Shulman Demeo Asset Management LLC Top Holdings and 13F Report (2026)

About Shulman Demeo Asset Management LLC

Investment Activity

Shulman Demeo Asset Management LLC has $470.90 million in total holdings as of March 31, 2026.
Shulman Demeo Asset Management LLC owns shares of 140 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 11.31% of the portfolio was purchased this quarter.
About 1.89% of the portfolio was sold this quarter.
This quarter, Shulman Demeo Asset Management LLC has purchased 119 new stocks and bought additional shares in 22 stocks.
Shulman Demeo Asset Management LLC sold shares of 80 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $243,695,176
SPDR Dow Jones Industrial Average ETF Trust: $27,826,289
Invesco QQQ: $24,587,431
Apple: $15,850,201
iShares MSCI EAFE ETF: $14,078,090

Largest New Holdings this Quarter

78467X109 - SPDR Dow Jones Industrial Average ETF Trust: $27,826,289 Holding
78467Y107 - SPDR S&P MidCap 400 ETF Trust: $11,081,098 Holding
45866F104 - Intercontinental Exchange: $1,588,069 Holding
670699107 - Nuveen NASDAQ 100 Dynamic Overwrite Fund: $1,222,259 Holding
03769M106 - Apollo Global Management: $1,215,620 Holding

