Shulman DeMeo Asset Management LLC

CIK 0001767070 • 6 13F filings • Apr 9, 2025 – Jul 8, 2026

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Filer information

Filed by: Shulman DeMeo Asset Management LLC, Chief Compliance Officer
Address: 3000 MARCUS AVENUE, SUITE 3W1, LAKE SUCCESS, NY, 11042
Phone: 516-708-9955
AUM: $441.0M

AUM over time

$505.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $356.1M116 positionsView on SEC.gov

			% of Portfolio
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$539K	0.2%	14,066 SH
ALPHABET INC	CAP STK CL A	$663K	0.2%	4,286 SH
ALPHABET INC	CAP STK CL C	$314K	0.1%	2,008 SH
ALTRIA GROUP INC	COM	$364K	0.1%	6,067 SH
AMAZON COM INC	COM	$843K	0.2%	4,430 SH
AMERICAN ELEC PWR CO INC	COM	$615K	0.2%	5,629 SH
AMERICAN EXPRESS CO	COM	$419K	0.1%	1,559 SH
AMGEN INC	COM	$303K	0.1%	972 SH
APPLE INC	COM	$14.1M	4.0%	63,638 SH
AT&T INC	COM	$407K	0.1%	14,401 SH
BANK NEW YORK MELLON CORP	COM	$582K	0.2%	6,945 SH
BLACKROCK CORE BD TR	SHS BEN INT	$277K	0.1%	25,553 SH
BLACKROCK CORPOR HI YLD FD I	COM	$187K	0.1%	19,500 SH
BLACKROCK CR ALLOCATION INCO	COM	$597K	0.2%	55,657 SH
BLACKROCK ENHANCD CAP & INM	COM	$397K	0.1%	21,478 SH
BLACKROCK ENHANCED EQUITY DI	COM	$1.2M	0.3%	141,593 SH
BLACKROCK FLOATING RATE INC	COM	$220K	0.1%	17,744 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$338K	0.1%	8,165 SH
CHEVRON CORP NEW	COM	$1.5M	0.4%	8,937 SH
CISCO SYS INC	COM	$589K	0.2%	9,550 SH
COCA COLA CO	COM	$1.3M	0.4%	17,704 SH
COHEN & STEERS INFRASTRUCTUR	COM	$302K	0.1%	11,835 SH
COLGATE PALMOLIVE CO	COM	$574K	0.2%	6,131 SH
CONOCOPHILLIPS	COM	$347K	0.1%	3,302 SH
CONSOLIDATED EDISON INC	COM	$815K	0.2%	7,372 SH
COSTCO WHSL CORP NEW	COM	$483K	0.1%	510 SH
DEERE & CO	COM	$586K	0.2%	1,249 SH
DISNEY WALT CO	COM	$959K	0.3%	9,719 SH
DNP SELECT INCOME FD INC	COM	$1.1M	0.3%	106,325 SH
EATON VANCE ENHANCED EQUITY	COM	$277K	0.1%	13,145 SH
ELI LILLY & CO	COM	$1.6M	0.4%	1,901 SH
EMERSON ELEC CO	COM	$305K	0.1%	2,782 SH
ENBRIDGE INC	COM	$616K	0.2%	13,908 SH
ENZO BIOCHEM INC	COM	$6K	0.0%	15,487 SH
EXXON MOBIL CORP	COM	$626K	0.2%	5,263 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$384K	0.1%	21,849 SH
FUBOTV INC	COM	$169K	0.0%	57,953 SH
GABELLI EQUITY TR INC	COM	$318K	0.1%	57,755 SH
GENERAL DYNAMICS CORP	COM	$550K	0.2%	2,019 SH
HCA HEALTHCARE INC	COM	$218K	0.1%	630 SH
HOME DEPOT INC	COM	$1.4M	0.4%	3,879 SH
HONEYWELL INTL INC	COM	$423K	0.1%	1,996 SH
ILLINOIS TOOL WKS INC	COM	$421K	0.1%	1,698 SH
INTEL CORP	COM	$302K	0.1%	13,282 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.1M	0.6%	8,286 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$1.2M	0.3%	106,253 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$465K	0.1%	9,260 SH
ISHARES TR	CORE HIGH DV ETF	$4.1M	1.2%	34,257 SH
ISHARES TR	CORE S&P SCP ETF	$9.4M	2.6%	89,777 SH
ISHARES TR	CORE S&P500 ETF	$11.0M	3.1%	19,540 SH
ISHARES TR	ISHARES BIOTECH	$945K	0.3%	7,386 SH
ISHARES TR	MSCI EAFE ETF	$12.2M	3.4%	149,407 SH
ISHARES TR	PFD AND INCM SEC	$3.7M	1.0%	119,989 SH
ISHARES TR	S&P 500 VAL ETF	$616K	0.2%	3,234 SH
ISHARES TR	SELECT DIVID ETF	$4.1M	1.1%	30,380 SH
ISHARES TR	US INDUSTRIALS	$2.5M	0.7%	19,334 SH
