Shulman DeMeo Asset Management

Shulman DeMeo Asset Management as of June 30, 2025

Portfolio Holdings for Shulman DeMeo Asset Management

Shulman DeMeo Asset Management holds 118 positions in its portfolio as reported in the June 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) 58.4 $236M 382k 617.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.0 $24M 44k 551.64
Ishares Tr Msci Eafe Etf (EFA) 3.3 $13M 148k 89.39
Apple (AAPL) 3.2 $13M 63k 205.17
Ishares Tr Core S&p500 Etf (IVV) 3.0 $12M 19k 620.89
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $9.7M 88k 109.29
Spdr Series Trust S&p Divid Etf (SDY) 1.5 $6.0M 44k 135.73
Select Sector Spdr Tr Technology (XLK) 1.1 $4.4M 17k 253.23
Ishares Tr Select Divid Etf (DVY) 1.0 $4.0M 30k 132.81
Ishares Tr Core High Dv Etf (HDV) 1.0 $4.0M 34k 117.17
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $3.6M 118k 30.68
Meta Platforms Cl A (META) 0.9 $3.6M 4.9k 738.16
Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.9 $3.5M 112k 31.76
Ishares Tr Us Industrials (IYJ) 0.7 $2.7M 19k 142.31
International Business Machines (IBM) 0.6 $2.4M 8.1k 294.77
Microsoft Corporation (MSFT) 0.6 $2.4M 4.7k 497.43
Williams-Sonoma (WSM) 0.5 $2.2M 14k 163.37
Qualcomm (QCOM) 0.5 $2.1M 13k 159.26
Wal-Mart Stores (WMT) 0.4 $1.7M 18k 97.78
Home Depot (HD) 0.4 $1.4M 3.9k 366.62
Eli Lilly & Co. (LLY) 0.3 $1.4M 1.8k 779.59
Nuveen Equity Premium Income Fund (BXMX) 0.3 $1.3M 96k 13.88
Chevron Corporation (CVX) 0.3 $1.3M 8.7k 143.19
Johnson & Johnson (JNJ) 0.3 $1.2M 8.1k 152.75
Coca-Cola Company (KO) 0.3 $1.2M 17k 70.75
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.3 $1.2M 137k 8.89
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $1.2M 106k 11.13
JPMorgan Chase & Co. (JPM) 0.3 $1.2M 4.0k 289.91
Walt Disney Company (DIS) 0.3 $1.2M 9.3k 124.01
Morgan Stanley Com New (MS) 0.3 $1.1M 7.8k 140.87
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $1.1M 13k 81.66
DNP Select Income Fund (DNP) 0.3 $1.0M 105k 9.79
Amazon (AMZN) 0.2 $964k 4.4k 219.39
Ishares Tr Ishares Biotech (IBB) 0.2 $931k 7.4k 126.51
Nuveen Dow 30 Dynmc Overwrt SHS (DIAX) 0.2 $860k 60k 14.34
Nuveen Equity Premium and Growth Fund (SPXX) 0.2 $830k 47k 17.74
Verizon Communications (VZ) 0.2 $816k 19k 43.27
Southern Company (SO) 0.2 $785k 8.6k 91.83
Lockheed Martin Corporation (LMT) 0.2 $781k 1.7k 463.03
Kroger (KR) 0.2 $774k 11k 71.73
Alphabet Cap Stk Cl A (GOOGL) 0.2 $749k 4.3k 176.24
Consolidated Edison (ED) 0.2 $741k 7.4k 100.34
Nuveen Multi-Strategy Income & Growth (JPC) 0.2 $718k 90k 8.02
Procter & Gamble Company (PG) 0.2 $693k 4.4k 159.33
MetLife (MET) 0.2 $690k 8.6k 80.42
Texas Instruments Incorporated (TXN) 0.2 $665k 3.2k 207.60
Select Sector Spdr Tr Financial (XLF) 0.2 $657k 13k 52.37
Bank of New York Mellon Corporation (BK) 0.2 $636k 7.0k 91.11
Cisco Systems (CSCO) 0.2 $634k 9.1k 69.38
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $631k 3.2k 195.44
Enbridge (ENB) 0.2 $612k 14k 45.32
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $594k 54k 10.92
Deere & Company (DE) 0.1 $593k 1.2k 508.54
General Dynamics Corporation (GD) 0.1 $585k 2.0k 291.60
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $576k 14k 40.83
S&p Global (SPGI) 0.1 $572k 1.1k 527.38
Exxon Mobil Corporation (XOM) 0.1 $571k 5.3k 107.81
