Schrum Private Wealth Management LLC holdings history

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146 is the total number of securities Schrum Private Wealth Management LLC has owned. The longest Schrum Private Wealth Management LLC has owned a single stock is 8 quarters.

Schrum Private Wealth Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR888.88%9.40%10.09%Q4 2021Q3 20238
MSFT MICROSOFT CORP885.23%6.09%6.66%Q4 2021Q3 20238
AAPL APPLE INC884.12%4.89%5.68%Q4 2021Q3 20238
FXL FIRST TR EXCHANGE TRAD...882.65%2.85%3.09%Q4 2021Q3 20238
AWK AMERICAN WTR WKS CO IN...882.25%2.79%3.08%Q4 2021Q3 20238
RSP INVESCO EXCHANGE TRADE...881.63%2.63%3.64%Q4 2021Q3 20238
ABBV ABBVIE INC881.54%2.07%2.51%Q4 2021Q3 20238
LMT LOCKHEED MARTIN CORP881.64%1.99%2.53%Q4 2021Q3 20238
ACN ACCENTURE PLC IRELAND880.91%1.85%2.48%Q4 2021Q3 20238
PEP PEPSICO INC881.48%1.82%2.02%Q4 2021Q3 20238
FXH FIRST TR EXCHANGE TRAD...881.68%1.79%1.95%Q4 2021Q3 20238
V VISA INC881.45%1.75%1.97%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO881.58%1.74%1.89%Q4 2021Q3 20238
VGT VANGUARD WORLD FDS881.57%1.66%1.83%Q4 2021Q3 20238
FXR FIRST TR EXCHANGE TRAD...881.49%1.61%1.74%Q4 2021Q3 20238
ABT ABBOTT LABS881.31%1.54%1.78%Q4 2021Q3 20238
FNDX SCHWAB STRATEGIC TR881.27%1.45%1.54%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON881.28%1.40%1.56%Q4 2021Q3 20238
PFE PFIZER INC881.02%1.40%1.69%Q4 2021Q3 20238
GIS GENERAL MLS INC880.99%1.31%1.56%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC880.51%1.27%2.24%Q4 2021Q3 20238
MCD MCDONALDS CORP881.14%1.26%1.50%Q4 2021Q3 20238
HD HOME DEPOT INC881.15%1.25%1.54%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.69%1.22%1.56%Q4 2021Q3 20238
FXO FIRST TR EXCHANGE TRAD...881.08%1.18%1.29%Q4 2021Q3 20238
IVV ISHARES TR880.98%1.12%1.19%Q4 2021Q3 20238
SPYV SPDR SER TR880.79%1.09%1.27%Q4 2021Q3 20238
FXG FIRST TR EXCHANGE TRAD...880.84%1.02%1.11%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.89%1.01%1.15%Q4 2021Q3 20238
USMV ISHARES TR880.76%0.89%0.97%Q4 2021Q3 20238
FXD FIRST TR EXCHANGE TRAD...880.78%0.84%0.87%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.72%0.81%1.00%Q4 2021Q3 20238
XLY SELECT SECTOR SPDR TR880.70%0.78%0.85%Q4 2021Q3 20238
NSC NORFOLK SOUTHN CORP880.59%0.77%0.96%Q4 2021Q3 20238
MDY SPDR S&P MIDCAP 400 ET...880.67%0.76%0.89%Q4 2021Q3 20238
VT VANGUARD INTL EQUITY I...880.55%0.76%0.84%Q4 2021Q3 20238
ISRG INTUITIVE SURGICAL INC880.63%0.76%0.93%Q4 2021Q3 20238
ITOT ISHARES TR880.70%0.76%0.81%Q4 2021Q3 20238
SPYG SPDR SER TR880.61%0.73%1.01%Q4 2021Q3 20238
KO COCA COLA CO880.60%0.70%0.80%Q4 2021Q3 20238
ORCL ORACLE CORP880.55%0.69%0.91%Q4 2021Q3 20238
PANW PALO ALTO NETWORKS INC880.46%0.65%0.86%Q4 2021Q3 20238
TSM TAIWAN SEMICONDUCTOR M...880.52%0.65%0.74%Q4 2021Q3 20238
DIS DISNEY WALT CO880.45%0.64%0.97%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.34%0.64%0.94%Q4 2021Q3 20238
