Shulman DeMeo Asset Management

Shulman DeMeo Asset Management as of Dec. 31, 2024

Portfolio Holdings for Shulman DeMeo Asset Management

Shulman DeMeo Asset Management holds 118 positions in its portfolio as reported in the December 2024 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) 61.3 $227M 388k 586.08
Apple (AAPL) 4.3 $16M 64k 250.42
Ishares Tr Core S&p500 Etf (IVV) 3.1 $12M 20k 588.67
Ishares Tr Msci Eafe Etf (EFA) 3.1 $11M 151k 75.61
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $10M 90k 115.22
Spdr Ser Tr S&p Divid Etf (SDY) 1.6 $5.8M 44k 132.10
Select Sector Spdr Tr Technology (XLK) 1.3 $4.8M 21k 232.52
Ishares Tr Select Divid Etf (DVY) 1.1 $4.0M 31k 131.29
Ishares Tr Core High Dv Etf (HDV) 1.0 $3.9M 34k 112.26
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $3.8M 121k 31.44
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.0 $3.7M 113k 32.99
Meta Platforms Cl A (META) 0.8 $2.9M 4.9k 585.53
Williams-Sonoma (WSM) 0.7 $2.6M 14k 185.18
Ishares Tr Us Industrials (IYJ) 0.7 $2.6M 19k 133.52
Microsoft Corporation (MSFT) 0.6 $2.1M 4.9k 421.52
Qualcomm (QCOM) 0.5 $2.0M 13k 153.62
International Business Machines (IBM) 0.5 $1.8M 8.3k 219.84
Wal-Mart Stores (WMT) 0.4 $1.6M 18k 90.35
Home Depot (HD) 0.4 $1.5M 3.9k 388.97
Eli Lilly & Co. (LLY) 0.4 $1.5M 1.9k 772.08
Nuveen Equity Premium Income Fund (BXMX) 0.4 $1.4M 97k 13.99
Chevron Corporation (CVX) 0.3 $1.3M 8.9k 144.85
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $1.2M 107k 11.53
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.3 $1.2M 144k 8.28
Johnson & Johnson (JNJ) 0.3 $1.2M 8.2k 144.61
Coca-Cola Company (KO) 0.3 $1.1M 18k 62.26
JPMorgan Chase & Co. (JPM) 0.3 $1.1M 4.5k 239.72
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $1.0M 14k 75.69
Ishares Tr Ishares Biotech (IBB) 0.3 $979k 7.4k 132.21
Morgan Stanley Com New (MS) 0.3 $971k 7.7k 125.71
DNP Select Income Fund (DNP) 0.3 $946k 107k 8.82
At&t (T) 0.3 $933k 41k 22.77
Amazon (AMZN) 0.2 $920k 4.2k 219.39
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) 0.2 $911k 61k 15.06
Lockheed Martin Corporation (LMT) 0.2 $857k 1.8k 485.93
Nuveen Equity Premium and Growth Fund (SPXX) 0.2 $836k 47k 17.75
Alphabet Cap Stk Cl A (GOOGL) 0.2 $803k 4.2k 189.28
Procter & Gamble Company (PG) 0.2 $760k 4.5k 167.64
Verizon Communications (VZ) 0.2 $758k 19k 39.99
Southern Company (SO) 0.2 $726k 8.8k 82.32
Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $712k 91k 7.86
MetLife (MET) 0.2 $701k 8.6k 81.88
Kroger (KR) 0.2 $690k 11k 61.15
Consolidated Edison (ED) 0.2 $657k 7.4k 89.23
Select Sector Spdr Tr Financial (XLF) 0.2 $624k 13k 48.33
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $616k 3.2k 190.88
Texas Instruments Incorporated (TXN) 0.2 $615k 3.3k 187.49
Enbridge (ENB) 0.2 $593k 14k 42.43
BlackRock Credit All Inc Trust IV (BTZ) 0.2 $589k 56k 10.46
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $575k 3.1k 184.52
Colgate-Palmolive Company (CL) 0.2 $560k 6.2k 90.91
Cisco Systems (CSCO) 0.2 $557k 9.4k 59.20
Exxon Mobil Corporation (XOM) 0.1 $551k 5.1k 107.57
S&p Global (SPGI) 0.1 $543k 1.1k 498.12
General Dynamics Corporation (GD) 0.1 $542k 2.1k 263.53
Bank of New York Mellon Corporation (BK) 0.1 $531k 6.9k 76.83
