Shulman DeMeo Asset Management

Shulman DeMeo Asset Management as of March 31, 2026

Portfolio Holdings for Shulman DeMeo Asset Management

Shulman DeMeo Asset Management holds 140 positions in its portfolio as reported in the March 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) 51.8 $244M 375k 650.34
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 5.9 $28M 60k 463.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $25M 43k 577.18
Apple (AAPL) 3.4 $16M 63k 253.79
Ishares Tr Msci Eafe Etf (EFA) 3.0 $14M 145k 97.13
Ishares Tr Core S&p500 Etf (IVV) 2.7 $13M 19k 653.23
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 2.4 $11M 18k 616.75
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $11M 87k 124.31
Spdr Series Trust State Street Spd (SDY) 1.3 $6.3M 43k 145.94
Select Sector Spdr Tr State Street Tec (XLK) 1.0 $4.7M 35k 132.90
Ishares Tr Core High Dv Etf (HDV) 1.0 $4.6M 34k 135.72
Ishares Tr Select Divid Etf (DVY) 1.0 $4.5M 30k 151.41
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $3.4M 111k 30.32
Spdr Series Trust State Street Spd (PSK) 0.7 $3.3M 106k 30.84
Meta Platforms Cl A (META) 0.6 $2.9M 5.0k 572.12
Ishares Tr Us Industrials (IYJ) 0.6 $2.8M 19k 147.54
Nuveen Equity Premium and Growth Fund (SPXX) 0.5 $2.5M 158k 16.07
Williams-Sonoma (WSM) 0.5 $2.4M 13k 182.32
Wal-Mart Stores (WMT) 0.5 $2.3M 18k 124.28
Johnson & Johnson (JNJ) 0.4 $2.0M 8.2k 244.45
International Business Machines (IBM) 0.4 $1.9M 7.9k 242.39
Chevron Corporation (CVX) 0.4 $1.8M 8.7k 206.91
Home Depot (HD) 0.4 $1.8M 5.4k 328.89
Microsoft Corporation (MSFT) 0.4 $1.7M 4.7k 370.14
Qualcomm (QCOM) 0.4 $1.7M 13k 128.78
Intercontinental Exchange (ICE) 0.3 $1.6M 10k 157.28
Eli Lilly & Co. (LLY) 0.3 $1.5M 1.6k 919.93
Western Digital (WDC) 0.3 $1.4M 5.1k 270.51
Morgan Stanley Com New (MS) 0.3 $1.4M 8.3k 164.58
Coca-Cola Company (KO) 0.3 $1.3M 18k 76.05
Ishares Tr Ishares Biotech (IBB) 0.3 $1.2M 7.2k 168.85
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.3 $1.2M 46k 26.67
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.2M 4.2k 287.57
Apollo Global Mgmt (APO) 0.3 $1.2M 11k 111.42
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $1.2M 26k 45.89
JPMorgan Chase & Co. (JPM) 0.2 $1.2M 3.9k 294.13
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.2 $1.1M 130k 8.62
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $1.1M 100k 10.88
Lockheed Martin Corporation (LMT) 0.2 $1.0M 1.7k 604.54
DNP Select Income Fund (DNP) 0.2 $952k 92k 10.30
Amazon (AMZN) 0.2 $951k 4.6k 208.27
Walt Disney Company (DIS) 0.2 $894k 9.3k 96.38
Verizon Communications (VZ) 0.2 $887k 18k 50.20
Bank of New York Mellon Corporation (BK) 0.2 $838k 7.1k 118.64
Southern Company (SO) 0.2 $834k 8.6k 96.53
Consolidated Edison (ED) 0.2 $815k 7.2k 113.18
Exxon Mobil Corporation (XOM) 0.2 $806k 4.8k 169.67
Kroger (KR) 0.2 $774k 11k 72.36
Spdr Series Trust State Street Spd (SPYG) 0.2 $766k 7.8k 97.91
Merck & Co (MRK) 0.2 $752k 6.2k 120.29
American Electric Power Company (AEP) 0.2 $720k 5.5k 131.08
Enbridge (ENB) 0.2 $708k 13k 54.14
General Dynamics Corporation (GD) 0.1 $687k 2.0k 343.29
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $687k 3.3k 211.17
Cisco Systems (CSCO) 0.1 $686k 8.8k 77.59
Blackstone Group Inc Com Cl A (BX) 0.1 $639k 5.6k 115.00
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $630k 13k 49.37
Deere & Company (DE) 0.1 $629k 1.1k 563.39
Northrop Grumman Corporation (NOC) 0.1 $614k 900.00 681.92
Procter & Gamble Company (PG) 0.1 $608k 4.2k 144.45
Texas Instruments Incorporated (TXN) 0.1 $605k 3.1k 194.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $590k 987.00 597.75
Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $586k 78k 7.54
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $576k 9.4k 61.26
Alphabet Cap Stk Cl C (GOOG) 0.1 $571k 2.0k 286.83
MetLife (MET) 0.1 $568k 8.0k 70.72
Select Sector Spdr Tr State Street Con (XLP) 0.1 $546k 6.7k 81.98