GSLC GOLDMAN SACHS ETF TR880.59%0.62%0.64%Q4 2021Q3 20238
PKI REVVITY INC880.50%0.62%0.73%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.33%0.60%0.76%Q4 2021Q3 20238
SPGP INVESCO EXCHANGE TRADE...880.54%0.59%0.65%Q4 2021Q3 20238
SLB SCHLUMBERGER LTD880.30%0.58%0.79%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.50%0.57%0.61%Q4 2021Q3 20238
RTX RTX CORPORATION880.47%0.56%0.72%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.53%0.56%0.60%Q4 2021Q3 20238
FXZ FIRST TR EXCHANGE TRAD...880.45%0.53%0.58%Q4 2021Q3 20238
MMM 3M CO880.42%0.53%0.61%Q4 2021Q3 20238
COP CONOCOPHILLIPS880.37%0.48%0.56%Q4 2021Q3 20238
PM PHILIP MORRIS INTL INC880.39%0.47%0.63%Q4 2021Q3 20238
UNP UNION PAC CORP880.40%0.44%0.47%Q4 2021Q3 20238
CSCO CISCO SYS INC880.32%0.43%0.58%Q4 2021Q3 20238
NKE NIKE INC880.33%0.42%0.52%Q4 2021Q3 20238
AMT AMERICAN TOWER CORP NEW880.31%0.42%0.49%Q4 2021Q3 20238
DEO DIAGEO PLC880.33%0.41%0.45%Q4 2021Q3 20238
ITW ILLINOIS TOOL WKS INC880.35%0.41%0.48%Q4 2021Q3 20238
MRK MERCK & CO INC880.29%0.41%0.47%Q4 2021Q3 20238
UPS UNITED PARCEL SERVICE INC880.34%0.40%0.42%Q4 2021Q3 20238
AMAT APPLIED MATLS INC880.31%0.40%0.48%Q4 2021Q3 20238
BDX BECTON DICKINSON & CO880.38%0.39%0.43%Q4 2021Q3 20238
BX BLACKSTONE INC880.26%0.39%0.50%Q4 2021Q3 20238
FLOT ISHARES TR880.24%0.38%0.58%Q4 2021Q3 20238
LOW LOWES COS INC880.30%0.38%0.49%Q4 2021Q3 20238
QQQ INVESCO QQQ TR880.32%0.38%0.44%Q4 2021Q3 20238
IWM ISHARES TR880.34%0.37%0.42%Q4 2021Q3 20238
UL UNILEVER PLC880.34%0.37%0.42%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.31%0.37%0.42%Q4 2021Q3 20238
SCHV SCHWAB STRATEGIC TR880.27%0.36%0.42%Q4 2021Q3 20238
GOOG ALPHABET INC880.29%0.35%0.42%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB CO880.26%0.35%0.41%Q4 2021Q3 20238
MO ALTRIA GROUP INC880.28%0.33%0.42%Q4 2021Q3 20238
HON HONEYWELL INTL INC880.29%0.33%0.38%Q4 2021Q3 20238
SCHB SCHWAB STRATEGIC TR880.29%0.32%0.34%Q4 2021Q3 20238
TGT TARGET CORP880.23%0.32%0.40%Q4 2021Q3 20238
GOOGL ALPHABET INC880.26%0.31%0.38%Q4 2021Q3 20238
MDLZ MONDELEZ INTL INC880.27%0.31%0.34%Q4 2021Q3 20238
FVD FIRST TR VALUE LINE DI...880.27%0.31%0.33%Q4 2021Q3 20238
SBUX STARBUCKS CORP880.23%0.30%0.35%Q4 2021Q3 20238
FXU FIRST TR EXCHANGE TRAD...880.25%0.30%0.33%Q4 2021Q3 20238
ALL ALLSTATE CORP880.24%0.30%0.35%Q4 2021Q3 20238
ADSK AUTODESK INC880.25%0.30%0.33%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.24%0.28%0.33%Q4 2021Q3 20238
DFS DISCOVER FINL SVCS880.25%0.28%0.32%Q4 2021Q3 20238
GS GOLDMAN SACHS GROUP INC880.22%0.26%0.30%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.22%0.26%0.28%Q4 2021Q3 20238
IAU ISHARES GOLD TR880.20%0.25%0.28%Q4 2021Q3 20238
SPLV INVESCO EXCH TRADED FD...880.21%0.24%0.26%Q4 2021Q3 20238
BFK BLACKROCK MUN INCOME TR880.16%0.21%0.27%Q4 2021Q3 20238
BCD ABRDN ETFS770.31%0.49%0.71%Q1 2022Q3 20237
WMT WALMART INC770.23%0.27%0.29%Q1 2022Q3 20237
EFA ISHARES TR430.24%0.25%0.27%Q4 2021Q3 20237
