$384 Million is the total value of Shulman DeMeo Asset Management LLC's 148 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -1,971 | -100.0% | -0.18% | – |
OKE | Exit | ONEOK INC NEW | $0 | – | -3,641 | -100.0% | -0.18% | – |
SHAK | Exit | SHAKE SHACK INCcl a | $0 | – | -3,060 | -100.0% | -0.21% | – |
MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -6,455 | -100.0% | -0.24% | – |
SBUX | Exit | STARBUCKS CORP | $0 | – | -5,669 | -100.0% | -0.54% | – |
APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -23,771 | -100.0% | -1.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-28
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.