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: $441.0M116 positionsView on SEC.gov

			% of Portfolio
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$554K	0.1%Prev: 0.1%	14,397 SH	Increased+579 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.3%Prev: 0.3%	4,233 SH	Decreased-56 SH
ALPHABET INC	CAP STK CL C	$625K	0.1%Prev: 0.1%	1,990 SH	Decreased+101 SH
ALTRIA GROUP INC	COM	$250K	0.1%	4,329 SH	New
AMAZON COM INC	COM	$1.1M	0.2%Prev: 0.2%	4,570 SH	Decreased-147 SH
AMERICAN ELEC PWR CO INC	COM	$635K	0.1%Prev: 0.1%	5,505 SH	Decreased+63 SH
AMERICAN EXPRESS CO	COM	$522K	0.1%Prev: 0.1%	1,411 SH	Increased+126 SH
AMGEN INC	COM	$303K	0.1%Prev: 0.1%	925 SH	Decreased+69 SH
APPLE INC	COM	$17.1M	3.9%Prev: 4.0%	62,924 SH	Decreased+1,704 SH
AT&T INC	COM	$235K	0.1%Prev: 0.0%	9,448 SH	Increased+188 SH
BANK NEW YORK MELLON CORP	COM	$818K	0.2%	7,047 SH	New
BLACKROCK CORPOR HI YLD FD I	COM	$174K	0.0%Prev: 0.0%	19,520 SH	Increased+2,922 SH
BLACKROCK CR ALLOCATION INCO	COM	$585K	0.1%	54,004 SH	New
BLACKROCK ENHANCED EQUITY DI	COM	$1.3M	0.3%Prev: 0.2%	135,379 SH	Increased+6,453 SH
BLACKROCK ENHANCED LARGE CAP	COM	$497K	0.1%Prev: 0.1%	21,247 SH	Increased+5,192 SH
BLACKROCK FLOATING RATE INC	COM	$192K	0.0%Prev: 0.0%	16,966 SH	Increased+838 SH
BOEING CO	COM	$241K	0.1%Prev: 0.0%	1,111 SH	Increased+5 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$383K	0.1%Prev: 0.1%	6,773 SH	Increased+1,165 SH
CATERPILLAR INC	COM	$212K	0.0%	369 SH	New
CHEVRON CORP NEW	COM	$1.3M	0.3%	8,682 SH	New
CISCO SYS INC	COM	$698K	0.2%Prev: 0.2%	9,064 SH	Decreased+676 SH
COCA COLA CO	COM	$1.2M	0.3%Prev: 0.3%	17,817 SH	Decreased+587 SH
COHEN & STEERS INFRASTRUCTUR	COM	$270K	0.1%Prev: 0.1%	11,216 SH	Decreased+470 SH
COLGATE PALMOLIVE CO	COM	$480K	0.1%	6,072 SH	New
CONOCOPHILLIPS	COM	$313K	0.1%Prev: 0.1%	3,338 SH	Decreased+86 SH
CONSOLIDATED EDISON INC	COM	$725K	0.2%Prev: 0.1%	7,297 SH	Decreased+76 SH
COSTCO WHSL CORP NEW	COM	$427K	0.1%	495 SH	New
CVS HEALTH CORP	COM	$221K	0.1%Prev: 0.0%	2,781 SH	Decreased+169 SH
DEERE & CO	COM	$530K	0.1%Prev: 0.1%	1,139 SH	Decreased+142 SH
DISNEY WALT CO	COM	$1.1M	0.2%Prev: 0.1%	9,268 SH	Increased+2,092 SH
DNP SELECT INCOME FD INC	COM	$1.0M	0.2%Prev: 0.2%	104,051 SH	Increased+12,298 SH
EATON VANCE ENHANCED EQUITY	COM	$303K	0.1%Prev: 0.0%	12,935 SH	Increased+2,663 SH
ELI LILLY & CO	COM	$1.8M	0.4%Prev: 0.4%	1,662 SH	Decreased+31 SH
EMERSON ELEC CO	COM	$342K	0.1%Prev: 0.1%	2,579 SH	Decreased+15 SH
ENBRIDGE INC	COM	$638K	0.1%Prev: 0.1%	13,346 SH	Increased+396 SH
EXXON MOBIL CORP	COM	$644K	0.1%	5,355 SH	New
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$398K	0.1%Prev: 0.1%	21,849 SH	Decreased-3,549 SH
FUBOTV INC	CLASS A COM SHS	$146K	0.0%	57,953 SH	New
GABELLI EQUITY TR INC	COM	$354K	0.1%Prev: 0.0%	57,374 SH	Increased+12,889 SH
GENERAL DYNAMICS CORP	COM	$673K	0.2%Prev: 0.1%	2,000 SH	Increased+113 SH
HCA HEALTHCARE INC	COM	$287K	0.1%Prev: 0.0%	615 SH	Increased+67 SH
HOME DEPOT INC	COM	$1.8M	0.4%Prev: 0.3%	5,352 SH	Increased+58 SH
