Shulman Demeo Asset Management LLC Top Holdings and 13F Report (2026) About Shulman Demeo Asset Management LLCInvestment ActivityShulman Demeo Asset Management LLC has $505.38 million in total holdings as of June 30, 2026.Shulman Demeo Asset Management LLC owns shares of 144 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.43% of the portfolio was purchased this quarter.About 8.48% of the portfolio was sold this quarter.This quarter, Shulman Demeo Asset Management LLC has purchased 146 new stocks and bought additional shares in 22 stocks.Shulman Demeo Asset Management LLC sold shares of 103 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $283,102,731SPDR Dow Jones Industrial Average ETF Trust $30,193,794Apple $20,379,546iShares Core S&P 500 ETF $15,095,756iShares MSCI EAFE ETF $14,908,526 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $727,109 Holding46641Q159 - JPMorgan Income ETF $517,810 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $369,673 Holding46641Q274 - JPMorgan Short Duration Core Plus ETF $237,586 Holding00206R102 - AT&T $224,464 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 4,434 shares (about $727.11K)JPMorgan Income ETF 11,579 shares (about $517.81K)Invesco S&P 500 Equal Weight ETF 1,751 shares (about $369.67K)JPMorgan Short Duration Core Plus ETF 5,178 shares (about $237.59K)AT&T 9,260 shares (about $224.46K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 6,873 shares (about $5.33M)SPDR Dow Jones Industrial Average ETF Trust 808 shares (about $413.78K)Procter & Gamble 2,573 shares (about $375.49K)iShares MSCI EAFE ETF 2,573 shares (about $267.67K)Apple 790 shares (about $262.98K) 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$283,102,731$5,325,406 ▼-1.8%365,37456.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$30,193,794$413,782 ▼-1.4%58,9606.0%ETFAAPLApple$20,379,546$262,983 ▼-1.3%61,2204.0%TechnologyIVViShares Core S&P 500 ETF$15,095,756$10,117 ▼-0.1%19,3973.0%ETFEFAiShares MSCI EAFE ETF$14,908,526$267,669 ▼-1.8%143,3102.9%ETFIJRiShares Core S&P Small-Cap ETF$11,849,941$162,098 ▼-1.3%85,2392.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$11,849,820$165,374 ▼-1.4%17,6272.3%ETFXLKTechnology Select Sector SPDR Fund$7,033,749$9,846 ▼-0.1%35,0061.4%ETFSDYSPDR S&P Dividend ETF$6,067,676$95,717 ▼-1.6%41,0781.2%ETFHDViShares Core High Dividend ETF$4,505,054$95,682 ▼-2.1%160,0370.9%ETFDVYiShares Select Dividend ETF$4,277,424$99,055 ▼-2.3%27,9390.8%ETFMETAMeta Platforms$3,649,125$63,057 ▼-1.7%4,9190.7%Communication ServicesPFFiShares Preferred and Income Securities ETF$3,194,170$67,650 ▼-2.1%108,3140.6%ETFIYJiShares U.S. Industrials ETF$2,972,167$3,758 ▼-0.1%18,9790.6%ETFWSMWilliams-Sonoma$2,916,384$187,376 ▼-6.0%12,2180.6%Consumer DiscretionaryPSKSPDR ICE Preferred Securities ETF$2,822,312$157,945 ▼-5.3%99,8340.6%ETFSPXXNuveen S&P 500 Dynamic Overwrite Fund$2,808,168$21,302 ▼-0.8%150,4110.6%FinanceMSFTMicrosoft$2,403,804$30,986 ▼-1.3%4,5770.5%TechnologyQCOMQualcomm$2,256,855$78,826 ▼-3.4%12,4830.4%TechnologyWDCWestern Digital$2,229,126$33,567 ▼-1.5%5,0470.4%TechnologyJNJJohnson & Johnson$2,024,452$32,375 ▼-1.6%8,0040.4%HealthcareLLYEli Lilly and Company$1,864,461$11,431 ▼-0.6%1,6310.4%HealthcareWALMART INC$1,818,088$90,463 ▼-4.7%17,3040.4%COMCVXChevron$1,703,024$29,320 ▼-1.7%8,2480.3%EnergyIBMInternational Business Machines$1,622,002$124,531 ▼-7.1%7,3200.3%TechnologyMSMorgan Stanley$1,495,579$79,495 ▼-5.0%7,8640.3%FinanceIBBiShares Biotechnology ETF$1,493,487$4,159 ▼-0.3%7,1820.3%ETFKOCoca-Cola$1,490,560$40,573 ▼-2.6%17,2300.3%Consumer StaplesHDHome Depot$1,488,361$1,406 ▲0.1%5,2940.3%Consumer DiscretionaryGOOGLAlphabet$1,486,169$40,541 ▼-2.7%4,2890.3%Communication ServicesICEIntercontinental Exchange$1,368,812$156,266 ▼-10.2%8,9960.3%FinanceQQQXNuveen NASDAQ 100 Dynamic Overwrite Fund$1,344,068$2,683 ▼-0.2%44,0820.3%FinanceJPMJPMorgan Chase & Co.$1,263,099$4,986 ▼-0.4%3,8000.2%FinanceAPOApollo Global Management$1,249,350$9,113 ▼-0.7%10,8310.2%FinanceBDJBlackRock Enhanced Equity Dividend Trust$1,204,174$1,083 ▼-0.1%128,9260.2%FinanceAMZNAmazon.com$1,185,8540.0%4,7170.2%Consumer DiscretionaryBANK OF NY MELLON CORP$1,020,093$1,294 ▲0.1%7,0960.2%COMDELLDell Technologies$1,016,389$81,753 ▼-7.4%1,8400.2%TechnologyXLUUtilities Select Sector SPDR Fund$1,012,034$1,639 ▼-0.2%25,3200.2%ETFCSCOCisco Systems$946,322$45,240 ▼-4.6%8,3880.2%TechnologyPGXInvesco Preferred ETF$940,317$60,974 ▼-6.1%93,3780.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$930,927$15,842 ▼-1.7%7,4040.2%ETFDNPDNP Select Income Fund$869,817$1,166 ▼-0.1%91,7530.2%FinanceTXNTexas Instruments$858,474$62,815 ▼-6.8%2,9110.2%TechnologyMRKMerck & Co., Inc.$841,439$18,280 ▼-2.1%6,0300.2%HealthcareLMTLockheed Martin$819,929$27,365 ▼-3.2%1,6180.2%IndustrialsVZVerizon Communications$795,423$19,624 ▼-2.4%17,3480.2%Communication ServicesMETMetLife$757,398$17,438 ▼-2.3%7,8180.1%FinanceIVEiShares S&P 500 Value ETF$751,148$922 ▲0.1%3,2590.1%ETFEDConsolidated Edison$746,486$930 ▲0.1%7,2210.1%UtilitiesDISWalt Disney$743,542$215,416 ▼-22.5%7,1760.1%Communication ServicesEXXONMOBIL HOLDINGS CORP$727,109$727,109 ▲New Holding4,4340.1%COM SHSSOSouthern$726,036$2,179 ▲0.3%8,6650.1%UtilitiesVOOVanguard S&P 500 ETF$705,480$713 ▲0.1%9900.1%ETFXLFFinancial Select Sector SPDR Fund$686,220$269 ▼0.0%12,7360.1%ETFDEDeere & Company$680,026$4,775 ▼-0.7%9970.1%IndustrialsAEPAmerican