Shulman DeMeo Asset Management LLC Portfolio Holdings
Q3 2025•120 long positions•$435.0M portfolio value
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Holding122 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $254.0M 58.39% | -$532.3K Sold | — 381.2K shares | 382.0K → 381.2K −$532.3K | -0.21% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $26.2M 6.02% | -$43.2K Sold | — 43.6K shares | 43.7K → 43.6K −$43.2K | -0.16% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $16.1M 3.69% | -$40.0K Sold | 0.0% 63.1K shares | 63.2K → 63.1K −$40.0K | -0.25% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $13.7M 3.16% | -$57.5K Sold | — 147.3K shares | 147.9K → 147.3K −$57.5K | -0.42% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $13.0M 3.0% | +$45.5K Bought | — 19.5K shares | 19.4K → 19.5K +$45.5K | +0.35% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $10.5M 2.42% | +$28.9K Bought | — 88.7K shares | 88.4K → 88.7K +$28.9K | +0.27% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $6.1M 1.41% | -$13.6K Sold | — 43.8K shares | 43.9K → 43.8K −$13.6K | -0.22% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.9M 1.12% | -$38.9K Sold | — 17.2K shares | 17.4K → 17.2K −$38.9K | -0.79% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.3M 0.989% | -$10.1K Sold | — 30.3K shares | 30.3K → 30.3K −$10.1K | -0.23% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $4.2M 0.961% | -$3.8K Sold | — 34.1K shares | 34.2K → 34.1K −$3.8K | -0.09% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $3.7M 0.857% | -$3.9K Sold | — 117.8K shares | 118.0K → 117.8K −$3.9K | -0.1% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $3.7M 0.849% | -$2.9K Sold | — 111.7K shares | 111.8K → 111.7K −$2.9K | -0.08% | — — | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $3.6M 0.828% | +$734.4 Bought | 0.0% 4.9K shares | 4.9K → 4.9K +$734.4 | +0.02% | $1.84T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $2.8M 0.64% | -$26.8K Sold | — 19.1K shares | 19.3K → 19.1K −$26.8K | -0.96% | — — | Q1 2019 Held for 6y 8m | |
Specialty Retail Consumer Cyclical | $2.6M 0.596% | -$59.6K Sold | 0.011% 13.3K shares | 13.6K → 13.3K −$59.6K | -2.25% | $23.8B Large Cap | Q1 2019 Held for 6y 8m | |
Software - Infrastructure Technology | $2.5M 0.564% | -$6.7K Sold | 0.0% 4.7K shares | 4.7K → 4.7K −$6.7K | -0.27% | $3.85T Mega Cap | Q1 2019 Held for 6y 8m | |
Information Technology Services Technology | $2.3M 0.525% | -$9.9K Sold | 0.001% 8.1K shares | 8.1K → 8.1K −$9.9K | -0.43% | $262.84B Mega Cap | Q1 2019 Held for 6y 8m | |
Semiconductors Technology | $2.2M 0.499% | +$15.5K Bought | 0.001% 13.0K shares | 13.0K → 13.0K +$15.5K | +0.72% | $179.50B Large Cap | Q1 2019 Held for 6y 8m | |
Home Improvement Consumer Cyclical | $2.2M 0.498% | +$595.6K Bought | 0.001% 5.4K shares | 3.9K → 5.4K +$595.6K | +37.88% | $403.32B Mega Cap | Q1 2019 Held for 6y 8m | |
Discount Stores Consumer Defensive | $1.9M 0.434% | +$59.0K Bought | 0.0% 18.3K shares | 17.7K → 18.3K +$59.0K | +3.22% | $821.68B Mega Cap | Q1 2019 Held for 6y 8m | |
Drug Manufacturers - General Healthcare | $1.5M 0.353% | +$27.8K Bought | 0.0% 8.3K shares | 8.1K → 8.3K +$27.8K | +1.85% | $446.55B Mega Cap | Q1 2019 Held for 6y 8m | |
Unknown Unknown | $1.4M 0.319% | -$707.6 Sold | — 96.0K shares | 96.1K → 96.0K −$707.6 | -0.05% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $1.4M 0.313% | +$7.5K Bought | 0.0% 8.8K shares | 8.7K → 8.8K +$7.5K | +0.55% | $312.88B Mega Cap | Q1 2019 Held for 6y 8m | |
Drug Manufacturers - General Healthcare | $1.3M 0.303% | -$49.6K Sold | 0.0% 1.7K shares | 1.8K → 1.7K −$49.6K | -3.62% | $684.00B Mega Cap | Q4 2020 Held for 4y 11m | |
Financial - Capital Markets Financial Services | $1.3M 0.302% | +$76.5K Bought | 0.001% 8.3K shares | 7.8K → 8.3K +$76.5K | +6.19% | $253.75B Mega Cap | Q1 2019 Held for 6y 8m | |
