Shum Financial Group, Inc. Portfolio Holdings

Shum Financial Group, Inc.

  • $116 Billion
  • Q1 2025

Shum Financial Group, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.76B, Ishares Msci Usa Quality Facto with a value of $5B, Ishares 10+ Year Investment Gr with a value of $4.95B, Msci Eafe Value ETF with a value of $4.76B, and Microsoft Corp with a value of $4.08B.

Examining the 13F form we can see an decrease of $207M in the current position value, from $116B to 116B.

Shum Financial Group, Inc. is based out at Alameda, CA

Below you can find more details about Shum Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $51.3 Billion
Technology: $20.5 Billion
Healthcare: $10 Billion
Consumer Defensive: $8.08 Billion
Financial Services: $6.47 Billion
Consumer Cyclical: $4.87 Billion
Communication Services: $3.74 Billion
Industrials: $3.07 Billion
Other: $5.39 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$7.76 Billion 6.71% of portfolio
34,925
Q1 2025 Added 0.34%
$0
$5 Billion 4.33% of portfolio
29,250
Q1 2025 Added 0.16%
$0
$4.95 Billion 4.28% of portfolio
98,524
Q1 2025 Added 0.7%
$0
$4.76 Billion 4.12% of portfolio
80,721
Q1 2025 Added 1.67%
$3.39T
$4.08 Billion 3.53% of portfolio
10,881
Q1 2025 Added 3.0%
$0
$4.06 Billion 3.51% of portfolio
99,612
Q1 2025 Added 0.81%
$0
$3.49 Billion 3.02% of portfolio
25,705
Q1 2025 Reduced 0.7%
$0
$2.94 Billion 2.54% of portfolio
74,594
Q1 2025 Added 2.64%
$0
$2.69 Billion 2.33% of portfolio
52,660
Q1 2025 Added 2.22%
$785B
$2.68 Billion 2.32% of portfolio
10,919
Q1 2025 Added 0.12%
$0
$2.59 Billion 2.24% of portfolio
65,240
Q1 2025 Added 1.61%
$0
$2.44 Billion 2.11% of portfolio
47,649
Q1 2025 Added 1.54%
$0
$2.44 Billion 2.11% of portfolio
30,312
Q1 2025 Added 0.3%
$396B
$2.37 Billion 2.05% of portfolio
14,304
Q1 2025 Reduced 1.6%
$273B
$2.34 Billion 2.03% of portfolio
4,471
Q1 2025 Added 18.88%
$2.09T
$2.18 Billion 1.89% of portfolio
11,466
Q1 2025 Added 3.4%
$337B
$2.01 Billion 1.74% of portfolio
18,508
Q1 2025 Added 2.57%
$390B
$1.95 Billion 1.69% of portfolio
5,333
Q1 2025 Added 0.45%
$267B
$1.92 Billion 1.66% of portfolio
21,892
Q1 2025 Added 3.17%
$0
$1.92 Billion 1.66% of portfolio
24,928
Q1 2025 Added 4.36%
$0
$1.61 Billion 1.4% of portfolio
16,136
Q1 2025 Added 2.97%
$454B
$1.61 Billion 1.4% of portfolio
1,705
Q1 2025 Reduced 0.47%
$597B
$1.48 Billion 1.28% of portfolio
4,221
Q1 2025 Added 5.26%
$0
$1.45 Billion 1.25% of portfolio
19,102
Q1 2025 Added 0.26%
$720B
$1.37 Billion 1.19% of portfolio
1,659
Q1 2025 Reduced 2.3%
$993B
$1.35 Billion 1.17% of portfolio
8,718
Q1 2025 Added 6.03%
$0
$1.35 Billion 1.17% of portfolio
11,614
Q1 2025 Added 1.97%
$0
$1.27 Billion 1.1% of portfolio
30,950
Q1 2025 Reduced 4.14%
$0
$1.27 Billion 1.1% of portfolio
22,082
Q1 2025 Added 0.07%
$0
$1.24 Billion 1.07% of portfolio
15,705
Q1 2025 Added 0.04%
$387B
$1.19 Billion 1.03% of portfolio
7,005
Q1 2025 Added 4.6%
$325B
$1.18 Billion 1.02% of portfolio
5,631
Q1 2025 Added 1.39%
$25.7B
$1.14 Billion 0.98% of portfolio
31,463
Q1 2025 Added 2.24%
$236B
$1.11 Billion 0.96% of portfolio
8,386
Q1 2025 Reduced 4.13%
$102B
$1.09 Billion 0.94% of portfolio
9,710
Q1 2025 Added 3.55%
$291B
$1.08 Billion 0.94% of portfolio
4,031
Q1 2025 Added 5.66%
$171B
$1.07 Billion 0.93% of portfolio
6,978
Q1 2025 Added 3.29%
$261B
$1.04 Billion 0.9% of portfolio
16,857
Q1 2025 Reduced 4.15%
$0
$936 Million 0.81% of portfolio
21,721
Q1 2025 Added 0.87%
$182B
$924 Million 0.8% of portfolio
6,163
Q1 2025 Added 0.98%
$264B
$918 Million 0.79% of portfolio
5,783
Q1 2025 Added 0.1%
$99.3B
$913 Million 0.79% of portfolio
4,196
Q1 2025 Added 3.48%
$451B
$905 Million 0.78% of portfolio
7,612
Q1 2025 Reduced 1.1%
$239B
$882 Million 0.76% of portfolio
3,547
Q1 2025 Added 0.14%
$530B
$844 Million 0.73% of portfolio
905
Q1 2025 Added 2.14%
$0
$829 Million 0.72% of portfolio
5,677
Q1 2025 Added 0.34%
$433B
$796 Million 0.69% of portfolio
5,691
Q3 2024 New
$0
$786 Million 0.68% of portfolio
9,610
Q1 2025 Added 3.73%
$278B
$724 Million 0.63% of portfolio
4,326
Q1 2025 Added 0.16%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $116 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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