Shulman Demeo Asset Management LLC Top Holdings and 13F Report (2025) About Shulman Demeo Asset Management LLCInvestment ActivityShulman Demeo Asset Management LLC has $403.89 million in total holdings as of June 30, 2025.Shulman Demeo Asset Management LLC owns shares of 118 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.16% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Shulman Demeo Asset Management LLC has purchased 116 new stocks and bought additional shares in 20 stocks.Shulman Demeo Asset Management LLC sold shares of 87 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $236,031,351Invesco QQQ $24,110,408iShares MSCI EAFE ETF $13,218,913Apple $12,970,544iShares Core S&P 500 ETF $12,053,286 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $24,110,408 Holding097023105 - Boeing $242,636 Holding67066G104 - NVIDIA $235,011 Holding64110L106 - Netflix $224,974 Holding Largest Purchases this Quarter Invesco QQQ 43,707 shares (about $24.11M)Boeing 1,158 shares (about $242.64K)NVIDIA 1,488 shares (about $235.01K)Netflix 168 shares (about $224.97K)UnitedHealth Group 96 shares (about $29.94K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 4,660 shares (about $2.88M)Technology Select Sector SPDR Fund 2,068 shares (about $523.68K)Vanguard S&P 500 Value ETF 809 shares (about $152.68K)iShares Core S&P Small-Cap ETF 1,357 shares (about $148.31K)JPMorgan Chase & Co. 506 shares (about $146.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShulman Demeo Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$236,031,351$2,879,185 ▼-1.2%382,02058.4%FinanceQQQInvesco QQQ$24,110,408$24,110,408 ▲New Holding43,7076.0%FinanceEFAiShares MSCI EAFE ETF$13,218,913$136,588 ▼-1.0%147,8793.3%FinanceAAPLApple$12,970,544$85,966 ▼-0.7%63,2193.2%Computer and TechnologyIVViShares Core S&P 500 ETF$12,053,286$78,853 ▼-0.6%19,4133.0%ETFIJRiShares Core S&P Small-Cap ETF$9,663,420$148,307 ▼-1.5%88,4202.4%ETFSDYSPDR S&P Dividend ETF$5,957,990$10,994 ▼-0.2%43,8961.5%ETFXLKTechnology Select Sector SPDR Fund$4,402,122$523,676 ▼-10.6%17,3841.1%ETFDVYiShares Select Dividend ETF$4,029,342$5,445 ▼-0.1%30,3391.0%ETFHDViShares Core High Dividend ETF$4,003,618$10,311 ▼-0.3%34,1691.0%ETFPFFiShares Preferred and Income Securities ETF$3,619,130$62,127 ▼-1.7%117,9640.9%ETFMETAMeta Platforms$3,618,483$29,527 ▼-0.8%4,9020.9%Computer and TechnologyPSKSPDR ICE Preferred Securities ETF$3,549,236$21,406 ▼-0.6%111,7520.9%ETFIYJiShares U.S. Industrials ETF$2,741,073$10,389 ▼-0.4%19,2610.7%ETFIBMInternational Business Machines$2,397,056$45,394 ▼-1.9%8,1320.6%Computer and TechnologyMSFTMicrosoft$2,361,281$101,475 ▼-4.1%4,7470.6%Computer and TechnologyWSMWilliams-Sonoma$2,218,059$39,535 ▼-1.8%13,5770.5%Retail/WholesaleQCOMQUALCOMM$2,062,692$5,255 ▼-0.3%12,9520.5%Computer and TechnologyWMTWalmart$1,734,604$42,241 ▼-2.4%17,7400.4%Retail/WholesaleHDHome Depot$1,422,839$733 ▲0.1%3,8810.4%Retail/WholesaleLLYEli Lilly and Company$1,399,361$82,636 ▼-5.6%1,7950.3%MedicalBXMXNuveen S&P 500 Buy-Write Income Fund$1,333,799$1,596 ▼-0.1%96,0950.3%Financial ServicesCVXChevron$1,250,454$29,210 ▼-2.3%8,7330.3%EnergyJNJJohnson & Johnson$1,240,516$18,025 ▼-1.4%8,1210.3%MedicalKOCocaCola$1,219,149$33,394 ▼-2.7%17,2320.3%Consumer StaplesBDJBlackRock Enhanced Equity Dividend Trust$1,218,479$40,281 ▼-3.2%137,0620.3%Financial ServicesPGXInvesco Preferred ETF$1,181,897$701 ▼-0.1%106,1900.3%ETFJPMJPMorgan Chase & Co.$1,158,494$146,696 ▼-11.2%3,9960.3%FinanceDISWalt Disney$1,151,432$53,820 ▼-4.5%9,2850.3%Consumer DiscretionaryMSMorgan Stanley$1,095,366$2,958 ▲0.3%7,7760.3%FinanceXLUUtilities Select Sector SPDR Fund$1,075,204$24,824 ▼-2.3%13,1670.3%ETFDNPDNP Select Income Fund$1,024,283$16,643 ▼-1.6%104,6250.3%FinanceAMZNAmazon.com$964,219$7,679 ▼-0.8%4,3950.2%Retail/WholesaleIBBiShares Biotechnology ETF$931,392$3,036 ▼-0.3%7,3620.2%FinanceNUVEEN DOW 30 DYNMC OVERWRT$859,597$1,119 ▼-0.1%59,9440.2%SHSSPXXNuveen S&P 500 Dynamic Overwrite Fund$829,948$1,330 ▼-0.2%46,7840.2%Financial ServicesVZVerizon Communications$815,934$9,519 ▼-1.2%18,8570.2%Computer and TechnologySOSouthern$785,323$32,783 ▼-4.0%8,5520.2%UtilitiesLMTLockheed Martin$780,672$44,451 ▼-5.4%1,6860.2%AerospaceKRKroger$773,572$33,786 ▼-4.2%10,7840.2%Retail/WholesaleGOOGLAlphabet$749,030$6,345 ▼-0.8%4,2500.2%Computer and TechnologyEDConsolidated Edison$740,535$803 ▲0.1%7,3800.2%UtilitiesJPCNuveen Preferred & Income Opportunities Fund$717,561$1,468 ▼-0.2%89,4710.2%Financial ServicesPGProcter & Gamble$693,080$23,899 ▼-3.3%4,3500.2%Consumer StaplesMETMetLife$690,339$643 ▲0.1%8,5840.2%FinanceTXNTexas Instruments$664,736$14,532 ▼-2.1%3,2020.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$656,807$13,773 ▼-2.1%12,5420.2%ETFBKBank of New York Mellon$635,824$3,098 ▲0.5%6,9790.2%FinanceCSCOCisco Systems$633,512$29,070 ▼-4.4%9,1310.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$631,276$782 ▼-0.1%3,2300.2%ETFENBEnbridge$611,775$18,536 ▼-2.9%13,4990.2%EnergyBTZBlackRock Credit Allocation Income Trust$593,690$14,087 ▼-2.3%54,3670.1%Financial ServicesDEDeere & Company$592,450$42,717 ▼-6.7%1,1650.1%IndustrialsGDGeneral Dynamics$584,657$4,082 ▼-0.7%2,0050.1%AerospaceABAllianceBernstein$576,330$2,001 ▲0.3%14,1150.1%FinanceSPGIS&P Global$572,206$2,637 ▼-0.5%1,0850.1%FinanceXOMExxon Mobil$570,741$3,342 ▲0.6%5,2940.1%EnergyAEPAmerican Electric Power$570,053$14,007 ▼-2.4%5,4940.1%UtilitiesCLColgate-Palmolive$557,713$364 ▲0.1%6,1350.1%Consumer StaplesVOOVanguard S&P 500 ETF$556,7670.0%9800.1%ETFXLPConsumer Staples Select Sector SPDR Fund$532,078$567 ▼-0.1%6,5710.1%ETFCOSTCostco Wholesale$491,709$12,862 ▼-2.5%4970.1%Retail/WholesaleRJFRaymond James Financial$479,443$1,994 ▼-0.4%3,1260.1%FinanceHONHoneywell International$463,744$1,165 ▼-0.3%1,9910.1%Multi-Sector ConglomeratesCIIBlackRock Enhanced Capital and Income Fund$457,232$1,324 ▼-0.3%21,4160.1%Financial ServicesNOCNorthrop Grumman$455,506$500 ▲0.1%9110.1%AerospaceAXPAmerican Express$455,211$42,108 ▼-8.5%1,4270.1%FinanceSPHDInvesco S&P 500 High Dividend Low Volatility ETF$438,425$1,998 ▼-0.5%9,2180.1%ETFVOOVVanguard S&P 500 Value ETF$438,038$152,681 ▼-25.8%2,3210.1%ETFVYMVanguard High Dividend Yield ETF$432,180$400 ▼-0.1%3,2420.1%ETFTAT&T$416,941$174 ▲0.0%14,4070.1%Computer and TechnologyITWIllinois Tool Works$403,185$16,562 ▼-3.9%1,6310.1%IndustrialsXLEEnergy Select Sector SPDR Fund$401,682$3,138 ▼-0.8%4,7360.1%ETFPFEPfizer$401,332$10,738 ▼-2.6%16,5570.1%MedicalFPEFirst Trust Preferred Securities and Income ETF$388,9120.0%21,8490.1%ETFBTIBritish American Tobacco$386,4490.0%8,1650.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$386,019$409 ▼-0.1%1,8860.1%ETFRSGRepublic Services$385,023$740 ▼-0.2%1,5610.1%Business ServicesLOWLowe's Companies$377,147$17,970 ▼-4.5%1,7000.1%Retail/WholesaleUNPUnion Pacific$371,753$21,164 ▼-5.4%1,6160.1%TransportationORCLOracle$360,913$10,056 ▼-2.7%1,6510.1%Computer and TechnologyMOAltria Group$358,134$2,404 ▲0.7%6,1080.1%Consumer StaplesGOOGAlphabet$356,623$355 ▲0.1%2,0100.1%Computer and TechnologyTSLATesla$353,873$65,756 ▼-15.7%1,1140.1%Auto/Tires/TrucksEMREmerson Electric$343,316$27,599 ▼-7.4%2,5750.1%IndustrialsWDCWestern Digital$337,408$13,693 ▼-3.9%5,2730.1%Computer and TechnologyGABGabelli Equity Trust$335,459$675 ▼-0.2%57,6390.1%FinanceMCKMcKesson$332,510$3,662 ▼-1.1%4540.1%MedicalEATON VANCE ENHANCED EQUITY$316,715$1,525 ▼-0.5%13,0820.1%COMUTFCohen & Steers Infrastructure Fund$313,941$5,013 ▼-1.6%11,6490.1%Financial ServicesSHELShell$299,665$8,520 ▼-2.8%4,2560.1%EnergyCOPConocoPhillips$297,776$1,436 ▲0.5%3,3180.1%EnergyUNHUnitedHealth Group$285,367$29,940 ▲11.7%9150.1%MedicalTJXTJX Companies$282,002$370 ▲0.1%2,2840.1%Retail/WholesaleTRVTravelers Companies$273,107$267 ▲0.1%1,0210.1%FinanceAMGNAmgen$263,456$7,814 ▼-2.9%9440.1%MedicalBHKBlackRock Core Bond Trust$247,101$1,273 ▼-0.5%25,4220.1%Financial ServicesINTCIntel$246,488$51,027 ▼-17.2%11,0040.1%Computer and TechnologyPEPPepsiCo$245,800$2,244 ▲0.9%1,8620.1%Consumer StaplesUSBU.S. Bancorp$244,541$2,625 ▲1.1%5,4040.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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