Schrum Private Wealth Management LLC Reduced Holdings in Q1 2025

Schrum Private Wealth Management LLC

  • $113 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.12K
- 4.39%
$209.68 - $247.1 $234K - $276K
24.3K $5.4M
MSFT
Microsoft Corp

Technology
-289
- 1.69%
$375.39 - $447.2 $108K - $129K
16.8K $6.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
-121
- 0.6%
$551.42 - $612.93 $66.7K - $74.2K
20K $11.2M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-150
- 0.66%
$131.2 - $160.72 $19.7K - $24.1K
22.4K $2.97M
ACN
Accenture PLC

Technology
-115
- 1.95%
$300.91 - $398.25 $34.6K - $45.8K
5.78K $1.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-126
- 3.31%
$554.06 - $615.85 $69.8K - $77.6K
3.69K $2.07M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-392
- 33.16%
$408.78 - $448.82 $160K - $176K
790 $331K
IWM
Ishares Russell 2000 ETF

ETFs
-407
- 10.58%
$198.1 - $229.79 $80.6K - $93.5K
3.44K $686K
GOOG
Alphabet Inc.

Communication Services
-200
- 5.66%
$156.06 - $207.71 $31.2K - $41.5K
3.33K $520K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.11K
- 18.52%
$87.68 - $94.52 $185K - $199K
9.27K $868K
HD
Home Depot, Inc.

Consumer Cyclical
-82
- 2.38%
$347.25 - $424.87 $28.5K - $34.8K
3.36K $1.23M
ISRG
Intuitive Surgical Inc

Healthcare
-100
- 4.61%
$476.63 - $610.45 $47.7K - $61K
2.07K $1.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-324
- 2.02%
$169.43 - $182.84 $54.9K - $59.2K
15.7K $2.72M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.67K
- 7.48%
$49.78 - $53.19 $83.2K - $88.9K
20.7K $1.06M
MRK
Merck & Co., Inc.

Healthcare
-260
- 7.98%
$83.01 - $101.02 $21.6K - $26.3K
3K $269K
IEFA
Ishares Tr

ETFs
-1.3K
- 13.79%
$69.57 - $78.65 $90.5K - $102K
8.13K $615K
DIS
Walt Disney CO

Communication Services
-11
- 0.34%
$96.87 - $114.0 $1.07K - $1.25K
3.19K $314K
IVW
Ishares S&P 500 Growth ETF

ETFs
-120
- 3.93%
$92.45 - $106.69 $11.1K - $12.8K
2.93K $272K
BAC
Bank Of America Corp

Financial Services
-236
- 1.94%
$39.61 - $47.74 $9.35K - $11.3K
11.9K $497K
IDEV
Ishares Core Msci Intl Develop

ETFs
-841
- 15.24%
$63.77 - $71.36 $53.6K - $60K
4.68K $322K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-200
- 1.32%
$102.5 - $112.02 $20.5K - $22.4K
14.9K $1.55M
PFE
Pfizer Inc

Healthcare
-446
- 3.11%
$25.01 - $27.13 $11.2K - $12.1K
13.9K $352K
PG
Procter & Gamble CO

Consumer Defensive
-191
- 3.81%
$158.56 - $176.26 $30.3K - $33.7K
4.83K $822K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-334
- 2.07%
$25.77 - $27.6 $8.61K - $9.22K
15.8K $419K
CSCO
Cisco Systems, Inc.

Technology
-191
- 4.01%
$58.74 - $64.87 $11.2K - $12.4K
4.58K $282K
BMY
Bristol Myers Squibb CO

Healthcare
-110
- 2.81%
$53.9 - $63.11 $5.93K - $6.94K
3.8K $231K
AEE
Ameren Corp

Utilities
-413
- 8.2%
$86.87 - $103.67 $35.9K - $42.8K
4.62K $464K
PLTR
Palantir Technologies Inc.

Technology
-524
- 6.92%
$64.98 - $124.62 $34K - $65.3K
7.05K $595K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 0.02%
$74.85 - $84.89 $74.9 - $84.9
5.62K $458K
XOM
Exxon Mobil Corp

Energy
-155
- 2.45%
$105.44 - $118.93 $16.3K - $18.4K
6.16K $732K
JNJ
Johnson & Johnson

Healthcare
-402
- 6.9%
$142.06 - $167.7 $57.1K - $67.4K
5.42K $899K
AWK
American Water Works Company, Inc.

Utilities
-210
- 1.54%
$121.01 - $149.31 $25.4K - $31.4K
13.4K $1.98M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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