Shum Financial Group, Inc. Incresed Positions in Q4 2025

Shum Financial Group, Inc.

  • $139 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
5.33K
+ 3.75%
$66.73 - $70.99 $355K - $378K
147K $10.5B
GOOGL
Alphabet Inc.

Communication Services
262
+ 2.94%
$236.57 - $291.31 $62K - $76.3K
9.16K $2.87B
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.8K
+ 13.43%
$43.84 - $45.35 $429K - $444K
82.7K $3.76B
AVGO
Broadcom Inc.

Technology
1.05K
+ 63.02%
$324.63 - $385.98 $342K - $406K
2.72K $943M
EFG
Msci Eafe Growth ETF

ETFs
3.42K
+ 17.99%
$112.91 - $117.61 $386K - $402K
22.4K $2.55B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.67K
+ 8.29%
$54.27 - $56.85 $254K - $266K
61K $3.47B
UPS
United Parcel Service Inc

Industrials
2.14K
+ 36.62%
$82.87 - $97.4 $178K - $209K
7.99K $793M
WMT
Walmart Inc.

Consumer Defensive
570
+ 2.6%
$101.18 - $109.03 $57.7K - $62.1K
22.5K $2.51B
QUAL
Ishares Msci Usa Quality Facto

ETFs
619
+ 2.1%
$191.01 - $199.18 $118K - $123K
30.1K $5.98B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.35K
+ 9.11%
$80.59 - $84.32 $189K - $198K
28.1K $2.38B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.82K
+ 5.21%
$45.45 - $48.31 $174K - $185K
77.3K $3.62B
AMD
Advanced Micro Devices Inc

Technology
46
+ 1.58%
$164.01 - $264.33 $7.54K - $12.2K
2.96K $634M
PLD
Prologis, Inc.

Real Estate
276
+ 3.0%
$111.23 - $127.18 $30.7K - $35.1K
9.48K $1.21B
SCHW
Schwab Charles Corp

Financial Services
1.2K
+ 26.82%
$91.91 - $97.71 $110K - $117K
5.68K $568M
CRM
Salesforce, Inc.

Technology
48
+ 1.15%
$235.69 - $263.41 $11.3K - $12.6K
4.24K $1.12B
XLV
Select Sector Spdr Fund Health

ETFs
14
+ 0.24%
$141.95 - $152.82 $1.99K - $2.14K
5.78K $895M
ACWI
Ishares Msci Acwi ETF

ETFs
517
+ 13.52%
$135.71 - $142.56 $70.2K - $73.7K
4.34K $614M
Arista Networks Inc
790
+ 49.28%
N/A
2.39K $314M
V
Visa Inc.

Financial Services
110
+ 2.54%
$325.75 - $352.42 $35.8K - $38.8K
4.44K $1.56B
SPMD
Spdr Portfolio

ETFs
508
+ 1.08%
$55.44 - $58.05 $28.2K - $29.5K
47.3K $2.74B
IBM
International Business Machines Corp

Technology
27
+ 0.76%
$275.97 - $314.98 $7.45K - $8.5K
3.6K $1.07B
NVDA
Nvidia Corp

Technology
315
+ 1.67%
$179.83 - $207.04 $56.6K - $65.2K
19.2K $3.58B
AXP
American Express CO

Financial Services
17
+ 1.28%
$316.26 - $372.77 $5.38K - $6.34K
1.35K $499M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
413
+ 17.0%
$91.84 - $96.06 $37.9K - $39.7K
2.84K $270M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
475
+ 1.82%
$136.06 - $140.64 $64.6K - $66.8K
26.5K $3.69B
QCOM
Qualcomm Inc

Technology
57
+ 0.9%
$153.59 - $187.68 $8.75K - $10.7K
6.4K $1.09B
UNH
Unitedhealth Group Inc

Healthcare
327
+ 6.89%
$320.52 - $369.92 $105K - $121K
5.08K $1.68B
VCIT
Vanguard Intermediate Term Cor

ETFs
342
+ 3.31%
$83.45 - $84.82 $28.5K - $29K
10.7K $895M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
991
+ 4.98%
$25.75 - $26.12 $25.5K - $25.9K
20.9K $538M
EMTL
Spdr Doubleline Emerging Marke

ETFs
643
+ 2.82%
$43.2 - $43.73 $27.8K - $28.1K
23.4K $1.01B
MMM
3 M CO

Industrials
19
+ 1.05%
$148.75 - $171.6 $2.83K - $3.26K
1.83K $292M
VIG
Vanguard Dividend Appreciation

ETFs
17
+ 0.98%
N/A
1.75K $384M
JEPI
J P Morgan Exchange Traded Fd

ETFs
88
+ 1.05%
$56.0 - $57.6 $4.93K - $5.07K
8.45K $484M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 1.12%
$293.81 - $310.11 $3.53K - $3.72K
1.09K $332M
SRLN
Ssga Active Trust

ETFs
343
+ 1.16%
$41.05 - $41.54 $14.1K - $14.2K
30K $1.24B
HDV
Ishares Core High Dividend ETF

ETFs
43
+ 1.27%
$118.22 - $122.79 $5.08K - $5.28K
3.42K $416M
GD
General Dynamics Corp

Industrials
1
+ 0.17%
$330.59 - $353.77 $331 - $354
595 $200M
AMT
American Tower Corp

Real Estate
346
+ 9.11%
$176.64 - $193.32 $61.1K - $66.9K
4.14K $727M
CRWD
Crowd Strike Holdings, Inc.

Technology
41
+ 3.66%
$482.23 - $557.53 $19.8K - $22.9K
1.16K $545M
BX
Blackstone Inc.

Financial Services
327
+ 8.79%
$138.42 - $168.45 $45.3K - $55.1K
4.05K $624M
PANW
Palo Alto Networks Inc

Technology
462
+ 8.57%
$204.77 - $221.38 $94.6K - $102K
5.85K $1.08B
XLU
Utilities Sector Spdr

ETFs
15.8K
+ 99.84%
$87.89 - $92.9 $1.39M - $1.47M
31.6K $1.35B
PSA
Public Storage

Real Estate
16
+ 0.82%
$272.78 - $311.8 $4.36K - $4.99K
1.98K $513M
IGLB
Ishares 10+ Year Investment Gr

ETFs
963
+ 0.99%
$50.67 - $52.58 $48.8K - $50.6K
98.2K $4.96B
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.74%
$910.94 - $954.99 $10.9K - $11.5K
1.64K $1.41B
NFLX
Netflix Inc

Communication Services
7.91K
+ 961.92%
$110.29 - $1241.35 $872K - $9.82M
8.73K $818M
Blackrock Inc
9
+ 0.41%
N/A
2.18K $2.34B
MSFT
Microsoft Corp

Technology
248
+ 2.26%
$496.82 - $542.07 $123K - $134K
11.2K $5.43B
ORCL
Oracle Corp

Technology
55
+ 1.01%
$217.57 - $313.0 $12K - $17.2K
5.49K $1.07B
Activity Summary
Buys All Purchases 51 New Holdings 1 Increased Positions 50 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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