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Shulman DeMeo Asset Management

Latest statistics and disclosures from Shulman DeMeo Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, QQQ, AAPL, EFA, IVV, and represent 74.69% of Shulman DeMeo Asset Management's stock portfolio.
Added to shares of these 10 stocks: XLK, XLU, WBD, XLY, XLE, WFC, META, XLF, NVDA, XLV.
Started 3 new stock positions in WBD, WFC, XLY.
Reduced shares in these 10 stocks: SPY, TRV, , RTX, NFLX, QQQ, T, HON, INTC, IJR.
Sold out of its positions in BHK, NFLX, RTX, TRV.
Shulman DeMeo Asset Management was a net seller of stock by $-3.8k.
Shulman DeMeo Asset Management has $441M in assets under management (AUM), dropping by 1.37%.
Central Index Key (CIK): 0001767070

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Portfolio Holdings for Shulman DeMeo Asset Management

Shulman DeMeo Asset Management holds 119 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	58.5	$258M		379k	681.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.0	$27M		43k	614.31	View chart
Apple (AAPL)	3.9	$17M		63k	271.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.2	$14M		147k	96.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$13M		19k	684.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$11M		88k	120.18	View chart
Spdr Series Trust State Street Spd (SDY)	1.4	$6.0M		43k	139.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.1	$5.0M	+102%	35k	143.97	View chart
Ishares Tr Select Divid Etf (DVY)	1.0	$4.2M		30k	141.14	View chart
Ishares Tr Core High Dv Etf (HDV)	0.9	$4.2M		34k	121.61	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$3.6M		116k	30.96	View chart
Spdr Series Trust State Street Spd (PSK)	0.8	$3.5M		110k	31.69	View chart
Meta Platforms Cl A (META)	0.8	$3.3M	+3%	5.1k	660.08	View chart
Ishares Tr Us Industrials (IYJ)	0.6	$2.8M		19k	148.17	View chart
International Business Machines (IBM)	0.5	$2.4M		7.9k	296.23	View chart
Williams-Sonoma (WSM)	0.5	$2.4M		13k	178.59	View chart
Microsoft Corporation (MSFT)	0.5	$2.3M		4.7k	483.66	View chart
Qualcomm (QCOM)	0.5	$2.2M		13k	171.05	View chart
Wal-Mart Stores (WMT)	0.5	$2.0M		18k	111.41	View chart
Home Depot (HD)	0.4	$1.8M		5.4k	344.13	View chart
Eli Lilly & Co. (LLY)	0.4	$1.8M	-3%	1.7k	1074.38	View chart
Johnson & Johnson (JNJ)	0.4	$1.7M		8.3k	206.95	View chart
Morgan Stanley Com New (MS)	0.3	$1.5M		8.3k	177.53	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.3	$1.4M		95k	14.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M		4.2k	313.03	View chart
Chevron Corporation (CVX)	0.3	$1.3M		8.7k	152.41	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.3	$1.3M		135k	9.48	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		4.0k	322.24	View chart
Coca-Cola Company (KO)	0.3	$1.2M		18k	69.91	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.2M		7.3k	168.77	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$1.1M	-4%	102k	11.24	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.1M	+96%	26k	42.69	View chart
Amazon (AMZN)	0.2	$1.1M		4.6k	230.82	View chart
Walt Disney Company (DIS)	0.2	$1.1M		9.3k	113.77	View chart
DNP Select Income Fund (DNP)	0.2	$1.0M		104k	9.99	View chart
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX)	0.2	$904k		59k	15.26	View chart
Western Digital (WDC)	0.2	$895k		5.2k	172.29	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.2	$832k		46k	18.04	View chart
Bank of New York Mellon Corporation (BK)	0.2	$818k		7.0k	116.10	View chart
Lockheed Martin Corporation (LMT)	0.2	$816k		1.7k	483.76	View chart
Southern Company (SO)	0.2	$755k		8.7k	87.20	View chart
Verizon Communications (VZ)	0.2	$729k	-4%	18k	40.73	View chart
Consolidated Edison (ED)	0.2	$725k		7.3k	99.31	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$718k	+4%	13k	54.77	View chart
Cisco Systems (CSCO)	0.2	$698k		9.1k	77.03	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.2	$692k	-4%	85k	8.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$689k		3.2k	212.07	View chart
MetLife (MET)	0.2	$677k		8.6k	78.94	View chart
General Dynamics Corporation (GD)	0.2	$673k		2.0k	336.60	View chart
Kroger (KR)	0.2	$672k		11k	62.48	View chart
Exxon Mobil Corporation (XOM)	0.1	$644k		5.4k	120.34	View chart
Enbridge (ENB)	0.1	$638k		13k	47.83	View chart
American Electric Power Company (AEP)	0.1	$635k		5.5k	115.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$625k		2.0k	313.86	View chart
Procter & Gamble Company (PG)	0.1	$622k		4.3k	143.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$618k		986.00	626.91	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$585k		54k	10.83	View chart
S&p Global (SPGI)	0.1	$563k		1.1k	522.62	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$554k		14k	38.48	View chart
Texas Instruments Incorporated (TXN)	0.1	$551k		3.2k	173.47	View chart
Deere & Company (DE)	0.1	$530k		1.1k	465.62	View chart
American Express Company (AXP)	0.1	$522k		1.4k	370.00	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$518k		6.7k	77.68	View chart
Northrop Grumman Corporation (NOC)	0.1	$514k		902.00	570.23	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$497k		21k	23.37	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$480k		2.3k	204.83	View chart
Colgate-Palmolive Company (CL)	0.1	$480k		6.1k	79.02	View chart
Tesla Motors (TSLA)	0.1	$471k		1.0k	449.72	View chart
Raymond James Financial (RJF)	0.1	$470k		2.9k	160.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$439k	-5%	3.1k	143.53	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$428k	-3%	8.9k	48.00	View chart
Costco Wholesale Corporation (COST)	0.1	$427k		495.00	861.85	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$423k	+98%	9.5k	44.71	View chart
Pfizer (PFE)	0.1	$411k		17k	24.90	View chart
Lowe's Companies (LOW)	0.1	$407k		1.7k	241.18	View chart
Illinois Tool Works (ITW)	0.1	$400k		1.6k	246.34	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$398k		22k	18.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$387k	-6%	1.8k	219.77	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$384k		6.8k	56.62	View chart
McKesson Corporation (MCK)	0.1	$373k		454.00	821.01	View chart
Gabelli Equity Trust (GAB)	0.1	$354k		57k	6.17	View chart
TJX Companies (TJX)	0.1	$343k		2.2k	153.62	View chart
Emerson Electric (EMR)	0.1	$342k		2.6k	132.72	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$335k		2.8k	121.93	View chart
Honeywell International (HON)	0.1	$325k	-27%	1.7k	195.05	View chart
Republic Services (RSG)	0.1	$325k		1.5k	211.92	View chart
Oracle Corporation (ORCL)	0.1	$322k		1.7k	194.95	View chart
ConocoPhillips (COP)	0.1	$313k		3.3k	93.62	View chart
Shell Spon Ads (SHEL)	0.1	$312k		4.3k	73.48	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.1	$303k		13k	23.41	View chart
Amgen (AMGN)	0.1	$303k		925.00	327.22	View chart
NVIDIA Corporation (NVDA)	0.1	$301k	+8%	1.6k	186.47	View chart
UnitedHealth (UNH)	0.1	$294k	-2%	889.00	330.26	View chart
Us Bancorp Del Com New (USB)	0.1	$292k		5.5k	53.36	View chart
Hca Holdings (HCA)	0.1	$287k		615.00	467.21	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$270k	-2%	11k	24.11	View chart
Pepsi (PEP)	0.1	$270k		1.9k	143.50	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$264k	+7%	1.7k	154.82	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$257k	NEW	8.9k	28.82	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$255k		2.7k	94.20	View chart
Altria (MO)	0.1	$250k	-7%	4.3k	57.66	View chart
Intel Corporation (INTC)	0.1	$249k	-31%	6.7k	36.90	View chart
Boeing Company (BA)	0.1	$241k		1.1k	217.12	View chart
At&t (T)	0.1	$235k	-34%	9.4k	24.84	View chart
Packaging Corporation of America (PKG)	0.1	$226k	-11%	1.1k	206.29	View chart
CVS Caremark Corporation (CVS)	0.1	$221k		2.8k	79.37	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$213k	NEW	1.8k	119.39	View chart
Caterpillar (CAT)	0.0	$212k	-14%	369.00	573.45	View chart
Wells Fargo & Company (WFC)	0.0	$207k	NEW	2.2k	93.22	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$206k		16k	12.58	View chart
Kinder Morgan (KMI)	0.0	$203k		7.4k	27.49	View chart
BlackRock Floating Rate Income Trust (BGT)	0.0	$192k	-3%	17k	11.33	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$174k		20k	8.90	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$169k		22k	7.83	View chart
Fubotv Class A Com Shs (FUBO)	0.0	$146k		58k	2.52	View chart
Virtus Global Divid Income F (ZTR)	0.0	$119k		19k	6.30	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$84k		13k	6.28	View chart
Pimco High Income Com Shs (PHK)	0.0	$55k		11k	4.86	View chart
Western Asset High Incm Fd I (HIX)	0.0	$48k		11k	4.16	View chart

