Universe · entity
Shulman DeMeo Asset Management LLC
Institutional manager (13F) · CIK 1767070
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $438M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $244M | 374,720 |
| 2 | STATE STR SPDR DOW JONES IND | $28M | 60,075 |
| 3 | INVESCO QQQ TR | $25M | 42,599 |
| 4 | APPLE INC | $16M | 62,454 |
| 5 | ISHARES TR | $14M | 144,941 |
| 6 | ISHARES TR | $13M | 19,394 |
| 7 | STATE STR SPDR S&P MIDCAP 40 | $11M | 17,967 |
| 8 | ISHARES TR | $11M | 86,765 |
| 9 | SPDR SERIES TRUST | $6M | 43,032 |
| 10 | SELECT SECTOR SPDR TR | $5M | 35,005 |
| 11 | ISHARES TR | $5M | 33,901 |
| 12 | ISHARES TR | $5M | 29,783 |
| 13 | ISHARES TR | $3M | 110,991 |
| 14 | SPDR SERIES TRUST | $3M | 105,776 |
| 15 | META PLATFORMS INC | $3M | 5,019 |
| 16 | ISHARES TR | $3M | 19,036 |
| 17 | NUVEEN S&P 500 DYNAMIC OVERW | $3M | 157,720 |
| 18 | WILLIAMS SONOMA INC | $2M | 13,051 |
| 19 | WALMART INC | $2M | 18,197 |
| 20 | JOHNSON & JOHNSON | $2M | 8,178 |
| 21 | INTERNATIONAL BUSINESS MACHS | $2M | 7,868 |
| 22 | CHEVRON CORPORATION | $2M | 8,683 |
| 23 | HOME DEPOT INC | $2M | 5,353 |
| 24 | MICROSOFT CORP | $2M | 4,712 |
| 25 | QUALCOMM INC | $2M | 12,951 |
| 26 | INTERCONTINENTAL EXCHANGE IN | $2M | 10,097 |
| 27 | ELI LILLY & CO | $2M | 1,634 |
| 28 | WESTERN DIGITAL CORP | $1M | 5,143 |
| 29 | MORGAN STANLEY | $1M | 8,295 |
| 30 | COCA COLA CO | $1M | 17,685 |
| 31 | ISHARES TR | $1M | 7,248 |
| 32 | NUVEEN NASDAQ 100 DYNAMIC OV | $1M | 45,829 |
| 33 | ALPHABET INC | $1M | 4,233 |
| 34 | APOLLO GLOBAL MGMT INC | $1M | 10,910 |
| 35 | SELECT SECTOR SPDR TR | $1M | 25,484 |
| 36 | JPMORGAN CHASE & CO | $1M | 3,934 |
| 37 | BLACKROCK ENHANCED EQUITY DI | $1M | 129,581 |
| 38 | INVESCO EXCH TRADED FD TR II | $1M | 99,990 |
| 39 | LOCKHEED MARTIN CORP | $1M | 1,678 |
| 40 | DNP SELECT INCOME FD INC | $952k | 92,387 |
| 41 | AMAZON COM INC | $951k | 4,567 |
| 42 | DISNEY WALT CO | $894k | 9,273 |
| 43 | VERIZON COMMUNICATIONS INC | $887k | 17,666 |
| 44 | BANK NEW YORK MELLON CORP | $838k | 7,064 |
| 45 | SOUTHERN CO | $834k | 8,640 |
| 46 | CONSOLIDATED EDISON INC | $815k | 7,204 |
| 47 | EXXON MOBIL CORP | $806k | 4,752 |
| 48 | KROGER CO | $774k | 10,694 |
| 49 | SPDR SERIES TRUST | $766k | 7,826 |
| 50 | MERCK & CO INC | $752k | 6,249 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.