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: $505.4M144 positionsView on SEC.gov

			% of Portfolio
AGNC INVT CORP	COM	$161K	0.0%	18,564 SH	New
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$484K	0.1%Prev: 0.1%	13,818 SH	Decreased-454 SH
ALPHABET INC	CAP STK CL A	$1.5M	0.3%Prev: 0.2%	4,289 SH	Increased+58 SH
ALPHABET INC	CAP STK CL C	$650K	0.1%Prev: 0.1%	1,889 SH	Increased-100 SH
ALPS ETF TR	ALERIAN MLP	$363K	0.1%	6,854 SH	New
AMAZON COM INC	COM	$1.2M	0.2%Prev: 0.2%	4,717 SH	Increased+147 SH
AMERICAN ELEC PWR CO INC	COM	$652K	0.1%Prev: 0.1%	5,442 SH	Increased-42 SH
AMERICAN EXPRESS CO	COM	$391K	0.1%Prev: 0.1%	1,285 SH	Decreased-143 SH
AMGEN INC	COM	$345K	0.1%Prev: 0.1%	856 SH	Increased-80 SH
APOLLO GLOBAL MGMT INC	COM	$1.2M	0.2%	10,831 SH	New
APPLE INC	COM	$20.4M	4.0%Prev: 3.7%	61,220 SH	Increased-1,842 SH
AT&T INC	COM	$224K	0.0%Prev: 0.1%	9,260 SH	Decreased-5,153 SH
BANK OF NY MELLON CORP	COM	$1.0M	0.2%	7,096 SH	New
BLACKROCK CORE BD TR	SHS BEN INT	$174K	0.0%Prev: 0.1%	21,577 SH	Decreased-2,432 SH
BLACKROCK CORPOR HI YLD FD I	COM	$129K	0.0%Prev: 0.0%	16,598 SH	Decreased-2,922 SH
BLACKROCK CR ALLOCATION	COM	$466K	0.1%	50,166 SH	New
BLACKROCK ENHANCED EQUITY DI	COM	$1.2M	0.2%Prev: 0.3%	128,926 SH	Decreased-6,631 SH
BLACKROCK ENHANCED LARGE CAP	COM	$386K	0.1%Prev: 0.1%	16,055 SH	Decreased-5,310 SH
BLACKROCK FLOATING RATE INC	COM	$166K	0.0%Prev: 0.0%	16,128 SH	Decreased-1,539 SH
BLACKROCK INC	COM	$459K	0.1%	431 SH	New
BLACKROCK INCOME TR INC	COM NEW	$241K	0.0%	25,325 SH	New
BLACKSTONE INC	COM	$625K	0.1%	5,595 SH	New
BNY MELLON HIGH YIELD STRATE	SH BEN INT	$98K	0.0%	44,118 SH	New
BNY MELLON STRATEGIC MUN BD	COM	$53K	0.0%	10,317 SH	New
BOEING CO	COM	$213K	0.0%Prev: 0.1%	1,106 SH	Decreased-5 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$297K	0.1%Prev: 0.1%	5,608 SH	Decreased-1,165 SH
BROADCOM INC	COM	$230K	0.0%	633 SH	New
CHEVRON CORPORATION	COM	$1.7M	0.3%	8,248 SH	New
CISCO SYS INC	COM	$946K	0.2%Prev: 0.1%	8,388 SH	Increased-719 SH
CITIGROUP INC	COM NEW	$504K	0.1%	3,921 SH	New
COCA COLA CO	COM	$1.5M	0.3%Prev: 0.3%	17,230 SH	Increased-545 SH
COHEN & STEERS INFRASTRUCTUR	COM	$270K	0.1%Prev: 0.1%	10,746 SH	Decreased-710 SH
CONOCOPHILLIPS	COM	$418K	0.1%Prev: 0.1%	3,252 SH	Increased-70 SH
CONSOLIDATED EDISON INC	COM	$746K	0.1%Prev: 0.2%	7,221 SH	Increased-167 SH
COSTCO WHOLESALE CORPORATION	COM	$452K	0.1%	490 SH	New
CVS HEALTH CORP	COM	$227K	0.0%Prev: 0.0%	2,612 SH	Increased-148 SH
DEERE & CO	COM	$680K	0.1%Prev: 0.1%	997 SH	Increased-159 SH
DELL TECHNOLOGIES INC	CL C	$1.0M	0.2%	1,840 SH	New
DISNEY WALT CO	COM	$744K	0.1%Prev: 0.2%	7,176 SH	Decreased-2,110 SH