HONEYWELL INTL INC	COM	$325K	0.1%	1,667 SH	New
ILLINOIS TOOL WKS INC	COM	$400K	0.1%Prev: 0.1%	1,623 SH	Decreased+84 SH
INTEL CORP	COM	$249K	0.1%Prev: 0.1%	6,736 SH	Decreased+2,422 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.4M	0.5%Prev: 0.3%	7,945 SH	Increased+625 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$1.1M	0.3%Prev: 0.2%	101,949 SH	Increased+8,571 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$428K	0.1%Prev: 0.1%	8,907 SH	Increased+764 SH
INVESCO QQQ TR	UNIT SER 1	$26.6M	6.0%	43,328 SH	New
ISHARES TR	CORE HIGH DV ETF	$4.2M	0.9%Prev: 0.9%	34,157 SH	Decreased-125,880 SH
ISHARES TR	CORE S&P SCP ETF	$10.6M	2.4%Prev: 2.3%	87,928 SH	Decreased+2,689 SH
ISHARES TR	CORE S&P500 ETF	$13.3M	3.0%Prev: 3.0%	19,406 SH	Decreased+9 SH
ISHARES TR	ISHARES BIOTECH	$1.2M	0.3%Prev: 0.3%	7,302 SH	Decreased+120 SH
ISHARES TR	MSCI EAFE ETF	$14.2M	3.2%Prev: 2.9%	147,434 SH	Decreased+4,124 SH
ISHARES TR	PFD AND INCM SEC	$3.6M	0.8%Prev: 0.6%	116,068 SH	Increased+7,754 SH
ISHARES TR	S&P 500 VAL ETF	$689K	0.2%Prev: 0.1%	3,248 SH	Decreased-11 SH
ISHARES TR	SELECT DIVID ETF	$4.2M	1.0%Prev: 0.8%	30,029 SH	Decreased+2,090 SH
ISHARES TR	US INDUSTRIALS	$2.8M	0.6%Prev: 0.6%	19,112 SH	Decreased+133 SH
JOHNSON & JOHNSON	COM	$1.7M	0.4%Prev: 0.4%	8,251 SH	Decreased+247 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.3%	3,950 SH	New
KINDER MORGAN INC DEL	COM	$203K	0.0%	7,376 SH	New
KROGER CO	COM	$672K	0.2%Prev: 0.1%	10,751 SH	Increased+488 SH
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$84K	0.0%Prev: 0.0%	13,348 SH	Increased
LOCKHEED MARTIN CORP	COM	$816K	0.2%Prev: 0.2%	1,687 SH	Decreased+69 SH
LOWES COS INC	COM	$407K	0.1%Prev: 0.1%	1,689 SH	Increased+58 SH
MCKESSON CORP	COM	$373K	0.1%Prev: 0.1%	454 SH	Decreased+47 SH
META PLATFORMS INC	CL A	$3.3M	0.8%Prev: 0.7%	5,069 SH	Decreased+150 SH
METLIFE INC	COM	$677K	0.2%Prev: 0.1%	8,580 SH	Decreased+762 SH
MICROSOFT CORP	COM	$2.3M	0.5%Prev: 0.5%	4,731 SH	Decreased+154 SH
MORGAN STANLEY	COM NEW	$1.5M	0.3%Prev: 0.3%	8,284 SH	Decreased+420 SH
NORTHROP GRUMMAN CORP	COM	$514K	0.1%Prev: 0.1%	902 SH	Increased+75 SH
NUVEEN DOW 30 DYNMC OVERWRT	SHS	$904K	0.2%	59,250 SH	New
NUVEEN FLOATING RATE INCOME	COM	$169K	0.0%Prev: 0.0%	21,639 SH	Increased+637 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$206K	0.0%	16,386 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$692K	0.2%Prev: 0.1%	85,354 SH	Increased+8,225 SH
NUVEEN S&P 500 BUY-WRITE INC	COM	$1.4M	0.3%	94,573 SH	New
NUVEEN S&P 500 DYNAMIC OVERW	COM	$832K	0.2%Prev: 0.6%	46,128 SH	Decreased-104,283 SH
NVIDIA CORPORATION	COM	$301K	0.1%Prev: 0.1%	1,613 SH	Decreased-592 SH
ORACLE CORP	COM	$322K	0.1%Prev: 0.0%	1,651 SH	Increased-21 SH
PACKAGING CORP AMER	COM	$226K	0.1%Prev: 0.0%	1,095 SH	Decreased+70 SH
PEPSICO INC	COM	$269K	0.1%Prev: 0.0%	1,878 SH	Increased-68 SH
PFIZER INC	COM	$411K	0.1%Prev: 0.1%	16,514 SH	Decreased+612 SH
PIMCO HIGH INCOME FD	COM SHS	$55K	0.0%Prev: 0.0%	11,389 SH	Increased+1,113 SH