Banks - Diversified Financial Services | $1.3M 0.288% | -$6.3K Sold | 0.0% 4.0K shares | 4.0K → 4.0K −$6.3K | -0.5% | $867.35B Mega Cap | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $1.2M 0.284% | -$13.7K Sold | — 135.6K shares | 137.1K → 135.6K −$13.7K | -1.1% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.283% | +$81.2 Bought | — 106.2K shares | 106.2K → 106.2K +$81.2 | +0.01% | — — | Q4 2018 Held for 6y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.2M 0.271% | +$36.0K Bought | 0.0% 17.8K shares | 17.2K → 17.8K +$36.0K | +3.15% | $285.42B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.1M 0.263% | -$5.2K Sold | — 13.1K shares | 13.2K → 13.1K −$5.2K | -0.46% | — — | Q4 2018 Held for 6y 11m | |
Entertainment Communication Services | $1.1M 0.244% | +$114.5 Bought | 0.001% 9.3K shares | 9.3K → 9.3K +$114.5 | +0.01% | $205.86B Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $1.1M 0.243% | -$4.5K Sold | — 7.3K shares | 7.4K → 7.3K −$4.5K | -0.42% | — — | Q1 2019 Held for 6y 8m | |
Unknown Unknown | $1.0M 0.24% | -$3.5K Sold | — 104.3K shares | 104.6K → 104.3K −$3.5K | -0.33% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.0M 0.236% | -$4.6K Sold | 0.0% 4.2K shares | 4.3K → 4.2K −$4.6K | -0.45% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
Specialty Retail Consumer Cyclical | $1.0M 0.231% | +$38.4K Bought | 0.0% 4.6K shares | 4.4K → 4.6K +$38.4K | +3.98% | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $892.6K 0.205% | — | — 59.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Aerospace & Defense Industrials | $843.1K 0.194% | +$1.5K Bought | 0.001% 1.7K shares | 1.7K → 1.7K +$1.5K | +0.18% | $116.55B Large Cap | Q4 2020 Held for 4y 11m | |
Regulated Electric Utilities | $822.9K 0.189% | +$12.4K Bought | 0.001% 8.7K shares | 8.6K → 8.7K +$12.4K | +1.53% | $104.25B Large Cap | Q4 2020 Held for 4y 11m | |
Telecommunications Services Communication Services | $822.1K 0.189% | -$6.7K Sold | 0.0% 18.7K shares | 18.9K → 18.7K −$6.7K | -0.81% | $185.31B Large Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $817.4K 0.188% | -$892.0 Sold | — 46.7K shares | 46.8K → 46.7K −$892.0 | -0.11% | — — | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $764.2K 0.176% | +$3.8K Bought | 0.001% 7.0K shares | 7.0K → 7.0K +$3.8K | +0.5% | $76.8B Large Cap | Q3 2021 Held for 4y 2m | |
Regulated Electric Utilities | $742.6K 0.171% | +$804.2 Bought | 0.002% 7.4K shares | 7.4K → 7.4K +$804.2 | +0.11% | $36.3B Large Cap | Q1 2019 Held for 6y 8m | |
Unknown Unknown | $730.2K 0.168% | -$3.4K Sold | — 89.1K shares | 89.5K → 89.1K −$3.4K | -0.47% | — — | Q4 2023 Held for 1y 11m | |
Grocery Stores Consumer Defensive | $723.8K 0.166% | -$3.1K Sold | 0.002% 10.7K shares | 10.8K → 10.7K −$3.1K | -0.43% | $44.7B Large Cap | Q3 2020 Held for 5y 2m | |
Insurance - Life Financial Services | $707.5K 0.163% | +$494.2 Bought | 0.001% 8.6K shares | 8.6K → 8.6K +$494.2 | +0.07% | $54.8B Large Cap | Q4 2018 Held for 6y 11m | |
Aerospace & Defense Industrials | $683.3K 0.157% | -$341.0 Sold | 0.001% 2.0K shares | 2.0K → 2.0K −$341.0 | -0.05% | $91.7B Large Cap | Q3 2021 Held for 4y 2m | |
Oil & Gas Midstream Energy | $677.2K 0.156% | -$4.0K Sold | 0.001% 13.4K shares | 13.5K → 13.4K −$4.0K | -0.59% | $110.03B Large Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $675.8K 0.155% | +$161.6 Bought | — 12.5K shares | 12.5K → 12.5K +$161.6 | +0.02% | — — | Q4 2018 Held for 6y 11m | |
Household & Personal Products Consumer Defensive | $668.2K 0.154% | -$153.7 Sold | 0.0% 4.3K shares | 4.4K → 4.3K −$153.7 | -0.02% | $359.62B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $667.9K 0.154% | +$826.0 Bought | — 3.2K shares | 3.2K → 3.2K +$826.0 | +0.12% | — — | Q1 2019 Held for 6y 8m |