DNP SELECT INCOME FD INC	COM	$870K	0.2%Prev: 0.2%	91,753 SH	Decreased-12,523 SH
DUKE ENERGY CORP NEW	COM NEW	$291K	0.1%	2,556 SH	New
EATON VANCE ENHANCED EQUITY	COM	$218K	0.0%Prev: 0.1%	10,272 SH	Decreased-2,779 SH
ELI LILLY & CO	COM	$1.9M	0.4%Prev: 0.3%	1,631 SH	Increased-99 SH
EMERSON ELEC CO	COM	$416K	0.1%Prev: 0.1%	2,564 SH	Increased-13 SH
ENBRIDGE INC	COM	$596K	0.1%Prev: 0.2%	12,950 SH	Decreased-470 SH
ETF SER SOLUTIONS	DEFIANCE SPACE A	$225K	0.0%	2,544 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$727K	0.1%	4,434 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$433K	0.1%Prev: 0.1%	25,398 SH	Increased+3,549 SH
GABELLI EQUITY TR INC	COM	$230K	0.0%Prev: 0.1%	44,485 SH	Decreased-13,033 SH
GE AEROSPACE	COM NEW	$402K	0.1%	1,314 SH	New
GENERAL DYNAMICS CORP	COM	$626K	0.1%Prev: 0.2%	1,887 SH	Decreased-117 SH
GLADSTONE CAP CORP	COM NEW	$327K	0.1%	17,088 SH	New
GSK PLC	SPONSORED ADR	$260K	0.1%	5,586 SH	New
HCA HEALTHCARE INC	COM	$238K	0.0%Prev: 0.1%	548 SH	Decreased-67 SH
HOME DEPOT INC	COM	$1.5M	0.3%Prev: 0.5%	5,294 SH	Decreased-57 SH
HP INC	COM	$570K	0.1%	18,098 SH	New
ILLINOIS TOOL WKS INC	COM	$407K	0.1%Prev: 0.1%	1,539 SH	Decreased-92 SH
INTEL CORP	COM	$501K	0.1%Prev: 0.1%	4,314 SH	Increased-5,510 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.4M	0.3%	8,996 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.6M	0.3%Prev: 0.5%	7,320 SH	Decreased-777 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$940K	0.2%Prev: 0.3%	93,378 SH	Decreased-12,819 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$392K	0.1%Prev: 0.1%	8,143 SH	Decreased-1,043 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$370K	0.1%	1,751 SH	New
ISHARES TR	CORE HIGH DV ETF	$4.5M	0.9%Prev: 1.0%	160,037 SH	Increased+125,899 SH
ISHARES TR	CORE S&P SCP ETF	$11.8M	2.3%Prev: 2.4%	85,239 SH	Increased-3,424 SH
ISHARES TR	CORE S&P500 ETF	$15.1M	3.0%Prev: 3.0%	19,397 SH	Increased-84 SH
ISHARES TR	ISHARES BIOTECH	$1.5M	0.3%Prev: 0.2%	7,182 SH	Increased-149 SH
ISHARES TR	MSCI EAFE ETF	$14.9M	2.9%Prev: 3.2%	143,310 SH	Increased-3,953 SH
ISHARES TR	PFD AND INCM SEC	$3.2M	0.6%Prev: 0.9%	108,314 SH	Decreased-9,527 SH
ISHARES TR	S&P 500 VAL ETF	$751K	0.1%Prev: 0.2%	3,259 SH	Increased+25 SH
ISHARES TR	SELECT DIVID ETF	$4.3M	0.8%Prev: 1.0%	27,939 SH	Decreased-2,329 SH
ISHARES TR	US INDUSTRIALS	$3.0M	0.6%Prev: 0.6%	18,979 SH	Increased-98 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$518K	0.1%	11,579 SH	New
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$238K	0.0%	5,178 SH	New
JOHNSON & JOHNSON	COM	$2.0M	0.4%Prev: 0.4%	8,004 SH	Increased-267 SH
JPMORGAN CHASE & CO	COM	$1.3M	0.2%	3,800 SH	New
KROGER CO	COM	$603K	0.1%Prev: 0.2%	10,263 SH	Decreased-475 SH
