Shum Financial Group, Inc. Reduced Holdings in Q1 2025

Shum Financial Group, Inc.

  • $116 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.96K
- 28.84%
$50.72 - $50.92 $201K - $202K
9.77K $497M
BX
Blackstone Inc.

Financial Services
-113
- 2.72%
$136.53 - $186.74 $15.4K - $21.1K
4.04K $565M
AMD
Advanced Micro Devices Inc

Technology
-86
- 1.67%
$96.63 - $129.55 $8.31K - $11.1K
5.06K $520M
DIS
Walt Disney CO

Communication Services
-59
- 0.83%
$96.87 - $114.0 $5.72K - $6.73K
7.02K $693M
HON
Honeywell International Inc

Industrials
-243
- 12.13%
$202.75 - $226.52 $49.3K - $55K
1.76K $373M
SRLN
Ssga Active Trust

ETFs
-1.34K
- 4.14%
$41.02 - $41.99 $54.8K - $56.1K
31K $1.27B
VTI
Vanguard Total Stock Market Et

ETFs
-34
- 2.03%
$271.18 - $303.12 $9.22K - $10.3K
1.64K $450M
CMCSA
Comcast Corp

Communication Services
-242
- 3.47%
$33.19 - $38.23 $8.03K - $9.25K
6.73K $248M
FSK
Fs Kkr Capital Corp

Financial Services
-125
- 1.23%
$20.47 - $24.06 $2.56K - $3.01K
10.1K $211M
CSCO
Cisco Systems, Inc.

Technology
-730
- 4.15%
$58.74 - $64.87 $42.9K - $47.4K
16.9K $1.04B
MCD
Mcdonalds Corp

Consumer Cyclical
-32
- 2.61%
$279.74 - $321.29 $8.95K - $10.3K
1.19K $373M
MMM
3 M CO

Industrials
-100
- 4.66%
$129.7 - $155.12 $13K - $15.5K
2.05K $300M
MDT
Medtronic PLC

Healthcare
-589
- 6.73%
$79.84 - $94.5 $47K - $55.7K
8.16K $734M
MO
Altria Group, Inc.

Consumer Defensive
-118
- 2.14%
$50.81 - $60.02 $6K - $7.08K
5.4K $324M
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.47%
$890.62 - $1076.86 $7.12K - $8.61K
1.71K $1.61B
LLY
Eli Lilly & CO

Healthcare
-39
- 2.3%
$725.72 - $929.72 $28.3K - $36.3K
1.66K $1.37B
T
At&T Inc.

Communication Services
-513
- 3.46%
$21.56 - $28.28 $11.1K - $14.5K
14.3K $404M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-181
- 0.7%
$128.74 - $138.67 $23.3K - $25.1K
25.7K $3.49B
GE
General Electric CO

Industrials
-1
- 0.05%
$168.59 - $212.13 $169 - $212
2.19K $438M
XOM
Exxon Mobil Corp

Energy
-85
- 1.1%
$105.44 - $118.93 $8.96K - $10.1K
7.61K $905M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-24
- 1.84%
$442.66 - $534.52 $10.6K - $12.8K
1.28K $682M
ABT
Abbott Laboratories

Healthcare
-361
- 4.13%
$111.1 - $140.22 $40.1K - $50.6K
8.39K $1.11B
JNJ
Johnson & Johnson

Healthcare
-232
- 1.6%
$142.06 - $167.7 $33K - $38.9K
14.3K $2.37B
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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