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: $435.0M120 positionsView on SEC.gov

			% of Portfolio
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$545K	0.1%Prev: 0.1%	14,272 SH	Increased+639 SH
ALPHABET INC	CAP STK CL A	$1.0M	0.2%Prev: 0.3%	4,231 SH	Decreased-175 SH
ALPHABET INC	CAP STK CL C	$484K	0.1%Prev: 0.1%	1,989 SH	Decreased-4 SH
ALTRIA GROUP INC	COM	$309K	0.1%Prev: 0.1%	4,681 SH	Increased+895 SH
AMAZON COM INC	COM	$1.0M	0.2%Prev: 0.2%	4,570 SH	Decreased-147 SH
AMERICAN ELEC PWR CO INC	COM	$617K	0.1%Prev: 0.1%	5,484 SH	Decreased-12 SH
AMERICAN EXPRESS CO	COM	$474K	0.1%Prev: 0.1%	1,428 SH	Decreased+20 SH
AMGEN INC	COM	$264K	0.1%Prev: 0.1%	936 SH	Decreased+22 SH
APPLE INC	COM	$16.1M	3.7%Prev: 3.4%	63,062 SH	Decreased+1,052 SH
AT&T INC	COM	$407K	0.1%	14,413 SH	New
BANK NEW YORK MELLON CORP	COM	$764K	0.2%	7,014 SH	New
BLACKROCK CORE BD TR	SHS BEN INT	$239K	0.1%Prev: 0.0%	24,009 SH	Increased+2,432 SH
BLACKROCK CORPOR HI YLD FD I	COM	$185K	0.0%Prev: 0.0%	19,520 SH	Increased+2,905 SH
BLACKROCK CR ALLOCATION INCO	COM	$598K	0.1%	54,094 SH	New
BLACKROCK ENHANCED EQUITY DI	COM	$1.2M	0.3%Prev: 0.2%	135,557 SH	Decreased+6,515 SH
BLACKROCK ENHANCED LARGE CAP	COM	$491K	0.1%Prev: 0.1%	21,365 SH	Increased+5,233 SH
BLACKROCK FLOATING RATE INC	COM	$215K	0.0%Prev: 0.0%	17,667 SH	Increased+1,539 SH
BOEING CO	COM	$240K	0.1%Prev: 0.0%	1,111 SH	Increased+5 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$360K	0.1%Prev: 0.1%	6,773 SH	Decreased+611 SH
CATERPILLAR INC	COM	$206K	0.0%	431 SH	New
CHEVRON CORP NEW	COM	$1.4M	0.3%	8,781 SH	New
CISCO SYS INC	COM	$623K	0.1%Prev: 0.2%	9,107 SH	Decreased+318 SH
COCA COLA CO	COM	$1.2M	0.3%Prev: 0.3%	17,775 SH	Decreased+76 SH
COHEN & STEERS INFRASTRUCTUR	COM	$284K	0.1%Prev: 0.1%	11,456 SH	Decreased+680 SH
COLGATE PALMOLIVE CO	COM	$492K	0.1%	6,149 SH	New
CONOCOPHILLIPS	COM	$314K	0.1%Prev: 0.1%	3,322 SH	Decreased+17 SH
CONSOLIDATED EDISON INC	COM	$743K	0.2%Prev: 0.1%	7,388 SH	Decreased+176 SH
COSTCO WHSL CORP NEW	COM	$457K	0.1%	494 SH	New
CVS HEALTH CORP	COM	$208K	0.0%Prev: 0.1%	2,760 SH	Decreased-43 SH
DEERE & CO	COM	$529K	0.1%Prev: 0.1%	1,156 SH	Decreased+152 SH
DISNEY WALT CO	COM	$1.1M	0.2%Prev: 0.2%	9,286 SH	Increased+31 SH
DNP SELECT INCOME FD INC	COM	$1.0M	0.2%Prev: 0.2%	104,276 SH	Increased+12,400 SH
EATON VANCE ENHANCED EQUITY	COM	$312K	0.1%Prev: 0.0%	13,051 SH	Increased+2,705 SH
ELI LILLY & CO	COM	$1.3M	0.3%Prev: 0.4%	1,730 SH	Decreased+89 SH
EMERSON ELEC CO	COM	$338K	0.1%Prev: 0.1%	2,577 SH	Decreased-109 SH
ENBRIDGE INC	COM	$677K	0.2%Prev: 0.1%	13,420 SH	Decreased+433 SH
EXXON MOBIL CORP	COM	$600K	0.1%Prev: 0.1%	5,325 SH	Decreased+871 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$399K	0.1%Prev: 0.1%	21,849 SH	Decreased-5,442 SH
FUBOTV INC	COM	$241K	0.1%	57,953 SH	New
GABELLI EQUITY TR INC	COM	$350K	0.1%Prev: 0.0%	57,518 SH	Increased+12,884 SH
GENERAL DYNAMICS CORP	COM	$683K	0.2%Prev: 0.1%	2,004 SH	Decreased+28 SH
HCA HEALTHCARE INC	COM	$262K	0.1%Prev: 0.0%	615 SH	Increased-1 SH
HOME DEPOT INC	COM	$2.2M	0.5%Prev: 0.3%	5,351 SH	Increased+62 SH
