Shum Financial Group, Inc. New Holdings in Q3 2024

Shum Financial Group, Inc.

  • $120 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
5.85K
New
$101.25 - $127.45 $592K - $745K
5.85K $773M
TGT
Target Corp

Consumer Defensive
5.03K
New
$133.47 - $159.25 $672K - $802K
5.03K $760M
IBM
International Business Machines Corp

Technology
3.63K
New
$175.1 - $223.38 $636K - $811K
3.63K $753M
MRK
Merck & Co., Inc.

Healthcare
7.3K
New
$111.15 - $128.97 $812K - $942K
7.3K $742M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.12K
New
$79.29 - $84.02 $723K - $766K
9.12K $742M
AMD
Advanced Micro Devices Inc

Technology
5.23K
New
$128.67 - $183.96 $673K - $962K
5.23K $741M
LMT
Lockheed Martin Corp

Industrials
1.33K
New
$460.3 - $584.56 $614K - $780K
1.33K $729M
PSA
Public Storage

Real Estate
2.14K
New
$283.13 - $365.01 $605K - $780K
2.14K $728M
NFLX
Netflix Inc

Communication Services
947
New
$598.55 - $722.26 $567K - $684K
947 $723M
BX
Blackstone Inc.

Financial Services
4.25K
New
$120.77 - $159.66 $513K - $679K
4.25K $721M
UPS
United Parcel Service Inc

Industrials
4.97K
New
$123.32 - $147.38 $613K - $733K
4.97K $665M
CVX
Chevron Corp

Energy
4.25K
New
$137.88 - $161.97 $586K - $688K
4.25K $652M
PANW
Palo Alto Networks Inc

Technology
1.73K
New
$294.18 - $368.01 $509K - $636K
1.73K $633M
NEAR
Blackrock Short Maturity Bond

ETFs
11.5K
New
$50.09 - $51.31 $575K - $589K
11.5K $580M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.38K
New
$54.98 - $59.51 $461K - $499K
8.38K $500M
VTI
Vanguard Total Stock Market Et

ETFs
1.67K
New
$255.18 - $283.2 $427K - $474K
1.67K $477M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
17.1K
New
$24.86 - $26.33 $424K - $449K
17.1K $433M
CMCSA
Comcast Corp

Communication Services
9.2K
New
$37.33 - $41.78 $344K - $384K
9.2K $392M
SBUX
Starbucks Corp

Consumer Cyclical
4K
New
$72.51 - $98.6 $290K - $395K
4K $389M
HDV
Ishares Core High Dividend ETF

ETFs
3.09K
New
$107.62 - $118.76 $333K - $367K
3.09K $369M
GE
General Electric CO

Industrials
2.11K
New
$156.66 - $189.66 $330K - $399K
2.11K $369M
MCD
Mcdonalds Corp

Consumer Cyclical
1.21K
New
$245.82 - $304.51 $298K - $370K
1.21K $361M
IVV
Ishares Core S&P 500 ETF

ETFs
621
New
$520.18 - $576.82 $323K - $358K
621 $360M
HON
Honeywell International Inc

Industrials
1.7K
New
$196.73 - $220.21 $335K - $375K
1.7K $356M
AMGN
Amgen Inc

Healthcare
1.1K
New
$309.38 - $337.38 $341K - $372K
1.1K $352M
T
At&T Inc.

Communication Services
15.5K
New
$18.21 - $22.28 $282K - $345K
15.5K $342M
MO
Altria Group, Inc.

Consumer Defensive
6.28K
New
$45.95 - $54.71 $289K - $344K
6.28K $340M
MEAR
Blackrock Short Maturity Munic

ETFs
6.65K
New
$49.99 - $50.34 $332K - $335K
6.65K $333M
VIG
Vanguard Dividend Appreciation

ETFs
1.58K
New
$182.15 - $182.15 $288K - $288K
1.58K $318M
ADP
Automatic Data Processing Inc

Industrials
949
New
$233.44 - $279.45 $222K - $265K
949 $276M
MMM
3 M CO

Industrials
2.14K
New
$99.69 - $139.42 $214K - $299K
2.14K $271M
AXP
American Express CO

Financial Services
943
New
$225.92 - $271.17 $213K - $256K
943 $260M
MCO
Moodys Corp

Financial Services
500
New
$421.49 - $494.67 $211K - $247K
500 $231M
FSK
Fs Kkr Capital Corp

Financial Services
11K
New
$18.74 - $20.43 $207K - $225K
11K $224M
CRWD
Crowd Strike Holdings, Inc.

Technology
705
New
$217.89 - $392.15 $154K - $276K
705 $217M
PFE
Pfizer Inc

Healthcare
7.66K
New
$27.7 - $31.39 $212K - $240K
7.66K $214M
INTC
Intel Corp

Technology
9.13K
New
$18.9 - $34.87 $173K - $318K
9.13K $213M
META
Meta Platforms, Inc.

Communication Services
362
New
$453.41 - $572.44 $164K - $207K
362 $207M
CARR
Carrier Global Corp

Industrials
2.8K
New
$61.9 - $80.88 $173K - $227K
2.8K $207M
Activity Summary
Buys All Purchases 90 New Holdings 90 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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