Owen Schrum Portfolio
Invests via Schrum Private Wealth Management LLC | Managed by Owen L. Schrum, Eric Lewis Schrum
Invests via Schrum Private Wealth Management LLC
Managed by Owen L. Schrum, Eric Lewis Schrum
Automatically Tracked
Owen Schrum Profile
With a diverse background spanning finance, technology, and entrepreneurship, Owen Schrum has established himself as a pivotal figure in the investment landscape. His career reflects a deep commitment to driving innovative solutions within fast-paced market environments. As an operating executive and investor-operator, he plays an instrumental role in navigating complex challenges that impact growth trajectories of both startups and established firms alike. Leveraging his expertise across various sectors, he is known for fostering strategic partnerships that propel business expansion and create competitive advantages. Schrum's ability to synthesize industry trends with operational insights positions him as a key contributor to contemporary dialogues on corporate development.
With a diverse background spanning finance, technology, and entrepreneurship, Owen Schrum has established himself as a pivotal figure in the investment landscape. His career reflects a deep commitment to driving innovative solutions within fast-paced market environments. As an operating executive and investor-operator, he plays an instrumental role in navigating complex challenges that impact growth trajectories of both startups and established firms alike. Leveraging his expertise across various sectors, he is known for fostering strategic partnerships that propel business expansion and create competitive advantages. Schrum's ability to synthesize industry trends with operational insights positions him as a key contributor to contemporary dialogues on corporate development.
Investment Philosophy & Strategy
Owen Schrum embodies an entrepreneurial approach, focusing on innovation and strategic growth in investment opportunities. With a strong emphasis on understanding market dynamics, he leverages his multifaceted expertise to identify high-potential startups and scalable enterprises. By fostering partnerships that emphasize synergy, he seeks out disruptive technologies poised for significant impact. His operational insights guide effective decision-making processes aimed at enhancing value creation while navigating evolving sector landscapes. The commitment to cultivating competitive advantages illustrates a forward-thinking mindset that prioritizes adaptability in an ever-changing environment.
Owen Schrum embodies an entrepreneurial approach, focusing on innovation and strategic growth in investment opportunities. With a strong emphasis on understanding market dynamics, he leverages his multifaceted expertise to identify high-potential startups and scalable enterprises. By fostering partnerships that emphasize synergy, he seeks out disruptive technologies poised for significant impact. His operational insights guide effective decision-making processes aimed at enhancing value creation while navigating evolving sector landscapes. The commitment to cultivating competitive advantages illustrates a forward-thinking mindset that prioritizes adaptability in an ever-changing environment.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
40.99%
Gain -0.16%
Monthly
0.46%
Yearly
5.71%
Drawdown
16.19%
$116.31M
Equity
Holdings
$116.31M
Investment
$93.06M
$34.56M
Profit -$363,243.58
Realized
$11.3M
Unrealized
$23.25M
Dividends
$8.41M
Goals
Avg. 84% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$363,243.58
Win %
80%
This Week
Compared To Last Week
Gain
-1.39%
Profit
-$1.64M
Win %
80%
This Month
Compared to last month
Gain
-1.54%
Profit
-$1.82M
Win %
80%
This Year
Compared to last year
Gain
3.4%
Profit
$3.75M
Win %
80%
PSX Phillips 66
+5.69%
+$17,902.62 
ISRG Intuitive Surgical, Inc.
+3.85%
+$24,317.33 
MRK Merck & Co., Inc.
+1.82%
+$8,431.02 
GIS General Mills, Inc.
+1%
+$4,455.91 
GOOGL Alphabet Inc
+0.91%
+$5,226.08 
ABT Abbott Laboratories
+0.75%
+$7,277.85 
WMT Walmart Inc.
+0.72%
+$3,960.09 
RTX RTX Corporation
+0.49%
+$6,839.76 
GAM General American Investors Company, Inc.
+0.34%
+$1,164.26 
PWB Invesco Large Cap Growth ETF
+0.1%
+$488 
FXL First Trust Technology AlphaDEX Fund
+0.05%
+$2,154.81 
SPGP Invesco S&P 500 GARP ETF
+0.04%
+$343.32 
AMAT Applied Materials, Inc.
+0.03%
+$425.07 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.03%
+$257.96 
XMHQ Invesco S&P MidCap Quality ETF
+0.03%
+$69 
FXZ First Trust Materials AlphaDEX Fund
+0.01%
+$62.3 
AEE Ameren Corporation
+0.01%
+$61.07 
IVV iShares Core S&P 500 ETF
+0.01%
+$222.84 
AMGN Amgen Inc.
