Shum Financial Group, Inc. Portfolio Holdings

Shum Financial Group, Inc.

  • $116 Billion
  • Q4 2024

Shum Financial Group, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.72B, Ishares Msci Usa Quality Facto with a value of $5.2B, Ishares 10+ Year Investment Gr with a value of $4.83B, Microsoft Corp with a value of $4.45B, and Spdr Portfolio S&P 600 Small C with a value of $4.44B.

Examining the 13F form we can see an decrease of $4.15B in the current position value, from $120B to 116B.

Shum Financial Group, Inc. is based out at Alameda, CA

Below you can find more details about Shum Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $51.2 Billion
Technology: $22.5 Billion
Healthcare: $8.91 Billion
Consumer Defensive: $7.63 Billion
Financial Services: $6.18 Billion
Consumer Cyclical: $5.21 Billion
Communication Services: $3.95 Billion
Industrials: $3.24 Billion
Other: $4.81 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.3B
$291 Million 0.25% of portfolio
5,517
Q4 2024 Reduced 12.16%
$82.6B
$277 Million 0.24% of portfolio
2,145
Q4 2024 Added 0.05%
$166B
$262 Million 0.23% of portfolio
6,973
Q4 2024 Reduced 24.22%
$89.7B
$237 Million 0.2% of portfolio
500
Q3 2024 New
$99.1B
$231 Million 0.2% of portfolio
997
Q4 2024 New
$0
$222 Million 0.19% of portfolio
10,203
Q4 2024 Reduced 7.52%
$123B
$204 Million 0.18% of portfolio
694
Q4 2024 Reduced 26.87%
$1.23T
$212 Million 0.18% of portfolio
1,114
Q4 2024 New
$149B
$202 Million 0.17% of portfolio
2,728
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $116 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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