Past Filings by Shulman DeMeo Asset Management

SEC 13F filings are viewable for Shulman DeMeo Asset Management going back to 2018

Shulman DeMeo Asset Management 2025 Q4 filed Jan. 14, 2026
Shulman DeMeo Asset Management 2025 Q3 filed Oct. 17, 2025
Shulman DeMeo Asset Management 2025 Q2 filed July 15, 2025
Shulman DeMeo Asset Management 2025 Q1 filed April 9, 2025
Shulman DeMeo Asset Management 2024 Q4 filed Jan. 15, 2025
Shulman DeMeo Asset Management 2024 Q3 filed Oct. 15, 2024
Shulman DeMeo Asset Management 2024 Q2 filed July 17, 2024
Shulman DeMeo Asset Management 2024 Q1 filed April 16, 2024
Shulman DeMeo Asset Management 2023 Q4 filed Jan. 11, 2024
Shulman DeMeo Asset Management 2023 Q3 filed Oct. 19, 2023
Shulman DeMeo Asset Management 2023 Q2 filed July 27, 2023
Shulman DeMeo Asset Management 2023 Q1 filed April 14, 2023
Shulman DeMeo Asset Management 2022 Q4 filed Jan. 24, 2023
Shulman DeMeo Asset Management 2022 Q3 filed Oct. 18, 2022
Shulman DeMeo Asset Management 2022 Q2 filed July 22, 2022
Shulman DeMeo Asset Management 2022 Q1 filed April 27, 2022

View all past filings

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