+0.01%
+$24.3 
KO The Coca-Cola Company
+0.01%
+$49.76 
MCD McDonald's Corporation
0%
+$17.65 
XMVM Invesco S&P MidCap Value with Momentum ETF
0%
+$4.95 
COP ConocoPhillips
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FXH First Trust Health Care AlphaDEX Fund
0%
$0 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
0%
$0 
FXO First Trust Financials AlphaDEX Fund
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
NVDA NVIDIA Corporation
-2.86%
-$35,107.62 
PM Philip Morris International Inc.
-1.88%
-$9,792.54 
AAPL Apple Inc.
-1.62%
-$83,092.23 
VGT Vanguard Information Technology ETF
-0.99%
-$7,966.8 
PEP PepsiCo, Inc.
-0.93%
-$10,633.5 
SBUX Starbucks Corporation
-0.88%
-$2,668.17 
FXG First Trust Consumer Staples AlphaDEX Fund
-0.65%
-$5,810.7 
EFA iShares MSCI EAFE ETF
-0.5%
-$3,350.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$1,539.38 
IBM International Business Machines Corporation
-0.41%
-$1,171.76 
VT Vanguard Total World Stock ETF
-0.2%
-$2,390.19 
DXJ WisdomTree Japan Hedged Equity Fund
-0.08%
-$435 
XOM Exxon Mobil Corporation
-0.06%
-$599.25 
ABBV AbbVie Inc.
-0.06%
-$1,196.19 
FVD First Trust Value Line Dividend Index Fund
-0.06%
-$210.27 
ORCL Oracle Corporation
-0.05%
-$317.86 
LLY Eli Lilly and Company
-0.05%
-$146.16 
DEO Diageo plc Sponsored ADR
-0.05%
-$87.3 
VB Vanguard Small-Cap ETF
-0.05%
-$567.78 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$48.04 
GS The Goldman Sachs Group, Inc.
-0.04%
-$293.61 
MO Altria Group, Inc.
-0.04%
-$147.45 
PFE Pfizer Inc.
-0.04%
-$175.61 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$135.34 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$4,309.24 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$100.72 
V Visa Inc. Class A
-0.03%
-$223.02 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.03%
-$104.32 
XMMO Invesco S&P MidCap Momentum ETF
-0.03%
-$80 
ACN Accenture plc Class A
-0.02%
-$243.46 
GOOG Alphabet Inc
-0.02%
-$222.53 
PANW Palo Alto Networks, Inc.
-0.02%
-$216.45 
VZ Verizon Communications Inc.
-0.02%
-$73.48 
MSFT Microsoft Corp.
-0.02%
-$1,571.19 
SLB Schlumberger Limited
-0.02%
-$96.69 
UNP Union Pacific Corporation
-0.02%
-$107.99 
UPS United Parcel Service, Inc.
-0.02%
-$36.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$399.09 
PG Procter & Gamble Co
-0.02%
-$130.52 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$29.75 
BAC Bank of America Corporation
-0.02%
-$118.69 
VOX Vanguard Communication Services ETF
-0.02%
-$52.27 
AMZN Amazon.com Inc
-0.01%
-$71.98 
AWK American Water Works Company, Inc.
-0.01%
-$275.02 
BX Blackstone Inc.
-0.01%
-$58.92 
VOO Vanguard S&P 500 ETF
-0.01%
-$510.59 
DIS The Walt Disney Company
-0.01%
-$72.3 
JPM JPMorgan Chase & Co.
-0.01%
-$306.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$51.3 
LOW Lowe's Companies Inc.
-0.01%
-$33.33 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$35.25 
IAU iShares Gold Trust
-0.01%
-$72.17 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$124.2 
BDX Becton, Dickinson and Company
-0.01%
-$27 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.01%
-$56.53 
DLR Digital Realty Trust, Inc.
-0.01%
-$29.84 
FXU First Trust Utilities AlphaDEX Fund
-0.01%
-$38.35 
CSCO Cisco Systems, Inc.
-0.01%
-$55.47 
HD The Home Depot, Inc.
-0.01%
-$100.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$80.25 
TGT Target Corporation
-0.01%
-$17.92 
PLTR Palantir Technologies Inc.
