Schrum Private Wealth Management LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$118.0B
Holdings
124
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BDXBECTON DICKINSON & CO | 1,234 | $280.0M | 0.24% | |
| 102 | LOWLOWES COS INC | 1,111 | $274.3M | 0.23% | |
| 103 | VOXVANGUARD WORLD FD | 1,743 | $270.1M | 0.23% | |
| 104 | VTIVANGUARD INDEX FDS | 918 | $265.9M | 0.23% | |
| 105 | FQIDIGITAL RLTY TR INC | 1,495 | $265.1M | 0.22% | |
| 106 | SBUXSTARBUCKS CORP | 2,869 | $261.8M | 0.22% | |
| 107 | GAMGENERAL AMERN INVS CO INC | 5,062 | $258.2M | 0.22% | |
| 108 | DEODIAGEO PLC | 1,946 | $247.4M | 0.21% | |
| 109 | XMMOINVESCO EXCHANGE TRADED FD T | 2,000 | $247.1M | 0.21% | |
| 110 | SPLVINVESCO EXCH TRADED FD TR II | 3,524 | $246.7M | 0.21% | |
| 111 | DYHTARGET CORP | 1,802 | $243.7M | 0.21% | |
| 112 | IBMINTERNATIONAL BUSINESS MACHS | 1,100 | $241.9M | 0.20% | |
| 113 | ETNEATON CORP PLC | 718 | $238.3M | 0.20% | |
| 114 | XMHQINVESCO EXCHANGE TRADED FD T | 2,300 | $226.5M | 0.19% | |
| 115 | DEDEERE & CO | 526 | $222.9M | 0.19% | |
| 116 | FTCFIRST TRUST LRGCP GWT ALPHAD | 1,600 | $221.2M | 0.19% | |
| 117 | BMYBRISTOL-MYERS SQUIBB CO | 3,910 | $221.2M | 0.19% | |
| 118 | DWDMORGAN STANLEY | 1,677 | $210.8M | 0.18% | |
| 119 | DHRDANAHER CORPORATION | 913 | $209.6M | 0.18% | |
| 120 | SAPSAP SE | 845 | $207.9M | 0.18% | |
| 121 | AMTAMERICAN TOWER CORP NEW | 1,129 | $207.0M | 0.18% | |
| 122 | ACWIISHARES TR | 1,760 | $206.9M | 0.18% | |
| 123 | NVONOVO-NORDISK A S | 2,402 | $206.6M | 0.18% | |
| 124 | VOVANGUARD INDEX FDS | 765 | $202.3M | 0.17% |
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