Schrum Private Wealth Management LLC Portfolio Holdings
Schrum Private Wealth Management LLC
- $113 Million
- Q1 2025
Schrum Private Wealth Management LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $113 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.2M, Microsoft Corp with a value of $6.32M, Apple Inc. with a value of $5.4M, Vanguard Index Fds S&P 500 ETF with a value of $3.04M, and First Tr Exchange Traded Fd Fi with a value of $2.97M.
Examining the 13F form we can see an decrease of $4.71M in the current position value, from $118M to 113M.
Below you can find more details about Schrum Private Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$113 Million
ETFs: $56.9 Million
Technology: $20.5 Million
Healthcare: $7.44 Million
Financial Services: $7.37 Million
Consumer Defensive: $5.72 Million
Industrials: $4.05 Million
Consumer Cyclical: $3.18 Million
Utilities: $2.95 Million
Other: $5.09 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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