American Electric Power Company (AEP) 0.1 $570k 5.5k 103.76
Colgate-Palmolive Company (CL) 0.1 $558k 6.1k 90.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $557k 980.00 568.13
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $532k 6.6k 80.97
Costco Wholesale Corporation (COST) 0.1 $492k 497.00 989.35
Raymond James Financial (RJF) 0.1 $479k 3.1k 153.37
Honeywell International (HON) 0.1 $464k 2.0k 232.92
BlackRock Enhanced Capital and Income (CII) 0.1 $457k 21k 21.35
Northrop Grumman Corporation (NOC) 0.1 $456k 911.00 500.01
American Express Company (AXP) 0.1 $455k 1.4k 319.00
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $438k 9.2k 47.56
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $438k 2.3k 188.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $432k 3.2k 133.31
At&t (T) 0.1 $417k 14k 28.94
Illinois Tool Works (ITW) 0.1 $403k 1.6k 247.20
Select Sector Spdr Tr Energy (XLE) 0.1 $402k 4.7k 84.81
Pfizer (PFE) 0.1 $401k 17k 24.24
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $389k 22k 17.80
British Amern Tob Sponsored Adr (BTI) 0.1 $386k 8.2k 47.33
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $386k 1.9k 204.68
Republic Services (RSG) 0.1 $385k 1.6k 246.65
Lowe's Companies (LOW) 0.1 $377k 1.7k 221.85
Union Pacific Corporation (UNP) 0.1 $372k 1.6k 230.05
Oracle Corporation (ORCL) 0.1 $361k 1.7k 218.60
Altria (MO) 0.1 $358k 6.1k 58.63
Alphabet Cap Stk Cl C (GOOG) 0.1 $357k 2.0k 177.42
Tesla Motors (TSLA) 0.1 $354k 1.1k 317.66
Emerson Electric (EMR) 0.1 $343k 2.6k 133.33
Western Digital (WDC) 0.1 $337k 5.3k 63.99
Gabelli Equity Trust (GAB) 0.1 $336k 58k 5.82
McKesson Corporation (MCK) 0.1 $333k 454.00 732.40
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.1 $317k 13k 24.21
Cohen & Steers infrastucture Fund (UTF) 0.1 $314k 12k 26.95
Shell Spon Ads (SHEL) 0.1 $300k 4.3k 70.41
ConocoPhillips (COP) 0.1 $298k 3.3k 89.75
UnitedHealth (UNH) 0.1 $285k 915.00 311.88
TJX Companies (TJX) 0.1 $282k 2.3k 123.47
Travelers Companies (TRV) 0.1 $273k 1.0k 267.49
Amgen (AMGN) 0.1 $264k 944.00 279.08
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.1 $247k 25k 9.72
Intel Corporation (INTC) 0.1 $247k 11k 22.40
Pepsi (PEP) 0.1 $246k 1.9k 132.01
Us Bancorp Del Com New (USB) 0.1 $245k 5.4k 45.25
Boeing Company (BA) 0.1 $243k 1.2k 209.53
Hca Holdings (HCA) 0.1 $242k 631.00 382.93
NVIDIA Corporation (NVDA) 0.1 $235k 1.5k 157.94
Packaging Corporation of America (PKG) 0.1 $233k 1.2k 188.44
Spdr Series Trust S&p Biotech (XBI) 0.1 $228k 2.8k 82.93
Netflix (NFLX) 0.1 $225k 168.00 1339.13
Fubotv (FUBO) 0.1 $224k 58k 3.86
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $222k 1.6k 134.81
BlackRock Floating Rate Income Trust (BGT) 0.1 $222k 18k 12.52
Kinder Morgan (KMI) 0.1 $217k 7.4k 29.40
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $203k 3.5k 57.85
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $196k 17k 11.92
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $189k 19k 9.75
Nuveen Floating Rate Income Fund (JFR) 0.0 $183k 22k 8.47
Virtus Global Divid Income F (ZTR) 0.0 $118k 19k 6.23
Liberty All Star Equity Sh Ben Int (USA) 0.0 $91k 13k 6.81
Pimco High Income Com Shs (PHK) 0.0 $55k 12k 4.80
Western Asset High Incm Fd I (HIX) 0.0 $50k 12k 4.29