SP

Schrum Private Wealth Management LLC

13F
Schrum Private Wealth Management LLC
Last update 2025-05-02 124 Stocks (8 new)
Value $114.00 Mil Turnover 3 %
Countries:
Top Holdings: SPY(9.84%)MSFT(5.56%)AAPL(4.75%)VOO(2.68%)FXL(2.61%)
Summary Stock Picks Current Portfolio
Schrum Private Wealth Manageme... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
20,003
11,189.8
-0.60%
9.840
-0.06%
0.000
+18.80%
+8.86%
654,366.5
 
MSFT
Microsoft Corp
16,827
6,316.5
-1.69%
5.560
-0.10%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AAPL
Apple Inc
24,301
5,398.3
-4.39%
4.750
-0.24%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
VOO
Vanguard S&P 500 ETF
5,922
3,043.3
+5.19%
2.680
+0.13%
0.000
+18.82%
+8.89%
663,622.4
 
FXL
First Trust Technology AlphaDEX Fund
First Trust Technology AlphaDEX Fund
22,424
2,965.6
-0.66%
2.610
-0.02%
0.260
+24.10%
+7.72%
1,369.0
 
JPM
JPMorgan Chase & Co
11,240
2,756.9
+0.04%
2.420
0%
0.000
+23.79%
+25.81%
815,993.3
Banks
RSP
Invesco S&P 500 Equal Weight ETF
15,693
2,718.7
-2.02%
2.390
-0.05%
0.000
+14.13%
+7.91%
75,230.7
 
SPLG
SPDR Portfolio S&P 500 ETF
38,551
2,535.1
+3.58%
2.230
+0.08%
0.000
+18.84%
+8.90%
78,109.2
 
V
Visa Inc
6,815
2,388.4
0%
2.100
0%
0.000
+6.43%
+12.80%
694,059.1
Credit Services
ABBV
AbbVie Inc
10,682
2,238.1
+0.59%
1.970
+0.01%
0.000
+8.55%
+10.19%
336,588.1
Drug Manufacturers

Schrum Private Wealth Management LLC's Historical Top Holdings Breakdowns

Schrum Private Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ALL
Allstate Corp
2025-03-31
Sold Out
Sold Out
-0.28%
●
180.99 ($194.74) 210.18
$197.61
1.47%
Sold Out
0
-1,700
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.24%
●
209.68 ($231.67) 247.1
$214.29
-7.50%
Reduce -4.39%
24,301
-1,117
IBIT
ISHARES BITCOIN TR
2025-03-31
New Buy
New Buy
+0.22%
●
44.91 ($52.94) 60.42
$67.29
27.11%
New holding
5,283
5,283
TGT
Target Corp
2025-03-31
Sold Out
Sold Out
-0.21%
●
103.65 ($124.98) 142.5
$107.43
-14.04%
Sold Out
0
-1,802
ETN
Eaton Corp PLC
2025-03-31
Sold Out
Sold Out
-0.20%
●
271.83 ($311.37) 371.23
$380.24
22.12%
Sold Out
0
-718
LIN
Linde PLC
2025-03-31
New Buy
New Buy
+0.19%
●
412.91 ($450.21) 468.77
$469.99
4.39%
New holding
472
472
YUM
Yum Brands Inc
2025-03-31
New Buy
New Buy
+0.19%
●
123.25 ($144.05) 162.53
$147.79
2.60%
New holding
1,370
1,370
FTC
FIRST TR L CAP GRW
2025-03-31
Sold Out
Sold Out
-0.19%
●
127.87 ($140.18) 148.89
$153.90
9.79%
Sold Out
0
-1,600
ROP
Roper Technologies Inc
2025-03-31
New Buy
New Buy
+0.18%
●
502.71 ($561.16) 593.81
$557.07
-0.73%
New holding
350
350
SCHW
Charles Schwab Corp
2025-03-31
New Buy
New Buy
+0.18%
●
71.24 ($78.48) 83.64
$95.15
21.24%
New holding
2,556
2,556

Schrum Private Wealth Management LLC Total Holding History ($B)

To

Schrum Private Wealth Management LLC's Asset Allocation

To

Schrum Private Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Schrum Private Wealth Management LLC's Hypothetical Growth since 2025-03-31

Schrum Private Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Schrum Private Wealth Management LLC's Holdings Heat Map

Size field:

Schrum Private Wealth Management LLC's Holdings Bubble Chart

Schrum Private Wealth Management LLC News

  • 1

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