Shulman DeMeo Asset Management LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$403.9B
Holdings
118
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (118 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 382,020 | $236.0B | 58.44% | |
| 2 | NDQINVESCO QQQ TR | 43,707 | $24.1B | 5.97% | |
| 3 | EFAISHARES TR | 147,879 | $13.2B | 3.27% | |
| 4 | AAPLAPPLE INC | 63,219 | $13.0B | 3.21% | |
| 5 | IVVISHARES TR | 19,413 | $12.1B | 2.98% | |
| 6 | IJRISHARES TR | 88,420 | $9.7B | 2.39% | |
| 7 | SDYSPDR SERIES TRUST | 43,896 | $6.0B | 1.48% | |
| 8 | XLKSELECT SECTOR SPDR TR | 17,384 | $4.4B | 1.09% | |
| 9 | AQLTISHARES TR | 30,339 | $4.0B | 1.00% | |
| 10 | HDVISHARES TR | 34,169 | $4.0B | 0.99% | |
| 11 | PFFISHARES TR | 117,964 | $3.6B | 0.90% | |
| 12 | METAMETA PLATFORMS INC | 4,902 | $3.6B | 0.90% | |
| 13 | LVLNSPDR SERIES TRUST | 111,752 | $3.5B | 0.88% | |
| 14 | IYJISHARES TR | 19,261 | $2.7B | 0.68% | |
| 15 | IBMINTERNATIONAL BUSINESS MACHS | 8,132 | $2.4B | 0.59% | |
| 16 | MSFTMICROSOFT CORP | 4,747 | $2.4B | 0.58% | |
| 17 | WSMWILLIAMS SONOMA INC | 13,577 | $2.2B | 0.55% | |
| 18 | QCOMQUALCOMM INC | 12,952 | $2.1B | 0.51% | |
| 19 | WMTWALMART INC | 17,740 | $1.7B | 0.43% | |
| 20 | HDHOME DEPOT INC | 3,881 | $1.4B | 0.35% | |
| 21 | LLYELI LILLY & CO | 1,795 | $1.4B | 0.35% | |
| 22 | XBXMXNUVEEN S&P 500 BUY-WRITE INC | 96,095 | $1.3B | 0.33% | |
| 23 | CVXCHEVRON CORP NEW | 8,733 | $1.3B | 0.31% | |
| 24 | JNJJOHNSON & JOHNSON | 8,121 | $1.2B | 0.31% | |
| 25 | KOCOCA COLA CO | 17,232 | $1.2B | 0.30% | |
| 26 | BDJBLACKROCK ENHANCED EQUITY DI | 137,062 | $1.2B | 0.30% | |
| 27 | PGXINVESCO EXCH TRADED FD TR II | 106,190 | $1.2B | 0.29% | |
| 28 | JPMJPMORGAN CHASE & CO. | 3,996 | $1.2B | 0.29% | |
| 29 | DISDISNEY WALT CO | 9,285 | $1.2B | 0.29% | |
| 30 | DWDMORGAN STANLEY | 7,776 | $1.1B | 0.27% | |
| 31 | XLUSELECT SECTOR SPDR TR | 13,167 | $1.1B | 0.27% | |
| 32 | DNPDNP SELECT INCOME FD INC | 104,625 | $1.0B | 0.25% | |
| 33 | AMZNAMAZON COM INC | 4,395 | $964.2M | 0.24% | |
| 34 | IBBISHARES TR | 7,362 | $931.4M | 0.23% | |
| 35 | DIAXNUVEEN DOW 30 DYNMC OVERWRT | 59,944 | $859.6M | 0.21% | |
| 36 | XSSPXNUVEEN S&P 500 DYNAMIC OVERW | 46,784 | $829.9M | 0.21% | |
| 37 | BACVERIZON COMMUNICATIONS INC | 18,857 | $815.9M | 0.20% | |
| 38 | SOSOUTHERN CO | 8,552 | $785.3M | 0.19% | |
| 39 | LMTLOCKHEED MARTIN CORP | 1,686 | $780.7M | 0.19% | |
| 40 | KRKROGER CO | 10,784 | $773.6M | 0.19% | |
| 41 | GOOGLALPHABET INC | 4,250 | $749.0M | 0.19% | |
| 42 | EDCONSOLIDATED EDISON INC | 7,380 | $740.5M | 0.18% | |
| 43 | JPCNUVEEN PFD & INCOME OPPORTUN | 89,471 | $717.6M | 0.18% | |
| 44 | PGPROCTER AND GAMBLE CO | 4,350 | $693.1M | 0.17% | |
| 45 | METMETLIFE INC | 8,584 | $690.3M | 0.17% | |
| 46 | TXNTEXAS INSTRS INC | 3,202 | $664.7M | 0.16% | |
| 47 | XLFSELECT SECTOR SPDR TR | 12,542 | $656.8M | 0.16% | |
| 48 | BKBANK NEW YORK MELLON CORP | 6,979 | $635.8M | 0.16% | |
| 49 | CSCOCISCO SYS INC | 9,131 | $633.5M | 0.16% | |
