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:
34.96%
Gain -0.99%
Monthly
0.46%
Yearly
5.63%
Drawdown
15.78%
$142.59M
Equity
Holdings
$142.59M
Investment
$113.83M
$32.33M
Profit -$1.4M
Realized
$3.57M
Unrealized
$28.76M
Dividends
$8.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.99%
Profit
-$1.4M
Win %
81%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$1.11M
Win %
81%
This Month
Compared to last month
Gain
-0.14%
Profit
-$201,336.32
Win %
81%
This Year
Compared to last year
Gain
11.04%
Profit
$14.18M
Win %
80%
PLTR Palantir Technologies Inc.
+2.52%
+$28,334.16 
ISRG Intuitive Surgical, Inc.
+2.12%
+$15,393 
MSFT Microsoft Corp.
+1.88%
+$126,996.71 
GEV GE Vernova Inc.
+1.88%
+$5,776.35 
GOOG Alphabet Inc
+1.68%
+$21,270.41 
GOOGL Alphabet Inc
+1.58%
+$15,127.76 
IBIT iShares Bitcoin Trust
+1.47%
+$3,865.37 
PSX Phillips 66
+1.26%
+$3,205.08 
DLR Digital Realty Trust, Inc.
+1.25%
+$2,849.14 
COP ConocoPhillips
+1.2%
+$3,772.92 
CVX Chevron Corporation
+1.14%
+$14,868.21 
AMZN Amazon.com Inc
+0.94%
+$4,615.73 
XOM Exxon Mobil Corporation
+0.84%
+$8,481.6 
ABT Abbott Laboratories
+0.8%
+$8,971.73 
V Visa Inc. Class A
+0.71%
+$17,412.33 
DUK Duke Energy Corporation
+0.68%
+$1,421.2 
FXL First Trust Technology AlphaDEX Fund
+0.6%
+$25,304.8 
ACN Accenture plc Class A
+0.56%
+$2,881.17 
SCHW Charles Schwab Corporation
+0.56%
+$1,342.92 
RTX RTX Corporation
+0.53%
+$5,557.12 
META Meta Platforms Inc Class A
+0.43%
+$2,075.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.43%
+$4,401 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.42%
+$1,846.23 
GAM General American Investors Company, Inc.
+0.42%
+$1,366.74 
VGT Vanguard Information Technology ETF
+0.42%
+$10,862.64 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$2,959.48 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.33%
+$1,410 
IBM International Business Machines Corporation
+0.31%
+$794.67 
VOX Vanguard Communication Services ETF
+0.25%
+$819.21 
KO The Coca-Cola Company
+0.2%
+$1,657.92 
FXG First Trust Consumer Staples AlphaDEX Fund
+0.18%
+$1,718.9 
DXJ WisdomTree Japan Hedged Equity Fund
+0.16%
+$797.5 
NVDA NVIDIA Corporation
+0.08%
+$953.42 
BBJP JPMorgan BetaBuilders Japan Fund
+0.06%
+$173.07 
ETN Eaton Corporation plc
+0.03%
+$117.39 
PWB Invesco Large Cap Growth ETF
+0.02%
+$106.75 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$86.11 
SHV iShares Short Treasury Bond ETF
+0.01%
+$39.7 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.22%
-$32,905.62 
RVTY Revvity Inc.
-3.14%
-$12,456 
BX Blackstone Inc.
-2.93%
-$12,194.16 
TSLA Tesla, Inc.
-2.59%
-$5,447.05 
DE Deere & Company
-2.38%
-$7,469.19 
LOW Lowe's Companies Inc.
-2.24%
-$7,782.84 
MS Morgan Stanley
-2.24%
-$8,075.74 
MRK Merck & Co., Inc.
-2.18%
-$8,790.36 
RY Royal Bank of Canada
-2.06%
-$10,145.4 
UNP Union Pacific Corporation
-1.97%
-$10,412.5 
ITW Illinois Tool Works Inc.
-1.83%
-$8,064 
HD The Home Depot, Inc.
-1.68%
-$19,197.6 
PEP PepsiCo, Inc.
-1.62%
-$16,989.66 
WMT Walmart Inc.
-1.47%
-$7,959.84 
AAPL Apple Inc.
-1.42%
-$112,977.66 
JNJ Johnson & Johnson
-1.39%
-$18,663.09 
NSC Norfolk Southern Corporation
-1.38%
-$13,820.75 
SBCF Seacoast Banking Corporation of Florida
-1.36%
-$5,484.58 
PANW Palo Alto Networks, Inc.
-1.27%
-$39,885.3 
AWK American Water Works Company, Inc.
-1.23%
-$14,745.06 
BAC Bank of America Corporation
-1.22%
-$8,969.25 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-1.21%
-$27,459.41 
PFE Pfizer Inc.
-1.12%
-$3,034.36 
PH Parker-Hannifin Corporation
-0.97%
-$2,522.52 
FXH First Trust Health Care AlphaDEX Fund
-0.96%
-$13,604.08 
NEE NextEra Energy, Inc.
-0.95%
-$5,127.36 
VGK Vanguard FTSE Europe ETF
-0.94%
-$2,471.74 
SLB Schlumberger Limited
-0.94%
-$4,460.72 
GSEU Goldman Sachs ActiveBeta Europe Equity ETF
-0.92%
-$2,063.25 
AEE Ameren Corporation
-0.9%
-$2,967 
JPM JPMorgan Chase & Co.
-0.89%
-$33,214.5 
GS The Goldman Sachs Group, Inc.
-0.84%
-$6,242.04 
FXZ First Trust Materials AlphaDEX Fund
-0.79%
-$4,638 
PG Procter & Gamble Co
-0.79%
-$5,685.24 
XSMO Invesco S&P SmallCap Momentum ETF
-0.76%
-$1,864.66 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.73%
-$2,454.62 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.71%
-$6,760.9 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-0.7%
-$6,904.12 
GIS General Mills, Inc.
-0.67%
-$1,920.4 
EFA iShares MSCI EAFE ETF
-0.65%
-$5,062.52 
MDY SPDR S&P MidCap 400 ETF Trust
-0.65%
-$5,776.1 
SPLV Invesco S&P 500 Low Volatility ETF
-0.65%
-$1,559.74 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.64%
-$4,082.34 
ABBV AbbVie Inc.
-0.63%
-$17,013 
COST Costco Wholesale Corporation
-0.63%
-$2,618.13 
PM Philip Morris International Inc.
-0.63%
-$4,273.72 
IEFA iShares Core MSCI EAFE ETF
-0.62%
-$7,057.2 
COF Capital One Financial Corporation
-0.61%
-$2,594.59 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$8,099.52 
FXU First Trust Utilities AlphaDEX Fund
-0.58%
-$2,439.19 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.56%
-$7,171.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$2,131.79 
SCHD Schwab U.S. Dividend Equity ETF
-0.55%
-$5,112 
VB Vanguard Small-Cap ETF
-0.52%
-$9,344.66 
QCOM QUALCOMM Incorporated
-0.52%
-$1,618.02 
FVD First Trust Value Line Dividend Index Fund
-0.51%
-$1,787.3 
CSCO Cisco Systems, Inc.
-0.49%
-$2,719.2 
INTF iShares International Equity Factor ETF
-0.49%
-$1,066 
SCHV Schwab U.S. Large-Cap Value ETF
-0.46%
-$2,174.8 
ADSK Autodesk, Inc.
-0.45%
-$1,287 
RSP Invesco S&P 500 Equal Weight ETF
-0.44%
-$12,461.2 
FXO First Trust Financials AlphaDEX Fund
-0.41%
-$6,892.42 
IWM iShares Russell 2000 ETF
-0.38%
-$3,089.1 
AMAT Applied Materials, Inc.
-0.36%
-$4,141.44 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.32%
-$7,472.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.32%
-$1,472.08 
QUAL iShares MSCI USA Quality Factor ETF
-0.29%
-$4,888.4 
VO Vanguard Mid-Cap ETF
-0.29%
-$728.5 
YUM Yum! Brands, Inc.
-0.26%
-$514.8 
ACWI iShares MSCI ACWI ETF
-0.26%
-$695.6 
UL Unilever PLC Sponsored American Depositary Receipt
-0.24%
-$793.95 
VT Vanguard Total World Stock ETF
-0.21%
-$3,494.7 
MCD McDonald's Corporation
-0.2%
-$1,670.93 
VLUE iShares MSCI USA Value Factor ETF
-0.18%
-$1,110.9 
SPGP Invesco S&P 500 GARP ETF
-0.17%
-$1,279.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.16%
-$1,268.78 
VZ Verizon Communications Inc.
-0.15%
-$455.26 
SCHB Schwab U.S. Broad Market ETF
-0.14%
-$895.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.11%
-$3,734.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$524.3 
MO Altria Group, Inc.
-0.09%
-$469.49 
LMT Lockheed Martin Corporation
-0.09%
-$1,449.48 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$11,762.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.07%
-$3,159.94 
IAU iShares Gold Trust
-0.07%
-$371.75 
VOO Vanguard S&P 500 ETF
-0.06%
-$3,346.76 
IVV iShares Core S&P 500 ETF
-0.04%
-$1,047.81 Events
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Dividends
Dividend Analysis
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| Trades 1561 | Longs Won 923/1561 59% | Profit Factor 3.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $140,059.58 |
| Average Win $51,355.12 | Best Trade (Jul 22) $2.8M | Sharpe Ratio -14.55 |
| Average Loss -$23,622.52 | Worst Trade (Jul 24) -$763,830.14 | Z-Score 5.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 3d | Expectancy $20,710.83 |
| 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 | 6,024 | 5,422 | 4,819 | 4,217 | 3,614 | 3,012 | 2,410 | 1,807 | 1,205 | 602 |
Hover over the desired column for a detailed explanation.
Returns
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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: SPDR S&P 500 ETF Trust - $2.31M, Microsoft Corp - $1.23M, AbbVie Inc - $704,193.71, Lockheed Martin Corporation - $646,390.59, and State Street SPDR Portfolio S&P 500 ETF - $556,763.03. 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 - $850,196.45, Pfizer Inc - $713,800.01, NextEra Energy, Inc - $369,357.57, Revvity Inc - $311,488, and Norfolk Southern Corporation - $288,477.08. 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 $8.27M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $647,806.81, AbbVie Inc - $323,177.07, Microsoft Corp - $253,931.39, JPMorgan Chase & Co - $236,567.8, and PepsiCo, Inc - $213,047.96. 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.
