Shulman DeMeo Asset Management

Shulman DeMeo Asset Management as of March 31, 2025

Portfolio Holdings for Shulman DeMeo Asset Management

Shulman DeMeo Asset Management holds 116 positions in its portfolio as reported in the March 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) 60.7 $216M 387k 559.39
Apple (AAPL) 4.0 $14M 64k 222.13
Ishares Tr Msci Eafe Etf (EFA) 3.4 $12M 149k 81.73
Ishares Tr Core S&p500 Etf (IVV) 3.1 $11M 20k 561.89
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $9.4M 90k 104.57
Spdr Ser Tr S&p Divid Etf (SDY) 1.7 $6.0M 44k 135.68
Ishares Tr Core High Dv Etf (HDV) 1.2 $4.1M 34k 121.12
Ishares Tr Select Divid Etf (DVY) 1.1 $4.1M 30k 134.29
Select Sector Spdr Tr Technology (XLK) 1.1 $4.0M 20k 206.48
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $3.7M 120k 30.73
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 1.0 $3.6M 112k 32.39
Meta Platforms Cl A (META) 0.8 $2.8M 4.9k 576.35
Ishares Tr Us Industrials (IYJ) 0.7 $2.5M 19k 130.18
Williams-Sonoma (WSM) 0.6 $2.2M 14k 158.10
International Business Machines (IBM) 0.6 $2.1M 8.3k 248.65
Qualcomm (QCOM) 0.6 $2.0M 13k 153.61
Microsoft Corporation (MSFT) 0.5 $1.9M 5.0k 375.37
Wal-Mart Stores (WMT) 0.4 $1.6M 18k 87.79
Eli Lilly & Co. (LLY) 0.4 $1.6M 1.9k 825.80
Chevron Corporation (CVX) 0.4 $1.5M 8.9k 167.29
Home Depot (HD) 0.4 $1.4M 3.9k 366.51
Johnson & Johnson (JNJ) 0.4 $1.4M 8.2k 165.85
Coca-Cola Company (KO) 0.4 $1.3M 18k 71.62
Nuveen Equity Premium Income Fund (BXMX) 0.4 $1.3M 96k 13.12
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.3 $1.2M 142k 8.60
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $1.2M 106k 11.22
JPMorgan Chase & Co. (JPM) 0.3 $1.1M 4.5k 245.31
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $1.1M 14k 78.85
DNP Select Income Fund (DNP) 0.3 $1.1M 106k 9.89
Walt Disney Company (DIS) 0.3 $959k 9.7k 98.70
Ishares Tr Ishares Biotech (IBB) 0.3 $945k 7.4k 127.90
Morgan Stanley Com New (MS) 0.3 $905k 7.8k 116.66
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) 0.2 $870k 60k 14.49
Verizon Communications (VZ) 0.2 $865k 19k 45.36
Amazon (AMZN) 0.2 $843k 4.4k 190.26
Southern Company (SO) 0.2 $819k 8.9k 91.95
Consolidated Edison (ED) 0.2 $815k 7.4k 110.58
Lockheed Martin Corporation (LMT) 0.2 $796k 1.8k 446.74
Nuveen Equity Premium and Growth Fund (SPXX) 0.2 $792k 47k 16.90
Procter & Gamble Company (PG) 0.2 $767k 4.5k 170.43
Kroger (KR) 0.2 $762k 11k 67.69
Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $714k 90k 7.96
MetLife (MET) 0.2 $689k 8.6k 80.29
Alphabet Cap Stk Cl A (GOOGL) 0.2 $663k 4.3k 154.62
Select Sector Spdr Tr Financial (XLF) 0.2 $638k 13k 49.81
Exxon Mobil Corporation (XOM) 0.2 $626k 5.3k 118.93
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $616k 3.2k 190.56
Enbridge (ENB) 0.2 $616k 14k 44.31
American Electric Power Company (AEP) 0.2 $615k 5.6k 109.28
BlackRock Credit All Inc Trust IV (BTZ) 0.2 $597k 56k 10.72
Cisco Systems (CSCO) 0.2 $589k 9.6k 61.71
Texas Instruments Incorporated (TXN) 0.2 $588k 3.3k 179.72
Deere & Company (DE) 0.2 $586k 1.2k 469.38
Bank of New York Mellon Corporation (BK) 0.2 $583k 6.9k 83.87
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $576k 3.1k 184.17
Colgate-Palmolive Company (CL) 0.2 $574k 6.1k 93.70
