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  Name: Shulman DeMeo Asset Management LLC
  City: LAKE SUCCESS
  State: NY
  Zip: 11042
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $377,556,000
  Total Value Change : $24,900,000
  Securities Held Change : -1
   
All Securities Held : 134
  New Positions : 2
  Closed Positions : 3
  Increased Positions : 44
  Unchanged Positions : 19
  Decreased Positions : 69

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LAZ)1 Year Chart         LAZ Lazard Ltd 137 Closed $34.80 $0 0 0% -378,000 -10,857 0    Asset Management
   (XLC)1 Year Chart         XLC Communication Services Sele... 136 Closed $81.64 $0 0 0% -202,000 -2,786 0    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 135 Closed $150.60 $0 0 0% -1,401,000 -8,908 0    AirDelivery & Freight...

      3 Records Found
  1    
Page 1 of 1
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