Schrum Private Wealth Management LLC New Holdings in Q3 2024

Schrum Private Wealth Management LLC

  • $193 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
2.54K
New
$142.5 - $192.45 $362K - $489K
2.54K $476K
PLTR
Palantir Technologies Inc.

Technology
12.3K
New
$24.09 - $37.95 $296K - $466K
12.3K $456K
META
Meta Platforms, Inc.

Communication Services
780
New
$453.41 - $572.44 $354K - $447K
780 $446K
CAT
Caterpillar Inc

Industrials
1.1K
New
$316.8 - $391.12 $347K - $429K
1.1K $428K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.96K
New
$65.06 - $71.72 $387K - $427K
5.96K $423K
FTC
First Tr Lge Cap Growth

ETFs
3.2K
New
$115.51 - $131.45 $370K - $421K
3.2K $420K
ETN
Eaton Corp PLC

Industrials
1.2K
New
$272.52 - $333.02 $327K - $400K
1.2K $397K
PH
Parker Hannifin Corp

Industrials
606
New
$501.01 - $635.92 $304K - $385K
606 $382K
FTA
First Tr Large Cap Value

ETFs
4.56K
New
$72.76 - $79.13 $332K - $361K
4.56K $360K
MS
Morgan Stanley

Financial Services
3.35K
New
$92.07 - $106.96 $308K - $358K
3.35K $348K
MLM
Martin Marietta Materials Inc

Basic Materials
614
New
$502.48 - $593.35 $309K - $364K
614 $330K
VRSK
Verisk Analytics, Inc.

Industrials
1.23K
New
$260.31 - $285.99 $319K - $351K
1.23K $328K
YUM
Yum Brands Inc

Consumer Cyclical
2.34K
New
$125.95 - $139.96 $295K - $328K
2.34K $326K
BMY
Bristol Myers Squibb CO

Healthcare
6.3K
New
$39.66 - $51.75 $250K - $326K
6.3K $326K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.29K
New
$218.05 - $243.47 $281K - $314K
1.29K $313K
GD
General Dynamics Corp

Industrials
1.03K
New
$279.51 - $308.09 $289K - $319K
1.03K $312K
LLY
Eli Lilly & CO

Healthcare
352
New
$772.14 - $960.02 $272K - $338K
352 $311K
VO
Vanguard Mid Cap ETF

ETFs
1.18K
New
$237.84 - $263.83 $281K - $312K
1.18K $311K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.24K
New
$92.56 - $99.46 $300K - $322K
3.24K $310K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
4K
New
$70.02 - $76.68 $280K - $307K
4K $306K
DUK
Duke Energy Corp

Utilities
2.55K
New
$99.35 - $117.71 $253K - $300K
2.55K $293K
FCPI
Fidelity Covington Tr Stocks F

ETFs
6.75K
New
$39.21 - $43.31 $265K - $293K
6.75K $292K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.5K
New
$75.47 - $83.18 $264K - $291K
3.5K $290K
XLI
Industrial Sector Spdr

ETFs
2.14K
New
$120.56 - $135.44 $258K - $289K
2.14K $289K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
3K
New
$86.19 - $95.75 $259K - $287K
3K $287K
SAP
Sap Se

Technology
1.24K
New
$197.21 - $231.0 $245K - $287K
1.24K $284K
SCHW
Schwab Charles Corp

Financial Services
4.31K
New
$61.74 - $76.08 $266K - $328K
4.31K $279K
ACWI
Ishares Msci Acwi ETF

ETFs
2.27K
New
$107.24 - $119.84 $244K - $272K
2.27K $271K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.18K
New
$201.82 - $234.36 $238K - $277K
1.18K $271K
BLK
Black Rock Inc.

Financial Services
282
New
$782.27 - $949.51 $221K - $268K
282 $267K
VLO
Valero Energy Corp

Energy
1.97K
New
$132.81 - $163.48 $262K - $322K
1.97K $266K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.36K
New
$56.04 - $62.99 $244K - $275K
4.36K $266K
MMM
3 M CO

Industrials
1.94K
New
$99.69 - $139.42 $194K - $271K
1.94K $265K
RDVY
First Trust Rising Dividend Ac

ETFs
4.48K
New
$53.68 - $59.24 $240K - $265K
4.48K $265K
FNX
First Tr Mid Cap Core Alphadex

ETFs
2.12K
New
$106.85 - $117.19 $227K - $249K
2.12K $248K
D
Dominion Energy, Inc

Utilities
4.25K
New
$48.01 - $58.53 $204K - $249K
4.25K $245K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
4.44K
New
$51.3 - $59.04 $228K - $262K
4.44K $244K
INTF
Ishares Tr

ETFs
7.58K
New
$28.08 - $31.79 $213K - $241K
7.58K $238K
ABC
Amerisourcebergen Corp

Healthcare
1.29K
New
N/A
1.29K $238K
OMC
Omnicom Group Inc.

Communication Services
2.3K
New
$87.69 - $103.9 $202K - $239K
2.3K $238K
TSCO
Tractor Supply CO

Consumer Cyclical
800
New
$251.95 - $290.93 $202K - $233K
800 $232K
APD
Air Products & Chemicals, Inc.

Basic Materials
756
New
$247.34 - $300.11 $187K - $227K
756 $225K
DOW
Dow Inc.

Basic Materials
4.09K
New
$50.15 - $55.41 $205K - $227K
4.09K $223K
WTRG
Essential Utilities, Inc.

Utilities
5.75K
New
$36.74 - $41.49 $211K - $239K
5.75K $221K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.78K
New
$76.94 - $79.54 $214K - $221K
2.78K $220K
VGSH
Vanguard

ETFs
3.68K
New
$57.74 - $59.13 $212K - $217K
3.68K $217K
BRO
Brown & Brown, Inc.

Financial Services
2.06K
New
$89.11 - $105.82 $184K - $218K
2.06K $213K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.53K
New
$75.88 - $83.21 $192K - $210K
2.53K $210K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.23K
New
$57.32 - $62.65 $185K - $202K
3.23K $201K
Activity Summary
Buys All Purchases 159 New Holdings 53 Increased Positions 106 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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