CIK 1767070
Shulman DeMeo Asset Management LLC
Institutional 13F holdings & portfolio
Holdings
119
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 119
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 379K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 43K | $1M+ | SH |
| AAPL | APPLE INC | 63K | $1M+ | SH |
| EFA | ISHARES TR | 147K | $1M+ | SH |
| IVV | ISHARES TR | 19K | $1M+ | SH |
| IJR | ISHARES TR | 88K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 43K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 35K | $1M+ | SH |
| DVY | ISHARES TR | 30K | $1M+ | SH |
| HDV | ISHARES TR | 34K | $1M+ | SH |
| PFF | ISHARES TR | 116K | $1M+ | SH |
| PSK | SPDR SERIES TRUST | 110K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| IYJ | ISHARES TR | 19K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 8K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 13K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| QCOM | QUALCOMM INC | 13K | $1M+ | SH |
| WMT | WALMART INC | 18K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 8K | $1M+ | SH |
| MS | MORGAN STANLEY | 8K | $1M+ | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 95K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 9K | $1M+ | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 135K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| KO | COCA COLA CO | 18K | $1M+ | SH |
| IBB | ISHARES TR | 7K | $1M+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 102K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 26K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| DIS | DISNEY WALT CO | 9K | $1M+ | SH |
| DNP | DNP SELECT INCOME FD INC | 104K | $1M+ | SH |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT | 59K | $500K+ | SH |
| WDC | WESTERN DIGITAL CORP | 5K | $500K+ | SH |
| SPXX | NUVEEN S&P 500 DYNAMIC OVERW | 46K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 7K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| SO | SOUTHERN CO | 9K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 18K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 7K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 85K | $500K+ | SH |
| IVE | ISHARES TR | 3K | $500K+ | SH |
| MET | METLIFE INC | 9K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| KR | KROGER CO | 11K | $500K+ | SH |