Largest Purchases this Quarter

SPDR Dow Jones Industrial Average ETF Trust: 60,075 shares (about $27.83M)
SPDR S&P MidCap 400 ETF Trust: 17,967 shares (about $11.08M)
Nuveen S&P 500 Dynamic Overwrite Fund: 111,592 shares (about $1.79M)
Intercontinental Exchange: 10,097 shares (about $1.59M)
Nuveen NASDAQ 100 Dynamic Overwrite Fund: 45,829 shares (about $1.22M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 3,875 shares (about $2.52M)
Invesco QQQ: 729 shares (about $420.77K)
Colgate-Palmolive: 3,368 shares (about $287.00K)
iShares MSCI EAFE ETF: 2,493 shares (about $242.14K)
iShares Preferred and Income Securities ETF: 5,077 shares (about $153.93K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$243,695,176	$2,520,065 ▼	-1.0%	374,720	51.8%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$27,826,289	$27,826,289 ▲	New Holding	60,075	5.9%	Finance
QQQ Invesco QQQ	$24,587,431	$420,767 ▼	-1.7%	42,599	5.2%	Finance
AAPL Apple	$15,850,201	$119,281 ▼	-0.7%	62,454	3.4%	Computer and Technology
EFA iShares MSCI EAFE ETF	$14,078,090	$242,145 ▼	-1.7%	144,941	3.0%	Finance
IVV iShares Core S&P 500 ETF	$12,668,673	$7,839 ▼	-0.1%	19,394	2.7%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$11,081,098	$11,081,098 ▲	New Holding	17,967	2.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$10,785,713	$144,572 ▼	-1.3%	86,765	2.3%	ETF
SDY SPDR S&P Dividend ETF	$6,280,076	$38,528 ▼	-0.6%	43,032	1.3%	ETF
XLK Technology Select Sector SPDR Fund	$4,652,199	$14,619 ▲	0.3%	35,005	1.0%	ETF
HDV iShares Core High Dividend ETF	$4,601,009	$34,744 ▼	-0.7%	33,901	1.0%	ETF
DVY iShares Select Dividend ETF	$4,509,400	$37,246 ▼	-0.8%	29,783	1.0%	ETF
PFF iShares Preferred and Income Securities ETF	$3,365,235	$153,934 ▼	-4.4%	110,991	0.7%	ETF
PSK SPDR ICE Preferred Securities ETF	$3,262,129	$138,626 ▼	-4.1%	105,776	0.7%	ETF
META Meta Platforms	$2,871,451	$28,606 ▼	-1.0%	5,019	0.6%	Computer and Technology
IYJ iShares U.S. Industrials ETF	$2,808,570	$11,213 ▼	-0.4%	19,036	0.6%	ETF
SPXX Nuveen S&P 500 Dynamic Overwrite Fund	$2,534,560	$1,793,283 ▲	241.9%	157,720	0.5%	Financial Services
WSM Williams-Sonoma	$2,379,513	$20,603 ▼	-0.9%	13,051	0.5%	Retail/Wholesale
WALMART INC	$2,261,482	$12,303 ▼	-0.5%	18,197	0.5%	COM
JNJ Johnson & Johnson	$1,999,099	$17,845 ▼	-0.9%	8,178	0.4%	Medical
IBM International Business Machines	$1,907,126	$18,664 ▼	-1.0%	7,868	0.4%	Computer and Technology
CVX Chevron	$1,796,603	$207 ▲	0.0%	8,683	0.4%	Energy
HD Home Depot	$1,760,573	$329 ▲	0.0%	5,353	0.4%	Retail/Wholesale
MSFT Microsoft	$1,744,095	$7,033 ▼	-0.4%	4,712	0.4%	Computer and Technology
QCOM Qualcomm	$1,667,880	$11,462 ▼	-0.7%	12,951	0.4%	Computer and Technology
ICE Intercontinental Exchange	$1,588,069	$1,588,069 ▲	New Holding	10,097	0.3%	Finance
LLY Eli Lilly and Company	$1,503,166	$25,758 ▼	-1.7%	1,634	0.3%	Medical
WDC Western Digital	$1,391,224	$13,255 ▼	-0.9%	5,143	0.3%	Computer and Technology
MS Morgan Stanley	$1,365,169	$1,810 ▲	0.1%	8,295	0.3%	Finance
KO CocaCola	$1,344,946	$10,039 ▼	-0.7%	17,685	0.3%	Consumer Staples
IBB iShares Biotechnology ETF	$1,223,859	$9,118 ▼	-0.7%	7,248	0.3%	Finance
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund	$1,222,259	$1,222,259 ▲	New Holding	45,829	0.3%	Finance
GOOGL Alphabet	$1,217,291		0.0%	4,233	0.3%	Computer and Technology
APO Apollo Global Management	$1,215,620	$1,215,620 ▲	New Holding	10,910	0.3%	Finance
XLU Utilities Select Sector SPDR Fund	$1,169,454	$9,499 ▼	-0.8%	25,484	0.2%	ETF
JPM JPMorgan Chase & Co.	$1,157,120	$4,706 ▼	-0.4%	3,934	0.2%	Finance
BDJ BlackRock Enhanced Equity Dividend Trust	$1,116,986	$49,979 ▼	-4.3%	129,581	0.2%	Financial Services
PGX Invesco Preferred ETF	$1,087,895	$21,314 ▼	-1.9%	99,990	0.2%	ETF
LMT Lockheed Martin	$1,014,419	$5,441 ▼	-0.5%	1,678	0.2%	Aerospace
DNP DNP Select Income Fund	$951,583	$120,139 ▼	-11.2%	92,387	0.2%	Finance
AMZN Amazon.com	$951,169	$625 ▼	-0.1%	4,567	0.2%	Retail/Wholesale
DIS Walt Disney	$893,698	$482 ▲	0.1%	9,273	0.2%	Consumer Discretionary
VZ Verizon Communications	$886,827	$12,199 ▼	-1.4%	17,666	0.2%	Computer and Technology
BK BNY	$838,038	$2,017 ▲	0.2%	7,064	0.2%	Finance
SO Southern	$833,979	$1,931 ▼	-0.2%	8,640	0.2%	Utilities
ED Consolidated Edison	$815,368	$10,526 ▼	-1.3%	7,204	0.2%	Utilities
