Shulman De Meo Asset Management LLC Incresed Positions in Q4 2024

Shulman De Meo Asset Management LLC

  • $371 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
11
+ 0.14%
$104.42 - $134.99 $1.15K - $1.48K
7.73K $971K
XLF
Financial Sector Spdr

ETFs
363
+ 2.89%
$44.89 - $51.34 $16.3K - $18.6K
12.9K $624K
XLY
Select Sector Spdr Consumer Di

ETFs
54
+ 3.1%
$194.8 - $239.43 $10.5K - $12.9K
1.8K $402K
BK
Bank Of New York Mellon Corp

Financial Services
41
+ 0.6%
$70.82 - $81.87 $2.9K - $3.36K
6.91K $530K
AB
Alliancebernstein Holding L.P.

Financial Services
166
+ 1.21%
$34.59 - $38.68 $5.74K - $6.42K
13.8K $513K
HON
Honeywell International Inc

Industrials
3
+ 0.18%
$202.84 - $236.0 $609 - $708
1.71K $385K
CNP
Centerpoint Energy Inc

Utilities
27
+ 0.37%
$28.58 - $32.66 $772 - $882
7.33K $232K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.4%
$873.59 - $994.69 $1.75K - $1.99K
504 $461K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.41%
$521.84 - $558.82 $2.09K - $2.24K
978 $526K
TJX
Tjx Companies Inc

Consumer Cyclical
14
+ 0.6%
$112.15 - $127.2 $1.57K - $1.78K
2.34K $282K
IYJ
Ishares Tr

ETFs
53
+ 0.27%
$132.97 - $143.93 $7.05K - $7.63K
19.3K $2.58M
RSG
Republic Services, Inc.

Industrials
3
+ 0.19%
$198.0 - $218.75 $594 - $656
1.56K $314K
XLP
Consumer Staples Sector Spdr

ETFs
6
+ 0.09%
N/A
6.57K $499K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.11%
N/A
1.89K $343K
XLE
Energy Sector Spdr

ETFs
31
+ 0.64%
$83.32 - $97.27 $2.58K - $3.02K
4.85K $415K
VOOV
Vanguard S&P 500 Value ETF

ETFs
34
+ 1.1%
$184.21 - $199.29 $6.26K - $6.78K
3.12K $574K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
34
+ 0.04%
$7.83 - $8.16 $266 - $277
90.6K $712K
IVE
Ishares S&P 500 Value ETF

ETFs
17
+ 0.53%
$189.5 - $206.17 $3.22K - $3.5K
3.23K $616K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.09%
$480.36 - $529.17 $480 - $529
1.09K $542K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
11
+ 0.02%
$10.39 - $11.25 $114 - $124
56.3K $588K
AMGN
Amgen Inc

Healthcare
6
+ 0.63%
$258.78 - $328.31 $1.55K - $1.97K
956 $249K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.99%
$485.52 - $625.25 $3.88K - $5K
815 $412K
ED
Consolidated Edison Inc

Utilities
9
+ 0.12%
$88.87 - $107.38 $800 - $966
7.36K $657K
DNP
Dnp Select Income Fund Inc

Financial Services
6
+ 0.01%
$8.82 - $9.96 $52.9 - $59.8
107K $945K
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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