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: $470.9M136 positionsView on SEC.gov

			% of Portfolio
AGNC INVT CORP	COM	$219K	0.0%	21,884 SH	New
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$504K	0.1%Prev: 0.2%	13,454 SH	Decreased-612 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.3%Prev: 0.2%	4,233 SH	Increased-53 SH
ALPHABET INC	CAP STK CL C	$571K	0.1%Prev: 0.1%	1,992 SH	Increased-16 SH
ALPS ETF TR	ALERIAN MLP	$421K	0.1%	7,992 SH	New
ALTRIA GROUP INC	COM	$249K	0.1%Prev: 0.1%	3,781 SH	Decreased-2,286 SH
AMAZON COM INC	COM	$951K	0.2%Prev: 0.2%	4,567 SH	Increased+137 SH
AMERICAN ELEC PWR CO INC	COM	$720K	0.2%Prev: 0.2%	5,492 SH	Increased-137 SH
AMERICAN EXPRESS CO	COM	$424K	0.1%Prev: 0.1%	1,403 SH	Increased-156 SH
AMGEN INC	COM	$324K	0.1%Prev: 0.1%	920 SH	Increased-52 SH
APOLLO GLOBAL MGMT INC	COM	$1.2M	0.3%	10,910 SH	New
APPLE INC	COM	$15.9M	3.4%Prev: 4.0%	62,454 SH	Increased-1,184 SH
AT&T INC	COM	$257K	0.1%Prev: 0.1%	8,857 SH	Decreased-5,544 SH
BANK NEW YORK MELLON CORP	COM	$838K	0.2%Prev: 0.2%	7,064 SH	Increased+119 SH
BLACKROCK CORE BD TR	SHS BEN INT	$207K	0.0%Prev: 0.1%	22,619 SH	Decreased-2,934 SH
BLACKROCK CORPOR HI YLD FD I	COM	$142K	0.0%Prev: 0.1%	16,715 SH	Decreased-2,785 SH
BLACKROCK CR ALLOCATION	COM	$510K	0.1%	50,539 SH	New
BLACKROCK ENHANCED EQUITY DI	COM	$1.1M	0.2%Prev: 0.3%	129,581 SH	Decreased-12,012 SH
BLACKROCK ENHANCED LARGE CAP	COM	$369K	0.1%	17,548 SH	New
BLACKROCK FLOATING RATE INC	COM	$176K	0.0%Prev: 0.1%	16,330 SH	Decreased-1,414 SH
BLACKROCK INC	COM	$418K	0.1%	434 SH	New
BLACKROCK INCOME TR INC	COM NEW	$276K	0.1%	26,110 SH	New
BLACKSTONE INC	COM	$639K	0.1%	5,559 SH	New
BNY MELLON HIGH YIELD STRATE	SH BEN INT	$110K	0.0%	45,138 SH	New
BNY MELLON STRATEGIC MUN BD	COM	$63K	0.0%	10,447 SH	New
BOEING CO	COM	$221K	0.0%	1,111 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$360K	0.1%Prev: 0.1%	6,163 SH	Increased-2,002 SH
CHEVRON CORPORATION	COM	$1.8M	0.4%	8,683 SH	New
CISCO SYS INC	COM	$686K	0.1%Prev: 0.2%	8,845 SH	Increased-705 SH
CITIGROUP INC	COM NEW	$465K	0.1%	4,103 SH	New
COCA COLA CO	COM	$1.3M	0.3%Prev: 0.4%	17,685 SH	Increased-19 SH
COHEN & STEERS INFRASTRUCTUR	COM	$282K	0.1%Prev: 0.1%	10,908 SH	Decreased-927 SH
COLGATE PALMOLIVE CO	COM	$230K	0.0%Prev: 0.2%	2,704 SH	Decreased-3,427 SH
CONOCOPHILLIPS	COM	$441K	0.1%Prev: 0.1%	3,338 SH	Increased+36 SH
CONSOLIDATED EDISON INC	COM	$815K	0.2%Prev: 0.2%	7,204 SH	Increased-168 SH
COSTCO WHOLESALE CORPORATION	COM	$486K	0.1%	488 SH	New
CVS HEALTH CORP	COM	$201K	0.0%	2,794 SH	New
