Shum Financial Group, Inc. Portfolio Holdings

Shum Financial Group, Inc.

  • $120 Billion
  • Q3 2024

Shum Financial Group, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $120 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8B, Ishares Msci Usa Quality Facto with a value of $5.29B, Ishares 10+ Year Investment Gr with a value of $4.98B, Spdr Portfolio S&P 600 Small C with a value of $4.74B, and Microsoft Corp with a value of $4.67B.

Examining the 13F form we can see an increase of $120B in the current position value.

Shum Financial Group, Inc. is based out at Alameda, CA

Below you can find more details about Shum Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $120 Billion
ETFs: $53.4 Billion
Technology: $22.1 Billion
Healthcare: $10.2 Billion
Consumer Defensive: $8.21 Billion
Financial Services: $8.09 Billion
Consumer Cyclical: $5.18 Billion
Communication Services: $3.78 Billion
Industrials: $3.67 Billion
Other: $5.31 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.3B
$340 Million 0.28% of portfolio
6,281
Q3 2024 New
$73.1B
$271 Million 0.23% of portfolio
2,144
Q3 2024 New
$125B
$276 Million 0.23% of portfolio
949
Q3 2024 New
$215B
$260 Million 0.22% of portfolio
943
Q3 2024 New
$0
$224 Million 0.19% of portfolio
11,033
Q3 2024 New
$88.3B
$231 Million 0.19% of portfolio
500
Q3 2024 New
$74B
$217 Million 0.18% of portfolio
705
Q3 2024 New
$103B
$213 Million 0.18% of portfolio
9,132
Q3 2024 New
$146B
$214 Million 0.18% of portfolio
7,655
Q3 2024 New
$62.7B
$207 Million 0.17% of portfolio
2,801
Q3 2024 New
$1.29T
$207 Million 0.17% of portfolio
362
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $120 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 90 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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