$361 Million is the total value of Shulman DeMeo Asset Management LLC's 142 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | SHELL PLCspon ads | $327,000 | – | 5,949 | +100.0% | 0.09% | – | |
ALL | New | ALLSTATE CORP | $228,000 | – | 1,649 | +100.0% | 0.06% | – |
RTX | New | RAYTHEON TECHNOLOGIES CORP | $221,000 | – | 2,234 | +100.0% | 0.06% | – |
INCY | New | INCYTE CORP | $215,000 | – | 2,709 | +100.0% | 0.06% | – |
OXY | New | OCCIDENTAL PETE CORP | $202,000 | – | 3,552 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
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.