12/31/2018
Top Buys
- Name% Change
- SPY SPDR S&P 500 ETF Trust 65.113%
- QQQ Invesco QQQ Trust S... 4.756%
- SDY SPDR S&P Dividend ETF 2.552%
- PSK SPDR Wells Fargo Pr... 2.483%
- HDV iShares Core High D... 2.328%
12/31/2018
Top Sells
- Name% Change
12/31/2018
13F Holdings Summary
- Stock% Port
- SPY SPDR S&P 500 ETF Trust 65.1125%
- QQQ Invesco QQQ Trust Series 1 4.7559%
- SDY SPDR S&P Dividend ETF 2.5521%
- PSK SPDR Wells Fargo Preferred ... 2.4825%
- HDV iShares Core High Dividend ETF 2.3275%
12/31/2018
13F Sector Allocation Over Time
Fund Metrics
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Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14
| Performance for Q4 2018: | Not ready yet |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
SHULMAN DEMEO ASSET MANAGEMENT, LLC3000 MARCUS AVENUE SUITE 3W1
LAKE SUCCESS NY 11042
Country: United States
Business Phone: 516.708.9955
Fax: 516.708.9951
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | NY |
| Number of employees: | 5 |
| Other Business Activities: | insurance broker or agent |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees,WRAP FEE |
| Amount of client funds and securities: | |
| Total Number of Clients: | 316 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
