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Home > Institutional Investor > Schrum Private Wealth Management Llc > Profile

Instuitional Investor - Schrum Private Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Schrum Private Wealth Management Llc
Portfolio Value $113,702,526
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 20,003 $11,189,826 9.84%
2.
Microsoft Corp
 MSFT 16,827 $6,316,541 5.56%
3.
Apple Inc.
 AAPL 24,301 $5,398,265 4.75%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 5,922 $3,043,312 2.68%
5.
First Trust Exchange-Traded Alphadex Fund
 22,424 $2,965,577 2.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)