Schrum Private Wealth Management LLC Portfolio Holdings
Schrum Private Wealth Management LLC
- $135 Million
- Q3 2025
Schrum Private Wealth Management LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 Million distributed in 129 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 $13.3M, Microsoft Corp with a value of $8.94M, Apple Inc. with a value of $6.18M, Vanguard Index Fds S&P 500 ETF with a value of $4.38M, and First Tr Exchange Traded Fd Fi with a value of $3.77M.
Examining the 13F form we can see an increase of $11.4M in the current position value, from $124M to 135M.
Below you can find more details about Schrum Private Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$135 Million
ETFs: $68.5 Million
Technology: $27.4 Million
Financial Services: $9.68 Million
Healthcare: $7.29 Million
Consumer Defensive: $5.49 Million
Industrials: $5.04 Million
Consumer Cyclical: $3.81 Million
Utilities: $2.75 Million
Other: $5.47 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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