OS
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:
35.57%
Gain +1.22%
Monthly
0.36%
Yearly
4.44%
Drawdown
17.59%
$143.45M
Equity
Holdings
$143.45M
Investment
$113.73M
$33.72M
Profit +$1.99M
Realized
$3.99M
Unrealized
$29.72M
Dividends
$8.03M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.22%
Profit
$1.99M
Win %
83%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$1.63M
Win %
83%
This Month
Compared to last month
Gain
-1.38%
Profit
-$2.01M
Win %
83%
This Year
Compared to last year
Gain
6.34%
Profit
$8.55M
Win %
83%
AMAT Applied Materials, Inc.
+11.35%
+$144,291.48 
QCOM QUALCOMM Incorporated
+6.44%
+$23,622.89 
PANW Palo Alto Networks, Inc.
+5.88%
+$138,496.09 
ETN Eaton Corporation plc
+4.91%
+$16,651.33 
TSLA Tesla, Inc.
+4.48%
+$9,416.59 
LMT Lockheed Martin Corporation
+4.41%
+$75,362.57 
PWB Invesco Large Cap Growth ETF
+4.08%
+$18,879.5 
FXZ First Trust Materials AlphaDEX Fund
+4.07%
+$25,161.15 
RTX RTX Corporation
+3.69%
+$35,841.6 
FXL First Trust Technology AlphaDEX Fund
+3.66%
+$165,601.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$10,634.79 
VLUE iShares MSCI USA Value Factor ETF
+3.61%
+$22,339.36 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+3.43%
+$74,422.7 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$27,539.84 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$13,025.96 
VGT Vanguard Information Technology ETF
+3.29%
+$87,143.04 
VGK Vanguard FTSE Europe ETF
+3.24%
+$8,743.18 
IAU iShares Gold Trust
+3.2%
+$18,327 
EFA iShares MSCI EAFE ETF
+3.15%
+$22,598.46 
GS The Goldman Sachs Group, Inc.
+3.07%
+$21,501.25 
FXD First Trust Consumer Discretionary AlphaDEX Fund
+3.05%
+$29,122.3 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$30,173 
IWM iShares Russell 2000 ETF
+2.92%
+$22,959.78 
PH Parker-Hannifin Corporation
+2.92%
+$7,830.54 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.84%
+$11,309.24 
IBIT iShares Bitcoin Trust
+2.81%
+$7,065.39 
INTF iShares International Equity Factor ETF
+2.74%
+$5,916.3 
MS Morgan Stanley
+2.62%
+$9,040.56 
VB Vanguard Small-Cap ETF
+2.48%
+$42,365.25 
MDY SPDR S&P MidCap 400 ETF Trust
+2.45%
+$21,365.04 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.43%
+$22,753.44 
PFE Pfizer Inc.
+2.42%
+$7,044.44 
NVDA NVIDIA Corporation
+2.42%
+$24,288.8 
VT Vanguard Total World Stock ETF
+2.41%
+$37,445.31 
COF Capital One Financial Corporation
+2.38%
+$8,621.46 
HD The Home Depot, Inc.
+2.36%
+$25,477.73 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$80,002.58 
CSCO Cisco Systems, Inc.
+2.34%
+$13,722.08 
ACWI iShares MSCI ACWI ETF
+2.32%
+$6,225.14 
SPGP Invesco S&P 500 GARP ETF
+2.3%
+$16,725.88 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.29%
+$23,338.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$9,519.72 
LOW Lowe's Companies Inc.
+2.22%
+$7,965.77 
SCHV Schwab U.S. Large-Cap Value ETF
+2.08%
+$9,748.07 
XMHQ Invesco S&P MidCap Quality ETF
+2%
+$5,014 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.94%
+$61,723.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$5,677.82 
SCHB Schwab U.S. Broad Market ETF
+1.89%
+$11,832.23 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.88%
+$7,029.27 
DXJ WisdomTree Japan Hedged Equity Fund
+1.86%
+$8,975.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$6,285.23 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$260,051.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$76,540.39 
VOO Vanguard S&P 500 ETF
+1.76%
+$87,469.04 
IVV iShares Core S&P 500 ETF
+1.75%
+$46,566.41 
QUAL iShares MSCI USA Quality Factor ETF
+1.74%
+$30,512.61 
ITW Illinois Tool Works Inc.
+1.7%
+$6,816 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.7%
+$13,246.95 
MRK Merck & Co., Inc.
+1.62%
+$6,195.88 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$44,319.36 
BX Blackstone Inc.
+1.54%
+$6,026.15 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.46%
+$33,282.89 
SBCF Seacoast Banking Corporation of Florida
+1.43%
+$5,686.12 
DE Deere & Company
+1.42%
+$4,189.6 
AMZN Amazon.com Inc
+1.37%
+$6,587.75 
JPM JPMorgan Chase & Co.