DEERE & CO	COM	$629K	0.1%Prev: 0.2%	1,116 SH	Increased-133 SH
DELL TECHNOLOGIES INC	CL C	$322K	0.1%	1,965 SH	New
DISNEY WALT CO	COM	$894K	0.2%Prev: 0.3%	9,273 SH	Decreased-446 SH
DNP SELECT INCOME FD INC	COM	$952K	0.2%Prev: 0.3%	92,387 SH	Decreased-13,938 SH
DUKE ENERGY CORP NEW	COM NEW	$333K	0.1%	2,542 SH	New
EATON VANCE ENHANCED EQUITY	COM	$216K	0.0%Prev: 0.1%	10,537 SH	Decreased-2,608 SH
ELI LILLY & CO	COM	$1.5M	0.3%Prev: 0.4%	1,634 SH	Decreased-267 SH
EMERSON ELEC CO	COM	$337K	0.1%Prev: 0.1%	2,572 SH	Increased-210 SH
ENBRIDGE INC	COM	$708K	0.2%Prev: 0.2%	13,084 SH	Increased-824 SH
EXXON MOBIL CORP	COM	$806K	0.2%Prev: 0.2%	4,752 SH	Increased-511 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$484K	0.1%Prev: 0.1%	27,291 SH	Increased+5,442 SH
GABELLI EQUITY TR INC	COM	$268K	0.1%Prev: 0.1%	47,808 SH	Decreased-9,947 SH
GE AEROSPACE	COM NEW	$387K	0.1%	1,364 SH	New
GENERAL DYNAMICS CORP	COM	$687K	0.1%Prev: 0.2%	2,002 SH	Increased-17 SH
GLADSTONE CAP CORP	COM NEW	$319K	0.1%	18,395 SH	New
GSK PLC	SPONSORED ADR	$339K	0.1%	6,142 SH	New
HCA HEALTHCARE INC	COM	$292K	0.1%Prev: 0.1%	616 SH	Increased-14 SH
HOME DEPOT INC	COM	$1.8M	0.4%Prev: 0.4%	5,353 SH	Increased+1,474 SH
HONEYWELL INTL INC	COM	$373K	0.1%Prev: 0.1%	1,651 SH	Decreased-345 SH
HP INC	COM	$346K	0.1%	18,033 SH	New
ILLINOIS TOOL WKS INC	COM	$419K	0.1%Prev: 0.1%	1,610 SH	Decreased-88 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.6M	0.3%	10,097 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.9M	0.4%Prev: 0.6%	7,868 SH	Decreased-418 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$1.1M	0.2%Prev: 0.3%	99,990 SH	Decreased-6,263 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$432K	0.1%Prev: 0.1%	8,707 SH	Decreased-553 SH
INVESCO QQQ TR	UNIT SER 1	$24.6M	5.2%	42,599 SH	New
ISHARES TR	CORE HIGH DV ETF	$4.6M	1.0%Prev: 1.2%	33,901 SH	Increased-356 SH
ISHARES TR	CORE S&P SCP ETF	$10.8M	2.3%Prev: 2.6%	86,765 SH	Increased-3,012 SH
ISHARES TR	CORE S&P500 ETF	$12.7M	2.7%Prev: 3.1%	19,394 SH	Increased-146 SH
ISHARES TR	ISHARES BIOTECH	$1.2M	0.3%Prev: 0.3%	7,248 SH	Increased-138 SH
ISHARES TR	MSCI EAFE ETF	$14.1M	3.0%Prev: 3.4%	144,941 SH	Increased-4,466 SH
ISHARES TR	PFD AND INCM SEC	$3.4M	0.7%Prev: 1.0%	110,991 SH	Decreased-8,998 SH
ISHARES TR	S&P 500 VAL ETF	$686K	0.1%Prev: 0.2%	3,251 SH	Increased+17 SH
ISHARES TR	SELECT DIVID ETF	$4.5M	1.0%Prev: 1.1%	29,783 SH	Increased-597 SH
ISHARES TR	US INDUSTRIALS	$2.8M	0.6%Prev: 0.7%	19,036 SH	Increased-298 SH