PROCTER AND GAMBLE CO	COM	$622K	0.1%	4,341 SH	New
QUALCOMM INC	COM	$2.2M	0.5%Prev: 0.4%	13,040 SH	Decreased+557 SH
RAYMOND JAMES FINL INC	COM	$470K	0.1%Prev: 0.1%	2,925 SH	Increased+92 SH
REPUBLIC SVCS INC	COM	$325K	0.1%Prev: 0.1%	1,534 SH	Increased+314 SH
S&P GLOBAL INC	COM	$563K	0.1%Prev: 0.1%	1,078 SH	Increased+6 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$731K	0.2%	8,449 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$423K	0.1%	9,467 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$718K	0.2%	13,113 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$264K	0.1%	1,707 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$5.0M	1.1%	34,895 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.1M	0.2%	25,691 SH	New
SHELL PLC	SPON ADS	$312K	0.1%Prev: 0.1%	4,250 SH	Decreased+178 SH
SOUTHERN CO	COM	$755K	0.2%Prev: 0.1%	8,660 SH	Increased-5 SH
SPDR S&P 500 ETF TR	TR UNIT	$258.2M	58.5%	378,595 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.9M	2.2%	156,318 SH	New
TESLA INC	COM	$471K	0.1%Prev: 0.1%	1,047 SH	Increased-27 SH
TEXAS INSTRS INC	COM	$551K	0.1%Prev: 0.2%	3,174 SH	Decreased+263 SH
TJX COS INC NEW	COM	$343K	0.1%Prev: 0.1%	2,234 SH	Increased-91 SH
TORONTO DOMINION BK ONT	COM NEW	$255K	0.1%Prev: 0.1%	2,707 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$294K	0.1%Prev: 0.1%	889 SH	Decreased+5 SH
US BANCORP DEL	COM NEW	$292K	0.1%	5,479 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$480K	0.1%Prev: 0.1%	2,343 SH	Decreased-273 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$618K	0.1%Prev: 0.1%	986 SH	Decreased-4 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$387K	0.1%Prev: 0.1%	1,761 SH	Decreased+1 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$438K	0.1%Prev: 0.1%	3,055 SH	Decreased+127 SH
VERIZON COMMUNICATIONS INC	COM	$729K	0.2%Prev: 0.2%	17,909 SH	Decreased+561 SH
VIRTUS TOTAL RETURN FD INC	COM	$119K	0.0%Prev: 0.0%	18,912 SH	Increased+4,277 SH
WALMART INC	COM	$2.0M	0.5%Prev: 0.4%	18,296 SH	Increased+992 SH
WARNER BROS DISCOVERY INC	COM SER A	$257K	0.1%Prev: 0.0%	8,930 SH	Increased+1,242 SH
WELLS FARGO CO NEW	COM	$207K	0.0%	2,220 SH	New
WESTERN ASSET HIGH INCOM FD	COM	$48K	0.0%Prev: 0.0%	11,444 SH	Increased+1,137 SH
WESTERN DIGITAL CORP	COM	$895K	0.2%Prev: 0.4%	5,192 SH	Decreased+145 SH
WILLIAMS SONOMA INC	COM	$2.4M	0.5%Prev: 0.6%	13,164 SH	Decreased+946 SH

Sold (vs prior filing)

AGNC INVT CORP — $161K
ALPS ETF TR — $363K
APOLLO GLOBAL MGMT INC — $1.2M
BANK OF NY MELLON CORP — $1.0M
BLACKROCK CORE BD TR — $174K
BLACKROCK CR ALLOCATION — $466K
BLACKROCK INC — $459K
BLACKROCK INCOME TR INC — $241K
BLACKSTONE INC — $625K
BNY MELLON HIGH YIELD STRATE — $98K
BNY MELLON STRATEGIC MUN BD — $53K
BROADCOM INC — $230K
CHEVRON CORPORATION — $1.7M
CITIGROUP INC — $504K
COSTCO WHOLESALE CORPORATION — $452K
DELL TECHNOLOGIES INC — $1.0M
DUKE ENERGY CORP NEW — $291K
ETF SER SOLUTIONS — $225K
EXXONMOBIL HOLDINGS CORP — $727K
GE AEROSPACE — $402K
… and 35 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