Shulman De Meo Asset Management LLC Incresed Positions in Q3 2025

Shulman De Meo Asset Management LLC

  • $435 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 0.35%
$620.67 - $670.08 $42.2K - $45.6K
19.5K $13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
243
+ 0.27%
$108.46 - $120.63 $26.4K - $29.3K
88.7K $10.5M
HD
Home Depot, Inc.

Consumer Cyclical
1.47K
+ 37.88%
$357.4 - $423.42 $525K - $622K
5.35K $2.17M
JNJ
Johnson & Johnson

Healthcare
150
+ 1.85%
$155.17 - $185.42 $23.3K - $27.8K
8.27K $1.53M
MS
Morgan Stanley

Financial Services
481
+ 6.19%
$139.09 - $161.16 $66.9K - $77.5K
8.26K $1.31M
WMT
Walmart Inc.

Consumer Defensive
572
+ 3.22%
$94.4 - $104.27 $54K - $59.6K
18.3K $1.89M
BK
Bank Of New York Mellon Corp

Financial Services
35
+ 0.5%
$90.65 - $109.75 $3.17K - $3.84K
7.01K $764K
CVX
Chevron Corp

Energy
48
+ 0.55%
$145.57 - $161.83 $6.99K - $7.77K
8.78K $1.36M
QCOM
Qualcomm Inc

Technology
93
+ 0.72%
$145.84 - $173.55 $13.6K - $16.1K
13K $2.17M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.18%
$410.74 - $499.21 $1.23K - $1.5K
1.69K $843K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.2%
$567.77 - $614.76 $1.14K - $1.23K
982 $601K
AMZN
Amazon Com Inc

Consumer Cyclical
175
+ 3.98%
$211.65 - $238.24 $37K - $41.7K
4.57K $1M
SO
Southern CO

Utilities
131
+ 1.53%
$90.83 - $96.0 $11.9K - $12.6K
8.68K $822K
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.12%
$194.44 - $206.51 $778 - $826
3.23K $667K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.11%
$237.77 - $353.61 $238 - $354
916 $316K
XOM
Exxon Mobil Corp

Energy
31
+ 0.59%
$105.83 - $117.22 $3.28K - $3.63K
5.33K $600K
VOOV
Vanguard S&P 500 Value ETF

ETFs
11
+ 0.47%
$187.97 - $199.47 $2.07K - $2.19K
2.33K $465K
XLE
Energy Sector Spdr

ETFs
31
+ 0.65%
$84.25 - $91.99 $2.61K - $2.85K
4.77K $425K
PFE
Pfizer Inc

Healthcare
79
+ 0.48%
$23.29 - $25.88 $1.84K - $2.04K
16.6K $423K
HON
Honeywell International Inc

Industrials
306
+ 15.37%
$207.7 - $240.4 $63.6K - $73.6K
2.3K $483K
AXP
American Express CO

Financial Services
1
+ 0.07%
$294.27 - $342.31 $294 - $342
1.43K $474K
XLF
Financial Sector Spdr

ETFs
3
+ 0.02%
$51.37 - $54.25 $154 - $163
12.5K $675K
USB
Us Bancorp \De\

Financial Services
49
+ 0.91%
$43.94 - $50.41 $2.15K - $2.47K
5.45K $263K
PEP
Pepsico Inc

Consumer Defensive
16
+ 0.86%
$133.81 - $152.16 $2.14K - $2.43K
1.88K $263K
MET
Metlife Inc

Financial Services
6
+ 0.07%
$73.82 - $82.37 $443 - $494
8.59K $707K
COP
Conocophillips

Energy
4
+ 0.12%
$91.0 - $98.99 $364 - $396
3.32K $314K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.1%
$250.62 - $279.43 $251 - $279
1.02K $285K
ED
Consolidated Edison Inc

Utilities
8
+ 0.11%
$95.57 - $105.36 $765 - $843
7.39K $742K
XLP
Consumer Staples Sector Spdr

ETFs
6
+ 0.09%
N/A
6.58K $500K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.05%
N/A
1.89K $343K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
163
+ 0.84%
$9.36 - $9.87 $1.53K - $1.61K
19.5K $185K
EMR
Emerson Electric CO

Industrials
2
+ 0.08%
$128.6 - $149.63 $257 - $299
2.58K $338K
T
At&T Inc.

Communication Services
6
+ 0.04%
$26.94 - $29.62 $162 - $178
14.4K $407K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.02%
$695.21 - $791.73 $695 - $792
4.9K $3.6M
AB
Alliancebernstein Holding L.P.

Financial Services
157
+ 1.11%
$37.76 - $42.88 $5.93K - $6.73K
14.3K $545K
KO
Coca Cola CO

Consumer Defensive
543
+ 3.15%
$65.67 - $71.67 $35.7K - $38.9K
17.8K $1.18M
CL
Colgate Palmolive CO

Consumer Defensive
14
+ 0.23%
$79.36 - $93.33 $1.11K - $1.31K
6.15K $491K
DIS
Walt Disney CO

Communication Services
1
+ 0.01%
$112.25 - $124.0 $112 - $124
9.29K $1.06M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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