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: $535.0M146 positionsView on SEC.gov

			% of Portfolio
AGNC INVT CORP	COM	$211K	0.0%	19,399 SH	New
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$480K	0.1%Prev: 0.1%	13,633 SH	Decreased-482 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.3%Prev: 0.2%	4,406 SH	Increased+156 SH
ALPHABET INC	CAP STK CL C	$704K	0.1%Prev: 0.1%	1,993 SH	Increased-17 SH
ALPS ETF TR	ALERIAN MLP	$400K	0.1%	7,720 SH	New
ALTRIA GROUP INC	COM	$272K	0.1%Prev: 0.1%	3,786 SH	Decreased-2,322 SH
AMAZON COM INC	COM	$1.1M	0.2%Prev: 0.2%	4,717 SH	Increased+322 SH
AMERICAN ELEC PWR CO INC	COM	$752K	0.1%Prev: 0.1%	5,496 SH	Increased+2 SH
AMERICAN EXPRESS CO	COM	$476K	0.1%Prev: 0.1%	1,408 SH	Increased-19 SH
AMGEN INC	COM	$331K	0.1%Prev: 0.1%	914 SH	Increased-30 SH
APOLLO GLOBAL MGMT INC	COM	$1.3M	0.2%	10,910 SH	New
APPLE INC	COM	$17.9M	3.4%Prev: 3.2%	62,010 SH	Increased-1,209 SH
BANK OF NY MELLON CORP	COM	$1.0M	0.2%	7,087 SH	New
BLACKROCK CORE BD TR	SHS BEN INT	$198K	0.0%Prev: 0.1%	21,577 SH	Decreased-3,845 SH
BLACKROCK CORPOR HI YLD FD I	COM	$142K	0.0%Prev: 0.0%	16,615 SH	Decreased-2,742 SH
BLACKROCK CR ALLOCATION	COM	$514K	0.1%	50,279 SH	New
BLACKROCK ENHANCED EQUITY DI	COM	$1.2M	0.2%Prev: 0.3%	129,042 SH	Increased-8,020 SH
BLACKROCK ENHANCED LARGE CAP	COM	$422K	0.1%Prev: 0.1%	16,132 SH	Decreased-5,284 SH
BLACKROCK FLOATING RATE INC	COM	$172K	0.0%Prev: 0.1%	16,128 SH	Decreased-1,582 SH
BLACKROCK INC	COM	$427K	0.1%	444 SH	New
BLACKROCK INCOME TR INC	COM NEW	$271K	0.1%	25,325 SH	New
BLACKSTONE INC	COM	$655K	0.1%	5,570 SH	New
BNY MELLON HIGH YIELD STRATE	SH BEN INT	$107K	0.0%	44,188 SH	New
BNY MELLON STRATEGIC MUN BD	COM	$63K	0.0%	10,317 SH	New
BOEING CO	COM	$239K	0.0%Prev: 0.1%	1,106 SH	Decreased-52 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$381K	0.1%Prev: 0.1%	6,162 SH	Decreased-2,003 SH
BROADCOM INC	COM	$243K	0.0%	642 SH	New
CHEVRON CORPORATION	COM	$1.4M	0.3%	8,390 SH	New
CISCO SYS INC	COM	$1.0M	0.2%Prev: 0.2%	8,789 SH	Increased-342 SH
CITIGROUP INC	COM NEW	$571K	0.1%	4,083 SH	New
COCA COLA CO	COM	$1.4M	0.3%Prev: 0.3%	17,699 SH	Increased+467 SH
COHEN & STEERS INFRASTRUCTUR	COM	$297K	0.1%Prev: 0.1%	10,776 SH	Decreased-873 SH
CONNECTONE BANCORP INC	COM	$208K	0.0%	6,214 SH	New
CONOCOPHILLIPS	COM	$344K	0.1%Prev: 0.1%	3,305 SH	Increased-13 SH
CONSOLIDATED EDISON INC	COM	$798K	0.1%Prev: 0.2%	7,212 SH	Increased-168 SH
COSTCO WHOLESALE CORPORATION	COM	$460K	0.1%	492 SH	New
CUMMINS INC	COM	$207K	0.0%	290 SH	New
CVS HEALTH CORP	COM	$290K	0.1%	2,803 SH	New
DEERE & CO	COM	$637K	0.1%Prev: 0.1%	1,004 SH	Increased-161 SH
DELL TECHNOLOGIES INC	CL C	$858K	0.2%	1,988 SH	New
