Fund HoldingsSchrum Private Wealth Management LLC

Total Portfolio Value
$110.20M
Total Bought
$38.93M
Total Sold
$81.0K
Net Transaction
+$38.85M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
APPLE INC(AAPL)026,653+26,65304,5714.15%+4,571
MICROSOFT CORP(MSFT)14,47817,892+3,4145,4447,5276.83%+2,083
SPDR S&P 500 ETF TR(SPY)17,68519,911+2,2268,40610,4159.45%+2,009
VISA INC(V)07,430+7,43002,0741.88%+2,074
JPMORGAN CHASE & CO(JPM)011,528+11,52802,3092.10%+2,309
ISHARES TR02,814+2,81401,4791.34%+1,479
ISHARES TR4,47611,250+6,7744711,2971.18%+826
SELECT SECTOR SPDR TR
ST STR DISCR ETF
04,179+4,17907690.70%+769
SPDR S&P MIDCAP 400 ETF TR(MDY)01,298+1,29807220.66%+722
PALO ALTO NETWORKS INC(PANW)1,7704,282+2,5125221,2171.10%+695
ORACLE CORP(ORCL)07,090+7,09008910.81%+891
ABBVIE INC(ABBV)8,00010,580+2,5801,2401,9271.75%+687
NORFOLK SOUTHN CORP(NSC)02,633+2,63306710.61%+671
SPDR SER TR
ST STR P500ETF
24,02732,336+8,3091,3431,9901.81%+647
VANGUARD WORLD FD
INF TECH ETF
2,4343,407+9731,1781,7861.62%+609
LOCKHEED MARTIN CORP(LMT)03,362+3,36201,5291.39%+1,529
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
20,52223,544+3,0222,6283,1742.88%+546
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
21,93326,574+4,6411,4231,9391.76%+516
HOME DEPOT INC(HD)2,3563,442+1,0868161,3201.20%+504
ABBOTT LABS7,65311,806+4,1538421,3421.22%+499
INTUITIVE SURGICAL INC1,6192,569+9505461,0250.93%+479
ILLINOIS TOOL WKS INC(ITW)01,700+1,70004560.41%+456
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,7047,613+1,9095931,0360.94%+443
PEPSICO INC(PEP)09,303+9,30301,6281.48%+1,628
REVVITY INC(RVTY)04,000+4,00004200.38%+420
ISHARES TR01,845+1,84503880.35%+388
ALLSTATE CORP(ALL)02,200+2,20003810.35%+381
BLACKSTONE INC(BX)02,878+2,87803780.34%+378
SPDR SER TR
ST STR P500VAL
21,37127,217+5,8469971,3641.24%+367
PROCTER AND GAMBLE CO(PG)3,9245,727+1,8035759290.84%+354
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
12,71815,138+2,4201,3171,6591.51%+342
3M CO(MMM)03,207+3,20703400.31%+340
AUTODESK INC01,300+1,30003390.31%+339
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
15,57416,508+9342,4582,7962.54%+338
LOWES COS INC(LOW)01,310+1,31003340.30%+334
VANGUARD INTL EQUITY INDEX F5,0287,522+2,4945178310.75%+314
UNILEVER PLC(UL)06,161+6,16103090.28%+309
WALMART INC(WMT)05,026+5,02603020.27%+302
COSTCO WHSL CORP NEW(COST)0409+40903000.27%+300
APPLIED MATLS INC2,0503,050+1,0003326290.57%+297
ISHARES TR
CORE MSCI INTL
04,271+4,27102870.26%+287
NIKE INC(NKE)03,000+3,00002820.26%+282
QUALCOMM INC(QCOM)01,653+1,65302800.25%+280
MERCK & CO INC(MRK)1,9103,695+1,7852084880.44%+279
HONEYWELL INTL INC(HON)01,357+1,35702780.25%+278
CHEVRON CORP NEW(CVX)07,391+7,39101,1661.06%+1,166
PHILLIPS 66(PSX)01,642+1,64202680.24%+268
AMAZON COM INC(AMZN)01,457+1,45702630.24%+263
AMERICAN WTR WKS CO INC NEW12,34215,463+3,1211,6291,8901.71%+261
