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:
53.95%
Gain +0.37%
Monthly
0.48%
Yearly
5.94%
Drawdown
16.19%
$118.98M
Equity
Holdings
$118.98M
Investment
$93.06M
$37.23M
Profit +$627,837.27
Realized
$11.3M
Unrealized
$25.93M
Dividends
$8.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$627,837.27
Win %
81%
This Week
Compared To Last Week
Gain
0.53%
Profit
$627,837.27
Win %
81%
This Month
Compared to last month
Gain
2.97%
Profit
$3.43M
Win %
81%
This Year
Compared to last year
Gain
5.77%
Profit
$6.42M
Win %
81%
LMT Lockheed Martin Corporation
+4.56%
+$79,947.15 
CSCO Cisco Systems, Inc.
+4.03%
+$23,796.63 
AMAT Applied Materials Inc.
+3.69%
+$37,012.04 
PANW Palo Alto Networks, Inc.
+3.43%
+$35,316.01 
RTX RTX Corporation
+3.25%
+$38,905.03 
GS The Goldman Sachs Group, Inc.
+2.58%
+$15,797.41 
NVDA NVIDIA Corporation
+2.53%
+$29,247.13 
ETN Eaton Corporation plc
+2.23%
+$5,851.7 
PWB Invesco Large Cap Growth ETF
+2.06%
+$9,302.5 
XMMO Invesco S&P MidCap Momentum ETF
+2.03%
+$5,470 
PSX Phillips 66
+2.03%
+$8,851.1 
VGT Vanguard Information Technology ETF
+1.75%
+$13,842.32 
FXL First Trust Technology AlphaDEX Fund
+1.6%
+$72,235.39 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.41%
+$10,608.73 
MSFT Microsoft Corporation Common Stock
+1.36%
+$112,047.79 
QQQ Invesco QQQ Trust, Series 1
+1.35%
+$10,393.13 
IVW iShares S&P 500 Growth ETF
+1.27%
+$4,435.72 
SBUX Starbucks Corp.
+1.24%
+$3,586.25 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.23%
+$11,642.05 
PM Philip Morris International Inc.
+1.17%
+$6,391.19 
DXJ WisdomTree Japan Hedged Equity Fund
+1.13%
+$5,750.7 
JPM JPMorgan Chase & Co.
+1.07%
+$21,733.16 
FXZ First Trust Materials AlphaDEX Fund
+1.06%
+$4,890.55 
XMVM Invesco S&P MidCap Value with Momentum ETF
+0.97%
+$3,196.35 
VLUE iShares MSCI USA Value Factor ETF
+0.95%
+$5,097.73 
XMHQ Invesco S&P MidCap Quality ETF
+0.94%
+$2,509.07 
JNJ Johnson & Johnson
+0.79%
+$13,610.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.79%
+$17,293.77 
UNP Union Pacific Corp.
+0.77%
+$4,050 
SPY State Street SPDR S&P 500 ETF Trust
+0.77%
+$109,038.26 
IVV iShares Core S&P 500 ETF
+0.77%
+$21,689.76 
SCHB Schwab U.S. Broad Market ETF
+0.75%
+$1,309 
VTI Vanguard Total Stock Market ETF
+0.75%
+$2,581.59 
LLY Eli Lilly and Company
+0.75%
+$2,213.29 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.75%
+$25,829.84 
VOO Vanguard S&P 500 ETF
+0.74%
+$23,937.76 
AMGN Amgen Inc. Common Stock
+0.69%
+$2,438.09 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.63%
+$5,868.59 
XOM ExxonMobil Holdings Corporation
+0.62%
+$7,129.11 
IDEV iShares Core MSCI International Developed Markets ETF
+0.61%
+$3,052.62 
EFA iShares MSCI EAFE ETF
+0.6%
+$3,847.1 
IEFA iShares Core MSCI EAFE ETF
+0.6%
+$4,148.05 
VT Vanguard Total World Stock ETF
+0.58%
+$6,554.99 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$5,464.8 
SCHV Schwab U.S. Large-Cap Value ETF
+0.54%
+$991.78 
IAU iShares Gold Trust
+0.51%
+$2,778.55 
VB Vanguard Small-Cap ETF
+0.5%
+$5,840.64 
GAM General American Investors Company, Inc.