DISNEY WALT CO	COM	$891K	0.2%Prev: 0.3%	9,255 SH	Decreased-30 SH
DNP SELECT INCOME FD INC	COM	$991K	0.2%Prev: 0.3%	91,876 SH	Decreased-12,749 SH
DUKE ENERGY CORP NEW	COM NEW	$322K	0.1%	2,546 SH	New
EATON VANCE ENHANCED EQUITY	COM	$228K	0.0%Prev: 0.1%	10,346 SH	Decreased-2,736 SH
ELI LILLY & CO	COM	$2.0M	0.4%Prev: 0.3%	1,641 SH	Increased-154 SH
EMERSON ELEC CO	COM	$385K	0.1%Prev: 0.1%	2,686 SH	Increased+111 SH
ENBRIDGE INC	COM	$704K	0.1%Prev: 0.2%	12,987 SH	Increased-512 SH
ETF SER SOLUTIONS	DEFIANCE SPACE A	$242K	0.0%	2,542 SH	New
EXXON MOBIL CORP	COM	$609K	0.1%Prev: 0.1%	4,454 SH	Increased-840 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$488K	0.1%Prev: 0.1%	27,291 SH	Increased+5,442 SH
GABELLI EQUITY TR INC	COM	$253K	0.0%Prev: 0.1%	44,634 SH	Decreased-13,005 SH
GE AEROSPACE	COM NEW	$519K	0.1%	1,388 SH	New
GENERAL DYNAMICS CORP	COM	$700K	0.1%Prev: 0.1%	1,976 SH	Increased-29 SH
GLADSTONE CAP CORP	COM NEW	$338K	0.1%	17,396 SH	New
GSK PLC	SPONSORED ADR	$317K	0.1%	6,042 SH	New
HCA HEALTHCARE INC	COM	$240K	0.0%Prev: 0.1%	616 SH	Decreased-15 SH
HOME DEPOT INC	COM	$1.9M	0.3%Prev: 0.4%	5,289 SH	Increased+1,408 SH
HP INC	COM	$397K	0.1%	18,073 SH	New
ILLINOIS TOOL WKS INC	COM	$432K	0.1%Prev: 0.1%	1,598 SH	Increased-33 SH
INTEL CORP	COM	$602K	0.1%Prev: 0.1%	4,314 SH	Increased-6,690 SH
INTERCONTINENTAL EXCHANGE IN	COM	$1.2M	0.2%	10,023 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.2M	0.4%Prev: 0.6%	7,882 SH	Decreased-250 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$1.1M	0.2%Prev: 0.3%	99,433 SH	Decreased-6,757 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$414K	0.1%Prev: 0.1%	8,133 SH	Decreased-1,085 SH
INVESCO QQQ TR	UNIT SER 1	$31.2M	5.8%Prev: 6.0%	42,319 SH	Increased-1,388 SH
ISHARES TR	CORE HIGH DV ETF	$4.5M	0.8%Prev: 1.0%	163,436 SH	Increased+129,267 SH
ISHARES TR	CORE S&P SCP ETF	$12.8M	2.4%Prev: 2.4%	86,405 SH	Increased-2,015 SH
ISHARES TR	CORE S&P500 ETF	$14.5M	2.7%Prev: 3.0%	19,410 SH	Increased-3 SH
ISHARES TR	ISHARES BIOTECH	$1.4M	0.3%Prev: 0.2%	7,202 SH	Increased-160 SH
ISHARES TR	MSCI EAFE ETF	$15.2M	2.8%Prev: 3.3%	145,883 SH	Increased-1,996 SH
ISHARES TR	PFD AND INCM SEC	$3.4M	0.6%Prev: 0.9%	110,608 SH	Decreased-7,356 SH
ISHARES TR	S&P 500 VAL ETF	$739K	0.1%Prev: 0.2%	3,255 SH	Increased+25 SH
ISHARES TR	SELECT DIVID ETF	$4.5M	0.8%Prev: 1.0%	28,586 SH	Increased-1,753 SH
ISHARES TR	US INDUSTRIALS	$3.2M	0.6%Prev: 0.7%	19,003 SH	Increased-258 SH
JOHNSON & JOHNSON	COM	$2.1M	0.4%Prev: 0.3%	8,132 SH	Increased+11 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.2%	3,815 SH	New
KROGER CO	COM	$594K	0.1%Prev: 0.2%	10,691 SH	Decreased-93 SH
LAZARD INC	COM	$437K	0.1%	10,417 SH	New
