Shulman De Meo Asset Management LLC Portfolio Holdings

Shulman De Meo Asset Management LLC

  • $435 Million
  • Q3 2025

Shulman De Meo Asset Management LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $435 Million distributed in 120 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 $254M, Invesco Qqq Trust, Series 1 with a value of $26.2M, Apple Inc. with a value of $16.1M, Ishares Tr Msci Eafe ETF with a value of $13.7M, and Ishares Core S&P 500 ETF with a value of $13M.

Examining the 13F form we can see an increase of $31.1M in the current position value, from $404M to 435M.

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

Portfolio value $435 Million
ETFs: $356 Million
Technology: $25.9 Million
Financial Services: $16.2 Million
Communication Services: $7.85 Million
Consumer Cyclical: $7.24 Million
Consumer Defensive: $6.34 Million
Industrials: $4.85 Million
Healthcare: $4.68 Million
Other: $5.77 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$601,000 0.14% of portfolio
982
Q3 2025 Added 0.2%
$0
$597,000 0.14% of portfolio
54,094
Q3 2025 Reduced 0.5%
$177B
$621,000 0.14% of portfolio
3,192
Q3 2025 Reduced 0.31%
$60.3B
$616,000 0.14% of portfolio
5,484
Q3 2025 Reduced 0.18%
$470B
$600,000 0.14% of portfolio
5,325
Q3 2025 Added 0.59%
$38.6B
$626,000 0.14% of portfolio
5,218
Q3 2025 Reduced 1.04%
$290B
$623,000 0.14% of portfolio
9,107
Q3 2025 Reduced 0.26%
$92.2B
$552,000 0.13% of portfolio
906
Q3 2025 Reduced 0.55%
$3.85B
$545,000 0.13% of portfolio
14,272
Q3 2025 Added 1.11%
$158B
$524,000 0.12% of portfolio
1,077
Q3 2025 Reduced 0.74%
$35.7B
$504,000 0.12% of portfolio
2,923
Q3 2025 Reduced 6.49%
$139B
$528,000 0.12% of portfolio
1,156
Q3 2025 Reduced 0.77%
$0
$491,000 0.11% of portfolio
21,365
Q3 2025 Reduced 0.24%
$415B
$457,000 0.11% of portfolio
494
Q3 2025 Reduced 0.6%
$1.4T
$460,000 0.11% of portfolio
1,035
Q3 2025 Reduced 7.09%
$742B
$464,000 0.11% of portfolio
1,651
Q2 2025 Reduced 2.71%
$65.6B
$491,000 0.11% of portfolio
6,149
Q3 2025 Added 0.23%
$0
$465,000 0.11% of portfolio
2,332
Q3 2025 Added 0.47%
$141B
$483,000 0.11% of portfolio
2,297
Q3 2025 Added 15.37%
$1.53T
$484,000 0.11% of portfolio
1,989
Q3 2025 Reduced 1.04%
$265B
$474,000 0.11% of portfolio
1,428
Q3 2025 Added 0.07%
$0
$425,000 0.1% of portfolio
4,767
Q3 2025 Added 0.65%
$0
$454,000 0.1% of portfolio
3,224
Q3 2025 Reduced 0.56%
$139B
$423,000 0.1% of portfolio
16,636
Q3 2025 Added 0.48%
$79B
$425,000 0.1% of portfolio
1,631
Q2 2025 Reduced 3.95%
$0
$454,000 0.1% of portfolio
9,186
Q3 2025 Reduced 0.35%
$152B
$424,000 0.1% of portfolio
1,691
Q3 2025 Reduced 0.53%
$0
$398,000 0.09% of portfolio
21,849
Q1 2025 New
$186B
$407,000 0.09% of portfolio
14,413
Q3 2025 Added 0.04%
$113B
$359,000 0.08% of portfolio
6,773
Q3 2025 Reduced 17.05%
$69.8B
$351,000 0.08% of portfolio
1,533
Q3 2025 Reduced 1.79%
$0
$343,000 0.08% of portfolio
1,887
Q3 2025 Added 0.05%
$157B
$329,000 0.08% of portfolio
9,824
Q3 2025 Reduced 10.72%
$0
$350,000 0.08% of portfolio
57,518
Q3 2025 Reduced 0.21%
$113B
$350,000 0.08% of portfolio
454
Q2 2025 Reduced 1.09%
$78.2B
$338,000 0.08% of portfolio
2,577
Q3 2025 Added 0.08%
$259B
$304,000 0.07% of portfolio
4,250
Q3 2025 Reduced 0.14%
$63.1B
$285,000 0.07% of portfolio
1,022
Q3 2025 Added 0.1%
$342B
$316,000 0.07% of portfolio
916
Q3 2025 Added 0.11%
$114B
$309,000 0.07% of portfolio
4,681
Q3 2025 Reduced 23.36%
$167B
$325,000 0.07% of portfolio
2,249
Q3 2025 Reduced 1.53%
$0
$312,000 0.07% of portfolio
13,051
Q3 2025 Reduced 0.24%
$110B
$314,000 0.07% of portfolio
3,322
Q3 2025 Added 0.12%
$0
$284,000 0.07% of portfolio
11,456
Q3 2025 Reduced 1.66%
$451B
$277,000 0.06% of portfolio
1,488
Q2 2025 New
$19.5B
$269,000 0.06% of portfolio
1,236
Q3 2025 Reduced 0.16%
$0
$275,000 0.06% of portfolio
2,751
Q3 2024 Reduced 23.37%
$70.7B
$263,000 0.06% of portfolio
5,453
Q3 2025 Added 0.91%
$161B
$264,000 0.06% of portfolio
936
Q3 2025 Reduced 0.85%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $435 Million
  • Prior Value $404 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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