Shum Financial Group, Inc. Portfolio Holdings by Sector
Shum Financial Group, Inc.
- $134 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
EFV QUAL IGLB SPSM SDY SPEM IQLT SPYV 31 stocks |
$61.7 Million
47.48% of portfolio
|
21
|
10
|
4
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8.98 Million
6.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW CRWD 4 stocks |
$8.87 Million
6.82% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM AVGO AMD 4 stocks |
$5.6 Million
4.31% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV LLY MRK AMGN 5 stocks |
$5.56 Million
4.28% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$4.06 Million
3.12% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$3.33 Million
2.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$2.73 Million
2.1% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2.54 Million
1.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.54 Million
1.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$1.92 Million
1.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1.69 Million
1.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.64 Million
1.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$1.62 Million
1.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$1.57 Million
1.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.4 Million
1.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$1.16 Million
0.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.12 Million
0.86% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
$1.02 Million
0.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Information Technology Services | Technology
IBM 1 stocks |
$1.01 Million
0.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$1 Million
0.77% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$992,556
0.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT GD 2 stocks |
$804,746
0.62% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$776,293
0.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$730,116
0.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW MS 2 stocks |
$641,583
0.49% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$635,391
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$634,130
0.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$620,939
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$599,266
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$597,183
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$571,064
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$533,604
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$326,562
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$211,081
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$203,689
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|