LIBERTY ALL STAR EQUITY FD	SH BEN INT	$78K	0.0%Prev: 0.0%	13,348 SH	Decreased
LOCKHEED MARTIN CORP	COM	$852K	0.2%Prev: 0.2%	1,672 SH	Increased-14 SH
LOWES COS INC	COM	$361K	0.1%Prev: 0.1%	1,636 SH	Decreased-64 SH
MARVELL TECHNOLOGY INC	COM	$761K	0.1%	2,556 SH	New
MCKESSON CORP	COM	$343K	0.1%Prev: 0.1%	454 SH	Increased
MERCK & CO INC	COM	$792K	0.1%	6,161 SH	New
META PLATFORMS INC	CL A	$2.8M	0.5%Prev: 0.9%	5,004 SH	Decreased+102 SH
METLIFE INC	COM	$677K	0.1%Prev: 0.2%	7,998 SH	Decreased-586 SH
MICROSOFT CORP	COM	$1.7M	0.3%Prev: 0.6%	4,636 SH	Decreased-111 SH
MORGAN STANLEY	COM NEW	$1.7M	0.3%Prev: 0.3%	8,282 SH	Increased+506 SH
NEXTERA ENERGY INC	COM	$207K	0.0%	2,354 SH	New
NORTHROP GRUMMAN CORP	COM	$457K	0.1%Prev: 0.1%	898 SH	Increased-13 SH
NUVEEN FLOATING RATE INCOME	COM	$161K	0.0%Prev: 0.0%	21,002 SH	Decreased-637 SH
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$198K	0.0%	15,634 SH	New
NUVEEN NASDAQ 100 DYNAMIC OV	COM SHS	$1.3M	0.2%	44,170 SH	New
NUVEEN PFD & INCOME OPPORTUN	COM	$609K	0.1%Prev: 0.2%	77,280 SH	Decreased-12,191 SH
NUVEEN S&P 500 DYNAMIC OVERW	COM	$2.8M	0.5%Prev: 0.2%	151,552 SH	Increased+104,768 SH
NVIDIA CORPORATION	COM	$420K	0.1%Prev: 0.1%	2,101 SH	Increased+613 SH
ORACLE CORP	COM	$245K	0.0%Prev: 0.1%	1,671 SH	Decreased+20 SH
PACKAGING CORP AMER	COM	$245K	0.0%Prev: 0.1%	1,030 SH	Increased-208 SH
PEPSICO INC	COM	$266K	0.0%Prev: 0.1%	1,964 SH	Increased+102 SH
PFIZER INC	COM	$392K	0.1%Prev: 0.1%	16,281 SH	Decreased-276 SH
PIMCO HIGH INCOME FD	COM SHS	$48K	0.0%Prev: 0.0%	10,294 SH	Decreased-1,217 SH
PROCTER & GAMBLE CO	COM	$608K	0.1%	4,143 SH	New
QUALCOMM INC	COM	$2.4M	0.4%Prev: 0.5%	12,919 SH	Increased-33 SH
RAYMOND JAMES FINL INC	COM	$438K	0.1%Prev: 0.1%	2,878 SH	Decreased-248 SH
RENASANT CORP	COM	$215K	0.0%	5,051 SH	New
REPUBLIC SVCS INC	COM	$324K	0.1%Prev: 0.1%	1,522 SH	Decreased-39 SH
RTX CORPORATION	COM	$216K	0.0%	1,136 SH	New
S&P GLOBAL INC	COM	$436K	0.1%Prev: 0.1%	1,071 SH	Decreased-14 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$235K	0.0%	1,481 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$213K	0.0%	1,817 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$500K	0.1%	9,420 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$683K	0.1%	12,741 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$553K	0.1%	6,658 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$6.7M	1.2%	35,055 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.1M	0.2%	25,361 SH	New
SHELL PLC	SPON ADS	$327K	0.1%Prev: 0.1%	4,217 SH	Increased-39 SH
SOUTHERN CO	COM	$827K	0.2%Prev: 0.2%	8,639 SH	Increased+87 SH
SPDR SERIES TRUST	ST STR P500GRW	$896K	0.2%	7,530 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$322K	0.1%	5,292 SH	New
