Shulman De Meo Asset Management LLC Portfolio Holdings
Shulman De Meo Asset Management LLC
- $356 Million
- Q1 2025
Shulman De Meo Asset Management LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $356 Million distributed in 116 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 $216M, Apple Inc. with a value of $14.1M, Ishares Tr Msci Eafe ETF with a value of $12.3M, Ishares Core S&P 500 ETF with a value of $10.9M, and Ishares Core S&P Sm Cap ETF with a value of $9.34M.
Examining the 13F form we can see an decrease of $14.7M in the current position value, from $371M to 356M.
Below you can find more details about Shulman De Meo Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$356 Million
ETFs: $286 Million
Technology: $22 Million
Financial Services: $14.8 Million
Consumer Defensive: $6.42 Million
Communication Services: $6.22 Million
Consumer Cyclical: $5.74 Million
Healthcare: $4.63 Million
Industrials: $4.33 Million
Other: $6.22 Million