SCHD SCHWAB STRATEGIC TR660.27%0.63%0.83%Q2 2022Q3 20236
QUAL ISHARES TR660.32%0.49%0.59%Q2 2022Q3 20236
QCOM QUALCOMM INC660.24%0.28%0.32%Q4 2021Q1 20236
SHV ISHARES TR550.26%0.49%0.68%Q4 2021Q4 20225
DUK DUKE ENERGY CORP NEW440.39%0.58%0.72%Q4 2021Q3 20224
ESGU ISHARES TR440.40%0.55%0.71%Q4 2021Q3 20224
IXN ISHARES TR440.41%0.47%0.54%Q4 2021Q3 20224
MINT PIMCO ETF TR440.36%0.40%0.46%Q4 2021Q3 20224
IEFA ISHARES TR440.27%0.32%0.38%Q4 2022Q3 20234
AMGN AMGEN INC210.20%0.24%0.27%Q1 2022Q3 20234
VLUE ISHARES TR440.22%0.24%0.27%Q4 2022Q3 20234
XMVM INVESCO EXCHANGE TRADE...220.20%0.22%0.24%Q4 2021Q3 20234
SPLG SPDR SER TR330.90%1.11%1.35%Q1 2023Q3 20233
FCPI FIDELITY COVINGTON TRUST330.37%0.40%0.44%Q2 2022Q4 20223
IJR ISHARES TR330.28%0.29%0.29%Q4 2021Q2 20223
DXJ WISDOMTREE TR330.24%0.26%0.29%Q1 2023Q3 20233
IGSB ISHARES TR330.23%0.24%0.26%Q4 2021Q2 20223
IJH ISHARES TR330.23%0.24%0.24%Q4 2021Q2 20223
PWB INVESCO EXCHANGE TRADE...210.22%0.23%0.24%Q4 2021Q3 20233
PSX PHILLIPS 66330.22%0.22%0.24%Q4 2021Q2 20223
GAM GENERAL AMERN INVS CO INC210.20%0.22%0.24%Q4 2021Q3 20233
D DOMINION ENERGY INC330.19%0.22%0.24%Q4 2021Q2 20223
GENI GENIUS SPORTS LIMITED330.03%0.04%0.05%Q1 2022Q3 20223
NVDA NVIDIA CORPORATION220.25%0.26%0.27%Q2 2023Q3 20232
BLK BLACKROCK INC220.22%0.24%0.25%Q4 2021Q1 20222
DLR DIGITAL RLTY TR INC220.22%0.23%0.24%Q4 2021Q1 20222
EFG ISHARES TR220.21%0.22%0.24%Q4 2021Q1 20222
INTC INTEL CORP220.22%0.22%0.22%Q4 2021Q1 20222
BAX BAXTER INTL INC220.21%0.22%0.22%Q4 2021Q1 20222
CAT CATERPILLAR INC220.19%0.20%0.21%Q4 2021Q1 20222
AEE AMEREN CORP110.54%0.54%0.54%Q3 2023Q3 20231
LEN LENNAR CORP110.48%0.48%0.48%Q4 2021Q4 20211
VRSK VERISK ANALYTICS INC110.25%0.25%0.25%Q4 2021Q4 20211
NVO NOVO-NORDISK A S110.25%0.25%0.25%Q3 2023Q3 20231
CI CIGNA CORP NEW110.25%0.25%0.25%Q4 2022Q4 20221
VOX VANGUARD WORLD FDS110.23%0.23%0.23%Q4 2021Q4 20211
DIA SPDR DOW JONES INDL AV...110.22%0.22%0.22%Q2 2023Q2 20231
PPG PPG INDS INC110.21%0.21%0.21%Q4 2021Q4 20211
PSA PUBLIC STORAGE110.21%0.21%0.21%Q1 2022Q1 20221
ESGE ISHARES INC110.20%0.20%0.20%Q4 2021Q4 20211
COST COSTCO WHSL CORP NEW110.20%0.20%0.20%Q1 2022Q1 20221
EEM ISHARES TR110.20%0.20%0.20%Q4 2021Q4 20211
MBB ISHARES TR110.19%0.19%0.19%Q4 2021Q4 20211
SBCF SEACOAST BKG CORP FLA110.19%0.19%0.19%Q4 2021Q4 20211
VXUS VANGUARD STAR FDS110.19%0.19%0.19%Q4 2021Q4 20211
T AT&T INC110.19%0.19%0.19%Q4 2021Q4 20211
WY WEYERHAEUSER CO MTN BE110.18%0.18%0.18%Q4 2021Q4 20211
IVW ISHARES TR110.18%0.18%0.18%Q4 2021Q4 20211
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The securities at the top of the list , including SPDR S&P 500 ETF TR, MICROSOFT CORP, and APPLE INC, are the highest-conviction holdings of Schrum Private Wealth Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Schrum Private Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Schrum Private Wealth Management LLC owns currently or has owned in the past.