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SHULMAN DEMEO ASSET MANAGEMENT LLC

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LAKE SUCCESS NY Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Shulman Demeo Asset Management is based out of Lake Success. Shulman Demeo Asset Management is a large advisory firm with 360 clients and discretionary assets under management (AUM) of $521,076,366 (Form ADV from 2023-03-09). Their last reported 13F filing for Q1 2024 included $377,556,078 in managed 13F securities and a top 10 holdings concentration of 78.28%. Shulman Demeo Asset Management's largest holding is SPDR S&P 500 ETF TRUST with shares held of 403,312. Whalewisdom has at least 22 13F filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

Name % Change
UPS United Parcel Servic 0.4%
IJR iShares Core S&P Sma 0.17%
LAZ Lazard Inc. 0.11%
EFA iShares MSCI EAFE ET 0.08%
INTC Intel Corp. 0.07%

2024-03-31

13F Holdings Summary

Name $ Change
SPY SPDR S&P 500 ETF TRU 55.88%
QQQ Invesco QQQ Trust, S 5.64%
EFA iShares MSCI EAFE ET 3.3%
AAPL Apple Inc 3.18%
IJR iShares Core S&P Sma 2.74%

2024-03-31

13F Activity

Market Value $378m, Prior: $353m
New Purchases 2 stocks
Added To 43 stocks
Sold out of 3 stocks
Reduced holdings in 70 stocks
Top 10 Holdings % 78.28%
Turnover %[1] 3.73%
Turnover Alt %[2] 0.47%
Time Held Top 20 6.8 quarters
Time Held Top 10 7.5 quarters
Time Held All 15.62 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance