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: $403.9M118 positionsView on SEC.gov

			% of Portfolio
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$576K	0.1%Prev: 0.1%	14,115 SH	Increased+661 SH
ALPHABET INC	CAP STK CL A	$749K	0.2%Prev: 0.3%	4,250 SH	Decreased+17 SH
ALPHABET INC	CAP STK CL C	$357K	0.1%Prev: 0.1%	2,010 SH	Decreased+18 SH
ALTRIA GROUP INC	COM	$358K	0.1%Prev: 0.1%	6,108 SH	Increased+2,327 SH
AMAZON COM INC	COM	$964K	0.2%Prev: 0.2%	4,395 SH	Increased-172 SH
AMERICAN ELEC PWR CO INC	COM	$570K	0.1%Prev: 0.2%	5,494 SH	Decreased+2 SH
AMERICAN EXPRESS CO	COM	$455K	0.1%Prev: 0.1%	1,427 SH	Increased+24 SH
AMGEN INC	COM	$263K	0.1%Prev: 0.1%	944 SH	Decreased+24 SH
APPLE INC	COM	$13.0M	3.2%Prev: 3.4%	63,219 SH	Decreased+765 SH
AT&T INC	COM	$417K	0.1%Prev: 0.1%	14,407 SH	Increased+5,550 SH
BANK NEW YORK MELLON CORP	COM	$636K	0.2%Prev: 0.2%	6,979 SH	Decreased-85 SH
BLACKROCK CORE BD TR	SHS BEN INT	$247K	0.1%Prev: 0.0%	25,422 SH	Increased+2,803 SH
BLACKROCK CORPOR HI YLD FD I	COM	$189K	0.0%Prev: 0.0%	19,357 SH	Increased+2,642 SH
BLACKROCK CR ALLOCATION INCO	COM	$594K	0.1%	54,367 SH	New
BLACKROCK ENHANCED EQUITY DI	COM	$1.2M	0.3%Prev: 0.2%	137,062 SH	Increased+7,481 SH
BLACKROCK ENHANCED LARGE CAP	COM	$457K	0.1%Prev: 0.1%	21,416 SH	Increased+3,868 SH
BLACKROCK FLOATING RATE INC	COM	$222K	0.1%Prev: 0.0%	17,710 SH	Increased+1,380 SH
BOEING CO	COM	$243K	0.1%Prev: 0.0%	1,158 SH	Increased+47 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$386K	0.1%Prev: 0.1%	8,165 SH	Increased+2,002 SH
CHEVRON CORP NEW	COM	$1.3M	0.3%	8,733 SH	New
CISCO SYS INC	COM	$634K	0.2%Prev: 0.1%	9,131 SH	Decreased+286 SH
COCA COLA CO	COM	$1.2M	0.3%Prev: 0.3%	17,232 SH	Decreased-453 SH
COHEN & STEERS INFRASTRUCTUR	COM	$314K	0.1%Prev: 0.1%	11,649 SH	Increased+741 SH
COLGATE PALMOLIVE CO	COM	$558K	0.1%Prev: 0.0%	6,135 SH	Increased+3,431 SH
CONOCOPHILLIPS	COM	$298K	0.1%Prev: 0.1%	3,318 SH	Decreased-20 SH
CONSOLIDATED EDISON INC	COM	$741K	0.2%Prev: 0.2%	7,380 SH	Decreased+176 SH
COSTCO WHSL CORP NEW	COM	$492K	0.1%	497 SH	New
DEERE & CO	COM	$592K	0.1%Prev: 0.1%	1,165 SH	Decreased+49 SH
DISNEY WALT CO	COM	$1.2M	0.3%Prev: 0.2%	9,285 SH	Increased+12 SH
DNP SELECT INCOME FD INC	COM	$1.0M	0.3%Prev: 0.2%	104,625 SH	Increased+12,238 SH
EATON VANCE ENHANCED EQUITY	COM	$317K	0.1%Prev: 0.0%	13,082 SH	Increased+2,545 SH
ELI LILLY & CO	COM	$1.4M	0.3%Prev: 0.3%	1,795 SH	Decreased+161 SH
EMERSON ELEC CO	COM	$343K	0.1%Prev: 0.1%	2,575 SH	Increased+3 SH
ENBRIDGE INC	COM	$612K	0.2%Prev: 0.2%	13,499 SH	Decreased+415 SH
EXXON MOBIL CORP	COM	$571K	0.1%Prev: 0.2%	5,294 SH	Decreased+542 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$389K	0.1%Prev: 0.1%	21,849 SH	Decreased-5,442 SH
FUBOTV INC	COM	$224K	0.1%	57,953 SH	New
GABELLI EQUITY TR INC	COM	$335K	0.1%Prev: 0.1%	57,639 SH	Increased+9,831 SH
GENERAL DYNAMICS CORP	COM	$585K	0.1%Prev: 0.1%	2,005 SH	Decreased+3 SH
HCA HEALTHCARE INC	COM	$242K	0.1%Prev: 0.1%	631 SH	Decreased+15 SH
HOME DEPOT INC	COM	$1.4M	0.4%Prev: 0.4%	3,881 SH	Decreased-1,472 SH
HONEYWELL INTL INC	COM	$464K	0.1%Prev: 0.1%	1,991 SH	Increased+340 SH
ILLINOIS TOOL WKS INC	COM	$403K	0.1%Prev: 0.1%	1,631 SH	Decreased+21 SH
INTEL CORP	COM	$246K	0.1%	11,004 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.4M	0.6%Prev: 0.4%	8,132 SH	Increased+264 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$1.2M	0.3%Prev: 0.2%	106,190 SH	Increased+6,200 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$438K	0.1%Prev: 0.1%	9,218 SH	Increased+511 SH
INVESCO QQQ TR	UNIT SER 1	$24.1M	6.0%Prev: 5.2%	43,707 SH	Decreased+1,108 SH
ISHARES TR	CORE HIGH DV ETF	$4.0M	1.0%Prev: 1.0%	34,169 SH	Decreased+268 SH
ISHARES TR	CORE S&P SCP ETF	$9.7M	2.4%Prev: 2.3%	88,420 SH	Decreased+1,655 SH
ISHARES TR	CORE S&P500 ETF	$12.1M	3.0%Prev: 2.7%	19,413 SH	Decreased+19 SH
ISHARES TR	ISHARES BIOTECH	$931K	0.2%Prev: 0.3%	7,362 SH	Decreased+114 SH
ISHARES TR	MSCI EAFE ETF	$13.2M	3.3%Prev: 3.0%	147,879 SH	Decreased+2,938 SH
ISHARES TR	PFD AND INCM SEC	$3.6M	0.9%Prev: 0.7%	117,964 SH	Increased+6,973 SH
ISHARES TR	S&P 500 VAL ETF	$631K	0.2%Prev: 0.1%	3,230 SH	Decreased-21 SH
ISHARES TR	SELECT DIVID ETF	$4.0M	1.0%Prev: 1.0%	30,339 SH	Decreased+556 SH
ISHARES TR	US INDUSTRIALS	$2.7M	0.7%Prev: 0.6%	19,261 SH	Decreased+225 SH
JOHNSON & JOHNSON	COM	$1.2M	0.3%Prev: 0.4%	8,121 SH	Decreased-57 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.3%	3,996 SH	New
KINDER MORGAN INC DEL	COM	$217K	0.1%	7,376 SH	New
KROGER CO	COM	$774K	0.2%Prev: 0.2%	10,784 SH	Decreased+90 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$91K	0.0%Prev: 0.0%	13,348 SH	Increased
LOCKHEED MARTIN CORP	COM	$781K	0.2%Prev: 0.2%	1,686 SH	Decreased+8 SH
LOWES COS INC	COM	$377K	0.1%Prev: 0.1%	1,700 SH	Decreased+33 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$203K	0.1%	3,515 SH	New
MCKESSON CORP	COM	$333K	0.1%Prev: 0.1%	454 SH	Decreased-1 SH
META PLATFORMS INC	CL A	$3.6M	0.9%Prev: 0.6%	4,902 SH	Increased-117 SH
METLIFE INC	COM	$690K	0.2%Prev: 0.1%	8,584 SH	Increased+556 SH
MICROSOFT CORP	COM	$2.4M	0.6%Prev: 0.4%	4,747 SH	Increased+35 SH
MORGAN STANLEY	COM NEW	$1.1M	0.3%Prev: 0.3%	7,776 SH	Decreased-519 SH
NETFLIX INC	COM	$225K	0.1%	168 SH	New
NORTHROP GRUMMAN CORP	COM	$456K	0.1%Prev: 0.1%	911 SH	Decreased+11 SH
NUVEEN DOW 30 DYNMC OVERWRT	SHS	$860K	0.2%	59,944 SH	New
NUVEEN FLOATING RATE INCOME	COM	$183K	0.0%Prev: 0.0%	21,639 SH	Increased+370 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$196K	0.0%	16,450 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$718K	0.2%Prev: 0.1%	89,471 SH	Increased+11,770 SH
NUVEEN S&P 500 BUY-WRITE INC	COM	$1.3M	0.3%	96,095 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$830K	0.2%Prev: 0.5%	46,784 SH	Decreased-110,936 SH
NVIDIA CORPORATION	COM	$235K	0.1%Prev: 0.1%	1,488 SH	Decreased-125 SH
ORACLE CORP	COM	$361K	0.1%Prev: 0.1%	1,651 SH	Increased-20 SH
PACKAGING CORP AMER	COM	$233K	0.1%Prev: 0.0%	1,238 SH	Increased+191 SH
PEPSICO INC	COM	$246K	0.1%Prev: 0.1%	1,862 SH	Decreased-47 SH
PFIZER INC	COM	$401K	0.1%Prev: 0.1%	16,557 SH	Decreased-51 SH
PIMCO HIGH INCOME FD	COM SHS	$55K	0.0%Prev: 0.0%	11,511 SH	Increased+704 SH
