Shulman DeMeo Asset Management LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$441.0M
Holdings
119
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (119 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $258.2M |
NDQINVESCO QQQ TR | $26.6M |
AAPLAPPLE INC | $17.1M |
EFAISHARES TR | $14.2M |
IVVISHARES TR | $13.3M |
IJRISHARES TR | $10.6M |
SDYSPDR SERIES TRUST | $6.0M |
XLKSELECT SECTOR SPDR TR | $5.0M |
AQLTISHARES TR | $4.2M |
HDVISHARES TR | $4.2M |
PFFISHARES TR | $3.6M |
LVLNSPDR SERIES TRUST | $3.5M |
METAMETA PLATFORMS INC | $3.3M |
IYJISHARES TR | $2.8M |
IBMINTERNATIONAL BUSINESS MACHS | $2.4M |
WSMWILLIAMS SONOMA INC | $2.4M |
MSFTMICROSOFT CORP | $2.3M |
QCOMQUALCOMM INC | $2.2M |
WMTWALMART INC | $2.0M |
HDHOME DEPOT INC | $1.8M |
LLYELI LILLY & CO | $1.8M |
JNJJOHNSON & JOHNSON | $1.7M |
DWDMORGAN STANLEY | $1.5M |
XBXMXNUVEEN S&P 500 BUY-WRITE INC | $1.4M |
GOOGLALPHABET INC | $1.3M |
CVXCHEVRON CORP NEW | $1.3M |
BDJBLACKROCK ENHANCED EQUITY DI | $1.3M |
JPMJPMORGAN CHASE & CO. | $1.3M |
KOCOCA COLA CO | $1.2M |
IBBISHARES TR | $1.2M |
PGXINVESCO EXCH TRADED FD TR II | $1.1M |
XLUSELECT SECTOR SPDR TR | $1.1M |
DISDISNEY WALT CO | $1.1M |
AMZNAMAZON COM INC | $1.1M |
DNPDNP SELECT INCOME FD INC | $1.0M |
DIAXNUVEEN DOW 30 DYNMC OVERWRT | $904K |
WDCWESTERN DIGITAL CORP | $894K |
XSSPXNUVEEN S&P 500 DYNAMIC OVERW | $832K |
BKBANK NEW YORK MELLON CORP | $818K |
LMTLOCKHEED MARTIN CORP | $816K |
SOSOUTHERN CO | $755K |
BACVERIZON COMMUNICATIONS INC | $729K |
EDCONSOLIDATED EDISON INC | $724K |
XLFSELECT SECTOR SPDR TR | $718K |
CSCOCISCO SYS INC | $698K |
JPCNUVEEN PFD & INCOME OPPORTUN | $692K |
IVEISHARES TR | $688K |
METMETLIFE INC | $677K |
GDGENERAL DYNAMICS CORP | $673K |
KRKROGER CO | $671K |
XOMEXXON MOBIL CORP | $644K |
ENBENBRIDGE INC | $638K |
AEPAMERICAN ELEC PWR CO INC | $634K |
GOOGALPHABET INC | $624K |
PGPROCTER AND GAMBLE CO | $622K |
VOOVANGUARD INDEX FDS | $618K |
BTZBLACKROCK CR ALLOCATION INCO | $584K |
SPGIS&P GLOBAL INC | $563K |
ABALLIANCEBERNSTEIN HLDG L P | $554K |
TXNTEXAS INSTRS INC | $550K |
DEDEERE & CO | $530K |
AXPAMERICAN EXPRESS CO | $522K |
XLFISELECT SECTOR SPDR TR | $517K |
NOCNORTHROP GRUMMAN CORP | $514K |
CIIBLACKROCK ENHANCED LARGE CAP | $496K |
VOOVVANGUARD ADMIRAL FDS INC | $479K |
CLCOLGATE PALMOLIVE CO | $479K |
TSLATESLA INC | $470K |
RJFRAYMOND JAMES FINL INC | $469K |
VYMVANGUARD WHITEHALL FDS | $438K |
SPHDINVESCO EXCH TRADED FD TR II | $427K |
COSTCOSTCO WHSL CORP NEW | $426K |
XLESELECT SECTOR SPDR TR | $423K |
PFEPFIZER INC | $411K |
LOWLOWES COS INC | $407K |
ITWILLINOIS TOOL WKS INC | $399K |
XFEBFIRST TR EXCH TRADED FD III | $398K |
VIGVANGUARD SPECIALIZED FUNDS | $387K |
BMTABRITISH AMERN TOB PLC | $383K |
MCKMCKESSON CORP | $372K |
GABGABELLI EQUITY TR INC | $353K |
TJXTJX COS INC NEW | $343K |
EMREMERSON ELEC CO | $342K |
XBISPDR SERIES TRUST | $335K |
RSGREPUBLIC SVCS INC | $325K |
HONHONEYWELL INTL INC | $325K |
ORCLORACLE CORP | $321K |
COPCONOCOPHILLIPS | $312K |
SHELSHELL PLC | $312K |
EOSEATON VANCE ENHANCED EQUITY | $302K |
AMGNAMGEN INC | $302K |
NVDANVIDIA CORPORATION | $300K |
UNHUNITEDHEALTH GROUP INC | $293K |
USBUS BANCORP DEL | $292K |
HCAHCA HEALTHCARE INC | $287K |
UTFCOHEN & STEERS INFRASTRUCTUR | $270K |
PEPPEPSICO INC | $269K |
XLVSELECT SECTOR SPDR TR | $264K |
WBDWARNER BROS DISCOVERY INC | $257K |
TDTORONTO DOMINION BK ONT | $254K |
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