Shum Financial Group, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.76B, Ishares Msci Usa Quality Facto with a value of $5B, Ishares 10+ Year Investment Gr with a value of $4.95B, Msci Eafe Value ETF with a value of $4.76B, and Microsoft Corp with a value of $4.08B.
Examining the 13F form we can see an decrease of $207M in the current position value, from $116B 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: $51.3 Billion
Technology: $20.5 Billion
Healthcare: $10 Billion
Consumer Defensive: $8.08 Billion
Financial Services: $6.47 Billion
Consumer Cyclical: $4.87 Billion
Communication Services: $3.74 Billion
Industrials: $3.07 Billion
Other: $5.39 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