JOHNSON & JOHNSON	COM	$2.0M	0.4%Prev: 0.4%	8,178 SH	Increased-61 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.2%	3,934 SH	New
KROGER CO	COM	$774K	0.2%Prev: 0.2%	10,694 SH	Increased-561 SH
LAZARD INC	COM	$441K	0.1%	10,385 SH	New
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$74K	0.0%Prev: 0.0%	13,348 SH	Decreased
LOCKHEED MARTIN CORP	COM	$1.0M	0.2%Prev: 0.2%	1,678 SH	Increased-104 SH
LOWES COS INC	COM	$394K	0.1%Prev: 0.1%	1,667 SH	Decreased-114 SH
MARVELL TECHNOLOGY INC	COM	$259K	0.1%	2,613 SH	New
MCKESSON CORP	COM	$393K	0.1%Prev: 0.1%	455 SH	Increased-4 SH
MERCK & CO INC	COM	$752K	0.2%	6,249 SH	New
META PLATFORMS INC	CL A	$2.9M	0.6%Prev: 0.8%	5,019 SH	Increased+77 SH
METLIFE INC	COM	$568K	0.1%Prev: 0.2%	8,028 SH	Decreased-548 SH
MICROSOFT CORP	COM	$1.7M	0.4%Prev: 0.5%	4,712 SH	Decreased-239 SH
MORGAN STANLEY	COM NEW	$1.4M	0.3%Prev: 0.3%	8,295 SH	Increased+540 SH
NEXTERA ENERGY INC	COM	$219K	0.0%	2,363 SH	New
NORTHROP GRUMMAN CORP	COM	$614K	0.1%Prev: 0.1%	900 SH	Increased-10 SH
NUVEEN FLOATING RATE INCOME	COM	$160K	0.0%Prev: 0.1%	21,269 SH	Decreased-416 SH
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$191K	0.0%	15,705 SH	New
NUVEEN NASDAQ 100 DYNAMIC OV	COM SHS	$1.2M	0.3%	45,829 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$586K	0.1%Prev: 0.2%	77,701 SH	Decreased-11,953 SH
NUVEEN S&P 500 DYNAMIC OVERW	COM	$2.5M	0.5%Prev: 0.2%	157,720 SH	Increased+110,861 SH
NVIDIA CORPORATION	COM	$281K	0.1%	1,613 SH	New
ORACLE CORP	COM	$246K	0.1%Prev: 0.1%	1,671 SH	Increased-26 SH
PACKAGING CORP AMER	COM	$222K	0.0%Prev: 0.1%	1,047 SH	Decreased-280 SH
PEPSICO INC	COM	$296K	0.1%Prev: 0.1%	1,909 SH	Increased+64 SH
PFIZER INC	COM	$466K	0.1%Prev: 0.1%	16,608 SH	Increased-392 SH
PIMCO HIGH INCOME FD	COM SHS	$50K	0.0%Prev: 0.0%	10,807 SH	Decreased-1,221 SH
PROCTER & GAMBLE CO	COM	$608K	0.1%	4,208 SH	New
QUALCOMM INC	COM	$1.7M	0.4%Prev: 0.6%	12,951 SH	Decreased-34 SH
RAYMOND JAMES FINL INC	COM	$420K	0.1%Prev: 0.1%	2,898 SH	Decreased-241 SH
REPUBLIC SVCS INC	COM	$335K	0.1%Prev: 0.1%	1,529 SH	Decreased-35 SH
RTX CORPORATION	COM	$234K	0.0%	1,212 SH	New
S&P GLOBAL INC	COM	$455K	0.1%Prev: 0.2%	1,070 SH	Decreased-20 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$546K	0.1%	6,664 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$576K	0.1%	9,402 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$629K	0.1%	12,750 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$233K	0.0%	1,590 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.7M	1.0%	35,005 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.2M	0.2%	25,484 SH	New
