Shulman DeMeo Asset Management LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
3000 MARCUS AVENUE LAKE SUCCESS, NY 11042
As of the latest 13F report, the guru’s equity portfolio contained 134 stocks valued at a total of $301.00Mil. The top holdings were SPY(53.03%), QQQ(4.35%), and EFA(3.49%).
According to GuruFocus data, these were Shulman DeMeo Asset Management LLC’s top five trades of the quarter.
Meta Platforms Inc
Shulman DeMeo Asset Management LLC reduced their investment in NAS:META by 3,865 shares. The trade had a 0.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $117.43.
On 01/24/2023, Meta Platforms Inc traded for a price of $143.27 per share and a market cap of $375.68Bil. The stock has returned -52.74% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Meta Platforms Inc has a price-earnings ratio of 13.66, a price-book ratio of 3.08, a price-earnings-to-growth (PEG) ratio of 0.51, a EV-to-Ebitda ratio of 8.04 and a price-sales ratio of 3.33.
The price-to-GF Value ratio is 0.37, earning the stock a GF Value rank of 4.
S&P 500 ETF TRUST ETF
Shulman DeMeo Asset Management LLC reduced their investment in ARCA:SPY by 1,437 shares. The trade had a 0.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $382.87.
On 01/24/2023, S&P 500 ETF TRUST ETF traded for a price of $400.52 per share and a market cap of $374.22Bil. The stock has returned -7.04% over the past year.
GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 19.22, a price-book ratio of 3.59, a price-earnings-to-growth (PEG) ratio of 2.26, a EV-to-Ebitda ratio of 14.60 and a price-sales ratio of 2.77.
The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.
Nike Inc
The guru sold out of their 4,344-share investment in NYSE:NKE. Previously, the stock had a 0.13% weight in the equity portfolio. Shares traded for an average price of $100.69 during the quarter.
On 01/24/2023, Nike Inc traded for a price of $128.29 per share and a market cap of $198.92Bil. The stock has returned -9.38% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Nike Inc has a price-earnings ratio of 36.14, a price-book ratio of 13.02, a price-earnings-to-growth (PEG) ratio of 4.25, a EV-to-Ebitda ratio of 27.37 and a price-sales ratio of 4.15.
The price-to-GF Value ratio is 0.86, earning the stock a GF Value rank of 7.
Tesla Inc
The guru sold out of their 1,211-share investment in NAS:TSLA. Previously, the stock had a 0.11% weight in the equity portfolio. Shares traded for an average price of $189.34 during the quarter.
On 01/24/2023, Tesla Inc traded for a price of $143.75 per share and a market cap of $453.93Bil. The stock has returned -54.31% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Tesla Inc has a price-earnings ratio of 44.42, a price-book ratio of 11.39, a EV-to-Ebitda ratio of 25.04 and a price-sales ratio of 6.61.
The price-to-GF Value ratio is 0.36, earning the stock a GF Value rank of 4.
Boeing Co
The guru established a new position worth 1,409 shares in NYSE:BA, giving the stock a 0.09% weight in the equity portfolio. Shares traded for an average price of $163.57 during the quarter.
On 01/24/2023, Boeing Co traded for a price of $209.97 per share and a market cap of $125.14Bil. The stock has returned 2.21% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Boeing Co has a EV-to-Ebitda ratio of -37.36 and a price-sales ratio of 2.03.
The price-to-GF Value ratio is 0.98, earning the stock a GF Value rank of 6.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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