Shulman DeMeo Asset Management LLC Q1 2025 Filing

Filed April 9, 2025

Portfolio Value

$356.1M

Holdings

116

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (116 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$216.3M
AAPLAPPLE INC
$14.1M
EFAISHARES TR
$12.2M
IVVISHARES TR
$11.0M
IJRISHARES TR
$9.4M
SDYSPDR SER TR
$6.0M
HDVISHARES TR
$4.1M
AQLTISHARES TR
$4.1M
XLKSELECT SECTOR SPDR TR
$4.0M
PFFISHARES TR
$3.7M
LVLNSPDR SER TR
$3.6M
METAMETA PLATFORMS INC
$2.8M
IYJISHARES TR
$2.5M
WSMWILLIAMS SONOMA INC
$2.2M
IBMINTERNATIONAL BUSINESS MACHS
$2.1M
QCOMQUALCOMM INC
$2.0M
MSFTMICROSOFT CORP
$1.9M
WMTWALMART INC
$1.6M
LLYELI LILLY & CO
$1.6M
CVXCHEVRON CORP NEW
$1.5M
HDHOME DEPOT INC
$1.4M
JNJJOHNSON & JOHNSON
$1.4M
KOCOCA COLA CO
$1.3M
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$1.3M
BDJBLACKROCK ENHANCED EQUITY DI
$1.2M
PGXINVESCO EXCH TRADED FD TR II
$1.2M
JPMJPMORGAN CHASE & CO.
$1.1M
XLUSELECT SECTOR SPDR TR
$1.1M
DNPDNP SELECT INCOME FD INC
$1.1M
DISDISNEY WALT CO
$959K
IBBISHARES TR
$945K
DWDMORGAN STANLEY
$905K
DIAXNUVEEN DOW 30 DYNMC OVERWRT
$870K
BACVERIZON COMMUNICATIONS INC
$865K
AMZNAMAZON COM INC
$843K
SOSOUTHERN CO
$819K
EDCONSOLIDATED EDISON INC
$815K
LMTLOCKHEED MARTIN CORP
$796K
XSSPXNUVEEN S&P 500 DYNAMIC OVERW
$792K
PGPROCTER AND GAMBLE CO
$767K
KRKROGER CO
$762K
JPCNUVEEN PFD & INCOME OPPORTUN
$714K
METMETLIFE INC
$689K
GOOGLALPHABET INC
$663K
XLFSELECT SECTOR SPDR TR
$638K
XOMEXXON MOBIL CORP
$626K
IVEISHARES TR
$616K
ENBENBRIDGE INC
$616K
AEPAMERICAN ELEC PWR CO INC
$615K
BTZBLACKROCK CR ALLOCATION INCO
$597K
CSCOCISCO SYS INC
$589K
TXNTEXAS INSTRS INC
$588K
DEDEERE & CO
$586K
BKBANK NEW YORK MELLON CORP
$582K
VOOVVANGUARD ADMIRAL FDS INC
$576K
CLCOLGATE PALMOLIVE CO
$574K
SPGIS&P GLOBAL INC
$554K
GDGENERAL DYNAMICS CORP
$550K
ABALLIANCEBERNSTEIN HLDG L P
$539K
XLFISELECT SECTOR SPDR TR
$537K
VOOVANGUARD INDEX FDS
$504K
COSTCOSTCO WHSL CORP NEW
$483K
NOCNORTHROP GRUMMAN CORP
$466K
SPHDINVESCO EXCH TRADED FD TR II
$465K
XLESELECT SECTOR SPDR TR
$446K
RJFRAYMOND JAMES FINL INC
$436K
PFEPFIZER INC
$431K
UNHUNITEDHEALTH GROUP INC
$429K
HONHONEYWELL INTL INC
$423K
ITWILLINOIS TOOL WKS INC
$421K
AXPAMERICAN EXPRESS CO
$419K
VYMVANGUARD WHITEHALL FDS
$419K
LOWLOWES COS INC
$415K
TAT&T INC
$407K
UNPUNION PAC CORP
$404K
CIIBLACKROCK ENHANCD CAP & INM
$397K
XFEBFIRST TR EXCH TRADED FD III
$384K
RSGREPUBLIC SVCS INC
$379K
VIGVANGUARD SPECIALIZED FUNDS
$366K
MOALTRIA GROUP INC
$364K
COPCONOCOPHILLIPS
$347K
TSLATESLA INC
$342K
BMTABRITISH AMERN TOB PLC
$338K
SHELSHELL PLC
$321K
GABGABELLI EQUITY TR INC
$318K
GOOGALPHABET INC
$314K
MCKMCKESSON CORP
$309K
EMREMERSON ELEC CO
$305K
AMGNAMGEN INC
$303K
UTFCOHEN & STEERS INFRASTRUCTUR
$302K
INTCINTEL CORP
$302K
TJXTJX COS INC NEW
$278K
EOSEATON VANCE ENHANCED EQUITY
$277K
BHKBLACKROCK CORE BD TR
$277K
PEPPEPSICO INC
$277K
TRVTRAVELERS COMPANIES INC
$270K
PKGPACKAGING CORP AMER
$263K
XLVSELECT SECTOR SPDR TR
$249K
LYBLYONDELLBASELL INDUSTRIES N
$244K
ORCLORACLE CORP
$237K
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