+0.49%
+$1,582.38 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.49%
+$8,996.92 
COP ConocoPhillips
+0.44%
+$2,141.7 
BAC Bank of America Corporation
+0.4%
+$2,373.8 
VXUS Vanguard Total International Stock ETF
+0.39%
+$1,316.58 
VBR Vanguard Small-Cap Value ETF
+0.34%
+$1,248.32 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$4,091.03 
AMZN Amazon.com Inc
+0.33%
+$1,457.19 
DLR Digital Realty Trust Inc.
+0.32%
+$820.6 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.31%
+$1,898.17 
USMV iShares MSCI USA Min Vol Factor ETF
+0.3%
+$3,256.18 
ABBV AbbVie Inc.
+0.28%
+$6,459.67 
BX Blackstone Inc.
+0.28%
+$972.18 
RSP Invesco S&P 500 Equal Weight ETF
+0.28%
+$8,421.14 
MCD McDonald's Corporation
+0.26%
+$2,251.04 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.25%
+$3,113.76 
FNDX Schwab Fundamental U.S. Large Company ETF
+0.2%
+$1,715.45 
SPGP Invesco S&P 500 GARP ETF
+0.16%
+$1,216.99 
ABT Abbott Laboratories
+0.11%
+$1,033.28 
FVD First Trust Value Line Dividend Index Fund
+0.09%
+$315.4 
FXU First Trust Utilities AlphaDEX Fund
+0.07%
+$268.38 
SPLV Invesco S&P 500 Low Volatility ETF
+0.05%
+$141 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$108.55 
FXO First Trust Financials AlphaDEX Fund
+0.05%
+$771.54 
NEE NextEra Energy Inc.
+0.03%
+$195.57 
SHV iShares 0-1 Year Treasury Bond ETF
+0.01%
+$33.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VZ Verizon Communications Inc.
-3.42%
-$11,204.17 
TGT Target Corp.
-3.36%
-$9,201.9 
GIS General Mills Inc.
-3.11%
-$12,886.01 
MRK Merck & Co., Inc.
-2.9%
-$15,204.66 
ACN Accenture plc
-2.04%
-$31,033.5 
DIS The Walt Disney Company
-2.03%
-$10,989.6 
BDX Becton, Dickinson and Company
-1.87%
-$5,035.5 
DEO Diageo plc Sponsored ADR
-1.53%
-$2,566.62 
VOX Vanguard Communication Services ETF
-1.4%
-$4,401.07 
AWK American Water Works Company, Inc.
-1.31%
-$25,701.28 
AAPL Apple Inc.
-1.28%
-$73,258.99 
PG The Procter & Gamble Company
-1.2%
-$10,080.41 
MO Altria Group, Inc.
-1.04%
-$4,541.46 
UPS United Parcel Service, Inc. Class B Common Stock
-0.91%
-$1,678.08 
V Visa Inc. Class A
-0.9%
-$8,161.82 
HD The Home Depot, Inc.
-0.86%
-$9,290.37 
LOW Lowe's Companies, Inc.
-0.85%
-$1,866.47 
GOOG Alphabet Inc
-0.82%
-$7,261.02 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-0.76%
-$7,151.46 
GOOGL Alphabet Inc
-0.75%
-$3,878.95 
PFE Pfizer Inc.
-0.73%
-$3,863.44 
FXG First Trust Consumer Staples AlphaDEX Fund
-0.6%
-$5,130.02 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.44%
-$1,773.44 
PEP PepsiCo, Inc.
-0.38%
-$4,286.36 
ISRG Intuitive Surgical Inc.
-0.38%
-$2,879.03 
SCHD Schwab U.S. Dividend Equity ETF
-0.31%
-$1,107.92 
CVX Chevron Corporation
-0.31%
-$5,215.93 
SLB SLB N.V.
-0.27%
-$1,402.01 
ORCL Oracle Corporation
-0.27%
-$1,350.82 
IBM International Business Machines Corporation
-0.21%
-$648.58 
WMT Walmart Inc.
