Shulman DeMeo Asset Management LLC
CIK: 1767070SEC EDGAR →
Portfolio Value
$38.3B
Holdings
146
As of
Q2 2026
New Positions
140
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 163,436 | $4.5B | 11.69% |
| 2 | ISHARES TR | 110,608 | $3.4B | 8.80% |
| 3 | SPDR SERIES TRUST | 105,421 | $3.2B | 8.40% |
| 4 | NUVEEN S&P 500 DYNAMIC OVERW | 151,552 | $2.8B | 7.37% |
| 5 | COCA COLA CO | 17,699 | $1.4B | 3.75% |
| 6 | NUVEEN NASDAQ 100 DYNAMIC OV | 44,170 | $1.3B | 3.47% |
| 7 | BLACKROCK ENHANCED EQUITY DI | 129,042 | $1.2B | 3.22% |
| 8 | SELECT SECTOR SPDR TR | 25,361 | $1.1B | 3.00% |
| 9 | INVESCO EXCH TRADED FD TR II | 99,433 | $1.1B | 2.81% |
| 10 | DNP SELECT INCOME FD INC | 91,876 | $991.3M | 2.59% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $18.9B | 49.4% |
| Unknown | 10 | $7.9B | 20.6% |
| Technology | 28 | $5.0B | 13.1% |
| Consumer Defensive | 7 | $2.3B | 6.0% |
| Communication Services | 5 | $1.1B | 3.0% |
| Utilities | 5 | $1.0B | 2.7% |
| Energy | 6 | $1.0B | 2.7% |
| Healthcare | 10 | $715.1M | 1.9% |
| Real Estate | 1 | $211.4M | 0.6% |
| Consumer Cyclical | 7 | $7.4M | 0.0% |
| Industrials | 12 | $5.2M | 0.0% |