Shum Financial Group, Inc. Purchases in Q1 2025

Shum Financial Group, Inc.

  • $116 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
1.32K
+ 1.67%
$51.88 - $60.73 $68.7K - $80.4K
80.7K $4.76B
UNH
Unitedhealth Group Inc

Healthcare
710
+ 18.88%
$461.52 - $548.18 $328K - $389K
4.47K $2.34B
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.1%
$117.15 - $158.79 $703 - $953
5.78K $918M
V
Visa Inc.

Financial Services
211
+ 5.26%
$306.92 - $362.71 $64.8K - $76.5K
4.22K $1.48B
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.03K
+ 1.61%
$36.91 - $41.03 $38.1K - $42.3K
65.2K $2.59B
META
Meta Platforms, Inc.

Communication Services
354
New
$576.36 - $736.67 $204K - $261K
354 $204M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.97K
New
$56.12 - $68.15 $166K - $202K
2.97K $201M
ABBV
Abb Vie Inc.

Healthcare
77
+ 1.39%
$169.2 - $216.66 $13K - $16.7K
5.63K $1.18B
AMT
American Tower Corp

Real Estate
141
+ 3.48%
$173.46 - $217.6 $24.5K - $30.7K
4.2K $913M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.92K
+ 2.64%
$37.07 - $40.63 $71K - $77.8K
74.6K $2.94B
IGLB
Ishares 10+ Year Investment Gr

ETFs
687
+ 0.7%
$48.32 - $51.22 $33.2K - $35.2K
98.5K $4.95B
IBM
International Business Machines Corp

Technology
5
+ 0.14%
$217.4 - $264.74 $1.09K - $1.32K
3.55K $882M
CVX
Chevron Corp

Energy
7
+ 0.16%
$146.71 - $167.97 $1.03K - $1.18K
4.33K $724M
EFG
Msci Eafe Growth ETF

ETFs
465
+ 2.97%
$96.1 - $106.37 $44.7K - $49.5K
16.1K $1.61B
PLD
Prologis, Inc.

Real Estate
333
+ 3.55%
$103.59 - $124.04 $34.5K - $41.3K
9.71K $1.09B
PG
Procter & Gamble CO

Consumer Defensive
308
+ 4.6%
$158.56 - $176.26 $48.8K - $54.3K
7.01K $1.19B
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.12%
$225.19 - $279.95 $2.93K - $3.64K
10.9K $2.68B
CRWD
Crowd Strike Holdings, Inc.

Technology
148
+ 16.61%
$308.86 - $455.36 $45.7K - $67.4K
1.04K $366M
AMGN
Amgen Inc

Healthcare
14
+ 1.28%
$258.59 - $327.36 $3.62K - $4.58K
1.1K $344M
SCHW
Schwab Charles Corp

Financial Services
588
+ 21.55%
$71.24 - $83.64 $41.9K - $49.2K
3.32K $260M
AVGO
Broadcom Inc.

Technology
712
+ 71.41%
$167.43 - $244.7 $119K - $174K
1.71K $286M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.14K
+ 2.22%
$49.78 - $53.19 $56.9K - $60.8K
52.7K $2.69B
NFLX
Netflix Inc

Communication Services
19
+ 2.14%
$828.4 - $1058.6 $15.7K - $20.1K
905 $844M
XLV
Select Sector Spdr Fund Health

ETFs
19
+ 0.34%
$137.61 - $149.68 $2.61K - $2.84K
5.68K $829M
XLU
Utilities Sector Spdr

ETFs
7
+ 0.04%
$74.7 - $80.27 $523 - $562
15.7K $1.24B
VCIT
Vanguard Intermediate Term Cor

ETFs
346
+ 3.73%
$79.17 - $82.04 $27.4K - $28.4K
9.61K $786M
NEAR
Blackrock Short Maturity Bond

ETFs
701
+ 11.32%
$50.4 - $50.89 $35.3K - $35.7K
6.89K $351M
QCOM
Qualcomm Inc

Technology
222
+ 3.29%
$151.94 - $175.86 $33.7K - $39K
6.98K $1.07B
HDV
Ishares Core High Dividend ETF

ETFs
35
+ 1.08%
$110.86 - $121.12 $3.88K - $4.24K
3.29K $398M
AXP
American Express CO

Financial Services
236
+ 21.28%
$255.39 - $325.87 $60.3K - $76.9K
1.35K $362M
EMTL
Spdr Doubleline Emerging Marke

ETFs
188
+ 0.87%
$42.13 - $43.1 $7.92K - $8.1K
21.7K $936M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
672
+ 3.74%
$24.73 - $25.62 $16.6K - $17.2K
18.6K $476M
ACWI
Ishares Msci Acwi ETF

ETFs
224
+ 1.97%
$115.16 - $124.13 $25.8K - $27.8K
11.6K $1.35B
PSA
Public Storage

Real Estate
35
+ 1.7%
$288.99 - $313.98 $10.1K - $11K
2.09K $625M
USRT
Ishares Core U.S. Reit ETF

ETFs
15
+ 0.07%
$55.14 - $60.29 $827 - $904
22.1K $1.27B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.04K
+ 4.36%
$75.47 - $84.24 $78.6K - $87.7K
24.9K $1.92B
VIG
Vanguard Dividend Appreciation

ETFs
39
+ 2.41%
N/A
1.66K $321M
WMT
Walmart Inc.

Consumer Defensive
672
+ 3.17%
$84.5 - $105.05 $56.8K - $70.6K
21.9K $1.92B
PANW
Palo Alto Networks Inc

Technology
233
+ 6.57%
$167.82 - $208.28 $39.1K - $48.5K
3.78K $645M
PEP
Pepsico Inc

Consumer Defensive
60
+ 0.98%
$142.64 - $156.42 $8.56K - $9.39K
6.16K $924M
UPS
United Parcel Service Inc

Industrials
153
+ 4.03%
$109.66 - $136.26 $16.8K - $20.8K
3.95K $434M
LMT
Lockheed Martin Corp

Industrials
7
+ 0.52%
$423.19 - $506.29 $2.96K - $3.54K
1.36K $607M
MRK
Merck & Co., Inc.

Healthcare
11
+ 0.17%
$83.01 - $101.02 $913 - $1.11K
6.36K $571M
FDX
Fedex Corp

Industrials
44
+ 1.55%
$230.33 - $281.53 $10.1K - $12.4K
2.89K $704M
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 0.45%
$347.25 - $424.87 $8.33K - $10.2K
5.33K $1.95B
TGT
Target Corp

Consumer Defensive
75
+ 1.85%
$103.65 - $142.5 $7.77K - $10.7K
4.12K $430M
SPMD
Spdr Portfolio

ETFs
724
+ 1.54%
$50.21 - $57.73 $36.4K - $41.8K
47.6K $2.44B
Blackrock Inc
32
+ 1.49%
N/A
2.17K $2.06B
IXN
Ishares Global Information Tec

ETFs
49
+ 0.26%
$75.73 - $88.4 $3.71K - $4.33K
19.1K $1.45B
Activity Summary
Buys All Purchases 59 New Holdings 2 Increased Positions 57 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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