Shulman DeMeo Asset Management LLC
CIK: 1767070SEC EDGAR →
Portfolio Value
$36.2B
Holdings
144
As of
Q3 2026
New Positions
4
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 160,037 | $4.5B | 12.43% |
| 2 | ISHARES TR | 108,314 | $3.2B | 8.81% |
| 3 | SPDR SERIES TRUST | 99,834 | $2.8B | 7.79% |
| 4 | NUVEEN S&P 500 DYNAMIC OVERW | 150,411 | $2.8B | 7.75% |
| 5 | COCA COLA CO | 17,230 | $1.5B | 4.11% |
| 6 | NUVEEN NASDAQ 100 DYNAMIC OV | 44,082 | $1.3B | 3.71% |
| 7 | BLACKROCK ENHANCED EQUITY DI | 128,926 | $1.2B | 3.32% |
| 8 | SELECT SECTOR SPDR TR | 25,320 | $1.0B | 2.79% |
| 9 | INVESCO EXCH TRADED FD TR II | 93,378 | $940.3M | 2.59% |
| 10 | DNP SELECT INCOME FD INC | 91,753 | $869.8M | 2.40% |
Quarterly Changes
New Positions (5)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 56 | $18.6B | 51.3% |
| Unknown | 10 | $7.5B | 20.6% |
| Technology | 28 | $4.8B | 13.2% |
| Consumer Defensive | 6 | $2.1B | 5.8% |
| Energy | 5 | $991.7M | 2.7% |
| Healthcare | 10 | $929.2M | 2.6% |
| Utilities | 4 | $727.7M | 2.0% |
| Communication Services | 6 | $468.9M | 1.3% |
| Real Estate | 1 | $160.6M | 0.4% |
| Consumer Cyclical | 7 | $6.8M | 0.0% |
| Industrials | 11 | $4.6M | 0.0% |