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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, DIA, QQQ, AAPL, EFA, and represent 69.81% of Shulman DeMeo Asset Management's stock portfolio.
Added to shares of these 10 stocks: HDV, INTC, SMH, AVGO, UFOX, RNST, XLY, UNP, CNOB, CMI.
Started 9 new stock positions in SMH, AVGO, UNP, UFOX, INTC, RNST, CNOB, CMI, XLY.
Reduced shares in these 10 stocks: SPY, Honeywell International, , CL, QQQ, SDY, DVY, DIA, AAPL, SPXX.
Sold out of its positions in T, CL, Honeywell International.
Shulman DeMeo Asset Management was a net buyer of stock by $1.8M.
Shulman DeMeo Asset Management has $535M in assets under management (AUM), dropping by 13.61%.
Central Index Key (CIK): 0001767070

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Portfolio Holdings for Shulman DeMeo Asset Management

Shulman DeMeo Asset Management holds 146 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	52.0	$278M		372k	746.77	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	5.8	$31M		60k	522.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.8	$31M		42k	736.40	View chart
Apple (AAPL)	3.4	$18M		62k	289.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.8	$15M		146k	103.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$15M		19k	748.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$13M		86k	148.31	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	2.3	$13M		18k	703.32	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.2	$6.7M		35k	190.52	View chart
Spdr Series Trust St Str Sp Div (SDY)	1.2	$6.3M	-3%	42k	152.18	View chart
Ishares Tr Core High Dv Etf (HDV)	0.8	$4.5M	+382%	163k	27.41	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$4.5M	-4%	29k	156.30	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$3.4M		111k	30.49	View chart
Western Digital (WDC)	0.6	$3.3M		5.1k	638.69	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.6	$3.2M		105k	30.53	View chart
Ishares Tr Us Industrials (IYJ)	0.6	$3.2M		19k	166.65	View chart
Williams-Sonoma (WSM)	0.6	$3.0M		13k	233.10	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.5	$2.8M	-3%	152k	18.64	View chart
Meta Platforms Cl A (META)	0.5	$2.8M		5.0k	563.27	View chart
Qualcomm (QCOM)	0.4	$2.4M		13k	184.79	View chart
International Business Machines (IBM)	0.4	$2.2M		7.9k	281.20	View chart
Johnson & Johnson (JNJ)	0.4	$2.1M		8.1k	253.99	View chart
Wal-Mart Stores (WMT)	0.4	$2.1M		18k	113.26	View chart
Eli Lilly & Co. (LLY)	0.4	$2.0M		1.6k	1199.49	View chart
Home Depot (HD)	0.3	$1.9M		5.3k	352.67	View chart
Morgan Stanley Com New (MS)	0.3	$1.7M		8.3k	209.04	View chart
Microsoft Corporation (MSFT)	0.3	$1.7M		4.6k	373.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.6M	+4%	4.4k	357.33	View chart
Coca-Cola Company (KO)	0.3	$1.4M		18k	81.27	View chart
Chevron Corporation (CVX)	0.3	$1.4M	-3%	8.4k	165.77	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$1.4M		7.2k	190.20	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.2	$1.3M	-3%	44k	30.14	View chart
Apollo Global Mgmt (APO)	0.2	$1.3M		11k	118.31	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	-3%	3.8k	327.30	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.2	$1.2M		129k	9.57	View chart
Intercontinental Exchange (ICE)	0.2	$1.2M		10k	123.11	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$1.1M		25k	45.34	View chart
Amazon (AMZN)	0.2	$1.1M	+3%	4.7k	238.34	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$1.1M		99k	10.84	View chart
Cisco Systems (CSCO)	0.2	$1.0M		8.8k	117.46	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$1.0M		7.1k	144.61	View chart
DNP Select Income Fund (DNP)	0.2	$991k		92k	10.79	View chart
Texas Instruments Incorporated (TXN)	0.2	$931k		3.1k	298.12	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$896k	-3%	7.5k	118.99	View chart
Walt Disney Company (DIS)	0.2	$891k		9.3k	96.25	View chart
Dell Technologies CL C (DELL)	0.2	$858k		2.0k	431.47	View chart
Lockheed Martin Corporation (LMT)	0.2	$852k		1.7k	509.35	View chart
Southern Company (SO)	0.2	$827k		8.6k	95.71	View chart
Consolidated Edison (ED)	0.1	$798k		7.2k	110.64	View chart
Merck & Co (MRK)	0.1	$792k		6.2k	128.50	View chart
Marvell Technology (MRVL)	0.1	$761k	-2%	2.6k	297.87	View chart
Verizon Communications (VZ)	0.1	$753k		18k	42.34	View chart
American Electric Power Company (AEP)	0.1	$752k		5.5k	136.82	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$739k		3.3k	227.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$704k		2.0k	353.33	View chart
Enbridge (ENB)	0.1	$704k		13k	54.21	View chart
General Dynamics Corporation (GD)	0.1	$700k		2.0k	354.33	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$683k		13k	53.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$679k		989.00	686.91	View chart
MetLife (MET)	0.1	$677k		8.0k	84.61	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$655k		5.6k	117.67	View chart
Deere & Company (DE)	0.1	$637k	-10%	1.0k	634.28	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$609k		77k	7.88	View chart
Exxon Mobil Corporation (XOM)	0.1	$609k	-6%	4.5k	136.71	View chart
Procter & Gamble Company (PG)	0.1	$608k		4.1k	146.64	View chart
Intel Corporation (INTC)	0.1	$602k	NEW	4.3k	139.64	View chart
Kroger (KR)	0.1	$594k		11k	55.53	View chart