+1.35%
+$45,618.45 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$17,139.75 
IBM International Business Machines Corporation
+1.26%
+$4,110.81 
GAM General American Investors Company, Inc.
+1.21%
+$3,796.5 
AAPL Apple Inc.
+1.16%
+$82,309.44 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.09%
+$13,539.5 
DLR Digital Realty Trust, Inc.
+0.97%
+$2,304.32 
BAC Bank of America Corporation
+0.95%
+$6,211.92 
MCD McDonald's Corporation
+0.92%
+$7,898.83 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$7,843.16 
SLB Schlumberger Limited
+0.91%
+$5,087.87 
RY Royal Bank of Canada
+0.77%
+$4,389.57 
FXH First Trust Health Care AlphaDEX Fund
+0.73%
+$9,797.22 
VOX Vanguard Communication Services ETF
+0.7%
+$2,283.33 
UNP Union Pacific Corporation
+0.7%
+$3,162 
FXO First Trust Financials AlphaDEX Fund
+0.65%
+$10,030.02 
GOOG Alphabet Inc
+0.64%
+$8,255.52 
ABT Abbott Laboratories
+0.62%
+$6,129.2 
PLTR Palantir Technologies Inc.
+0.58%
+$5,192.25 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$4,804.25 
NSC Norfolk Southern Corporation
+0.54%
+$4,956.03 
FVD First Trust Value Line Dividend Index Fund
+0.47%
+$1,577.03 
VZ Verizon Communications Inc.
+0.36%
+$1,154.64 
GOOGL Alphabet Inc
+0.33%
+$3,304.84 
ABBV AbbVie Inc.
+0.28%
+$6,815.36 
ISRG Intuitive Surgical, Inc.
+0.21%
+$1,800.05 
JNJ Johnson & Johnson
+0.15%
+$2,009.05 
FXG First Trust Consumer Staples AlphaDEX Fund
+0.15%
+$1,445.37 
SPLV Invesco S&P 500 Low Volatility ETF
+0.05%
+$110.28 
GIS General Mills, Inc.
+0.04%
+$121.69 
SHV iShares Short Treasury Bond ETF
+0.01%
+$115.72 
PKI PerkinElmer, Inc.
0%
$0 
ORCL Oracle Corporation
-8.47%
-$146,032.8 
ADSK Autodesk, Inc.
-6.83%
-$19,656 
SAP SAP SE Sponsored ADR
-3.99%
-$6,290 
COP ConocoPhillips
-3.72%
-$12,733.3 
XOM Exxon Mobil Corporation
-2.7%
-$28,083.02 
MO Altria Group, Inc.
-2.39%
-$11,796.75 
CVX Chevron Corporation
-2%
-$26,457.99 
MSFT Microsoft Corp.
-1.72%
-$117,250.44 
AWK American Water Works Company, Inc.
-1.59%
-$18,560.34 
ACN Accenture plc Class A
-1.27%
-$9,564.48 
PM Philip Morris International Inc.
-1.21%
-$7,841.04 
V Visa Inc. Class A
-0.99%
-$21,739.78 
KO The Coca-Cola Company
-0.97%
-$8,245.8 
COST Costco Wholesale Corporation
-0.83%
-$3,637.03 
SCHW Charles Schwab Corporation
-0.72%
-$1,507.84 
META Meta Platforms Inc Class A
-0.47%
-$2,035.78 
AEE Ameren Corporation
-0.38%
-$1,308.31 
PG Procter & Gamble Co
-0.35%
-$2,548.01 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.33%
-$1,408.68 
UL Unilever PLC Sponsored American Depositary Receipt
-0.31%
-$952.74 
BDX Becton, Dickinson and Company
-0.26%
-$562.55 
PEP PepsiCo, Inc.
-0.25%
-$2,845.52 
WMT Walmart Inc.
-0.23%
-$1,371.16 
NEE NextEra Energy, Inc.
-0.19%
-$975.68 
FXU First Trust Utilities AlphaDEX Fund
-0.1%
-$420.55 Events
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Dividends
Dividend Analysis
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| Trades 1472 | Longs Won 869/1472 59% | Profit Factor 3.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $143,291.82 |
| Average Win $55,374.09 | Best Trade (Jun 11) $2.62M | Sharpe Ratio -16.73 |
| Average Loss -$23,888.4 | Worst Trade (Jun 11) -$830,072.88 | Z-Score 5.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w | Expectancy $22,904.47 |
| 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 | 5,988 | 5,389 | 4,790 | 4,192 | 3,593 | 2,994 | 2,395 | 1,796 | 1,198 | 599 |
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Returns
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Option values are updated at end of day.
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