Shulman De Meo Asset Management LLC Incresed Positions in Q4 2025

Shulman De Meo Asset Management LLC

  • $439 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
17.6K
+ 102.34%
$278.39 - $304.13 $4.91M - $5.37M
34.9K $10.1M
XLU
Utilities Sector Spdr

ETFs
12.6K
+ 96.01%
$87.89 - $92.9 $1.11M - $1.17M
25.7K $2.28M
XLE
Energy Sector Spdr

ETFs
4.7K
+ 98.59%
$85.22 - $92.02 $401K - $432K
9.47K $871K
EFA
Ishares Tr Msci Eafe ETF

ETFs
171
+ 0.12%
$92.24 - $96.56 $15.8K - $16.5K
147K $14M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.05%
$236.57 - $291.31 $473 - $583
4.23K $1.17M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.05%
$237.49 - $291.74 $237 - $292
1.99K $568K
KO
Coca Cola CO

Consumer Defensive
42
+ 0.24%
$66.1 - $71.61 $2.78K - $3.01K
17.8K $1.26M
AEP
American Electric Power CO Inc

Utilities
21
+ 0.38%
$112.75 - $122.73 $2.37K - $2.58K
5.51K $667K
XLV
Select Sector Spdr Fund Health

ETFs
115
+ 7.22%
$141.95 - $152.82 $16.3K - $17.6K
1.71K $259K
XOM
Exxon Mobil Corp

Energy
30
+ 0.56%
$110.64 - $119.78 $3.32K - $3.59K
5.36K $630K
AB
Alliancebernstein Holding L.P.

Financial Services
125
+ 0.88%
$37.26 - $40.4 $4.66K - $5.05K
14.4K $566K
BK
Bank Of New York Mellon Corp

Financial Services
33
+ 0.47%
$104.54 - $112.64 $3.45K - $3.72K
7.05K $778K
IVE
Ishares S&P 500 Value ETF

ETFs
14
+ 0.43%
$202.52 - $212.07 $2.84K - $2.97K
3.25K $680K
XLF
Financial Sector Spdr

ETFs
568
+ 4.53%
$51.76 - $53.77 $29.4K - $30.5K
13.1K $687K
CVS
Cvs Health Corp

Healthcare
21
+ 0.76%
$76.69 - $83.04 $1.61K - $1.74K
2.78K $218K
VOOV
Vanguard S&P 500 Value ETF

ETFs
11
+ 0.47%
$195.54 - $204.93 $2.15K - $2.25K
2.34K $474K
MS
Morgan Stanley

Financial Services
27
+ 0.33%
$151.86 - $169.92 $4.1K - $4.59K
8.28K $1.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.41%
$600.51 - $631.95 $2.4K - $2.53K
986 $609K
XLP
Consumer Staples Sector Spdr

ETFs
89
+ 1.35%
N/A
6.67K $506K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.09%
$472.05 - $502.96 $472 - $503
1.08K $527K
HDV
Ishares Core High Dividend ETF

ETFs
19
+ 0.06%
$118.22 - $122.79 $2.25K - $2.33K
34.2K $4.18M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.2%
$910.94 - $954.99 $911 - $955
495 $451K
KR
Kroger CO

Consumer Defensive
13
+ 0.12%
$63.15 - $69.15 $821 - $899
10.8K $717K
EMR
Emerson Electric CO

Industrials
2
+ 0.08%
$126.01 - $140.03 $252 - $280
2.58K $329K
USB
Us Bancorp \De\

Financial Services
26
+ 0.48%
$45.28 - $48.26 $1.18K - $1.25K
5.48K $249K
COP
Conocophillips

Energy
16
+ 0.48%
$85.66 - $95.46 $1.37K - $1.53K
3.34K $296K
RSG
Republic Services, Inc.

Industrials
1
+ 0.07%
$204.12 - $227.29 $204 - $227
1.53K $321K
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 1.16%
$401.99 - $468.37 $4.82K - $5.62K
1.05K $428K
RJF
Raymond James Financial Inc

Financial Services
2
+ 0.07%
$158.05 - $167.64 $316 - $335
2.93K $464K
IYJ
Ishares Tr

ETFs
35
+ 0.18%
$142.48 - $148.68 $4.99K - $5.2K
19.1K $2.73M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.02%
$358.03 - $397.02 $358 - $397
5.35K $1.92M
META
Meta Platforms, Inc.

Communication Services
166
+ 3.39%
$609.01 - $751.67 $101K - $125K
5.07K $3.09M
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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