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 Market Cap. of $10 Billions to $200 Billions