Shulman De Meo Asset Management LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $406 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $227M, Invesco Qqq Trust, Series 1 with a value of $23.3M, Apple Inc. with a value of $16.3M, Ishares Tr Msci Eafe ETF with a value of $12.8M, and Ishares Core S&P 500 ETF with a value of $11.3M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $383M to 406M.

Below you can find more details about Shulman De Meo Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $406 Million
ETFs: $326 Million
Technology: $26.8 Million
Financial Services: $16 Million
Communication Services: $6.68 Million
Consumer Defensive: $6.67 Million
Consumer Cyclical: $6.6 Million
Healthcare: $5.59 Million
Industrials: $5.52 Million
Other: $6.49 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $406 Million
  • Prior Value $383 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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