Shum Financial Group, Inc. Top Holdings and 13F Report (2025) About Shum Financial Group, Inc.Investment ActivityShum Financial Group, Inc. has $115.56 million in total holdings as of March 31, 2025.Shum Financial Group, Inc. owns shares of 89 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 2.24% of the portfolio was purchased this quarter.About 0.79% of the portfolio was sold this quarter.This quarter, Shum Financial Group, Inc. has purchased 88 new stocks and bought additional shares in 57 stocks.Shum Financial Group, Inc. sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $7,757,943iShares MSCI USA Quality Factor ETF $4,998,532iShares 10+ Year Investment Grade Corporate Bond ETF $4,948,861iShares MSCI EAFE Value ETF $4,757,696Microsoft $4,084,465 Largest New Holdings this Quarter 30303M102 - Meta Platforms $204,031 Holding609207105 - Mondelez International $201,243 Holding Largest Purchases this Quarter UnitedHealth Group 710 shares (about $371.86K)Meta Platforms 354 shares (about $204.03K)Mondelez International 2,966 shares (about $201.24K)Broadcom 712 shares (about $119.21K)Microsoft 317 shares (about $118.99K) Largest Sales this Quarter JPMorgan Ultra-Short Municipal ETF 3,959 shares (about $201.32K)SPDR Blackstone Senior Loan ETF 1,336 shares (about $54.95K)Medtronic 589 shares (about $52.93K)Honeywell International 243 shares (about $51.46K)Abbott Laboratories 361 shares (about $47.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShum Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$7,757,943$26,434 ▲0.3%34,9256.7%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$4,998,532$8,032 ▲0.2%29,2504.3%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$4,948,861$34,508 ▲0.7%98,5244.3%ETFEFViShares MSCI EAFE Value ETF$4,757,696$78,037 ▲1.7%80,7214.1%ETFMSFTMicrosoft$4,084,465$118,994 ▲3.0%10,8813.5%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$4,060,196$32,730 ▲0.8%99,6123.5%ETFSDYSPDR S&P Dividend ETF$3,487,654$24,558 ▼-0.7%25,7053.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,936,752$75,433 ▲2.6%74,5942.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,689,335$58,424 ▲2.2%52,6602.3%ETFJPMJPMorgan Chase & Co.$2,678,517$3,189 ▲0.1%10,9192.3%FinanceIQLTiShares MSCI Intl Quality Factor ETF$2,589,376$40,920 ▲1.6%65,2402.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,438,692$37,055 ▲1.5%47,6492.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,436,195$7,314 ▲0.3%30,3122.1%ETFJNJJohnson & Johnson$2,372,111$38,474 ▼-1.6%14,3042.1%MedicalUNHUnitedHealth Group$2,341,686$371,862 ▲18.9%4,4712.0%MedicalAMZNAmazon.com$2,181,510$71,728 ▲3.4%11,4661.9%Retail/WholesaleBLACKROCK INC$2,056,534$30,285 ▲1.5%2,1731.8%COMNVDANVIDIA$2,005,936$50,181 ▲2.6%18,5081.7%Computer and TechnologyHDHome Depot$1,954,491$8,796 ▲0.5%5,3331.7%Retail/WholesaleWMTWalmart$1,921,864$58,994 ▲3.2%21,8921.7%Retail/WholesaleMDYVSPDR S&P 400 Mid Cap Value ETF$1,920,702$80,209 ▲4.4%24,9281.7%ETFEFGiShares MSCI EAFE Growth ETF$1,613,571$46,499 ▲3.0%16,1361.4%ETFCOSTCostco Wholesale$1,612,555$7,566 ▼-0.5%1,7051.4%Retail/WholesaleVVisa$1,479,372$73,951 ▲5.3%4,2211.3%Business ServicesIXNiShares Global Tech ETF$1,446,773$3,711 ▲0.3%19,1021.3%ETFLLYEli Lilly and Company$1,370,185$32,210 ▼-2.3%1,6591.2%MedicalACWIiShares MSCI ACWI ETF$1,351,803$26,072 ▲2.0%11,6141.2%ManufacturingGOOGLAlphabet$1,348,152$76,701 ▲6.0%8,7181.2%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$1,272,960$54,949 ▼-4.1%30,9501.1%ETFUSRTiShares Core U.S. REIT ETF$1,271,952$864 ▲0.1%22,0821.1%ETFXLUUtilities Select Sector SPDR Fund$1,238,339$552 ▲0.0%15,7051.1%ETFPGProcter & Gamble$1,193,815$52,490 ▲4.6%7,0051.0%Consumer