EXXON MOBIL CORP4,9336,466+1,5334937520.68%+258
RTX CORPORATION(RTX)4,1546,104+1,9503495950.54%+246
BRISTOL-MYERS SQUIBB CO(BMY)04,335+4,33502350.21%+235
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
02,000+2,00002300.21%+230
THE CIGNA GROUP(CI)0633+63302290.21%+229
INTERNATIONAL BUSINESS MACHS(IBM)01,197+1,19702290.21%+229
DANAHER CORPORATION(DHR)0913+91302280.21%+228
SPDR DOW JONES INDL AVERAGE(DIA)6401,177+5372414680.42%+227
ISHARES TR
MSCI USA MIN ETF
9,99712,025+2,0287801,0050.91%+225
MONDELEZ INTL INC(MDLZ)03,210+3,21002250.20%+225
ACCENTURE PLC IRELAND
SHS CLASS A
5,8516,570+7192,0532,2772.07%+224
CONOCOPHILLIPS(COP)2,0303,604+1,5742364590.42%+223
NVIDIA CORPORATION(NVDA)54554502704930.45%+223
VANGUARD INDEX FDS3,0013,187+1861,3111,5321.39%+221
LINDE PLC(LIN)0472+47202190.20%+219
LENNAR CORP(LEN)01,264+1,26402170.20%+217
ISHARES TR02,564+2,56402170.20%+217
DEERE & CO(DE)0526+52602160.20%+216
DIGITAL RLTY TR INC(DLR)01,489+1,48902150.19%+215
JOHNSON & JOHNSON(JNJ)5,6576,954+1,2978871,1001.00%+214
PFIZER INC(PFE)025,053+25,05306950.63%+695
CENCORA INC0873+87302120.19%+212
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0999+99902080.19%+208
ALPHABET INC(GOOG)2,3553,535+1,1803325380.49%+206
INVESCO EXCH TRADED FD TR II03,715+3,71502060.19%+206
CATERPILLAR INC(CAT)0548+54802010.18%+201
VANGUARD INTL EQUITY INDEX F02,978+2,97802010.18%+201
GENERAL MLS INC(GIS)11,41313,463+2,0507439420.85%+199
SCHWAB STRATEGIC TR9,39211,154+1,7627158990.82%+184
DISNEY WALT CO(DIS)4,4934,820+3274065900.54%+184
ALPHABET INC(GOOG)1,5232,623+1,1002133960.36%+183
UNION PAC CORP(UNP)1,1001,800+7002704430.40%+172
SCHLUMBERGER LTD(SLB)9,47612,122+2,6464936640.60%+171
VANGUARD SPECIALIZED FUNDS2,9293,611+6824996600.60%+160
MCDONALDS CORP(MCD)3,0703,796+7269101,0700.97%+160
VERIZON COMMUNICATIONS INC(VZ)6,2309,244+3,0142353880.35%+153
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
13,83514,947+1,1128731,0240.93%+151
NEXTERA ENERGY INC(NEE)6,1888,217+2,0293765250.48%+149
COCA COLA CO(KO)8,40410,461+2,0574956400.58%+145
SCHWAB STRATEGIC TR24,21924,220+11,5001,6321.48%+132
VANGUARD INDEX FDS3,1583,522+3646748050.73%+131
ISHARES TR
MSCI USA QLT FCT
3,3913,834+4434996300.57%+131
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
6,2307,730+1,5004305510.50%+122
ISHARES TR
CORE MSCI EAFE
4,2135,554+1,3412964120.37%+116
SPDR SER TR
ST STR P500GRW
9,1829,676+4945977080.64%+110
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
14,00514,506+5018269360.85%+110
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
25,71825,71801,1131,2221.11%+109
GOLDMAN SACHS ETF TR6,4266,679+2536036930.63%+90
GOLDMAN SACHS GROUP INC(GS)624724+1002413020.27%+62
INVESCO QQQ TR1,0141,071+574154760.43%+60
BANK AMERICA CORP11,82812,093+2653984590.42%+60
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