StockDriftsStockDriftsTop 50 Schrum Private Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 9.89% | 19.9K | $13.0M | -1.11%(-223) | $504.07(+47.75%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.84% | 17.1K | $6.3M | -0.23%(-40) | $375.33(+4.04%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.61% | 23.8K | $6.0M | -1.83%(-445) | $175.49(+75.87%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.48% | 7.6K | $4.6M | +2.69%(+200) | $491.73(+39.27%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.07% | 52.6K | $4.0M | +3.73%(+1.89K) | $62.54(+40.19%) | 2026-03-31 | |
| FXL | FIRST TR EXCHANGE-TRADED FD | 2.61% | 21.5K | $3.4M | -3.96%(-888) | $132.01(+55.40%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.44% | 10.9K | $3.2M | -0.69%(-76) | $176.43(+89.58%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.25% | 20.7K | $3.0M | +3.54%(+709) | $117.26(+39.65%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.15% | 8.4K | $2.8M | +0.00%(+0) | $141.76(+206.26%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.96% | 13.4K | $2.6M | -0.84%(-113) | $160.67(+33.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.53% | +38.74% |
| Top 20 Holdings Unweighted | +10.22% | +33.91% |
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