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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

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Holdings Found : 19     View All Holdings Currently Viewing:  Unchanged 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
   (HD)1 Year Chart         HD Home Depot Inc 20 - $340.96 $1,538,000 4,010 0.41% 148,000 0 0    Home Improvement Stores
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech 30 - $134.41 $1,020,000 7,434 0.27% 10,000 0 0.011    Closed - End Fund - E...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 36 - $470.56 $855,000 1,879 0.23% 3,000 0 0.001    Aerospace/Defense - M...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 49 - $903.99 $645,000 714 0.17% 291,000 0 0    Semiconductor - Speci...
   (FPE)1 Year Chart         FPE First Trust Preferred Secur... 87 - $17.24 $378,000 21,849 0.1% 10,000 0 0.008    N/A
   (BLK)1 Year Chart         BLK BlackRock Inc A 89 - $790.33 $370,000 444 0.1% 9,000 0 0    Investment Brokerage ...
   (COST)1 Year Chart         COST Costco Wholesale Corp 90 - $775.15 $367,000 500 0.1% 37,000 0 0    Discount, Variety Stores
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 92 - $177.81 $364,000 2,069 0.1% -150,000 0 0    Auto Manufacturers
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 96 - $89.88 $341,000 3,589 0.09% 21,000 0 0.001    Closed - End Fund - E...
   (SHEL)1 Year Chart         SHEL Shell plc 102 - $74.17 $295,000 4,407 0.08% 5,000 0 0    Integrated Oil & Gas
   (BA)1 Year Chart         BA Boeing Co 106 - $178.44 $272,000 1,409 0.07% -95,000 0 0    Aerospace/Defense - M...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 117 - $222.90 $229,000 1,000 0.06% 16,000 0 0.001    Closed - End Fund - E...
   (JFR)1 Year Chart         JFR Nuveen Floating Rate Income... 124 - $8.71 $197,000 22,568 0.05% 11,000 0 0.04    Closed - End Fund - E...
   (HYT)1 Year Chart         HYT Blackrock Corporate High Yi... 126 - $9.79 $191,000 19,553 0.05% 7,000 0 0.015    Closed - End Fund - E...
   (USA)1 Year Chart         USA Liberty All Star Equity Fund 127 - $6.79 $113,000 15,793 0.03% 12,000 0 0.009    Closed - End Fund - E...
   (FUBO)1 Year Chart         FUBO fuboTV Inc 129 - $1.44 $92,000 57,953 0.02% -92,000 0 0.02    N/A
   (PHK)1 Year Chart         PHK Pimco High Income Fund 130 - $4.79 $62,000 12,479 0.02% 0 0 0.01    Closed - End Fund - Debt
   (ENZ)1 Year Chart         ENZ Enzo Biochem Inc 133 - $1.09 $20,000 15,487 0.01% -2,000 0 0.032    Medical Laboratories ...
   (VATE)1 Year Chart         VATE INNOVATE Corp 134 - $0.70 $19,000 27,121 0.01% -14,000 0 0.035    Long Distance Carriers

      19 Records Found
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