Shum Financial Group, Inc. Incresed Positions in Q4 2024

Shum Financial Group, Inc.

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
519
+ 4.91%
$180.88 - $232.93 $93.9K - $121K
11.1K $2.43B
WMT
Walmart Inc.

Consumer Defensive
676
+ 3.29%
$79.1 - $95.7 $53.5K - $64.7K
21.2K $1.92B
SPYG
Spdr Portfolio

ETFs
414
+ 1.39%
$81.74 - $91.38 $33.8K - $37.8K
30.2K $2.66B
HON
Honeywell International Inc

Industrials
300
+ 17.62%
$202.84 - $236.0 $60.9K - $70.8K
2K $452M
V
Visa Inc.

Financial Services
18
+ 0.45%
$273.87 - $320.91 $4.93K - $5.78K
4.01K $1.27B
CRWD
Crowd Strike Holdings, Inc.

Technology
186
+ 26.38%
$275.15 - $388.2 $51.2K - $72.2K
891 $305M
AXP
American Express CO

Financial Services
166
+ 17.6%
$267.35 - $305.57 $44.4K - $50.7K
1.11K $329M
EFG
Msci Eafe Growth ETF

ETFs
1.16K
+ 7.99%
$96.83 - $106.88 $112K - $124K
15.7K $1.52B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
599
+ 2.57%
$78.43 - $87.17 $47K - $52.2K
23.9K $1.92B
ACWI
Ishares Msci Acwi ETF

ETFs
307
+ 2.77%
$117.05 - $123.03 $35.9K - $37.8K
11.4K $1.34B
EMTL
Spdr Doubleline Emerging Marke

ETFs
525
+ 2.5%
$42.03 - $43.34 $22.1K - $22.8K
21.5K $907M
PANW
Palo Alto Networks Inc

Technology
1.82K
+ 104.97%
$181.96 - $405.9 $330K - $737K
3.54K $645M
MMM
3 M CO

Industrials
1
+ 0.05%
$124.74 - $137.12 $125 - $137
2.15K $277M
VCIT
Vanguard Intermediate Term Cor

ETFs
148
+ 1.62%
$80.13 - $83.77 $11.9K - $12.4K
9.26K $744M
VIG
Vanguard Dividend Appreciation

ETFs
38
+ 2.41%
N/A
1.62K $317M
GE
General Electric CO

Industrials
83
+ 3.94%
$159.95 - $194.23 $13.3K - $16.1K
2.19K $365M
HDV
Ishares Core High Dividend ETF

ETFs
157
+ 5.07%
$110.82 - $121.28 $17.4K - $19K
3.25K $365M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.99%
$288.47 - $316.54 $3.46K - $3.8K
1.23K $355M
LLY
Eli Lilly & CO

Healthcare
49
+ 2.97%
$727.2 - $932.06 $35.6K - $45.7K
1.7K $1.31B
CVX
Chevron Corp

Energy
72
+ 1.7%
$141.15 - $162.53 $10.2K - $11.7K
4.32K $626M
XLU
Utilities Sector Spdr

ETFs
123
+ 0.79%
$74.89 - $82.93 $9.21K - $10.2K
15.7K $1.19B
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.15K
+ 1.82%
$37.12 - $41.23 $42.6K - $47.3K
64.2K $2.38B
LMT
Lockheed Martin Corp

Industrials
17
+ 1.27%
$479.66 - $614.62 $8.15K - $10.4K
1.35K $657M
QUAL
Ishares Msci Usa Quality Facto

ETFs
160
+ 0.55%
$176.42 - $186.91 $28.2K - $29.9K
29.2K $5.2B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
893
+ 1.76%
$51.09 - $55.27 $45.6K - $49.4K
51.5K $2.63B
SPMD
Spdr Portfolio

ETFs
443
+ 0.95%
$54.13 - $59.56 $24K - $26.4K
46.9K $2.57B
ABBV
Abb Vie Inc.

Healthcare
44
+ 0.8%
$164.99 - $203.87 $7.26K - $8.97K
5.55K $987M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
685
+ 0.95%
$38.37 - $42.82 $26.3K - $29.3K
72.7K $2.79B
UNH
Unitedhealth Group Inc

Healthcare
86
+ 2.34%
$485.52 - $625.25 $41.8K - $53.8K
3.76K $1.9B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
9
+ 0.03%
$131.66 - $144.0 $1.18K - $1.3K
25.9K $3.42B
EFV
Msci Eafe Value ETF

ETFs
1.29K
+ 1.65%
$51.78 - $57.15 $66.8K - $73.7K
79.4K $4.17B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
917
+ 0.94%
$44.33 - $49.55 $40.7K - $45.4K
98.8K $4.44B
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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