-0.01%
-$38.2 
CVX Chevron Corporation
-0.01%
-$72.95 
LMT Lockheed Martin Corporation
-0.01%
-$87.21 
JNJ Johnson & Johnson
0%
-$64.99 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$23.6 
ETN Eaton Corporation plc
0%
-$7.17 
QQQ Invesco QQQ Trust, Series 1
0%
-$16.37 
FXD First Trust Consumer Discretionary AlphaDEX Fund
0%
-$12.61 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1658 | Longs Won 1011/1658 60% | Profit Factor 3.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $137,671.77 |
| Average Win $49,854.24 | Best Trade (Aug 14) $3.25M | Sharpe Ratio -11 |
| Average Loss -$24,491.63 | Worst Trade (Dec 31) -$715,730.03 | Z-Score 5.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $20,842.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,739 | 4,265 | 3,791 | 3,318 | 2,844 | 2,370 | 1,896 | 1,422 | 948 | 474 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,389 | $2.9M | $5.05M | - | $2.15M | 74.14% | -1.618% |
| ABBV AbbVie Inc. | 7,975 | $1.55M | $1.96M | - | $413,718.09 | 26.74% | -0.061% |
| ABT Abbott Laboratories | 8,985 | $1.02M | $975,950.7 | - | -$47,005.65 | -4.6% | +0.751% |
| ACN Accenture plc Class A | 6,085 | $1.57M | $1.07M | - | -$502,899.94 | -31.99% | -0.023% |
| AEE Ameren Corporation | 6,107 | $614,439.43 | $664,746.95 | - | $50,307.52 | 8.19% | +0.009% |
| AMAT Applied Materials, Inc. | 2,657 | $796,720.02 | $1.43M | - | $636,200.05 | 79.85% | +0.03% |
| AMGN Amgen Inc. | 810 | $293,317.2 | $332,893.81 | - | $39,576.61 | 13.49% | +0.007% |
| AMZN Amazon.com Inc | 1,799 | $337,809.1 | $493,717.56 | - | $155,908.46 | 46.15% | -0.015% |
| AWK American Water Works Company, Inc. | 13,744 | $1.94M | $1.86M | - | -$78,831.73 | -4.07% | -0.015% |
| BAC Bank of America Corporation | 11,869 | $471,237.73 | $749,646.04 | - | $278,408.31 | 59.08% | -0.016% |
| BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 10,432 | $341,680.21 | $377,742.72 | - | $36,062.51 | 10.55% | -0.028% |
| BDX Becton, Dickinson and Company | 1,350 | $204,295.5 | $238,734 | - | $34,438.5 | 16.86% | -0.011% |
| BX Blackstone Inc. | 2,946 | $409,832.36 | $403,926.06 | - | -$5,906.3 | -1.44% | -0.015% |
| COP ConocoPhillips | 3,245 | $348,577.48 | $381,644.45 | - | $33,066.97 | 9.49% | 0.0 |
| CSCO Cisco Systems, Inc. | 5,547 | $338,897.22 | $673,516.74 | - | $334,619.52 | 98.74% | -0.008% |
| CVX Chevron Corporation | 7,295 | $1.1M | $1.36M | - | $263,197.42 | 23.98% | -0.005% |
| DEO Diageo plc Sponsored ADR | 1,746 | $140,343.48 | $168,139.8 | - | $27,796.32 | 19.81% | -0.052% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 1,179 | $541,798.82 | $636,188.38 | - | $94,389.56 | 17.42% | -0.004% |
| DIS The Walt Disney Company | 4,820 | $463,925 | $505,593.9 | - | $41,668.9 | 8.98% | -0.014% |
| DLR Digital Realty Trust, Inc. | 1,492 | $244,529.31 | $289,119.76 | - | $44,590.45 | 18.24% | -0.01% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Owen Schrum?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $2.75M, Palo Alto Networks, Inc - $1.55M, Apple Inc - $1.3M, Microsoft Corp - $1.3M, and Vanguard Information Technology ETF - $1.25M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: American Water Works Company, Inc - $837,895.57, Pfizer Inc - $706,248.78, Revvity Inc - $384,668, NextEra Energy, Inc - $369,357.57, and Abbott Laboratories - $342,199.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Owen Schrum's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.41M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $656,932.96, AbbVie Inc - $336,973.82, Microsoft Corp - $268,232.04, JPMorgan Chase & Co - $245,750.8, and Chevron Corporation - $225,065.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Owen Schrum's monthly returns?
Owen Schrum's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Owen Schrum's strategy be considered aggressive or moderate?
Owen Schrum's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Owen Schrum's strategy?
Owen Schrum's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