Deere & Company (DE) 0.1 $528k 1.2k 423.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $527k 978.00 538.77
American Electric Power Company (AEP) 0.1 $517k 5.6k 92.23
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $517k 6.6k 78.61
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $513k 14k 37.09
Tesla Motors (TSLA) 0.1 $504k 1.2k 403.84
Raymond James Financial (RJF) 0.1 $489k 3.1k 155.31
Costco Wholesale Corporation (COST) 0.1 $462k 504.00 915.95
American Express Company (AXP) 0.1 $461k 1.6k 296.77
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $451k 9.3k 48.31
Pfizer (PFE) 0.1 $448k 17k 26.53
Lowe's Companies (LOW) 0.1 $439k 1.8k 246.87
BlackRock Enhanced Capital and Income (CII) 0.1 $435k 22k 20.10
Illinois Tool Works (ITW) 0.1 $432k 1.7k 253.56
Northrop Grumman Corporation (NOC) 0.1 $428k 911.00 469.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $419k 3.3k 127.61
Select Sector Spdr Tr Energy (XLE) 0.1 $416k 4.9k 85.66
UnitedHealth (UNH) 0.1 $412k 815.00 506.06
Walt Disney Company (DIS) 0.1 $405k 3.6k 111.36
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $403k 1.8k 224.30
Honeywell International (HON) 0.1 $385k 1.7k 225.92
Union Pacific Corporation (UNP) 0.1 $382k 1.7k 228.03
Alphabet Cap Stk Cl C (GOOG) 0.1 $382k 2.0k 190.41
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $370k 1.9k 195.82
Emerson Electric (EMR) 0.1 $345k 2.8k 123.95
Old Dominion Freight Line (ODFL) 0.1 $341k 1.9k 176.36
Intel Corporation (INTC) 0.1 $338k 17k 20.05
Altria (MO) 0.1 $332k 6.4k 52.29
Western Digital (WDC) 0.1 $329k 5.5k 59.63
ConocoPhillips (COP) 0.1 $326k 3.3k 99.16
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.1 $318k 13k 23.95
Republic Services (RSG) 0.1 $314k 1.6k 201.12
Gabelli Equity Trust (GAB) 0.1 $313k 58k 5.38
Packaging Corporation of America (PKG) 0.1 $299k 1.3k 225.07
BlackRock Enhanced Government Fund (EGF) 0.1 $299k 31k 9.71
British Amern Tob Sponsored Adr (BTI) 0.1 $297k 8.2k 36.32
Cohen & Steers infrastucture Fund (UTF) 0.1 $287k 12k 24.04
TJX Companies (TJX) 0.1 $283k 2.3k 120.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $280k 2.0k 137.54
Pepsi (PEP) 0.1 $276k 1.8k 152.09
Oracle Corporation (ORCL) 0.1 $275k 1.7k 166.63
Shell Spon Ads (SHEL) 0.1 $267k 4.3k 62.65
McKesson Corporation (MCK) 0.1 $262k 459.00 569.97
Us Bancorp Del Com New (USB) 0.1 $258k 5.4k 47.83
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $255k 3.4k 74.26
Amgen (AMGN) 0.1 $249k 956.00 260.65
Spdr Ser Tr S&p Biotech (XBI) 0.1 $248k 2.8k 90.06
Boeing Company (BA) 0.1 $239k 1.4k 177.00
CenterPoint Energy (CNP) 0.1 $233k 7.3k 31.73
BlackRock Floating Rate Income Trust (BGT) 0.1 $228k 18k 12.86
Lululemon Athletica (LULU) 0.1 $222k 580.00 382.41
Kinder Morgan (KMI) 0.1 $202k 7.4k 27.40
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $200k 17k 12.17
Blackrock Muni Intermediate Drtn Fnd 0.1 $196k 16k 12.12
Nuveen Floating Rate Income Fund (JFR) 0.1 $193k 22k 8.92
BlackRock Corporate High Yield Fund VI (HYT) 0.1 $191k 20k 9.81
Virtus Global Divid Income F (ZTR) 0.0 $113k 19k 5.86
Liberty All Star Equity Sh Ben Int (USA) 0.0 $93k 13k 6.95
Fubotv (FUBO) 0.0 $73k 58k 1.26
Pimco High Income Com Shs (PHK) 0.0 $59k 12k 4.86
Western Asset High Incm Fd I (HIX) 0.0 $52k 12k 4.21
Enzo Biochem (ENZB) 0.0 $11k 16k 0.71