Shum Financial Group, Inc. Incresed Positions in Q3 2025

Shum Financial Group, Inc.

  • $134 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
61.3K
+ 75.99%
$62.79 - $68.42 $3.85M - $4.2M
142K $9.64B
MSFT
Microsoft Corp

Technology
106
+ 0.97%
$491.09 - $535.64 $52.1K - $56.8K
11K $5.69B
NVDA
Nvidia Corp

Technology
373
+ 2.02%
$153.3 - $186.58 $57.2K - $69.6K
18.9K $3.52B
AAPL
Apple Inc.

Technology
356
+ 1.02%
$202.38 - $256.87 $72K - $91.4K
35.3K $8.98B
GOOGL
Alphabet Inc.

Communication Services
182
+ 2.09%
$174.36 - $254.72 $31.7K - $46.4K
8.9K $2.16B
QUAL
Ishares Msci Usa Quality Facto

ETFs
227
+ 0.78%
$182.33 - $194.5 $41.4K - $44.2K
29.5K $5.73B
IQLT
Ishares Msci Intl Quality Fact

ETFs
7.67K
+ 11.76%
$41.43 - $44.2 $318K - $339K
72.9K $3.22B
HD
Home Depot, Inc.

Consumer Cyclical
935
+ 17.53%
$357.4 - $423.42 $334K - $396K
6.27K $2.54B
EFG
Msci Eafe Growth ETF

ETFs
2.87K
+ 17.79%
$106.99 - $114.46 $307K - $329K
19K $2.16B
Blackrock Inc
1
+ 0.05%
N/A
2.17K $2.53B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.72K
+ 7.06%
$52.12 - $55.33 $194K - $206K
56.4K $3.12B
AMZN
Amazon Com Inc

Consumer Cyclical
87
+ 0.76%
$211.65 - $238.24 $18.4K - $20.7K
11.6K $2.54B
WMT
Walmart Inc.

Consumer Defensive
48
+ 0.22%
$94.4 - $104.27 $4.53K - $5K
21.9K $2.26B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
836
+ 3.35%
$78.88 - $85.2 $65.9K - $71.2K
25.8K $2.15B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.43K
+ 45.39%
$50.81 - $51.07 $225K - $226K
14.2K $725M
CRWD
Crowd Strike Holdings, Inc.

Technology
82
+ 7.89%
$412.46 - $514.1 $33.8K - $42.2K
1.12K $550M
SCHW
Schwab Charles Corp

Financial Services
1.17K
+ 35.16%
$91.03 - $98.69 $106K - $115K
4.48K $428M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
365
+ 1.42%
$136.48 - $142.97 $49.8K - $52.2K
26.1K $3.65B
XLU
Utilities Sector Spdr

ETFs
128
+ 0.82%
$81.14 - $87.32 $10.4K - $11.2K
15.8K $1.38B
IBM
International Business Machines Corp

Technology
27
+ 0.76%
$234.77 - $292.47 $6.34K - $7.9K
3.57K $1.01B
VCIT
Vanguard Intermediate Term Cor

ETFs
729
+ 7.59%
$81.75 - $84.54 $59.6K - $61.6K
10.3K $870M
META
Meta Platforms, Inc.

Communication Services
21
+ 5.93%
$695.21 - $791.73 $14.6K - $16.6K
375 $275M
EMTL
Spdr Doubleline Emerging Marke

ETFs
1.07K
+ 4.92%
$42.91 - $44.04 $45.8K - $47K
22.8K $1B
NEAR
Blackrock Short Maturity Bond

ETFs
1.13K
+ 16.34%
$50.8 - $51.32 $57.2K - $57.8K
8.02K $411M
UPS
United Parcel Service Inc

Industrials
1.9K
+ 48.14%
$82.58 - $105.54 $157K - $201K
5.85K $489M
VIG
Vanguard Dividend Appreciation

ETFs
71
+ 4.28%
N/A
1.73K $373M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.26K
+ 6.77%
$25.21 - $25.99 $31.8K - $32.8K
19.9K $514M
USRT
Ishares Core U.S. Reit ETF

ETFs
201
+ 0.91%
$55.64 - $59.37 $11.2K - $11.9K
22.3K $1.31B
HDV
Ishares Core High Dividend ETF

ETFs
92
+ 2.8%
$118.16 - $123.66 $10.9K - $11.4K
3.38K $414M
V
Visa Inc.

Financial Services
104
+ 2.46%
$332.09 - $358.86 $34.5K - $37.3K
4.33K $1.48B
XLV
Select Sector Spdr Fund Health

ETFs
92
+ 1.62%
$129.01 - $139.72 $11.9K - $12.9K
5.77K $803M
CRM
Salesforce, Inc.

Technology
157
+ 3.89%
$231.66 - $273.65 $36.4K - $43K
4.19K $993M
UNH
Unitedhealth Group Inc

Healthcare
277
+ 6.2%
$237.77 - $353.61 $65.9K - $97.9K
4.75K $1.64B
Activity Summary
Buys All Purchases 44 New Holdings 10 Increased Positions 34 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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