PROCTER AND GAMBLE CO	COM	$693K	0.2%	4,350 SH	New
QUALCOMM INC	COM	$2.1M	0.5%Prev: 0.4%	12,952 SH	Increased+1 SH
RAYMOND JAMES FINL INC	COM	$479K	0.1%Prev: 0.1%	3,126 SH	Increased+228 SH
REPUBLIC SVCS INC	COM	$385K	0.1%Prev: 0.1%	1,561 SH	Increased+32 SH
S&P GLOBAL INC	COM	$572K	0.1%Prev: 0.1%	1,085 SH	Increased+15 SH
SELECT SECTOR SPDR TR	ENERGY	$402K	0.1%	4,736 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$657K	0.2%	12,542 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$532K	0.1%	6,571 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$222K	0.1%	1,647 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.1M	0.3%	13,167 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.4M	1.1%	17,384 SH	New
SHELL PLC	SPON ADS	$300K	0.1%Prev: 0.1%	4,256 SH	Decreased+32 SH
SOUTHERN CO	COM	$785K	0.2%Prev: 0.2%	8,552 SH	Decreased-88 SH
SPDR S&P 500 ETF TR	TR UNIT	$236.0M	58.4%	382,020 SH	New
SPDR SERIES TRUST	ICE PFD SEC ETF	$3.5M	0.9%	111,752 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$228K	0.1%	2,751 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$6.0M	1.5%	43,896 SH	New
TESLA INC	COM	$354K	0.1%Prev: 0.1%	1,114 SH	Decreased+67 SH
TEXAS INSTRS INC	COM	$665K	0.2%Prev: 0.1%	3,202 SH	Increased+87 SH
TJX COS INC NEW	COM	$282K	0.1%Prev: 0.1%	2,284 SH	Decreased+45 SH
TRAVELERS COMPANIES INC	COM	$273K	0.1%Prev: 0.1%	1,021 SH	Decreased-3 SH
UNION PAC CORP	COM	$372K	0.1%	1,616 SH	New
UNITEDHEALTH GROUP INC	COM	$285K	0.1%Prev: 0.1%	915 SH	Increased+24 SH
US BANCORP DEL	COM NEW	$245K	0.1%	5,404 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$438K	0.1%Prev: 0.1%	2,321 SH	Decreased-127 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$557K	0.1%Prev: 0.1%	980 SH	Decreased-7 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$386K	0.1%Prev: 0.1%	1,886 SH	Increased+128 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$432K	0.1%Prev: 0.1%	3,242 SH	Decreased+311 SH
VERIZON COMMUNICATIONS INC	COM	$816K	0.2%Prev: 0.2%	18,857 SH	Decreased+1,191 SH
VIRTUS TOTAL RETURN FD INC	COM	$118K	0.0%Prev: 0.0%	19,001 SH	Increased+2,946 SH
WALMART INC	COM	$1.7M	0.4%Prev: 0.5%	17,740 SH	Decreased-457 SH
WESTERN ASSET HIGH INCOM FD	COM	$50K	0.0%Prev: 0.0%	11,623 SH	Increased+738 SH
WESTERN DIGITAL CORP	COM	$337K	0.1%Prev: 0.3%	5,273 SH	Decreased+130 SH
WILLIAMS SONOMA INC	COM	$2.2M	0.5%Prev: 0.5%	13,577 SH	Decreased+526 SH

Sold (vs prior filing)

AGNC INVT CORP — $219K
ALPS ETF TR — $421K
APOLLO GLOBAL MGMT INC — $1.2M
BLACKROCK CR ALLOCATION — $510K
BLACKROCK INC — $418K
BLACKROCK INCOME TR INC — $276K
BLACKSTONE INC — $639K
BNY MELLON HIGH YIELD STRATE — $110K
BNY MELLON STRATEGIC MUN BD — $63K
CHEVRON CORPORATION — $1.8M
CITIGROUP INC — $465K
COSTCO WHOLESALE CORPORATION — $486K
CVS HEALTH CORP — $201K
DELL TECHNOLOGIES INC — $322K
DUKE ENERGY CORP NEW — $333K
GE AEROSPACE — $387K
GLADSTONE CAP CORP — $319K
GSK PLC — $339K
HP INC — $346K
INTERCONTINENTAL EXCHANGE IN — $1.6M
… and 23 more

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