Schrum Private Wealth Management LLC Portfolio Holdings
Schrum Private Wealth Management LLC
- $124 Million
- Q2 2025
Schrum Private Wealth Management LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $124 Million distributed in 125 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 $12.2M, Microsoft Corp with a value of $8.27M, Apple Inc. with a value of $4.91M, Vanguard Index Fds S&P 500 ETF with a value of $3.99M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $3.58M.
Examining the 13F form we can see an increase of $10.8M in the current position value, from $113M to 124M.
Below you can find more details about Schrum Private Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$124 Million
ETFs: $63.8 Million
Technology: $24.1 Million
Financial Services: $8.53 Million
Healthcare: $6.86 Million
Consumer Defensive: $5.35 Million
Industrials: $4.5 Million
Consumer Cyclical: $3.12 Million
Utilities: $2.77 Million
Other: $4.89 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|