S&p Global (SPGI) 0.2 $554k 1.1k 508.21
General Dynamics Corporation (GD) 0.2 $550k 2.0k 272.57
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.2 $539k 14k 38.31
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $537k 6.6k 81.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $504k 980.00 514.00
Costco Wholesale Corporation (COST) 0.1 $483k 510.00 946.23
Northrop Grumman Corporation (NOC) 0.1 $466k 910.00 511.80
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $465k 9.3k 50.23
Select Sector Spdr Tr Energy (XLE) 0.1 $446k 4.8k 93.44
Raymond James Financial (RJF) 0.1 $436k 3.1k 138.93
Pfizer (PFE) 0.1 $431k 17k 25.34
UnitedHealth (UNH) 0.1 $429k 819.00 523.53
Honeywell International (HON) 0.1 $423k 2.0k 211.71
Illinois Tool Works (ITW) 0.1 $421k 1.7k 248.02
American Express Company (AXP) 0.1 $420k 1.6k 269.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $419k 3.2k 128.97
Lowe's Companies (LOW) 0.1 $416k 1.8k 233.29
At&t (T) 0.1 $407k 14k 28.28
Union Pacific Corporation (UNP) 0.1 $404k 1.7k 236.26
BlackRock Enhanced Capital and Income (CII) 0.1 $397k 22k 18.47
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $384k 22k 17.59
Republic Services (RSG) 0.1 $379k 1.6k 242.16
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $366k 1.9k 194.00
Altria (MO) 0.1 $364k 6.1k 60.02
ConocoPhillips (COP) 0.1 $347k 3.3k 105.03
Tesla Motors (TSLA) 0.1 $342k 1.3k 259.16
British Amern Tob Sponsored Adr (BTI) 0.1 $338k 8.2k 41.37
Shell Spon Ads (SHEL) 0.1 $321k 4.4k 73.28
Gabelli Equity Trust (GAB) 0.1 $318k 58k 5.51
Alphabet Cap Stk Cl C (GOOG) 0.1 $314k 2.0k 156.23
McKesson Corporation (MCK) 0.1 $309k 459.00 673.63
Emerson Electric (EMR) 0.1 $305k 2.8k 109.63
Amgen (AMGN) 0.1 $303k 972.00 311.46
Cohen & Steers infrastucture Fund (UTF) 0.1 $302k 12k 25.55
Intel Corporation (INTC) 0.1 $302k 13k 22.71
TJX Companies (TJX) 0.1 $278k 2.3k 121.78
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.1 $277k 13k 21.10
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.1 $277k 26k 10.85
Pepsi (PEP) 0.1 $277k 1.8k 149.90
Travelers Companies (TRV) 0.1 $270k 1.0k 264.40
Packaging Corporation of America (PKG) 0.1 $263k 1.3k 198.00
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $249k 1.7k 146.04
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $244k 3.5k 70.41
Oracle Corporation (ORCL) 0.1 $237k 1.7k 139.83
Us Bancorp Del Com New (USB) 0.1 $226k 5.3k 42.22
Spdr Ser Tr S&p Biotech (XBI) 0.1 $223k 2.8k 81.10
Western Digital (WDC) 0.1 $222k 5.5k 40.43
BlackRock Floating Rate Income Trust (BGT) 0.1 $220k 18k 12.42
Hca Holdings (HCA) 0.1 $218k 630.00 345.38
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $214k 1.1k 197.54
Kinder Morgan (KMI) 0.1 $210k 7.4k 28.53
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $201k 17k 12.23
BlackRock Corporate High Yield Fund VI (HYT) 0.1 $187k 20k 9.58
Nuveen Floating Rate Income Fund (JFR) 0.1 $184k 22k 8.47
Fubotv (FUBO) 0.0 $169k 58k 2.92
Virtus Global Divid Income F (ZTR) 0.0 $114k 19k 5.97
Liberty All Star Equity Sh Ben Int (USA) 0.0 $87k 13k 6.55
Pimco High Income Com Shs (PHK) 0.0 $59k 12k 4.89
Western Asset High Incm Fd I (HIX) 0.0 $51k 12k 4.18
Enzo Biochem (ENZB) 0.0 $5.7k 16k 0.37