HONEYWELL INTL INC	COM	$484K	0.1%	2,297 SH	New
ILLINOIS TOOL WKS INC	COM	$425K	0.1%Prev: 0.1%	1,631 SH	Decreased+33 SH
INTEL CORP	COM	$330K	0.1%Prev: 0.1%	9,824 SH	Decreased+5,510 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.3M	0.5%Prev: 0.4%	8,097 SH	Increased+215 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$1.2M	0.3%Prev: 0.2%	106,197 SH	Increased+6,764 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$454K	0.1%Prev: 0.1%	9,186 SH	Increased+1,053 SH
INVESCO QQQ TR	UNIT SER 1	$26.2M	6.0%Prev: 5.8%	43,635 SH	Decreased+1,316 SH
ISHARES TR	CORE HIGH DV ETF	$4.2M	1.0%Prev: 0.8%	34,138 SH	Decreased-129,298 SH
ISHARES TR	CORE S&P SCP ETF	$10.5M	2.4%Prev: 2.4%	88,663 SH	Decreased+2,258 SH
ISHARES TR	CORE S&P500 ETF	$13.0M	3.0%Prev: 2.7%	19,481 SH	Decreased+71 SH
ISHARES TR	ISHARES BIOTECH	$1.1M	0.2%Prev: 0.3%	7,331 SH	Decreased+129 SH
ISHARES TR	MSCI EAFE ETF	$13.7M	3.2%Prev: 2.8%	147,263 SH	Decreased+1,380 SH
ISHARES TR	PFD AND INCM SEC	$3.7M	0.9%Prev: 0.6%	117,841 SH	Increased+7,233 SH
ISHARES TR	S&P 500 VAL ETF	$668K	0.2%Prev: 0.1%	3,234 SH	Decreased-21 SH
ISHARES TR	SELECT DIVID ETF	$4.3M	1.0%Prev: 0.8%	30,268 SH	Decreased+1,682 SH
ISHARES TR	US INDUSTRIALS	$2.8M	0.6%Prev: 0.6%	19,077 SH	Decreased+74 SH
JOHNSON & JOHNSON	COM	$1.5M	0.4%Prev: 0.4%	8,271 SH	Decreased+139 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.3%	3,976 SH	New
KINDER MORGAN INC DEL	COM	$209K	0.0%	7,376 SH	New
KROGER CO	COM	$724K	0.2%Prev: 0.1%	10,738 SH	Increased+47 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$85K	0.0%Prev: 0.0%	13,348 SH	Increased
LOCKHEED MARTIN CORP	COM	$843K	0.2%Prev: 0.2%	1,689 SH	Decreased+17 SH
LOWES COS INC	COM	$425K	0.1%Prev: 0.1%	1,691 SH	Increased+55 SH
MCKESSON CORP	COM	$351K	0.1%Prev: 0.1%	454 SH	Increased
META PLATFORMS INC	CL A	$3.6M	0.8%Prev: 0.5%	4,903 SH	Increased-101 SH
METLIFE INC	COM	$708K	0.2%Prev: 0.1%	8,590 SH	Increased+592 SH
MICROSOFT CORP	COM	$2.5M	0.6%Prev: 0.3%	4,734 SH	Increased+98 SH
MORGAN STANLEY	COM NEW	$1.3M	0.3%Prev: 0.3%	8,257 SH	Decreased-25 SH
NETFLIX INC	COM	$201K	0.0%	168 SH	New
NORTHROP GRUMMAN CORP	COM	$552K	0.1%Prev: 0.1%	906 SH	Increased+8 SH
NUVEEN DOW 30 DYNMC OVERWRT	SHS	$893K	0.2%	59,944 SH	New
NUVEEN FLOATING RATE INCOME	COM	$177K	0.0%Prev: 0.0%	21,639 SH	Increased+637 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$207K	0.0%	16,450 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$730K	0.2%Prev: 0.1%	89,054 SH	Increased+11,774 SH
NUVEEN S&P 500 BUY-WRITE INC	COM	$1.4M	0.3%	96,046 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$817K	0.2%Prev: 0.5%	46,733 SH	Decreased-104,819 SH
NVIDIA CORPORATION	COM	$278K	0.1%Prev: 0.1%	1,488 SH	Decreased-613 SH
ORACLE CORP	COM	$464K	0.1%Prev: 0.0%	1,651 SH	Increased-20 SH
PACKAGING CORP AMER	COM	$269K	0.1%Prev: 0.0%	1,236 SH	Increased+206 SH
PEPSICO INC	COM	$264K	0.1%Prev: 0.0%	1,878 SH	Decreased-86 SH
PFIZER INC	COM	$424K	0.1%Prev: 0.1%	16,636 SH	Increased+355 SH
PIMCO HIGH INCOME FD	COM SHS	$57K	0.0%Prev: 0.0%	11,389 SH	Increased+1,095 SH
PROCTER AND GAMBLE CO	COM	$668K	0.2%	4,349 SH	New
