Shulman DeMeo Asset Management

Shulman DeMeo Asset Management as of Dec. 31, 2025

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