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