JOHNSON & JOHNSON	COM	$1.4M	0.4%	8,239 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.3%	4,502 SH
KINDER MORGAN INC DEL	COM	$210K	0.1%	7,376 SH
KROGER CO	COM	$762K	0.2%	11,255 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$87K	0.0%	13,348 SH
LOCKHEED MARTIN CORP	COM	$796K	0.2%	1,782 SH
LOWES COS INC	COM	$415K	0.1%	1,781 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$244K	0.1%	3,470 SH
MCKESSON CORP	COM	$309K	0.1%	459 SH
META PLATFORMS INC	CL A	$2.8M	0.8%	4,942 SH
METLIFE INC	COM	$689K	0.2%	8,576 SH
MICROSOFT CORP	COM	$1.9M	0.5%	4,951 SH
MORGAN STANLEY	COM NEW	$905K	0.3%	7,755 SH
NORTHROP GRUMMAN CORP	COM	$466K	0.1%	910 SH
NUVEEN DOW 30 DYNMC OVERWRT	SHS	$870K	0.2%	60,022 SH
NUVEEN FLOATING RATE INCOME	COM	$184K	0.1%	21,685 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$201K	0.1%	16,462 SH
NUVEEN PFD & INCOME OPPORTUN	COM	$714K	0.2%	89,654 SH
NUVEEN S&P 500 BUY-WRITE INC	COM	$1.3M	0.4%	96,210 SH
NUVEEN S&P 500 DYNAMIC OVERW	COM	$792K	0.2%	46,859 SH
ORACLE CORP	COM	$237K	0.1%	1,697 SH
PACKAGING CORP AMER	COM	$263K	0.1%	1,327 SH
PEPSICO INC	COM	$277K	0.1%	1,845 SH
PFIZER INC	COM	$431K	0.1%	17,000 SH
PIMCO HIGH INCOME FD	COM SHS	$59K	0.0%	12,028 SH
PROCTER AND GAMBLE CO	COM	$767K	0.2%	4,500 SH
QUALCOMM INC	COM	$2.0M	0.6%	12,985 SH
RAYMOND JAMES FINL INC	COM	$436K	0.1%	3,139 SH
REPUBLIC SVCS INC	COM	$379K	0.1%	1,564 SH
S&P GLOBAL INC	COM	$554K	0.2%	1,090 SH
SELECT SECTOR SPDR TR	ENERGY	$446K	0.1%	4,773 SH
SELECT SECTOR SPDR TR	FINANCIAL	$638K	0.2%	12,805 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$214K	0.1%	1,082 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$537K	0.2%	6,578 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$249K	0.1%	1,705 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.1M	0.3%	13,471 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.0M	1.1%	19,452 SH
SHELL PLC	SPON ADS	$321K	0.1%	4,377 SH
SOUTHERN CO	COM	$819K	0.2%	8,909 SH
SPDR S&P 500 ETF TR	TR UNIT	$216.3M	60.7%	386,680 SH
SPDR SER TR	ICE PFD SEC ETF	$3.6M	1.0%	112,426 SH
SPDR SER TR	S&P BIOTECH	$223K	0.1%	2,751 SH
SPDR SER TR	S&P DIVID ETF	$6.0M	1.7%	43,977 SH
TESLA INC	COM	$342K	0.1%	1,321 SH
TEXAS INSTRS INC	COM	$588K	0.2%	3,272 SH
TJX COS INC NEW	COM	$278K	0.1%	2,281 SH
TRAVELERS COMPANIES INC	COM	$270K	0.1%	1,020 SH
UNION PAC CORP	COM	$404K	0.1%	1,708 SH
UNITEDHEALTH GROUP INC	COM	$429K	0.1%	819 SH
US BANCORP DEL	COM NEW	$226K	0.1%	5,346 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$576K	0.2%	3,130 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$504K	0.1%	980 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$366K	0.1%	1,888 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$419K	0.1%	3,245 SH
VERIZON COMMUNICATIONS INC	COM	$865K	0.2%	19,077 SH
VIRTUS TOTAL RETURN FD INC	COM	$114K	0.0%	19,057 SH
WALMART INC	COM	$1.6M	0.4%	18,172 SH
WESTERN ASSET HIGH INCOM FD	COM	$51K	0.0%	12,254 SH
WESTERN DIGITAL CORP	COM	$222K	0.1%	5,487 SH
WILLIAMS SONOMA INC	COM	$2.2M	0.6%	13,819 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001767070-26-000001	$441.0M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000852	$505.4M	View
Oct 17, 2025