Shulman De Meo Asset Management LLC Portfolio Holdings
Shulman De Meo Asset Management LLC
- $371 Million
- Q4 2024
Shulman De Meo Asset Management LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $371 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 $227M, Apple Inc. with a value of $16M, Ishares Core S&P 500 ETF with a value of $11.6M, Ishares Tr Msci Eafe ETF with a value of $11.4M, and Ishares Core S&P Sm Cap ETF with a value of $10.4M.
Examining the 13F form we can see an decrease of $35.6M in the current position value, from $406M to 371M.
Below you can find more details about Shulman De Meo Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$371 Million
ETFs: $298 Million
Technology: $24 Million
Financial Services: $14.9 Million
Consumer Cyclical: $6.8 Million
Communication Services: $6.27 Million
Consumer Defensive: $6.11 Million
Industrials: $4.79 Million
Healthcare: $4.04 Million
Other: $5.72 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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