-0.18%
-$1,051.13 
AEE Ameren Corporation
-0.13%
-$854.99 
KO The Coca-Cola Company
-0.1%
-$945.91 
NVO Novo Nordisk A/S Sponsored ADR
-0.06%
-$60.05 
FXH First Trust Health Care AlphaDEX Fund
-0.04%
-$763.08 Events
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Dividends
Dividend Analysis
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| Trades 1658 | Longs Won 1015/1658 61% | Profit Factor 3.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $145,124.3 |
| Average Win $51,990.5 | Best Trade (Oct 15) $3.16M | Sharpe Ratio -11 |
| Average Loss -$24,170.59 | Worst Trade (Dec 31) -$715,730.03 | Z-Score 3.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $22,453.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,926 | 4,433 | 3,941 | 3,448 | 2,956 | 2,463 | 1,970 | 1,478 | 985 | 493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,389 | $2.9M | $5.63M | - | $2.72M | 93.91% | -1.285% |
| ABBV AbbVie Inc. | 7,975 | $1.55M | $2.28M | - | $737,184.09 | 47.64% | +0.284% |
| ABT Abbott Laboratories | 8,985 | $1.02M | $932,777.77 | - | -$90,178.58 | -8.82% | +0.111% |
| ACN Accenture plc | 6,085 | $1.57M | $1.49M | - | -$85,529.73 | -5.44% | -2.045% |
| AEE Ameren Corporation | 6,107 | $614,439.43 | $658,945.3 | - | $44,505.87 | 7.24% | -0.13% |
| AMAT Applied Materials Inc. | 2,657 | $796,720.02 | $1.04M | - | $242,618.67 | 30.45% | +3.693% |
| AMGN Amgen Inc. Common Stock | 810 | $293,317.2 | $358,238.7 | - | $64,921.5 | 22.13% | +0.685% |
| AMZN Amazon.com Inc | 1,799 | $337,809.1 | $447,609.19 | - | $109,800.09 | 32.5% | +0.327% |
| AWK American Water Works Company, Inc. | 13,744 | $1.94M | $1.94M | - | -$2,002.63 | -0.1% | -1.31% |
| BAC Bank of America Corporation | 11,869 | $471,237.73 | $602,470.44 | - | $131,232.71 | 27.85% | +0.396% |
| BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 10,432 | $341,680.21 | $404,031.36 | - | $62,351.15 | 18.25% | -0.437% |
| BDX Becton, Dickinson and Company | 1,350 | $204,295.5 | $263,493 | - | $59,197.5 | 28.98% | -1.875% |
| BX Blackstone Inc. | 2,946 | $409,832.36 | $348,511.8 | - | -$61,320.56 | -14.96% | +0.28% |
| COP ConocoPhillips | 3,245 | $348,577.48 | $491,487.7 | - | $142,910.22 | 41% | +0.438% |
| CSCO Cisco Systems, Inc. | 5,547 | $338,897.22 | $614,552.13 | - | $275,654.91 | 81.34% | +4.028% |
| CVX Chevron Corporation | 7,295 | $1.1M | $1.7M | - | $598,366.19 | 54.51% | -0.307% |
| DEO Diageo plc Sponsored ADR | 1,746 | $140,343.48 | $164,997 | - | $24,653.52 | 17.57% | -1.532% |
| DIA State Street SPDR Dow Jones Industrial Average ETF Trust | 1,179 | $541,798.82 | $616,593.4 | - | $74,794.58 | 13.8% | +0.309% |
| DIS The Walt Disney Company | 4,820 | $463,925 | $531,356.8 | - | $67,431.8 | 14.54% | -2.026% |
| DLR Digital Realty Trust Inc. | 1,492 | $244,529.31 | $257,996.64 | - | $13,467.33 | 5.51% | +0.319% |
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FAQ
Which stocks have generated the highest profits for Owen Schrum?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR S&P 500 ETF Trust - $2.79M, Palo Alto Networks, Inc - $1.55M, Apple Inc - $1.3M, Microsoft Corporation Common Stock - $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 - $364,482.9, 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 $8.69M earned over time. The largest contributors to dividend income include State Street SPDR S&P 500 ETF Trust - $692,320.19, AbbVie Inc - $336,973.82, Microsoft Corporation Common Stock - $268,232.04, JPMorgan Chase & Co - $255,852.1, 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.
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