.8K
1.57K $1.69B
Activity Summary
Buys All Purchases 51 New Holdings 1 Increased Positions 50 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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