Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 10.1% |
MICROSOFT CORP | 8 | Q3 2023 | 6.7% |
APPLE INC | 8 | Q3 2023 | 5.7% |
FIRST TR EXCHANGE TRADED FD | 8 | Q3 2023 | 3.1% |
AMERICAN WTR WKS CO INC NEW | 8 | Q3 2023 | 3.1% |
INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 3.6% |
ABBVIE INC | 8 | Q3 2023 | 2.5% |
LOCKHEED MARTIN CORP | 8 | Q3 2023 | 2.5% |
ACCENTURE PLC IRELAND | 8 | Q3 2023 | 2.5% |
PEPSICO INC | 8 | Q3 2023 | 2.0% |
View Schrum Private Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-05 |
13F-HR | 2022-03-11 |
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.