Universe · entity

Shulman DeMeo Asset Management LLC

Institutional manager (13F) · CIK 1767070
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $438M
#IssuerValueShares
1STATE STR SPDR S&P 500 ETF T$244M374,720
2STATE STR SPDR DOW JONES IND$28M60,075
3INVESCO QQQ TR$25M42,599
4APPLE INC$16M62,454
5ISHARES TR$14M144,941
6ISHARES TR$13M19,394
7STATE STR SPDR S&P MIDCAP 40$11M17,967
8ISHARES TR$11M86,765
9SPDR SERIES TRUST$6M43,032
10SELECT SECTOR SPDR TR$5M35,005
11ISHARES TR$5M33,901
12ISHARES TR$5M29,783
13ISHARES TR$3M110,991
14SPDR SERIES TRUST$3M105,776
15META PLATFORMS INC$3M5,019
16ISHARES TR$3M19,036
17NUVEEN S&P 500 DYNAMIC OVERW$3M157,720
18WILLIAMS SONOMA INC$2M13,051
19WALMART INC$2M18,197
20JOHNSON & JOHNSON$2M8,178
21INTERNATIONAL BUSINESS MACHS$2M7,868
22CHEVRON CORPORATION$2M8,683
23HOME DEPOT INC$2M5,353
24MICROSOFT CORP$2M4,712
25QUALCOMM INC$2M12,951
26INTERCONTINENTAL EXCHANGE IN$2M10,097
27ELI LILLY & CO$2M1,634
28WESTERN DIGITAL CORP$1M5,143
29MORGAN STANLEY$1M8,295
30COCA COLA CO$1M17,685
31ISHARES TR$1M7,248
32NUVEEN NASDAQ 100 DYNAMIC OV$1M45,829
33ALPHABET INC$1M4,233
34APOLLO GLOBAL MGMT INC$1M10,910
35SELECT SECTOR SPDR TR$1M25,484
36JPMORGAN CHASE & CO$1M3,934
37BLACKROCK ENHANCED EQUITY DI$1M129,581
38INVESCO EXCH TRADED FD TR II$1M99,990
39LOCKHEED MARTIN CORP$1M1,678
40DNP SELECT INCOME FD INC$952k92,387
41AMAZON COM INC$951k4,567
42DISNEY WALT CO$894k9,273
43VERIZON COMMUNICATIONS INC$887k17,666
44BANK NEW YORK MELLON CORP$838k7,064
45SOUTHERN CO$834k8,640
46CONSOLIDATED EDISON INC$815k7,204
47EXXON MOBIL CORP$806k4,752
48KROGER CO$774k10,694
49SPDR SERIES TRUST$766k7,826
50MERCK & CO INC$752k6,249
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.