SHELL PLC	SPON ADS	$393K	0.1%Prev: 0.1%	4,224 SH	Increased-153 SH
SOUTHERN CO	COM	$834K	0.2%Prev: 0.2%	8,640 SH	Increased-269 SH
SPDR SERIES TRUST	STATE STREET SPD	$11.0M	2.3%	164,718 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$27.8M	5.9%	60,075 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$243.7M	51.8%	374,720 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$11.1M	2.4%	17,967 SH	New
TESLA INC	COM	$389K	0.1%Prev: 0.1%	1,047 SH	Increased-274 SH
TEXAS INSTRS INC	COM	$605K	0.1%Prev: 0.2%	3,115 SH	Increased-157 SH
TJX COS INC NEW	COM	$358K	0.1%Prev: 0.1%	2,239 SH	Increased-42 SH
TORONTO DOMINION BK ONT	COM NEW	$253K	0.1%	2,707 SH	New
TRAVELERS COMPANIES INC	COM	$299K	0.1%Prev: 0.1%	1,024 SH	Increased+4 SH
UNITEDHEALTH GROUP INC	COM	$241K	0.1%Prev: 0.1%	891 SH	Decreased+72 SH
US BANCORP	COM NEW	$287K	0.1%	5,515 SH	New
VALERO ENERGY CORP	COM	$221K	0.0%	893 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$499K	0.1%Prev: 0.2%	2,448 SH	Decreased-682 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$590K	0.1%Prev: 0.1%	987 SH	Increased+7 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$378K	0.1%Prev: 0.1%	1,758 SH	Increased-130 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$434K	0.1%Prev: 0.1%	2,931 SH	Increased-314 SH
VERIZON COMMUNICATIONS INC	COM	$887K	0.2%Prev: 0.2%	17,666 SH	Increased-1,411 SH
VIRTUS TOTAL RETURN FD INC	COM	$106K	0.0%Prev: 0.0%	16,055 SH	Decreased-3,002 SH
WALMART INC	COM	$2.3M	0.5%Prev: 0.4%	18,197 SH	Increased+25 SH
WARNER BROS DISCOVERY INC	COM SER A	$245K	0.1%	8,930 SH	New
WESTERN ASSET HIGH INCOM FD	COM	$43K	0.0%Prev: 0.0%	10,885 SH	Decreased-1,369 SH
WESTERN DIGITAL CORP	COM	$1.4M	0.3%Prev: 0.1%	5,143 SH	Increased-344 SH
WILLIAMS SONOMA INC	COM	$2.4M	0.5%Prev: 0.6%	13,051 SH	Increased-768 SH

Sold (vs prior filing)

BLACKROCK CR ALLOCATION INCO — $597K
BLACKROCK ENHANCD CAP & INM — $397K
CHEVRON CORP NEW — $1.5M
COSTCO WHSL CORP NEW — $483K
ENZO BIOCHEM INC — $6K
FUBOTV INC — $169K
INTEL CORP — $302K
JPMORGAN CHASE & CO. — $1.1M
KINDER MORGAN INC DEL — $210K
LYONDELLBASELL INDUSTRIES N — $244K
NUVEEN DOW 30 DYNMC OVERWRT — $870K
NUVEEN MUNICIPAL CREDIT INC — $201K
NUVEEN S&P 500 BUY-WRITE INC — $1.3M
PROCTER AND GAMBLE CO — $767K
SELECT SECTOR SPDR TR — $446K
SELECT SECTOR SPDR TR — $638K
SELECT SECTOR SPDR TR — $214K
SELECT SECTOR SPDR TR — $537K
SELECT SECTOR SPDR TR — $249K
SELECT SECTOR SPDR TR — $1.1M
… and 7 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