Schrum Private Wealth Management LLC Sells in Q4 2024

Schrum Private Wealth Management LLC

  • $118 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
-6.84K
- 49.41%
$39.6 - $45.21 $271K - $309K
7.01K $280K
PM
Philip Morris International Inc.

Consumer Defensive
-2.74K
- 50.0%
$118.38 - $133.06 $325K - $365K
2.74K $330K
AMAT
Applied Materials Inc

Technology
-1.05K
- 25.61%
$161.44 - $213.89 $170K - $225K
3.05K $496K
FVD
First Tr Value Line Divid Inde

ETFs
-7.01K
- 50.0%
$43.4 - $46.7 $304K - $327K
7.01K $305K
IAU
Ishares Gold Trust

ETFs
-6.42K
- 50.0%
$48.37 - $52.65 $310K - $338K
6.42K $317K
TGT
Target Corp

Consumer Defensive
-1.79K
- 49.86%
$121.59 - $160.69 $218K - $288K
1.8K $243K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.5K
- 50.0%
$197.36 - $217.3 $297K - $327K
1.5K $298K
SBUX
Starbucks Corp

Consumer Cyclical
-2.87K
- 50.0%
$87.44 - $102.5 $251K - $294K
2.87K $261K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-2.9K
- 50.0%
$105.85 - $112.84 $307K - $327K
2.9K $319K
IBM
International Business Machines Corp

Technology
-1.32K
- 54.47%
$204.9 - $238.04 $270K - $313K
1.1K $241K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-3.05K
- 50.0%
$98.04 - $108.11 $299K - $330K
3.05K $310K
MRK
Merck & Co., Inc.

Healthcare
-2.14K
- 39.6%
$96.31 - $114.76 $206K - $245K
3.26K $324K
GAM
General American Investors CO Inc

Financial Services
-5.06K
- 50.0%
$49.57 - $55.15 $251K - $279K
5.06K $258K
MO
Altria Group, Inc.

Consumer Defensive
-5.66K
- 49.06%
$49.06 - $57.74 $278K - $327K
5.88K $307K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-6.93K
- 45.16%
$37.15 - $41.12 $257K - $285K
8.41K $318K
VT
Vanguard Total World Stk Index

ETFs
-2.05K
- 20.58%
$117.09 - $123.07 $240K - $252K
7.9K $928K
IEFA
Ishares Tr

ETFs
-2.39K
- 20.23%
$70.06 - $77.43 $168K - $185K
9.43K $663K
DFS
Discover Financial Services

Financial Services
-2.41K
- 50.0%
$136.3 - $182.67 $328K - $440K
2.41K $416K
CSCO
Cisco Systems, Inc.

Technology
-5.33K
- 52.77%
$52.45 - $60.02 $279K - $320K
4.77K $282K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-7.24K
- 35.61%
$30.58 - $33.39 $221K - $242K
13.1K $410K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.81K
- 47.94%
$94.43 - $105.47 $265K - $296K
3.05K $309K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.41K
- 49.21%
$69.58 - $74.87 $238K - $256K
3.52K $246K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.3K
- 50.0%
$98.47 - $109.35 $226K - $252K
2.3K $226K
DEO
Diageo PLC

Consumer Defensive
-1.55K
- 44.27%
$118.0 - $139.88 $182K - $216K
1.95K $247K
VOX
Vanguard Communication Service

ETFs
-1.74K
- 50.0%
$144.31 - $163.57 $252K - $285K
1.74K $270K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-2K
- 50.0%
$119.61 - $136.3 $239K - $273K
2K $247K
DLR
Digital Realty Trust, Inc.

Real Estate
-1.5K
- 50.0%
$156.46 - $195.69 $234K - $293K
1.5K $265K
ISRG
Intuitive Surgical Inc

Healthcare
-569
- 20.78%
$471.27 - $550.62 $268K - $313K
2.17K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
-524
- 41.99%
$486.1 - $608.57 $255K - $319K
724 $414K
FTC
First Tr Lge Cap Growth

ETFs
-1.6K
- 50.0%
$130.13 - $149.09 $208K - $239K
1.6K $220K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.68K
- 33.86%
$104.01 - $115.38 $175K - $194K
3.29K $347K
VTI
Vanguard Total Stock Market Et

ETFs
-710
- 43.61%
$280.04 - $302.45 $199K - $215K
918 $266K
ETN
Eaton Corp PLC

Industrials
-482
- 40.17%
$326.96 - $377.52 $158K - $182K
718 $238K
LOW
Lowes Companies Inc

Consumer Cyclical
-461
- 29.33%
$244.52 - $284.07 $113K - $131K
1.11K $274K
MS
Morgan Stanley

Financial Services
-1.67K
- 49.88%
$104.42 - $134.99 $174K - $225K
1.68K $210K
UNP
Union Pacific Corp

Industrials
-400
- 18.18%
$223.15 - $249.32 $89.3K - $99.7K
1.8K $410K
QCOM
Qualcomm Inc

Technology
-579
- 23.2%
$150.4 - $178.04 $87.1K - $103K
1.92K $294K
WMT
Walmart Inc.

Consumer Defensive
-2.06K
- 30.83%
$79.1 - $95.7 $163K - $197K
4.61K $416K
GOOG
Alphabet Inc.

Communication Services
-1.18K
- 25.03%
$163.08 - $198.16 $192K - $234K
3.53K $672K
COP
Conocophillips

Energy
-919
- 23.28%
$95.12 - $114.72 $87.4K - $105K
3.03K $300K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.3K
- 7.39%
$124.26 - $134.12 $161K - $174K
16.2K $2.09M
META
Meta Platforms, Inc.

Communication Services
-208
- 26.67%
$554.08 - $632.68 $115K - $132K
572 $337K
VO
Vanguard Mid Cap ETF

ETFs
-417
- 35.28%
$261.5 - $284.63 $109K - $119K
765 $202K
BMY
Bristol Myers Squibb CO

Healthcare
-2.39K
- 37.94%
$51.92 - $59.94 $124K - $143K
3.91K $221K
SAP
Sap Se

Technology
-397
- 31.96%
$218.13 - $255.54 $86.6K - $101K
845 $208K
BX
Blackstone Inc.

Financial Services
-803
- 21.52%
$148.45 - $199.05 $119K - $160K
2.93K $505K
ACWI
Ishares Msci Acwi ETF

ETFs
-512
- 22.54%
$117.05 - $123.03 $59.9K - $63K
1.76K $206K
AMZN
Amazon Com Inc

Consumer Cyclical
-468
- 21.73%
$180.88 - $232.93 $84.7K - $109K
1.69K $369K
GOOGL
Alphabet Inc.

Communication Services
-424
- 13.91%
$161.86 - $196.66 $68.6K - $83.4K
2.62K $496K
Activity Summary
Buys All Purchases 23 New Holdings 9 Increased Positions 14 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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