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $510k 51k 10.10
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.1 $504k 14k 37.44
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $499k 2.4k 203.78
Costco Wholesale Corporation (COST) 0.1 $486k 488.00 996.82
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $484k 27k 17.75
Pfizer (PFE) 0.1 $466k 17k 28.08
Citigroup Com New (C) 0.1 $465k 4.1k 113.41
S&p Global (SPGI) 0.1 $455k 1.1k 425.42
Lazard Ltd Shs -a - (LAZ) 0.1 $441k 10k 42.48
ConocoPhillips (COP) 0.1 $441k 3.3k 132.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $434k 2.9k 148.09
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $432k 8.7k 49.61
American Express Company (AXP) 0.1 $425k 1.4k 302.55
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $421k 8.0k 52.64
Raymond James Financial (RJF) 0.1 $420k 2.9k 144.78
Illinois Tool Works (ITW) 0.1 $419k 1.6k 260.33
Blackrock (BLK) 0.1 $418k 434.00 962.68
Lowe's Companies (LOW) 0.1 $394k 1.7k 236.33
McKesson Corporation (MCK) 0.1 $394k 455.00 864.80
Shell Spon Ads (SHEL) 0.1 $393k 4.2k 93.00
Tesla Motors (TSLA) 0.1 $389k 1.0k 371.75
Ge Aerospace Com New (GE) 0.1 $387k 1.4k 283.76
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $378k 1.8k 215.04
Honeywell International (HON) 0.1 $373k 1.7k 226.04
BlackRock Enhanced Capital and Income (CII) 0.1 $369k 18k 21.02
British Amern Tob Sponsored Adr (BTI) 0.1 $360k 6.2k 58.47
TJX Companies (TJX) 0.1 $358k 2.2k 159.67
Spdr Series Trust State Street Spd (XBI) 0.1 $351k 2.8k 127.73
Hp (HPQ) 0.1 $346k 18k 19.21
GSK Sponsored Adr (GSK) 0.1 $339k 6.1k 55.19
Emerson Electric (EMR) 0.1 $337k 2.6k 131.02
Republic Services (RSG) 0.1 $335k 1.5k 219.09
Duke Energy Corp Com New (DUK) 0.1 $333k 2.5k 130.93
Amgen (AMGN) 0.1 $324k 920.00 351.66
Dell Technologies CL C (DELL) 0.1 $323k 2.0k 164.11
Gladstone Cap Corp Com New (GLAD) 0.1 $319k 18k 17.35
Spdr Series Trust State Street Spd (SPYV) 0.1 $302k 5.3k 56.58
Travelers Companies (TRV) 0.1 $299k 1.0k 291.60
Pepsi (PEP) 0.1 $296k 1.9k 155.29
Hca Holdings (HCA) 0.1 $292k 616.00 473.48
Us Bancorp Com New (USB) 0.1 $287k 5.5k 52.01
Cohen & Steers infrastucture Fund (UTF) 0.1 $282k 11k 25.88
NVIDIA Corporation (NVDA) 0.1 $281k 1.6k 174.37
Blackrock Income Tr Com New (BKT) 0.1 $276k 26k 10.57
Gabelli Equity Trust (GAB) 0.1 $268k 48k 5.60
Marvell Technology (MRVL) 0.1 $259k 2.6k 99.07
At&t (T) 0.1 $257k 8.9k 28.99
Toronto Dominion Bk Ont Com New (TD) 0.1 $253k 2.7k 93.31
Altria (MO) 0.1 $250k 3.8k 65.99
Oracle Corporation (ORCL) 0.1 $246k 1.7k 147.09
Warner Bros Discovery Com Ser A (WBD) 0.1 $245k 8.9k 27.46
UnitedHealth (UNH) 0.1 $241k 891.00 270.45
Raytheon Technologies Corp (RTX) 0.0 $234k 1.2k 192.94
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $233k 1.6k 146.63
Colgate-Palmolive Company (CL) 0.0 $230k 2.7k 85.21
Packaging Corporation of America (PKG) 0.0 $222k 1.0k 212.31
Boeing Company (BA) 0.0 $221k 1.1k 199.03
Valero Energy Corporation (VLO) 0.0 $221k 893.00 247.11
Agnc Invt Corp Com reit (AGNC) 0.0 $220k 22k 10.03
Nextera Energy (NEE) 0.0 $219k 2.4k 92.87
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.0 $216k 11k 20.46
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.0 $207k 23k 9.16
CVS Caremark Corporation (CVS) 0.0 $201k 2.8k 71.83
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.0 $191k 16k 12.18
BlackRock Floating Rate Income Trust (BGT) 0.0 $176k 16k 10.76
Nuveen Floating Rate Income Fund (JFR) 0.0 $160k 21k 7.52
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $142k 17k 8.52
Bny Mellon High Yield Strate Sh Ben Int (DHF) 0.0 $110k 45k 2.44
Virtus Global Divid Income F (ZTR) 0.0 $106k 16k 6.62
Liberty All Star Equity Sh Ben Int (USA) 0.0 $74k 13k 5.55
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.0 $63k 10k 6.01
Pimco High Income Com Shs (PHK) 0.0 $50k 11k 4.63
Western Asset High Incm Fd I (HIX) 0.0 $43k 11k 3.98