SPDR SERIES TRUST	ST STR PFD ETF	$3.2M	0.6%	105,421 SH	New
SPDR SERIES TRUST	ST STR SP BIOT	$435K	0.1%	2,751 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$6.3M	1.2%	41,726 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$31.2M	5.8%	59,768 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$278.0M	52.0%	372,247 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$12.6M	2.3%	17,873 SH	New
TESLA INC	COM	$452K	0.1%Prev: 0.1%	1,074 SH	Increased-40 SH
TEXAS INSTRS INC	COM	$931K	0.2%Prev: 0.2%	3,124 SH	Increased-78 SH
TJX COS INC NEW	COM	$354K	0.1%Prev: 0.1%	2,340 SH	Increased+56 SH
TORONTO DOMINION BK ONT	COM NEW	$329K	0.1%	2,707 SH	New
TRAVELERS COMPANIES INC	COM	$338K	0.1%Prev: 0.1%	1,025 SH	Increased+4 SH
UNION PAC CORP	COM	$210K	0.0%Prev: 0.1%	773 SH	Decreased-843 SH
UNITEDHEALTH GROUP INC	COM	$332K	0.1%Prev: 0.1%	799 SH	Increased-116 SH
US BANCORP	COM NEW	$334K	0.1%	5,535 SH	New
VALERO ENERGY CORP	COM	$229K	0.0%	881 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$317K	0.1%	483 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$564K	0.1%Prev: 0.1%	2,574 SH	Increased+253 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$679K	0.1%Prev: 0.1%	989 SH	Increased+9 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$416K	0.1%Prev: 0.1%	1,759 SH	Increased-127 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$463K	0.1%Prev: 0.1%	2,929 SH	Increased-313 SH
VERIZON COMMUNICATIONS INC	COM	$753K	0.1%Prev: 0.2%	17,776 SH	Decreased-1,081 SH
VIRTUS TOTAL RETURN FD INC	COM	$101K	0.0%Prev: 0.0%	14,756 SH	Decreased-4,245 SH
WALMART INC	COM	$2.1M	0.4%Prev: 0.4%	18,165 SH	Increased+425 SH
WARNER BROS DISCOVERY INC	COM SER A	$238K	0.0%	8,930 SH	New
WESTERN ASSET HIGH INCOM FD	COM	$42K	0.0%Prev: 0.0%	10,541 SH	Decreased-1,082 SH
WESTERN DIGITAL CORP	COM	$3.3M	0.6%Prev: 0.1%	5,123 SH	Increased-150 SH
WILLIAMS SONOMA INC	COM	$3.0M	0.6%Prev: 0.5%	13,003 SH	Increased-574 SH

Sold (vs prior filing)

AT&T INC — $417K
BANK NEW YORK MELLON CORP — $636K
BLACKROCK CR ALLOCATION INCO — $594K
CHEVRON CORP NEW — $1.3M
COLGATE PALMOLIVE CO — $558K
COSTCO WHSL CORP NEW — $492K
FUBOTV INC — $224K
HONEYWELL INTL INC — $464K
JPMORGAN CHASE & CO. — $1.2M
KINDER MORGAN INC DEL — $217K
LYONDELLBASELL INDUSTRIES N — $203K
NETFLIX INC — $225K
NUVEEN DOW 30 DYNMC OVERWRT — $860K
NUVEEN MUNICIPAL CREDIT INC — $196K
NUVEEN S&P 500 BUY-WRITE INC — $1.3M
PROCTER AND GAMBLE CO — $693K
SELECT SECTOR SPDR TR — $402K
SELECT SECTOR SPDR TR — $657K
SELECT SECTOR SPDR TR — $532K
SELECT SECTOR SPDR TR — $222K
… 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