$115 Million is the total value of Shulman DeMeo Asset Management LLC's 85 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $449,000 | -0.2% | 21,849 | 0.0% | 0.39% | +122.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 19 | Q3 2023 | 69.4% |
| INVESCO QQQ TR | 19 | Q2 2023 | 15.6% |
| APPLE INC | 19 | Q3 2023 | 8.3% |
| SPDR SER TR | 19 | Q3 2023 | 2.6% |
| SPDR SER TR | 19 | Q3 2023 | 2.5% |
| ISHARES TR | 19 | Q3 2023 | 2.3% |
| SELECT SECTOR SPDR TR | 19 | Q3 2023 | 1.8% |
| META PLATFORMS INC | 19 | Q3 2023 | 1.3% |
| AT&T INC | 19 | Q3 2023 | 1.1% |
| INVESCO EXCH TRADED FD TR II | 19 | Q3 2023 | 0.8% |
View Shulman DeMeo Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-28 |
View Shulman DeMeo Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.