Schrum Private Wealth Management LLC
Top Portfolio Positions
74 positions ·
$75,979,470 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
19,936 | $12,965,178 | 17.06% |
| MSFT |
Microsoft Corp
Technology
|
17,127 | $6,339,901 | 8.34% |
| AAPL |
Apple Inc.
Technology
|
23,835 | $6,049,084 | 7.96% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,890 | $3,203,402 | 4.22% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
8,351 | $2,822,220 | 3.71% |
| ABBV |
AbbVie Inc.
Healthcare
|
10,600 | $2,305,394 | 3.03% |
| V |
Visa Inc.
Financial Services
|
6,815 | $2,059,765 | 2.71% |
| LMT |
Lockheed Martin Corp
Industrials
|
3,084 | $1,863,938 | 2.45% |
| CVX |
Chevron Corp
Energy
|
6,964 | $1,440,851 | 1.90% |
| PANW |
Palo Alto Networks Inc
Technology
|
8,766 | $1,405,365 | 1.85% |
Portfolio Trend
Holdings in GAM
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $295,975 | 5,062 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $297,291 | 5,062 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $314,907 | 5,062 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $283,674 | 5,062 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $254,972 | 5,062 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $258,212 | 5,062 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $542,747 | 10,124 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $251,682 | 5,062 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $235,433 | 5,062 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $217,412 | 5,062 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $208,250 | 5,062 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $211,186 | 5,062 | Shares | Sole | 2023-07-24 | |
| 2021-12-31 | $223,740 | 5,062 | Shares | Sole | 2022-03-11 | |
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