Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 11 | Q2 2024 | 11.9% |
MICROSOFT CORP | 11 | Q2 2024 | 7.7% |
APPLE INC | 11 | Q2 2024 | 5.7% |
FIRST TR EXCHANGE TRADED FD | 11 | Q2 2024 | 3.7% |
INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 3.6% |
AMERICAN WTR WKS CO INC NEW | 11 | Q2 2024 | 3.1% |
ABBVIE INC | 11 | Q2 2024 | 2.5% |
ACCENTURE PLC IRELAND | 11 | Q2 2024 | 2.9% |
LOCKHEED MARTIN CORP | 11 | Q2 2024 | 2.5% |
JPMORGAN CHASE & CO. | 11 | Q2 2024 | 2.1% |
View Schrum Private Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-02 |
13F-HR | 2024-07-30 |
13F-HR | 2024-05-03 |
13F-HR | 2024-01-26 |
13F-HR | 2023-11-07 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-22 |
View Schrum Private Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.