StaplesABBVAbbVie$1,179,716$16,132 ▲1.4%5,6311.0%MedicalPPLPPL$1,136,129$24,880 ▲2.2%31,4631.0%UtilitiesABTAbbott Laboratories$1,112,394$47,886 ▼-4.1%8,3861.0%MedicalPLDPrologis$1,085,425$37,224 ▲3.6%9,7100.9%FinanceCRMSalesforce$1,081,759$57,966 ▲5.7%4,0310.9%Computer and TechnologyQCOMQUALCOMM$1,071,919$34,102 ▲3.3%6,9780.9%Computer and TechnologyCSCOCisco Systems$1,040,245$45,048 ▼-4.2%16,8570.9%Computer and TechnologyEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$936,175$8,103 ▲0.9%21,7210.8%ETFPEPPepsiCo$924,142$8,997 ▲1.0%6,1630.8%Consumer StaplesPMPhilip Morris International$917,936$952 ▲0.1%5,7830.8%Consumer StaplesAMTAmerican Tower$912,951$30,678 ▲3.5%4,1960.8%FinanceXOMExxon Mobil$905,254$10,109 ▼-1.1%7,6120.8%EnergyIBMInternational Business Machines$881,997$1,243 ▲0.1%3,5470.8%Computer and TechnologyNFLXNetflix$843,635$17,712 ▲2.1%9050.7%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$828,899$2,774 ▲0.3%5,6770.7%ETFORCLOracle$795,6590.0%5,6910.7%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$785,689$28,288 ▲3.7%9,6100.7%ETFMDTMedtronic$733,617$52,928 ▼-6.7%8,1640.6%MedicalCVXChevron$723,736$1,171 ▲0.2%4,3260.6%EnergyFDXFedEx$704,280$10,726 ▲1.5%2,8890.6%TransportationDISWalt Disney$693,170$5,823 ▼-0.8%7,0230.6%Consumer DiscretionaryBRK.BBerkshire Hathaway$681,702$12,782 ▼-1.8%1,2800.6%FinancePANWPalo Alto Networks$644,507$39,759 ▲6.6%3,7770.6%Computer and TechnologyPSAPublic Storage$625,313$10,477 ▲1.7%2,0890.5%FinanceLMTLockheed Martin$606,632$3,127 ▲0.5%1,3580.5%AerospaceMRKMerck & Co., Inc.$570,959$987 ▲0.2%6,3610.5%MedicalBXBlackstone$564,851$15,795 ▼-2.7%4,0410.5%FinanceHSYHershey$552,9400.0%3,2330.5%Consumer StaplesAMDAdvanced Micro Devices$519,659$8,836 ▼-1.7%5,0580.4%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$496,754$201,315 ▼-28.8%9,7690.4%ETFJEPIJPMorgan Equity Premium Income ETF$478,6810.0%8,3770.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$476,044$17,163 ▲3.7%18,6390.4%ETFVTIVanguard Total Stock Market ETF$450,463$9,345 ▼-2.0%1,6390.4%ETFGEGE Aerospace$437,959$200 ▼0.0%2,1880.4%IndustrialsUPSUnited Parcel Service$434,351$16,828 ▲4.0%3,9490.4%TransportationTGTTarget$430,100$7,828 ▲1.9%4,1210.4%Retail/WholesaleTAT&T$404,347$14,508 ▼-3.5%14,2980.3%Computer and TechnologyHDViShares Core High Dividend ETF$398,000$4,239 ▲1.1%3,2860.3%ETFMCDMcDonald's$373,082$9,999 ▼-2.6%1,1940.3%Retail/WholesaleHONHoneywell International$372,680$51,455 ▼-12.1%1,7600.3%Multi-Sector ConglomeratesCRWDCrowdStrike$366,331$52,182 ▲16.6%1,0390.3%Computer and TechnologyAXPAmerican Express$361,872$63,496 ▲21.3%1,3450.3%FinanceSBUXStarbucks$357,244$21,874 ▼-5.8%3,6420.3%Retail/WholesaleNEARiShares Short Duration Bond Active ETF$350,545$35,660 ▲11.3%6,8910.3%ETFIVViShares Core S&P 500 ETF$348,7570.0%6210.3%ETFAMGNAmgen$343,951$4,362 ▲1.3%1,1040.3%MedicalMOAltria Group$324,048$7,082 ▼-2.1%5,3990.3%Consumer StaplesVIGVanguard Dividend Appreciation ETF$321,444$7,566 ▲2.4%1,6570.3%ETFMMM3M$300,326$14,686 ▼-4.7%2,0450.3%Multi-Sector ConglomeratesAVGOBroadcom$286,138$119,210 ▲71.4%1,7090.2%Computer and TechnologySCHWCharles Schwab$259,576$46,029 ▲21.6%3,3160.2%FinanceCMCSAComcast$248,374$8,930 ▼-3.5%6,7310.2%Consumer DiscretionaryMCOMoody's$232,8450.0%5000.2%FinanceADPAutomatic Data Processing$212,0380.0%6940.2%Business ServicesFSKFS KKR Capital$211,134$2,619 ▼-1.2%10,0780.2%FinanceMETAMeta Platforms$204,031$204,031 ▲New Holding3540.2%Computer and TechnologyMDLZMondelez International$201,243$201,243 ▲New Holding2,9660.2%Consumer StaplesGOOGAlphabet$0$212,132 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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