SD
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Shulman DeMeo Asset Management LLC13F | |
| Shulman DeMeo Asset Management LLC | |
| Last update 2025-07-16 | 118 Stocks (4 new) |
| Value $404.00 Mil | Turnover 6 % |
Shulman DeMeo Asset Management... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 382,020 | 236,031.4 | -1.21% | 58.440 | -0.73% | 0.040 | +23.21% | +8.35% | 647,072.0 | ||
QQQ | INVESCO QQQ Trust | 43,707 | 24,110.4 | New Holding | 5.970 | +5.97% | 0.010 | +30.78% | +10.96% | 360,672.4 | ||
EFA | iShares MSCI EAFE ETF | 147,879 | 13,218.9 | -1.02% | 3.270 | -0.04% | 0.020 | +12.40% | +19.90% | 64,270.4 | ||
AAPL | Apple Inc | 63,219 | 12,970.5 | -0.66% | 3.210 | -0.03% | 0.000 | +10.82% | -14.43% | 3,192,831.5 | Hardware | |
IVV | iShares Core S&P 500 ETF | 19,413 | 12,053.3 | -0.65% | 2.980 | -0.02% | 0.000 | +23.24% | +8.44% | 638,261.6 | ||
IJR | iShares Core S&P Small-Cap ETF | 88,420 | 9,663.4 | -1.51% | 2.390 | -0.04% | 0.010 | +19.51% | -1.80% | 81,712.0 | ||
SDY | SPDR Dividend ETF | 43,896 | 5,958.0 | -0.18% | 1.480 | 0% | 0.030 | +10.08% | +6.81% | 20,429.9 | ||
XLK | Technology Select Sector SPDR ETF | 17,384 | 4,402.1 | -10.63% | 1.090 | -0.12% | 0.010 | +39.91% | +13.25% | 82,839.2 | ||
DVY | iShares Select Dividend ETF | 30,339 | 4,029.3 | -0.13% | 1.000 | 0% | 0.020 | +11.53% | +5.82% | 20,195.8 | ||
HDV | iShares Core High Dividend ETF | 34,169 | 4,003.6 | -0.26% | 0.990 | 0% | 0.040 | +8.01% | +7.93% | 11,191.0 |
Shulman DeMeo Asset Management LLC's Historical Top Holdings Breakdowns
Shulman DeMeo Asset Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-06-30 | New Buy New Buy | +5.97% | 416.06 ($496.89) 551.64 | $565.80 | 13.87% | New holding | 43,707 | 43,707 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Reduce Reduce | -0.73% | 496.48 ($571.44) 617.85 | $631.27 | 10.47% | Reduce -1.21% | 382,020 | -4,660 | |
XLK | Technology Select Sector SPDR ETF | 2025-06-30 | Reduce Reduce | -0.12% | 179.73 ($221.69) 253.23 | $262.44 | 18.38% | Reduce -10.63% | 17,384 | -2,068 | |
BA | Boeing Co | 2025-06-30 | New Buy New Buy | +0.06% | 136.59 ($188.59) 217.51 | $230.95 | 22.46% | New holding | 1,158 | 1,158 | |
NFLX | Netflix Inc | 2025-06-30 | New Buy New Buy | +0.06% | 855.86 ($1127.52) 1339.13 | $1,225.56 | 8.70% | New holding | 168 | 168 | |
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +0.06% | 94.31 ($125.57) 157.99 | $172.33 | 37.24% | New holding | 1,488 | 1,488 | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 2025-06-30 | Sold Out Sold Out | -0.06% | 176.34 ($204.4) 218.59 | $223.84 | 9.51% | Sold Out | 0 | -1,082 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Reduce Reduce | -0.04% | 90.56 ($103.39) 109.49 | $112.39 | 8.70% | Reduce -1.51% | 88,420 | -1,357 | |
EFA | iShares MSCI EAFE ETF | 2025-06-30 | Reduce Reduce | -0.04% | 72.96 ($85.32) 90.39 | $89.11 | 4.45% | Reduce -1.02% | 147,879 | -1,528 | |
VOOV | Vanguard S&P 500 Value ETF | 2025-06-30 | Reduce Reduce | -0.04% | 162.65 ($180.16) 188.71 | $191.60 | 6.35% | Reduce -25.85% | 2,321 | -809 |
Shulman DeMeo Asset Management LLC Total Holding History ($B)
Shulman DeMeo Asset Management LLC's Asset Allocation
Shulman DeMeo Asset Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Shulman DeMeo Asset Management LLC's Hypothetical Growth since 2025-06-30
Shulman DeMeo Asset Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Shulman DeMeo Asset Management LLC's Holdings Heat Map
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Shulman DeMeo Asset Management LLC's Holdings Bubble Chart
Shulman DeMeo Asset Management LLC News
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