Shum Financial Group, Inc. Top Holdings and 13F Report (2024) About Shum Financial Group, Inc.Investment ActivityShum Financial Group, Inc. has $119.92 million in total holdings as of September 30, 2024.Shum Financial Group, Inc. owns shares of 90 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $7,995,743iShares MSCI USA Quality Factor ETF $5,293,377iShares 10+ Year Investment Grade Corporate Bond ETF $4,977,201SPDR Portfolio S&P 600 Small Cap ETF $4,737,975Microsoft $4,673,531 Sector AllocationMap of 500 Largest Holdings ofShum Financial Group, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$7,995,74335,7836.7%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$5,293,37729,0434.4%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$4,977,20198,4224.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,737,97597,8924.0%ETFMSFTMicrosoft$4,673,53111,3583.9%Computer and TechnologyEFViShares MSCI EAFE Value ETF$4,368,52578,1073.6%ETFSDYSPDR S&P Dividend ETF$3,603,89025,8773.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,950,29071,9932.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,731,10850,6232.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,679,22946,4822.2%ETFNVDANVIDIA$2,584,04718,4692.2%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$2,499,02829,8072.1%ETFJPMJPMorgan Chase & Co.$2,493,39111,2572.1%FinanceIQLTiShares MSCI Intl Quality Factor ETF$2,453,07363,0612.0%ETFHDHome Depot$2,322,1225,8041.9%Retail/WholesaleJNJJohnson & Johnson$2,305,09814,5571.9%MedicalBLKBlackRock$2,181,6882,1511.8%FinanceAMZNAmazon.com$2,108,74110,5701.8%Retail/WholesaleUNHUnitedHealth Group$2,083,8353,6751.7%MedicalMDYVSPDR S&P 400 Mid Cap Value ETF$1,880,73923,2881.6%ETFWMTWalmart$1,719,11520,5441.4%Retail/WholesaleIXNiShares Global Tech ETF$1,568,64519,1461.3%ETFCOSTCostco Wholesale$1,525,7511,7141.3%Retail/WholesaleSRLNSPDR Blackstone Senior Loan ETF$1,510,65336,1571.3%ETFEFGiShares MSCI EAFE Growth ETF$1,481,06214,5121.2%ETFGOOGLAlphabet$1,404,9388,2771.2%Computer and TechnologyUSRTiShares Core U.S. REIT ETF$1,350,26022,2711.1%ETFLLYEli Lilly and Company$1,329,1931,6491.1%MedicalACWIiShares MSCI ACWI ETF$1,317,24311,0831.1%ManufacturingPGProcter & Gamble$1,226,8807,4021.0%Consumer StaplesXLUUtilities Select Sector SPDR Fund$1,220,45715,5751.0%ETFVVisa$1,170,8773,9921.0%Business ServicesCRMSalesforce$1,158,1403,8931.0%Computer and TechnologyQCOMQUALCOMM$1,135,1836,8420.9%Computer and TechnologyABBVAbbVie$1,111,3515,5100.9%MedicalPLDPrologis$1,083,3669,4680.9%FinancePEPPepsiCo$1,070,4796,3780.9%Consumer StaplesABTAbbott Laboratories$1,053,5818,9490.9%MedicalCSCOCisco Systems$1,025,20118,2550.9%Computer and TechnologyPPLPPL$1,018,69831,2580.8%UtilitiesORCLOracle$977,6005,6910.8%Computer and TechnologyMDTMedtronic$970,96510,8270.8%MedicalXOMExxon Mobil$941,5337,9150.8%Oils/EnergyJMSTJPMorgan Ultra-Short Municipal ETF$937,70018,5190.8%ETFEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$894,90721,0080.7%ETFAMTAmerican Tower$887,7114,1510.7%FinanceXLVHealth Care Select Sector SPDR Fund$839,0495,6750.7%ETFBRK.BBerkshire Hathaway$811,7891,8240.7%FinanceFDXFedEx$798,9932,9010.7%TransportationHSYHershey$791,7644,3960.7%Consumer StaplesPMPhilip Morris International$772,9155,8470.6%Consumer StaplesTGTTarget$759,9545,0330.6%Retail/WholesaleIBMInternational Business Machines$753,4793,6300.6%Computer and TechnologyMRKMerck & Co., Inc.$742,2927,3020.6%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$741,8039,1160.6%ETFAMDAdvanced Micro Devices$741,0235,2310.6%Computer and TechnologyLMTLockheed Martin$729,3651,3340.6%AerospacePSAPublic Storage$727,9632,1370.6%FinanceNFLXNetflix$723,1739470.6%Consumer DiscretionaryBXBlackstone$721,0554,2510.6%FinanceDISWalt Disney$713,7097,3860.6%Consumer DiscretionaryUPSUnited Parcel Service$665,3194,9710.6%TransportationCVXChevron$651,5944,2470.5%Oils/EnergyPANWPalo Alto Networks$633,3151,7290.5%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$579,91011,4720.5%ETFJEPIJPMorgan Equity Premium Income ETF$499,5638,3830.4%ETFVTIVanguard Total Stock Market ETF$477,3071,6730.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$432,97017,0590.4%ETFCMCSAComcast$391,6379,2020.3%Consumer DiscretionarySBUXStarbucks$388,7484,0040.3%Retail/WholesaleHDViShares Core High Dividend ETF$369,2693,0940.3%ETFGEGeneral Electric$369,1222,1060.3%TransportationMCDMcDonald's$360,9821,2140.3%Retail/WholesaleIVViShares Core S&P 500 ETF$359,6376210.3%ETFHONHoneywell International$355,5521,7030.3%Multi-Sector ConglomeratesAMGNAmgen$352,1771,1030.3%MedicalTAT&T$341,59915,4920.3%Computer and TechnologyMOAltria Group$340,3676,2810.3%Consumer StaplesMEARiShares Short Maturity Municipal Bond Active ETF$333,0906,6500.3%ETFVIGVanguard Dividend Appreciation ETF$318,1381,5800.3%ETFADPAutomatic Data Processing$276,3309490.2%Business ServicesMMM3M$271,2592,1440.2%Multi-Sector ConglomeratesAXPAmerican Express$260,2119430.2%FinanceMCOMoody's$231,1005000.2%FinanceFSKFS KKR Capital$223,86011,0330.2%FinanceCRWDCrowdStrike$216,8447050.2%Computer and TechnologyPFEPfizer$214,2587,6550.2%MedicalINTCIntel$212,9479,1320.2%Computer and TechnologyMETAMeta Platforms$207,2203620.2%Computer and TechnologyCARRCarrier Global$206,9942,8010.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
