Shulman DeMeo Asset Management LLC
CIK: 1767070SEC EDGAR →
Portfolio Value
$49.5B
Holdings
140
As of
Q1 2026
New Positions
140
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 144,941 | $14.1B | 28.45% |
| 2 | ISHARES TR | 110,991 | $3.4B | 6.80% |
| 3 | SPDR SERIES TRUST | 105,776 | $3.3B | 6.59% |
| 4 | NUVEEN S&P 500 DYNAMIC OVERW | 157,720 | $2.5B | 5.12% |
| 5 | COCA COLA CO | 17,685 | $1.3B | 2.72% |
| 6 | NUVEEN NASDAQ 100 DYNAMIC OV | 45,829 | $1.2B | 2.47% |
| 7 | SELECT SECTOR SPDR TR | 25,484 | $1.2B | 2.36% |
| 8 | BLACKROCK ENHANCED EQUITY DI | 129,581 | $1.1B | 2.26% |
| 9 | INVESCO EXCH TRADED FD TR II | 99,990 | $1.1B | 2.20% |
| 10 | DNP SELECT INCOME FD INC | 92,387 | $951.6M | 1.92% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $28.8B | 58.2% |
| Unknown | 10 | $7.6B | 15.3% |
| Technology | 26 | $5.7B | 11.5% |
| Consumer Defensive | 8 | $2.6B | 5.3% |
| Communication Services | 6 | $1.4B | 2.8% |
| Energy | 6 | $1.1B | 2.2% |
| Utilities | 5 | $1.1B | 2.1% |
| Healthcare | 10 | $1.0B | 2.0% |
| Real Estate | 1 | $219.5M | 0.4% |
| Consumer Cyclical | 7 | $6.5M | 0.0% |
| Industrials | 11 | $5.3M | 0.0% |