Shulman DeMeo Asset Management LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$356.1B
Holdings
116
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 386,680 | $216.3B | 60.74% | |
| 2 | AAPLAPPLE INC | 63,638 | $14.1B | 3.97% | |
| 3 | EFAISHARES TR | 149,407 | $12.2B | 3.43% | |
| 4 | IVVISHARES TR | 19,540 | $11.0B | 3.08% | |
| 5 | IJRISHARES TR | 89,777 | $9.4B | 2.64% | |
| 6 | SDYSPDR SER TR | 43,977 | $6.0B | 1.68% | |
| 7 | HDVISHARES TR | 34,257 | $4.1B | 1.17% | |
| 8 | AQLTISHARES TR | 30,380 | $4.1B | 1.15% | |
| 9 | XLKSELECT SECTOR SPDR TR | 19,452 | $4.0B | 1.13% | |
| 10 | PFFISHARES TR | 119,989 | $3.7B | 1.04% | |
| 11 | LVLNSPDR SER TR | 112,426 | $3.6B | 1.02% | |
| 12 | METAMETA PLATFORMS INC | 4,942 | $2.8B | 0.80% | |
| 13 | IYJISHARES TR | 19,334 | $2.5B | 0.71% | |
| 14 | WSMWILLIAMS SONOMA INC | 13,819 | $2.2B | 0.61% | |
| 15 | IBMINTERNATIONAL BUSINESS MACHS | 8,286 | $2.1B | 0.58% | |
| 16 | QCOMQUALCOMM INC | 12,985 | $2.0B | 0.56% | |
| 17 | MSFTMICROSOFT CORP | 4,951 | $1.9B | 0.52% | |
| 18 | WMTWALMART INC | 18,172 | $1.6B | 0.45% | |
| 19 | LLYELI LILLY & CO | 1,901 | $1.6B | 0.44% | |
| 20 | CVXCHEVRON CORP NEW | 8,937 | $1.5B | 0.42% | |
| 21 | HDHOME DEPOT INC | 3,879 | $1.4B | 0.40% | |
| 22 | JNJJOHNSON & JOHNSON | 8,239 | $1.4B | 0.38% | |
| 23 | KOCOCA COLA CO | 17,704 | $1.3B | 0.36% | |
| 24 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 96,210 | $1.3B | 0.35% | |
| 25 | BDJBLACKROCK ENHANCED EQUITY DI | 141,593 | $1.2B | 0.34% | |
| 26 | PGXINVESCO EXCH TRADED FD TR II | 106,253 | $1.2B | 0.33% | |
| 27 | JPMJPMORGAN CHASE & CO. | 4,502 | $1.1B | 0.31% | |
| 28 | XLUSELECT SECTOR SPDR TR | 13,471 | $1.1B | 0.30% | |
| 29 | DNPDNP SELECT INCOME FD INC | 106,325 | $1.1B | 0.30% | |
| 30 | DISDISNEY WALT CO | 9,719 | $959.2M | 0.27% | |
| 31 | IBBISHARES TR | 7,386 | $944.7M | 0.27% | |
| 32 | DWDMORGAN STANLEY | 7,755 | $904.7M | 0.25% | |
| 33 | DIAXNUVEEN DOW 30 DYNMC OVERWRT | 60,022 | $869.7M | 0.24% | |
| 34 | BACVERIZON COMMUNICATIONS INC | 19,077 | $865.3M | 0.24% | |
| 35 | AMZNAMAZON COM INC | 4,430 | $842.9M | 0.24% | |
| 36 | SOSOUTHERN CO | 8,909 | $819.2M | 0.23% | |
| 37 | EDCONSOLIDATED EDISON INC | 7,372 | $815.2M | 0.23% | |
| 38 | LMTLOCKHEED MARTIN CORP | 1,782 | $796.1M | 0.22% | |
| 39 | XSSPXNUVEEN S&P 500 DYNAMIC OVERW | 46,859 | $791.9M | 0.22% | |
| 40 | PGPROCTER AND GAMBLE CO | 4,500 | $766.9M | 0.22% | |
| 41 | KRKROGER CO | 11,255 | $761.8M | 0.21% | |
| 42 | JPCNUVEEN PFD & INCOME OPPORTUN | 89,654 | $713.6M | 0.20% | |
| 43 | METMETLIFE INC | 8,576 | $688.5M | 0.19% | |
| 44 | GOOGLALPHABET INC | 4,286 | $662.7M | 0.19% | |
| 45 | XLFSELECT SECTOR SPDR TR | 12,805 | $637.8M | 0.18% | |
| 46 | XOMEXXON MOBIL CORP | 5,263 | $625.9M | 0.18% | |
| 47 | IVEISHARES TR | 3,234 | $616.3M | 0.17% | |
| 48 | ENBENBRIDGE INC | 13,908 | $616.3M | 0.17% | |
| 49 | AEPAMERICAN ELEC PWR CO INC | 5,629 | $615.1M | 0.17% | |
| 50 | BTZBLACKROCK CR ALLOCATION INCO | 55,657 | $596.6M | 0.17% | |
