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SHULMAN DEMEO ASSET MANAGEMENT LLC

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LAKE SUCCESS NY Investment Advisor
13F Summary

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85

S&P 500
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Shulman Demeo Asset Management is based out of Lake Success. Shulman Demeo Asset Management is a large advisory firm with 357 clients and discretionary assets under management (AUM) of $610,088,401 (Form ADV from 2024-02-28). Their last reported 13F filing for Q4 2024 included $370,597,627 in managed 13F securities and a top 10 holdings concentration of 80.66%. Shulman Demeo Asset Management's largest holding is SPDR S&P 500 ETF TRUST with shares held of 387,835. Whalewisdom has at least 25 13F filings
Business Description
Shulman DeMeo offers financial planning and consulting services on a stand-alone basis. The firm provides investment advisory services tailored to each client's specific financial needs. Before providing these services, an investment adviser representative will assess the client's financial situation. Shulman DeMeo will then allocate or recommend that the client allocate investment assets in line with their financial goals. Clients have the right to impose reasonable restrictions on Shulman DeMeo's services at any time. The firm will review these restrictions and has the exclusive right to accept or decline them. It is the client's responsibility to promptly inform Shulman DeMeo of any changes in their financial situation so that the firm can review and adjust its recommendations and services accordingly.
Investment Strategy
Investment strategies are tailored to each client's objectives, which are determined through interviews. Asset allocation guidelines are developed based on these objectives, outlining the percentage allocation to different investment types. These guidelines consider the typical behavior of security types, individual securities, market conditions, and the client's financial situation, goals, timeline, and risk tolerance. Periodically, securities transactions may be recommended to align the portfolio with the asset allocation strategy. However, market conditions can fluctuate, so the guidelines are not strict rules. Individual accounts are reviewed, and deviations from the guidelines may be made as deemed necessary.
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2024-12-31

Top Buys (13F)

2024-12-31

Top Sells (13F)

Name % Change
QQQ Invesco QQQ Trust, S 5.73%
NVDA NVIDIA Corp 0.24%
SPYG SPDR Portfolio S&P 5 0.18%
QCOM QUALCOMM Inc 0.13%
BLK Blackrock Inc. 0.11%

2024-12-31

13F Holdings Summary

Name $ Change
SPY SPDR S&P 500 ETF TRU 61.33%
AAPL Apple Inc 4.31%
IVV iShares Core S&P 500 3.12%
EFA iShares MSCI EAFE ET 3.07%
IJR iShares Core S&P Sma 2.81%

2024-12-31

13F Activity

Market Value $371m, Prior: $407m
Inflows (Outflows) as % of Total MV (-9.9011)%
New Purchases 2 stocks
Added To 25 stocks
Sold out of 16 stocks
Reduced holdings in 78 stocks
Top 10 Holdings % 80.66%
Turnover %[1] 13.43%
Turnover Alt %[2] 0.14%
Time Held Top 20 9.5 quarters
Time Held Top 10 8 quarters
Time Held All 19.21 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.

2024-12-31

13F Sector Allocation Over Time

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2024-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31

Portfolio Performance