The Analysis of Shum Financial Group, Inc.'s Holdings
Currently, Shum Financial Group, Inc. holds 92 types of securities in its portfolio with a total value $138.8M. In the most recent quarter, they have increased their positions in NFLX (+7.9K shares, valued at $741.3K), XLU (+15.8K shares, valued at $674.8K), IQLT (+9.8K shares, valued at $445.2K); decreased their positions in AAPL (-1.1K shares, valued at $294.2K), NEAR (-2.4K shares, valued at $121.0K), JNJ (-344 shares, valued at $71.2K); initiated new positions in ASML (+203 shares, valued at $217.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EFV ISHARES TR147.4K shares3.75%2025-12-312026-01-15
AAPL APPLE INC34.2K shares-3.07%2025-12-312026-01-15 QUAL ISHARES TR30.1K shares2.10%2025-12-312026-01-15 MSFT MICROSOFT CORP11.2K shares2.26%2025-12-312026-01-15 IGLB ISHARES TR98.2K shares0.99%2025-12-312026-01-15 SPSM SPDR SERIES TRUST96.2K shares-0.86%2025-12-312026-01-15 IQLT ISHARES TR82.7K shares13.43%2025-12-312026-01-15 SDY SPDR SERIES TRUST26.5K shares1.82%2025-12-312026-01-15 SPEM SPDR INDEX SHS FDS77.3K shares5.21%2025-12-312026-01-15 NVDA NVIDIA CORPORATION19.2K shares1.67%2025-12-312026-01-15 SPYV SPDR SERIES TRUST61.0K shares8.29%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.10.5K shares-0.83%2025-12-312026-01-15 SPYG SPDR SERIES TRUST29.1K shares-0.34%2025-12-312026-01-15 ALPHABET INC ALPHABET INC9.2K shares2.94%2025-12-312026-01-15 AMZN AMAZON COM INC12.0K shares3.49%2025-12-312026-01-15 SPMD SPDR SERIES TRUST47.3K shares1.08%2025-12-312026-01-15 EFG ISHARES TR22.4K shares17.99%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON12.1K shares-2.76%2025-12-312026-01-15 WMT WALMART INC22.5K shares2.60%2025-12-312026-01-15 MDYV SPDR SERIES TRUST28.1K shares9.11%2025-12-312026-01-15 HD HOME DEPOT INC6.2K shares-0.35%2025-12-312026-01-15 IXN ISHARES TR19.0K shares-0.30%2025-12-312026-01-15 LLY ELI LILLY & CO1.6K shares-1.99%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC5.1K shares6.89%2025-12-312026-01-15 V VISA INC4.4K shares2.54%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW1.6K shares0.74%2025-12-312026-01-15 XLU SELECT SECTOR SPDR TR31.6K shares99.84%2025-12-312026-01-15 USRT ISHARES TR22.2K shares-0.30%2025-12-312026-01-15 SRLN SSGA ACTIVE ETF TR30.0K shares1.16%2025-12-312026-01-15 PLD PROLOGIS INC.9.5K shares3.00%2025-12-312026-01-15 ABBV ABBVIE INC5.2K shares-2.04%2025-12-312026-01-15 CRM SALESFORCE INC4.2K shares1.15%2025-12-312026-01-15 QCOM QUALCOMM INC6.4K shares0.90%2025-12-312026-01-15 PPL PPL CORP31.1K shares-0.44%2025-12-312026-01-15 PANW PALO ALTO NETWORKS INC5.9K shares8.57%2025-12-312026-01-15 ORCL ORACLE CORP5.5K shares1.01%2025-12-312026-01-15 IBM INTERNATIONAL BUSINESS MACHS3.6K shares0.76%2025-12-312026-01-15 EMTL SSGA ACTIVE TR23.4K shares2.82%2025-12-312026-01-15 ABT ABBOTT LABS8.0K shares-1.01%2025-12-312026-01-15 FIXT TCW ETF TRUST26.4K shares-1.42%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO6.6K shares-0.87%2025-12-312026-01-15 BROADCOM INC BROADCOM INC2.7K shares63.02%2025-12-312026-01-15 XLV SELECT SECTOR SPDR TR5.8K shares0.24%2025-12-312026-01-15 VCIT VANGUARD SCOTTSDALE FDS10.7K shares3.31%2025-12-312026-01-15 CSCO CISCO SYS INC11.3K shares-0.50%2025-12-312026-01-15 PM PHILIP MORRIS INTL INC5.2K shares-1.78%2025-12-312026-01-15 NFLX NETFLIX INC8.7K shares961.92%2025-12-312026-01-15 UPS UNITED PARCEL SERVICE INC8.0K shares36.62%2025-12-312026-01-15 XOM EXXON MOBIL CORP6.3K shares-8.31%2025-12-312026-01-15 AMT AMERICAN TOWER CORP NEW4.1K shares9.11%2025-12-312026-01-15 DIS DISNEY WALT CO6.1K shares-0.73%2025-12-312026-01-15 JMST J P MORGAN EXCHANGE TRADED F13.4K shares-5.73%2025-12-312026-01-15 AMD ADVANCED MICRO DEVICES INC3.0K shares1.58%2025-12-312026-01-15 PEP PEPSICO INC4.4K shares-0.93%2025-12-312026-01-15 FDX FEDEX CORP2.2K shares-1.05%2025-12-312026-01-15 CVX CHEVRON CORP NEW4.0K shares-0.39%2025-12-312026-01-15 ACWI ISHARES TR4.3K shares13.52%2025-12-312026-01-15 GE AEROSPACE GE AEROSPACE2.0K shares-0.15%2025-12-312026-01-15 LMT LOCKHEED MARTIN CORP1.2K shares-1.74%2025-12-312026-01-15 SCHW SCHWAB CHARLES CORP5.7K shares26.82%2025-12-312026-01-15 VTI VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-15 CRWD CROWDSTRIKE HLDGS INC1.2K shares3.66%2025-12-312026-01-15 SPAB SPDR SERIES TRUST20.9K shares4.98%2025-12-312026-01-15 HSY HERSHEY CO3.0K shares-3.28%2025-12-312026-01-15 PSA PUBLIC STORAGE OPER CO2.0K shares0.82%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO1.3K shares1.28%2025-12-312026-01-15 JEPI J P MORGAN EXCHANGE TRADED F8.4K shares1.05%2025-12-312026-01-15 HDV ISHARES TR3.4K shares1.27%2025-12-312026-01-15 IVV ISHARES TR579 shares0.00%2025-12-312026-01-15 VIG VANGUARD SPECIALIZED FUNDS1.7K shares0.98%2025-12-312026-01-15 ALPHABET INC ALPHABET INC1.2K shares0.00%2025-12-312026-01-15 MCD MCDONALDS CORP1.1K shares1.12%2025-12-312026-01-15 HON HONEYWELL INTL INC1.7K shares0.00%2025-12-312026-01-15 AMGN AMGEN INC979 shares-1.90%2025-12-312026-01-15 GEV GE VERNOVA INC481 shares-0.21%2025-12-312026-01-15 TGT TARGET CORP3.1K shares-5.01%2025-12-312026-01-15 MMM 3M CO1.8K shares1.05%2025-12-312026-01-15 NEAR ISHARES U S ETF TR5.6K shares-29.54%2025-12-312026-01-15 ESGD ISHARES TR2.8K shares17.00%2025-12-312026-01-15 META META PLATFORMS INC373 shares-0.53%2025-12-312026-01-15 IJH ISHARES TR3.6K shares0.00%2025-12-312026-01-15 MS MORGAN STANLEY1.3K shares0.00%2025-12-312026-01-15 ASML ASML HOLDING N V203 sharesnew addition2025-12-312026-01-15 IJR ISHARES TR1.7K shares0.00%2025-12-312026-01-15 MO ALTRIA GROUP INC3.6K shares-6.92%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available