Electric Power$651,570$6,465 ▼-1.0%5,4420.1%UtilitiesGOOGAlphabet$649,655$35,767 ▼-5.2%1,8890.1%Communication ServicesGDGeneral Dynamics$626,101$29,530 ▼-4.5%1,8870.1%IndustrialsBXBlackstone$624,735$2,791 ▲0.4%5,5950.1%FinanceKRKroger$603,281$25,159 ▼-4.0%10,2630.1%Consumer StaplesXLEEnergy Select Sector SPDR Fund$597,799$127 ▲0.0%9,4220.1%ETFENBEnbridge$596,214$1,703 ▼-0.3%12,9500.1%EnergyMRVLMarvell Technology$591,153$102,278 ▼-14.7%2,1790.1%TechnologyVOOVVanguard S&P 500 Value ETF$582,307$9,349 ▲1.6%2,6160.1%ETFHPQHP$569,551$787 ▲0.1%18,0980.1%TechnologyXLPConsumer Staples Select Sector SPDR Fund$532,062$7,537 ▼-1.4%6,5650.1%ETFNVDANVIDIA$526,736$24,844 ▲5.0%2,2050.1%TechnologyJPIEJPMorgan Income ETF$517,810$517,810 ▲New Holding11,5790.1%ETFJPCNuveen Preferred & Income Opportunities Fund$511,365$1,001 ▼-0.2%77,1290.1%FinanceCCitigroup$504,006$20,824 ▼-4.0%3,9210.1%FinanceINTCIntel$501,2740.0%4,3140.1%TechnologyABAllianceBernstein$484,182$6,482 ▲1.4%13,8180.1%FinanceBTZBlackRock Credit Allocation Income Trust$466,040$1,050 ▼-0.2%50,1660.1%FinanceVYMVanguard High Dividend Yield ETF$459,756$157 ▼0.0%2,9280.1%ETFBLACKROCK INC$459,187$13,850 ▼-2.9%4310.1%COMRJFRaymond James Financial$455,585$7,237 ▼-1.6%2,8330.1%FinanceCOSTCostco Wholesale$452,136$1,845 ▼-0.4%4900.1%Consumer StaplesPFEPfizer$435,876$10,388 ▼-2.3%15,9020.1%HealthcareFPEFirst Trust Preferred Securities and Income ETF$433,043$32,276 ▼-6.9%25,3980.1%ETFXBISPDR S&P Biotech ETF$429,6790.0%2,7510.1%ETFSPGIS&P Global$419,250$391 ▲0.1%1,0720.1%FinanceCOPConocoPhillips$417,528$6,805 ▼-1.6%3,2520.1%EnergyEMREmerson Electric$416,207$19,804 ▼-4.5%2,5640.1%IndustrialsVIGVanguard Dividend Appreciation ETF$415,566$236 ▲0.1%1,7600.1%ETFTSLATesla$406,7560.0%1,0740.1%Consumer DiscretionaryITWIllinois Tool Works$406,530$15,585 ▼-3.7%1,5390.1%IndustrialsGEGE Aerospace$402,432$22,664 ▼-5.3%1,3140.1%IndustrialsNOCNorthrop Grumman$393,669$33,797 ▼-7.9%8270.1%IndustrialsSHELShell$393,029$13,995 ▼-3.4%4,0720.1%EnergySPHDInvesco S&P 500 High Dividend Low Volatility ETF$392,013$481 ▲0.1%8,1430.1%ETFAXPAmerican Express$390,702$37,398 ▼-8.7%1,2850.1%FinanceCIIBlackRock Enhanced Capital and Income Fund$386,293$1,853 ▼-0.5%16,0550.1%FinanceMCKMcKesson$373,006$43,074 ▼-10.4%4070.1%HealthcareVLOValero Energy$370,495$1,257 ▲0.3%8840.1%EnergyRSPInvesco S&P 500 Equal Weight ETF$369,673$369,673 ▲New Holding1,7510.1%ETFLAZARD INC$363,542$3,987 ▼-1.1%10,3040.1%COMAMLPAlerian MLP ETF$363,040$45,870 ▼-11.2%6,8540.1%ETFTRVTravelers Companies$358,061$11,539 ▼-3.1%9930.1%FinanceAMGNAmgen$345,009$23,377 ▼-6.3%8560.1%HealthcareShowing largest 100 holdings. 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