QUALCOMM INC	COM	$2.2M	0.5%Prev: 0.4%	13,045 SH	Decreased+126 SH
RAYMOND JAMES FINL INC	COM	$505K	0.1%Prev: 0.1%	2,923 SH	Increased+45 SH
REPUBLIC SVCS INC	COM	$352K	0.1%Prev: 0.1%	1,533 SH	Increased+11 SH
RTX CORPORATION	COM	$203K	0.0%Prev: 0.0%	1,212 SH	Decreased+76 SH
S&P GLOBAL INC	COM	$524K	0.1%Prev: 0.1%	1,077 SH	Increased+6 SH
SELECT SECTOR SPDR TR	ENERGY	$426K	0.1%	4,767 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$676K	0.2%	12,545 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$515K	0.1%	6,577 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$222K	0.1%	1,592 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.1M	0.3%	13,107 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.9M	1.1%	17,246 SH	New
SHELL PLC	SPON ADS	$304K	0.1%Prev: 0.1%	4,250 SH	Decreased+33 SH
SOUTHERN CO	COM	$823K	0.2%Prev: 0.2%	8,683 SH	Decreased+44 SH
SPDR S&P 500 ETF TR	TR UNIT	$254.0M	58.4%	381,221 SH	New
SPDR SERIES TRUST	ICE PFD SEC ETF	$3.7M	0.8%	111,663 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$276K	0.1%	2,751 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$6.1M	1.4%	43,799 SH	New
TESLA INC	COM	$460K	0.1%Prev: 0.1%	1,035 SH	Increased-39 SH
TEXAS INSTRS INC	COM	$586K	0.1%Prev: 0.2%	3,192 SH	Decreased+68 SH
TJX COS INC NEW	COM	$325K	0.1%Prev: 0.1%	2,249 SH	Decreased-91 SH
TORONTO DOMINION BK ONT	COM NEW	$216K	0.0%Prev: 0.1%	2,707 SH	Decreased
TRAVELERS COMPANIES INC	COM	$285K	0.1%Prev: 0.1%	1,022 SH	Decreased-3 SH
UNITEDHEALTH GROUP INC	COM	$316K	0.1%Prev: 0.1%	916 SH	Decreased+117 SH
US BANCORP DEL	COM NEW	$264K	0.1%	5,453 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$465K	0.1%Prev: 0.1%	2,332 SH	Decreased-242 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$601K	0.1%Prev: 0.1%	982 SH	Decreased-7 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$407K	0.1%Prev: 0.1%	1,887 SH	Decreased+128 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$454K	0.1%Prev: 0.1%	3,224 SH	Decreased+295 SH
VERIZON COMMUNICATIONS INC	COM	$822K	0.2%Prev: 0.1%	18,704 SH	Increased+928 SH
VIRTUS TOTAL RETURN FD INC	COM	$123K	0.0%Prev: 0.0%	19,001 SH	Increased+4,245 SH
WALMART INC	COM	$1.9M	0.4%Prev: 0.4%	18,312 SH	Decreased+147 SH
WESTERN ASSET HIGH INCOM FD	COM	$50K	0.0%Prev: 0.0%	11,444 SH	Increased+903 SH
WESTERN DIGITAL CORP	COM	$626K	0.1%Prev: 0.6%	5,218 SH	Decreased+95 SH
WILLIAMS SONOMA INC	COM	$2.6M	0.6%Prev: 0.6%	13,272 SH	Decreased+269 SH

Sold (vs prior filing)

AGNC INVT CORP — $211K
ALPS ETF TR — $400K
APOLLO GLOBAL MGMT INC — $1.3M
BANK OF NY MELLON CORP — $1.0M
BLACKROCK CR ALLOCATION — $514K
BLACKROCK INC — $427K
BLACKROCK INCOME TR INC — $271K
BLACKSTONE INC — $655K
BNY MELLON HIGH YIELD STRATE — $107K
BNY MELLON STRATEGIC MUN BD — $63K
BROADCOM INC — $243K
CHEVRON CORPORATION — $1.4M
CITIGROUP INC — $571K
CONNECTONE BANCORP INC — $208K
COSTCO WHOLESALE CORPORATION — $460K
CUMMINS INC — $207K
DELL TECHNOLOGIES INC — $858K
DUKE ENERGY CORP NEW — $322K
ETF SER SOLUTIONS — $242K
GE AEROSPACE — $519K
… and 33 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