Shulman DeMeo Asset Management LLC

Est. AUM

$535.0M

13F long equity, this entity only

Positions

146

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$278.0M	372247	51.96%	SOLE
2	STATE STR SPDR DOW JONES IND	UT SER 1	$31.2M	59768	5.84%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$31.2M	42319	5.83%	SOLE
4	APPLE INC	COM	$17.9M	62010	3.35%	SOLE
5	ISHARES TR	MSCI EAFE ETF	$15.2M	145883	2.83%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$14.5M	19410	2.72%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$12.8M	86405	2.40%	SOLE
8	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$12.6M	17873	2.35%	SOLE
9	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$6.7M	35055	1.25%	SOLE
10	SPDR SERIES TRUST	ST STR SP DIV	$6.3M	41726	1.19%	SOLE
11	ISHARES TR	CORE HIGH DV ETF	$4.5M	163436	0.84%	SOLE
12	ISHARES TR	SELECT DIVID ETF	$4.5M	28586	0.84%	SOLE
13	ISHARES TR	PFD AND INCM SEC	$3.4M	110608	0.63%	SOLE
14	WESTERN DIGITAL CORP	COM	$3.3M	5123	0.61%	SOLE
15	SPDR SERIES TRUST	ST STR PFD ETF	$3.2M	105421	0.60%	SOLE
16	ISHARES TR	US INDUSTRIALS	$3.2M	19003	0.59%	SOLE
17	WILLIAMS SONOMA INC	COM	$3.0M	13003	0.57%	SOLE
18	NUVEEN S&P 500 DYNAMIC OVERW	COM	$2.8M	151552	0.53%	SOLE
19	META PLATFORMS INC	CL A	$2.8M	5004	0.53%	SOLE
20	QUALCOMM INC	COM	$2.4M	12919	0.45%	SOLE
21	INTERNATIONAL BUSINESS MACHS	COM	$2.2M	7882	0.41%	SOLE
22	JOHNSON & JOHNSON	COM	$2.1M	8132	0.39%	SOLE
23	WALMART INC	COM	$2.1M	18165	0.38%	SOLE
24	ELI LILLY & CO	COM	$2.0M	1641	0.37%	SOLE
25	HOME DEPOT INC	COM	$1.9M	5289	0.35%	SOLE
26	MORGAN STANLEY	COM NEW	$1.7M	8282	0.32%	SOLE
27	MICROSOFT CORP	COM	$1.7M	4636	0.32%	SOLE
28	ALPHABET INC	CAP STK CL A	$1.6M	4406	0.29%	SOLE
29	COCA COLA CO	COM	$1.4M	17699	0.27%	SOLE
30	CHEVRON CORPORATION	COM	$1.4M	8390	0.26%	SOLE
31	ISHARES TR	ISHARES BIOTECH	$1.4M	7202	0.26%	SOLE
32	NUVEEN NASDAQ 100 DYNAMIC OV	COM SHS	$1.3M	44170	0.25%	SOLE
33	APOLLO GLOBAL MGMT INC	COM	$1.3M	10910	0.24%	SOLE
34	JPMORGAN CHASE & CO	COM	$1.2M	3815	0.23%	SOLE
35	BLACKROCK ENHANCED EQUITY DI	COM	$1.2M	129042	0.23%	SOLE
36	INTERCONTINENTAL EXCHANGE IN	COM	$1.2M	10023	0.23%	SOLE
37	SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.1M	25361	0.21%	SOLE
38	AMAZON COM INC	COM	$1.1M	4717	0.21%	SOLE
39	INVESCO EXCH TRADED FD TR II	PFD ETF	$1.1M	99433	0.20%	SOLE
40	CISCO SYS INC	COM	$1.0M	8789	0.19%	SOLE
41	BANK OF NY MELLON CORP	COM	$1.0M	7087	0.19%	SOLE
42	DNP SELECT INCOME FD INC	COM	$991K	91876	0.19%	SOLE
43	TEXAS INSTRS INC	COM	$931K	3124	0.17%	SOLE
44	SPDR SERIES TRUST	ST STR P500GRW	$896K	7530	0.17%	SOLE
45	DISNEY WALT CO	COM	$891K	9255	0.17%	SOLE
46	DELL TECHNOLOGIES INC	CL C	$858K	1988	0.16%	SOLE
47	LOCKHEED MARTIN CORP	COM	$852K	1672	0.16%	SOLE
48	SOUTHERN CO	COM	$827K	8639	0.15%	SOLE
49	CONSOLIDATED EDISON INC	COM	$798K	7212	0.15%	SOLE
50	MERCK & CO INC	COM	$792K	6161	0.15%	SOLE

1–50 of 146

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.