| 50 | IVEISHARES TR | 3,230 | $631.3M | 0.16% | |
| 51 | ENBENBRIDGE INC | 13,499 | $611.8M | 0.15% | |
| 52 | BTZBLACKROCK CR ALLOCATION INCO | 54,367 | $593.7M | 0.15% | |
| 53 | DEDEERE & CO | 1,165 | $592.5M | 0.15% | |
| 54 | GDGENERAL DYNAMICS CORP | 2,005 | $584.7M | 0.14% | |
| 55 | ABALLIANCEBERNSTEIN HLDG L P | 14,115 | $576.3M | 0.14% | |
| 56 | SPGIS&P GLOBAL INC | 1,085 | $572.2M | 0.14% | |
| 57 | XOMEXXON MOBIL CORP | 5,294 | $570.7M | 0.14% | |
| 58 | AEPAMERICAN ELEC PWR CO INC | 5,494 | $570.1M | 0.14% | |
| 59 | CLCOLGATE PALMOLIVE CO | 6,135 | $557.7M | 0.14% | |
| 60 | VOOVANGUARD INDEX FDS | 980 | $556.8M | 0.14% | |
| 61 | XLFISELECT SECTOR SPDR TR | 6,571 | $532.1M | 0.13% | |
| 62 | COSTCOSTCO WHSL CORP NEW | 497 | $491.7M | 0.12% | |
| 63 | RJFRAYMOND JAMES FINL INC | 3,126 | $479.4M | 0.12% | |
| 64 | HONHONEYWELL INTL INC | 1,991 | $463.7M | 0.11% | |
| 65 | CIIBLACKROCK ENHANCED LARGE CAP | 21,416 | $457.2M | 0.11% | |
| 66 | NOCNORTHROP GRUMMAN CORP | 911 | $455.5M | 0.11% | |
| 67 | AXPAMERICAN EXPRESS CO | 1,427 | $455.2M | 0.11% | |
| 68 | SPHDINVESCO EXCH TRADED FD TR II | 9,218 | $438.4M | 0.11% | |
| 69 | VOOVVANGUARD ADMIRAL FDS INC | 2,321 | $438.0M | 0.11% | |
| 70 | VYMVANGUARD WHITEHALL FDS | 3,242 | $432.2M | 0.11% | |
| 71 | TAT&T INC | 14,407 | $416.9M | 0.10% | |
| 72 | ITWILLINOIS TOOL WKS INC | 1,631 | $403.2M | 0.10% | |
| 73 | XLESELECT SECTOR SPDR TR | 4,736 | $401.7M | 0.10% | |
| 74 | PFEPFIZER INC | 16,557 | $401.3M | 0.10% | |
| 75 | XFEBFIRST TR EXCH TRADED FD III | 21,849 | $388.9M | 0.10% | |
| 76 | BMTABRITISH AMERN TOB PLC | 8,165 | $386.4M | 0.10% | |
| 77 | VIGVANGUARD SPECIALIZED FUNDS | 1,886 | $386.0M | 0.10% | |
| 78 | RSGREPUBLIC SVCS INC | 1,561 | $385.0M | 0.10% | |
| 79 | LOWLOWES COS INC | 1,700 | $377.1M | 0.09% | |
| 80 | UNPUNION PAC CORP | 1,616 | $371.8M | 0.09% | |
| 81 | ORCLORACLE CORP | 1,651 | $360.9M | 0.09% | |
| 82 | MOALTRIA GROUP INC | 6,108 | $358.1M | 0.09% | |
| 83 | GOOGALPHABET INC | 2,010 | $356.6M | 0.09% | |
| 84 | TSLATESLA INC | 1,114 | $353.9M | 0.09% | |
| 85 | EMREMERSON ELEC CO | 2,575 | $343.3M | 0.09% | |
| 86 | WDCWESTERN DIGITAL CORP | 5,273 | $337.4M | 0.08% | |
| 87 | GABGABELLI EQUITY TR INC | 57,639 | $335.5M | 0.08% | |
| 88 | MCKMCKESSON CORP | 454 | $332.5M | 0.08% | |
| 89 | EOSEATON VANCE ENHANCED EQUITY | 13,082 | $316.7M | 0.08% | |
| 90 | UTFCOHEN & STEERS INFRASTRUCTUR | 11,649 | $313.9M | 0.08% | |
| 91 | SHELSHELL PLC | 4,256 | $299.7M | 0.07% | |
| 92 | COPCONOCOPHILLIPS | 3,318 | $297.8M | 0.07% | |
| 93 | UNHUNITEDHEALTH GROUP INC | 915 | $285.4M | 0.07% | |
| 94 | TJXTJX COS INC NEW | 2,284 | $282.0M | 0.07% | |
| 95 | TRVTRAVELERS COMPANIES INC | 1,021 | $273.1M | 0.07% | |
| 96 | AMGNAMGEN INC | 944 | $263.5M | 0.07% | |
| 97 | BHKBLACKROCK CORE BD TR | 25,422 | $247.1M | 0.06% | |
| 98 | INTCINTEL CORP | 11,004 | $246.5M | 0.06% | |
| 99 | PEPPEPSICO INC | 1,862 | $245.8M | 0.06% | |
| 100 | USBUS BANCORP DEL | 5,404 | $244.5M | 0.06% |
Page 1 of 2Next