Schrum Private Wealth Management LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$124.7B
Holdings
125
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GAMGENERAL AMERN INVS CO INC | 5,062 | $283.7M | 0.23% | |
| 102 | VTIVANGUARD INDEX FDS | 928 | $282.1M | 0.23% | |
| 103 | SAPSAP SE | 925 | $281.2M | 0.23% | |
| 104 | COPCONOCOPHILLIPS | 3,029 | $271.8M | 0.22% | |
| 105 | DEDEERE & CO | 526 | $267.5M | 0.21% | |
| 106 | SBUXSTARBUCKS CORP | 2,869 | $262.9M | 0.21% | |
| 107 | XMMOINVESCO EXCHANGE TRADED FD T | 2,000 | $257.3M | 0.21% | |
| 108 | ETNEATON CORP PLC | 718 | $256.3M | 0.21% | |
| 109 | AMTAMERICAN TOWER CORP NEW | 1,132 | $250.2M | 0.20% | |
| 110 | LOWLOWES COS INC | 1,112 | $246.7M | 0.20% | |
| 111 | MRKMERCK & CO INC | 3,000 | $237.5M | 0.19% | |
| 112 | DWDMORGAN STANLEY | 1,685 | $237.3M | 0.19% | |
| 113 | VEAVANGUARD TAX-MANAGED FDS | 4,095 | $233.5M | 0.19% | |
| 114 | SCHWSCHWAB CHARLES CORP | 2,556 | $233.2M | 0.19% | |
| 115 | VGKVANGUARD INTL EQUITY INDEX F | 2,978 | $230.8M | 0.19% | |
| 116 | SPLVINVESCO EXCH TRADED FD TR II | 3,148 | $229.3M | 0.18% | |
| 117 | FQIDIGITAL RLTY TR INC | 1,312 | $228.7M | 0.18% | |
| 118 | ACWIISHARES TR | 1,761 | $226.5M | 0.18% | |
| 119 | XMHQINVESCO EXCHANGE TRADED FD T | 2,300 | $226.0M | 0.18% | |
| 120 | VXUSVANGUARD STAR FDS | 3,245 | $224.1M | 0.18% | |
| 121 | LINLINDE PLC | 472 | $221.5M | 0.18% | |
| 122 | PHPARKER-HANNIFIN CORP | 305 | $212.7M | 0.17% | |
| 123 | BDXBECTON DICKINSON & CO | 1,234 | $212.6M | 0.17% | |
| 124 | CITHE CIGNA GROUP | 633 | $208.8M | 0.17% | |
| 125 | YUMYUM BRANDS INC | 1,370 | $203.0M | 0.16% |
PreviousPage 2 of 2