XOM ExxonMobil	$806,277	$102,312 ▼	-11.3%	4,752	0.2%	Energy
KR Kroger	$773,815	$4,125 ▼	-0.5%	10,694	0.2%	Retail/Wholesale
SPYG SPDR Portfolio S&P 500 Growth ETF	$766,247	$766,247 ▲	New Holding	7,826	0.2%	ETF
MRK Merck & Co., Inc.	$751,712	$751,712 ▲	New Holding	6,249	0.2%	Medical
AEP American Electric Power	$719,912	$1,704 ▼	-0.2%	5,492	0.2%	Utilities
ENB Enbridge	$708,368	$14,185 ▼	-2.0%	13,084	0.2%	Energy
GD General Dynamics	$687,269	$687 ▲	0.1%	2,002	0.1%	Aerospace
IVE iShares S&P 500 Value ETF	$686,499	$633 ▲	0.1%	3,251	0.1%	ETF
CSCO Cisco Systems	$686,263	$16,992 ▼	-2.4%	8,845	0.1%	Computer and Technology
BX Blackstone	$639,273	$639,273 ▲	New Holding	5,559	0.1%	Finance
XLF Financial Select Sector SPDR Fund	$629,487	$17,922 ▼	-2.8%	12,750	0.1%	ETF
DE Deere & Company	$628,739	$12,958 ▼	-2.0%	1,116	0.1%	Industrials
NOC Northrop Grumman	$613,731	$1,364 ▼	-0.2%	900	0.1%	Aerospace
PG Procter & Gamble	$607,846	$19,212 ▼	-3.1%	4,208	0.1%	Consumer Staples
TXN Texas Instruments	$604,801	$11,455 ▼	-1.9%	3,115	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$589,982	$598 ▲	0.1%	987	0.1%	ETF
JPC Nuveen Preferred & Income Opportunities Fund	$585,864	$57,703 ▼	-9.0%	77,701	0.1%	Financial Services
XLE Energy Select Sector SPDR Fund	$575,957	$3,982 ▼	-0.7%	9,402	0.1%	ETF
GOOG Alphabet	$571,363	$574 ▲	0.1%	1,992	0.1%	Computer and Technology
MET MetLife	$567,759	$39,039 ▼	-6.4%	8,028	0.1%	Finance
XLP Consumer Staples Select Sector SPDR Fund	$546,284	$164 ▼	0.0%	6,664	0.1%	ETF
BTZ BlackRock Credit Allocation Income Trust	$510,443	$34,996 ▼	-6.4%	50,539	0.1%	Financial Services
AB AllianceBernstein	$503,734	$35,307 ▼	-6.5%	13,454	0.1%	Finance
VOOV Vanguard S&P 500 Value ETF	$498,862	$21,397 ▲	4.5%	2,448	0.1%	ETF
COST Costco Wholesale	$486,448	$6,978 ▼	-1.4%	488	0.1%	Retail/Wholesale
FPE First Trust Preferred Securities and Income ETF	$484,415	$96,595 ▲	24.9%	27,291	0.1%	ETF
PFE Pfizer	$466,353	$2,640 ▲	0.6%	16,608	0.1%	Medical
C Citigroup	$465,340	$465,340 ▲	New Holding	4,103	0.1%	Financial Services
SPGI S&P Global	$455,194	$3,403 ▼	-0.7%	1,070	0.1%	Finance
LAZARD INC	$441,170	$441,170 ▲	New Holding	10,385	0.1%	COM
COP ConocoPhillips	$440,628		0.0%	3,338	0.1%	Energy
VYM Vanguard High Dividend Yield ETF	$434,044	$18,363 ▼	-4.1%	2,931	0.1%	ETF
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$431,938	$9,922 ▼	-2.2%	8,707	0.1%	ETF
AXP American Express	$424,473	$2,420 ▼	-0.6%	1,403	0.1%	Finance
AMLP Alerian MLP ETF	$420,682	$420,682 ▲	New Holding	7,992	0.1%	ETF
RJF Raymond James Financial	$419,566	$3,909 ▼	-0.9%	2,898	0.1%	Finance
ITW Illinois Tool Works	$419,136	$3,384 ▼	-0.8%	1,610	0.1%	Industrials
BLACKROCK INC	$417,804	$417,804 ▲	New Holding	434	0.1%	COM
LOW Lowe's Companies	$393,960	$5,199 ▼	-1.3%	1,667	0.1%	Retail/Wholesale
MCK McKesson	$393,484	$865 ▲	0.2%	455	0.1%	Medical
SHEL Shell	$392,832	$2,418 ▼	-0.6%	4,224	0.1%	Energy
TSLA Tesla	$389,222		0.0%	1,047	0.1%	Auto/Tires/Trucks
GE GE Aerospace	$387,046	$387,046 ▲	New Holding	1,364	0.1%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$378,038	$645 ▼	-0.2%	1,758	0.1%	ETF
HON Honeywell International	$373,195	$3,617 ▼	-1.0%	1,651	0.1%	Multi-Sector Conglomerates
CII BlackRock Enhanced Capital and Income Fund	$368,852	$77,752 ▼	-17.4%	17,548	0.1%	Financial Services
BTI British American Tobacco	$360,351	$35,667 ▼	-9.0%	6,163	0.1%	Consumer Staples
TJX TJX Companies	$357,504	$798 ▲	0.2%	2,239	0.1%	Retail/Wholesale
XBI SPDR S&P Biotech ETF	$351,385		0.0%	2,751	0.1%	ETF
HPQ HP	$346,413	$346,413 ▲	New Holding	18,033	0.1%	Computer and Technology
GSK GSK	$338,977	$338,977 ▲	New Holding	6,142	0.1%	Medical
EMR Emerson Electric	$336,995	$917 ▼	-0.3%	2,572	0.1%	Industrials
RSG Republic Services	$334,986	$1,095 ▼	-0.3%	1,529	0.1%	Business Services
DUK Duke Energy	$332,825	$332,825 ▲	New Holding	2,542	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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Shulman Demeo Asset Management LLC Top Holdings and 13F Report (2026)

About Shulman Demeo Asset Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Shulman Demeo Asset Management LLC Top Holdings and 13F Report (2026)

About Shulman Demeo Asset Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofShulman Demeo Asset Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools