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Schrum Private Wealth Management LLC

Q2 2022 Holdings

Filed 2022-07-22 | 113 holdings | $3.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Pepsico Inc(PEP)COM713448108$1.6K9,3670.0%
Nextera Energy Inc(NEE)COM65339F101$1.9K24,9060.1%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$2.0K14,7780.1%
Lockheed Martin Corp(LMT)COM539830109$2.2K5,2070.1%
First TR Exchange Traded FD(FXL)TECH ALPHADEX33734X176$2.3K24,9020.1%
American WTR WKS Co Inc New(AWK)COM030420103$2.7K18,0200.1%
Apple Inc(AAPL)COM037833100$3.9K28,5250.1%
Microsoft Corp(MSFT)COM594918104$5.3K20,4450.2%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$8.2K21,7500.2%
Autodesk Inc(ADSK)COM052769106$224.0K1,3006.5%
Cisco SYS Inc(CSCO)COM17275R102$417.0K9,77312.1%
Conocophillips(COP)COM20825C104$497.0K5,53814.4%
Abbvie Inc(ABBV)COM00287Y109$2.2M14,52264.5%
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