Citigroup Com New (C)	0.1	$571k		4.1k	139.96	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$564k	+5%	2.6k	219.18	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$553k		6.7k	83.07	View chart
Ge Aerospace Com New (GE)	0.1	$519k		1.4k	373.61	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$514k		50k	10.22	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$500k		9.4k	53.11	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$488k		27k	17.88	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$480k		14k	35.22	View chart
American Express Company (AXP)	0.1	$476k		1.4k	338.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$463k		2.9k	158.05	View chart
Costco Wholesale Corporation (COST)	0.1	$460k		492.00	934.91	View chart
Northrop Grumman Corporation (NOC)	0.1	$457k		898.00	509.19	View chart
Tesla Motors (TSLA)	0.1	$452k	+2%	1.1k	420.60	View chart
Raymond James Financial (RJF)	0.1	$438k		2.9k	152.04	View chart
Lazard Ltd Shs -a - (LAZ)	0.1	$437k		10k	41.94	View chart
S&p Global (SPGI)	0.1	$436k		1.1k	407.38	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$435k		2.8k	158.25	View chart
Illinois Tool Works (ITW)	0.1	$432k		1.6k	270.45	View chart
Blackrock (BLK)	0.1	$427k	+2%	444.00	960.80	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$422k	-8%	16k	26.15	View chart
NVIDIA Corporation (NVDA)	0.1	$420k	+30%	2.1k	200.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$416k		1.8k	236.60	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$414k	-6%	8.1k	50.84	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$400k	-3%	7.7k	51.85	View chart
Hp (HPQ)	0.1	$397k		18k	21.94	View chart
Pfizer (PFE)	0.1	$392k		16k	24.08	View chart
Emerson Electric (EMR)	0.1	$385k	+4%	2.7k	143.16	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$381k		6.2k	61.76	View chart
Lowe's Companies (LOW)	0.1	$361k		1.6k	220.44	View chart
TJX Companies (TJX)	0.1	$355k	+4%	2.3k	151.48	View chart
ConocoPhillips (COP)	0.1	$344k		3.3k	103.95	View chart
McKesson Corporation (MCK)	0.1	$343k		454.00	755.59	View chart
Travelers Companies (TRV)	0.1	$338k		1.0k	330.01	View chart
Gladstone Cap Corp Com New (GLAD)	0.1	$338k	-5%	17k	19.42	View chart
Us Bancorp Com New (USB)	0.1	$334k		5.5k	60.40	View chart
UnitedHealth (UNH)	0.1	$332k	-10%	799.00	415.63	View chart
Amgen (AMGN)	0.1	$331k		914.00	361.93	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$329k		2.7k	121.43	View chart
Shell Spon Ads (SHEL)	0.1	$327k		4.2k	77.54	View chart
Republic Services (RSG)	0.1	$324k		1.5k	213.08	View chart
Duke Energy Corp Com New (DUK)	0.1	$322k		2.5k	126.59	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$322k		5.3k	60.78	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$317k	NEW	483.00	656.09	View chart
GSK Sponsored Adr (GSK)	0.1	$317k		6.0k	52.42	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$297k		11k	27.59	View chart
CVS Caremark Corporation (CVS)	0.1	$290k		2.8k	103.43	View chart
Altria (MO)	0.1	$272k		3.8k	71.95	View chart
Blackrock Income Tr Com New (BKT)	0.1	$272k	-3%	25k	10.72	View chart
Pepsi (PEP)	0.0	$266k	+2%	2.0k	135.38	View chart
Gabelli Equity Trust (GAB)	0.0	$253k	-6%	45k	5.66	View chart
Packaging Corporation of America (PKG)	0.0	$245k		1.0k	238.21	View chart
Oracle Corporation (ORCL)	0.0	$245k		1.7k	146.57	View chart
Broadcom (AVGO)	0.0	$243k	NEW	642.00	377.95	View chart
Etf Ser Solutions Defiance Space A (UFOX)	0.0	$242k	NEW	2.5k	95.05	View chart
Hca Holdings (HCA)	0.0	$240k		616.00	390.11	View chart
Boeing Company (BA)	0.0	$239k		1.1k	216.47	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$238k		8.9k	26.66	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$235k	-6%	1.5k	158.68	View chart
Valero Energy Corporation (VLO)	0.0	$229k		881.00	260.31	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.0	$228k		10k	22.04	View chart
Raytheon Technologies Corp (RTX)	0.0	$216k	-6%	1.1k	189.77	View chart
Renasant (RNST)	0.0	$215k	NEW	5.1k	42.54	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$213k	NEW	1.8k	117.31	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$211k	-11%	19k	10.90	View chart
Union Pacific Corporation (UNP)	0.0	$210k	NEW	773.00	271.98	View chart
Connectone Banc (CNOB)	0.0	$208k	NEW	6.2k	33.44	View chart
Cummins (CMI)	0.0	$207k	NEW	290.00	713.69	View chart
Nextera Energy (NEE)	0.0	$207k		2.4k	87.75	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.0	$198k		16k	12.68	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.0	$198k	-4%	22k	9.17	View chart
BlackRock Floating Rate Income Trust (BGT)	0.0	$172k		16k	10.66	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$161k		21k	7.67	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$142k		17k	8.56	View chart
Bny Mellon High Yield Strate Sh Ben Int (DHF)	0.0	$107k	-2%	44k	2.42	View chart
Virtus Global Divid Income F (ZTR)	0.0	$101k	-8%	15k	6.83	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$78k		13k	5.81	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$63k		10k	6.15	View chart
Pimco High Income Com Shs (PHK)	0.0	$48k	-4%	10k	4.66	View chart
Western Asset High Incm Fd I (HIX)	0.0	$42k	-3%	11k	3.96	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 2026 Q2 filed July 8, 2026
Shulman DeMeo Asset Management 2026 Q1 filed April 9, 2026
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

View all past filings

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