| 51 | CSCOCISCO SYS INC | 9,550 | $589.3M | 0.17% | |
| 52 | TXNTEXAS INSTRS INC | 3,272 | $588.1M | 0.17% | |
| 53 | DEDEERE & CO | 1,249 | $586.3M | 0.16% | |
| 54 | BKBANK NEW YORK MELLON CORP | 6,945 | $582.5M | 0.16% | |
| 55 | VOOVVANGUARD ADMIRAL FDS INC | 3,130 | $576.4M | 0.16% | |
| 56 | CLCOLGATE PALMOLIVE CO | 6,131 | $574.4M | 0.16% | |
| 57 | SPGIS&P GLOBAL INC | 1,090 | $553.9M | 0.16% | |
| 58 | GDGENERAL DYNAMICS CORP | 2,019 | $550.3M | 0.15% | |
| 59 | ABALLIANCEBERNSTEIN HLDG L P | 14,066 | $538.9M | 0.15% | |
| 60 | XLFISELECT SECTOR SPDR TR | 6,578 | $537.2M | 0.15% | |
| 61 | VOOVANGUARD INDEX FDS | 980 | $503.7M | 0.14% | |
| 62 | COSTCOSTCO WHSL CORP NEW | 510 | $482.6M | 0.14% | |
| 63 | NOCNORTHROP GRUMMAN CORP | 910 | $465.7M | 0.13% | |
| 64 | SPHDINVESCO EXCH TRADED FD TR II | 9,260 | $465.1M | 0.13% | |
| 65 | XLESELECT SECTOR SPDR TR | 4,773 | $446.0M | 0.13% | |
| 66 | RJFRAYMOND JAMES FINL INC | 3,139 | $436.1M | 0.12% | |
| 67 | PFEPFIZER INC | 17,000 | $430.8M | 0.12% | |
| 68 | UNHUNITEDHEALTH GROUP INC | 819 | $428.8M | 0.12% | |
| 69 | HONHONEYWELL INTL INC | 1,996 | $422.6M | 0.12% | |
| 70 | ITWILLINOIS TOOL WKS INC | 1,698 | $421.1M | 0.12% | |
| 71 | AXPAMERICAN EXPRESS CO | 1,559 | $419.5M | 0.12% | |
| 72 | VYMVANGUARD WHITEHALL FDS | 3,245 | $418.5M | 0.12% | |
| 73 | LOWLOWES COS INC | 1,781 | $415.5M | 0.12% | |
| 74 | TAT&T INC | 14,401 | $407.3M | 0.11% | |
| 75 | UNPUNION PAC CORP | 1,708 | $403.5M | 0.11% | |
| 76 | CIIBLACKROCK ENHANCD CAP & INM | 21,478 | $396.7M | 0.11% | |
| 77 | XFEBFIRST TR EXCH TRADED FD III | 21,849 | $384.3M | 0.11% | |
| 78 | RSGREPUBLIC SVCS INC | 1,564 | $378.7M | 0.11% | |
| 79 | VIGVANGUARD SPECIALIZED FUNDS | 1,888 | $366.3M | 0.10% | |
| 80 | MOALTRIA GROUP INC | 6,067 | $364.1M | 0.10% | |
| 81 | COPCONOCOPHILLIPS | 3,302 | $346.8M | 0.10% | |
| 82 | TSLATESLA INC | 1,321 | $342.4M | 0.10% | |
| 83 | BMTABRITISH AMERN TOB PLC | 8,165 | $337.8M | 0.09% | |
| 84 | SHELSHELL PLC | 4,377 | $320.8M | 0.09% | |
| 85 | GABGABELLI EQUITY TR INC | 57,755 | $318.2M | 0.09% | |
| 86 | GOOGALPHABET INC | 2,008 | $313.7M | 0.09% | |
| 87 | MCKMCKESSON CORP | 459 | $309.2M | 0.09% | |
| 88 | EMREMERSON ELEC CO | 2,782 | $305.0M | 0.09% | |
| 89 | AMGNAMGEN INC | 972 | $302.7M | 0.09% | |
| 90 | UTFCOHEN & STEERS INFRASTRUCTUR | 11,835 | $302.4M | 0.08% | |
| 91 | INTCINTEL CORP | 13,282 | $301.6M | 0.08% | |
| 92 | TJXTJX COS INC NEW | 2,281 | $277.8M | 0.08% | |
| 93 | EOSEATON VANCE ENHANCED EQUITY | 13,145 | $277.4M | 0.08% | |
| 94 | BHKBLACKROCK CORE BD TR | 25,553 | $277.2M | 0.08% | |
| 95 | PEPPEPSICO INC | 1,845 | $276.6M | 0.08% | |
| 96 | TRVTRAVELERS COMPANIES INC | 1,020 | $269.7M | 0.08% | |
| 97 | PKGPACKAGING CORP AMER | 1,327 | $262.8M | 0.07% | |
| 98 | XLVSELECT SECTOR SPDR TR | 1,705 | $249.0M | 0.07% | |
| 99 | LYBLYONDELLBASELL INDUSTRIES N | 3,470 | $244.3M | 0.07% | |
| 100 | ORCLORACLE CORP | 1,697 | $237.3M | 0.07% |
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