LAZARD INC	COM	$364K	0.1%	10,304 SH	New
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$78K	0.0%Prev: 0.0%	13,348 SH	Decreased
LOCKHEED MARTIN CORP	COM	$820K	0.2%Prev: 0.2%	1,618 SH	Decreased-71 SH
LOWES COS INC	COM	$293K	0.1%Prev: 0.1%	1,631 SH	Decreased-60 SH
MARVELL TECHNOLOGY INC	COM	$591K	0.1%	2,179 SH	New
MCKESSON CORP	COM	$373K	0.1%Prev: 0.1%	407 SH	Increased-47 SH
MERCK & CO INC	COM	$841K	0.2%	6,030 SH	New
META PLATFORMS INC	CL A	$3.6M	0.7%Prev: 0.8%	4,919 SH	Increased+16 SH
METLIFE INC	COM	$757K	0.1%Prev: 0.2%	7,818 SH	Increased-772 SH
MICROSOFT CORP	COM	$2.4M	0.5%Prev: 0.6%	4,577 SH	Decreased-157 SH
MORGAN STANLEY	COM NEW	$1.5M	0.3%Prev: 0.3%	7,864 SH	Increased-393 SH
NORTHROP GRUMMAN CORP	COM	$394K	0.1%Prev: 0.1%	827 SH	Decreased-79 SH
NUVEEN FLOATING RATE INCOME	COM	$152K	0.0%Prev: 0.0%	21,002 SH	Decreased-637 SH
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$168K	0.0%	15,634 SH	New
NUVEEN NASDAQ 100 DYNAMIC OV	COM SHS	$1.3M	0.3%	44,082 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$511K	0.1%Prev: 0.2%	77,129 SH	Decreased-11,925 SH
NUVEEN S&P 500 DYNAMIC OVERW	COM	$2.8M	0.6%Prev: 0.2%	150,411 SH	Increased+103,678 SH
NVIDIA CORPORATION	COM	$527K	0.1%Prev: 0.1%	2,205 SH	Increased+717 SH
ORACLE CORP	COM	$238K	0.0%Prev: 0.1%	1,672 SH	Decreased+21 SH
PACKAGING CORP AMER	COM	$235K	0.0%Prev: 0.1%	1,025 SH	Decreased-211 SH
PEPSICO INC	COM	$244K	0.0%Prev: 0.1%	1,946 SH	Decreased+68 SH
PFIZER INC	COM	$436K	0.1%Prev: 0.1%	15,902 SH	Increased-734 SH
PIMCO HIGH INCOME FD	COM SHS	$42K	0.0%Prev: 0.0%	10,276 SH	Decreased-1,113 SH
PROCTER & GAMBLE CO	COM	$229K	0.0%	1,570 SH	New
QUALCOMM INC	COM	$2.3M	0.4%Prev: 0.5%	12,483 SH	Increased-562 SH
RAYMOND JAMES FINL INC	COM	$456K	0.1%Prev: 0.1%	2,833 SH	Decreased-90 SH
REPUBLIC SVCS INC	COM	$260K	0.1%Prev: 0.1%	1,220 SH	Decreased-313 SH
RTX CORPORATION	COM	$207K	0.0%Prev: 0.0%	1,121 SH	Increased-91 SH
S&P GLOBAL INC	COM	$419K	0.1%Prev: 0.1%	1,072 SH	Decreased-5 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$215K	0.0%	1,283 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$201K	0.0%	1,821 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$598K	0.1%	9,422 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$686K	0.1%	12,736 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$532K	0.1%	6,565 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$7.0M	1.4%	35,006 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.0M	0.2%	25,320 SH	New
SHELL PLC	SPON ADS	$393K	0.1%Prev: 0.1%	4,072 SH	Increased-178 SH
SOUTHERN CO	COM	$726K	0.1%Prev: 0.2%	8,665 SH	Decreased-18 SH
