Shulman De Meo Asset Management LLC Portfolio Holdings

Shulman De Meo Asset Management LLC

  • $404 Million
  • Q2 2025

Shulman De Meo Asset Management LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $404 Million distributed in 118 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 $236M, Invesco Qqq Trust, Series 1 with a value of $24.1M, Ishares Tr Msci Eafe ETF with a value of $13.2M, Apple Inc. with a value of $13M, and Ishares Core S&P 500 ETF with a value of $12.1M.

Examining the 13F form we can see an increase of $47.9M in the current position value, from $356M to 404M.

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

Portfolio value $404 Million
ETFs: $332 Million
Technology: $22.2 Million
Financial Services: $15.4 Million
Communication Services: $7.55 Million
Consumer Defensive: $6.46 Million
Consumer Cyclical: $5.85 Million
Industrials: $4.62 Million
Healthcare: $4.16 Million
Other: $5.66 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$13 Million 3.21% of portfolio
63,219
Q2 2025 Reduced 0.66%
$1.78T
$3.62 Million 0.9% of portfolio
4,902
Q2 2025 Reduced 0.81%
$210B
$2.4 Million 0.59% of portfolio
8,132
Q2 2025 Reduced 1.86%
$3.95T
$2.36 Million 0.58% of portfolio
4,747
Q2 2025 Reduced 4.12%
$281B
$1.73 Million 0.43% of portfolio
17,740
Q2 2025 Reduced 2.38%
$405B
$1.42 Million 0.35% of portfolio
3,881
Q2 2025 Added 0.05%
$608B
$1.4 Million 0.35% of portfolio
1,795
Q2 2025 Reduced 5.58%
$302B
$1.25 Million 0.31% of portfolio
8,733
Q2 2025 Reduced 2.28%
$452B
$1.24 Million 0.31% of portfolio
8,121
Q2 2025 Reduced 1.43%
$306B
$1.22 Million 0.3% of portfolio
17,232
Q2 2025 Reduced 2.67%
$859B
$1.16 Million 0.29% of portfolio
3,996
Q2 2025 Reduced 11.24%
$207B
$1.15 Million 0.29% of portfolio
9,285
Q2 2025 Reduced 4.47%
$250B
$1.1 Million 0.27% of portfolio
7,776
Q2 2025 Added 0.27%
$2.26T
$964,000 0.24% of portfolio
4,395
Q2 2025 Reduced 0.79%
$1.21T
$748,000 0.19% of portfolio
4,250
Q2 2025 Reduced 0.84%
$368B
$693,000 0.17% of portfolio
4,350
Q2 2025 Reduced 3.33%
$442B
$570,000 0.14% of portfolio
5,294
Q2 2025 Added 0.59%
$439B
$492,000 0.12% of portfolio
497
Q2 2025 Reduced 2.55%
$227B
$455,000 0.11% of portfolio
1,427
Q2 2025 Reduced 8.47%
$203B
$416,000 0.1% of portfolio
14,407
Q2 2025 Added 0.04%
$684B
$360,000 0.09% of portfolio
1,651
Q2 2025 Reduced 2.71%
$1.24T
$356,000 0.09% of portfolio
2,010
Q2 2025 Added 0.1%
$1.08T
$353,000 0.09% of portfolio
1,114
Q2 2025 Reduced 15.67%
$245B
$285,000 0.07% of portfolio
915
Q2 2025 Added 11.72%
$258B
$299,000 0.07% of portfolio
4,256
Q2 2025 Reduced 2.76%
$545B
$224,000 0.06% of portfolio
168
Q2 2025 New
$456B
$235,000 0.06% of portfolio
1,488
Q2 2025 New
$202B
$245,000 0.06% of portfolio
1,862
Q2 2025 Added 0.92%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $404 Million
  • Prior Value $356 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
Track This Portfolio

Track Shulman De Meo Asset Management LLC Portfolio

Follow Shulman De Meo Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shulman De Meo Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shulman De Meo Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email