SPDR SERIES TRUST	ST STR P500GRW	$931K	0.2%	7,404 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$325K	0.1%	5,270 SH	New
SPDR SERIES TRUST	ST STR PFD ETF	$2.8M	0.6%	99,834 SH	New
SPDR SERIES TRUST	ST STR SP BIOT	$430K	0.1%	2,751 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$6.1M	1.2%	41,078 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$30.2M	6.0%	58,960 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$283.1M	56.0%	365,374 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$11.8M	2.3%	17,627 SH	New
TESLA INC	COM	$407K	0.1%Prev: 0.1%	1,074 SH	Decreased+39 SH
TEXAS INSTRS INC	COM	$858K	0.2%Prev: 0.1%	2,911 SH	Increased-281 SH
TJX COS INC NEW	COM	$312K	0.1%Prev: 0.1%	2,325 SH	Decreased+76 SH
TORONTO DOMINION BK ONT	COM NEW	$317K	0.1%Prev: 0.0%	2,707 SH	Increased
TRAVELERS COMPANIES INC	COM	$358K	0.1%Prev: 0.1%	993 SH	Increased-29 SH
UNION PAC CORP	COM	$215K	0.0%	775 SH	New
UNITEDHEALTH GROUP INC	COM	$335K	0.1%Prev: 0.1%	884 SH	Increased-32 SH
US BANCORP	COM NEW	$305K	0.1%	5,324 SH	New
VALERO ENERGY CORP	COM	$370K	0.1%	884 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$306K	0.1%	483 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$582K	0.1%Prev: 0.1%	2,616 SH	Increased+284 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$705K	0.1%Prev: 0.1%	990 SH	Increased+8 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$416K	0.1%Prev: 0.1%	1,760 SH	Increased-127 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$460K	0.1%Prev: 0.1%	2,928 SH	Increased-296 SH
VERIZON COMMUNICATIONS INC	COM	$795K	0.2%Prev: 0.2%	17,348 SH	Decreased-1,356 SH
VIRTUS TOTAL RETURN FD INC	COM	$87K	0.0%Prev: 0.0%	14,635 SH	Decreased-4,366 SH
WALMART INC	COM	$1.8M	0.4%Prev: 0.4%	17,304 SH	Decreased-1,008 SH
WARNER BROS DISCOVERY INC	COM SER A	$238K	0.0%	7,688 SH	New
WESTERN ASSET HIGH INCOM FD	COM	$36K	0.0%Prev: 0.0%	10,307 SH	Decreased-1,137 SH
WESTERN DIGITAL CORP	COM	$2.2M	0.4%Prev: 0.1%	5,047 SH	Increased-171 SH
WILLIAMS SONOMA INC	COM	$2.9M	0.6%Prev: 0.6%	12,218 SH	Increased-1,054 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $309K
BANK NEW YORK MELLON CORP — $764K
BLACKROCK CR ALLOCATION INCO — $598K
CATERPILLAR INC — $206K
CHEVRON CORP NEW — $1.4M
COLGATE PALMOLIVE CO — $492K
COSTCO WHSL CORP NEW — $457K
EXXON MOBIL CORP — $600K
FUBOTV INC — $241K
HONEYWELL INTL INC — $484K
INVESCO QQQ TR — $26.2M
JPMORGAN CHASE & CO. — $1.3M
KINDER MORGAN INC DEL — $209K
NETFLIX INC — $201K
NUVEEN DOW 30 DYNMC OVERWRT — $893K
NUVEEN MUNICIPAL CREDIT INC — $207K
NUVEEN S&P 500 BUY-WRITE INC — $1.4M
PROCTER AND GAMBLE CO — $668K
SELECT SECTOR SPDR TR — $426K
SELECT SECTOR SPDR TR — $676K
… and 9 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