Shulman DeMeo Asset Management LLC

13F filer · CIK 0001767070

Reported Jul 8, 2026

Net seller this quarter

13F portfolio value$535MU.S. long equity reported on 13F

Positions1177 new · 3 closed

Net flow last quarter-$1.52MBuys minus sells

Top 10 positions weight72.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 2026117 positions
SPYSPDR S&P 500 ETF Trust	$278M	51.96%	Not reported	-0.7%	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$31.2M	5.84%	Not reported	-0.5%	Q3 2019
QQQInvesco QQQ Trust, Series 1	$31.2M	5.82%	Not reported	-0.7%	Q4 2018
AAPLApple Inc.	$17.9M	3.35%	0.00%	-0.7%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$12.6M	2.35%	Not reported	-0.5%	Q3 2019
WDCWestern Digital Corp	$3.27M	0.61%	0.00%	-0.4%	Q1 2019
WSMWilliams Sonoma Inc	$3.03M	0.57%	0.01%	-0.4%	Q1 2019
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$2.82M	0.53%	Not reported	-3.9%	Q4 2018
METAMeta Platforms, Inc.	$2.82M	0.53%	Not reported	-0.3%	Q4 2018
QCOMQualcomm Inc	$2.39M	0.45%	0.00%	-0.3%	Q1 2019
IBMInternational Business Machines Corp	$2.22M	0.41%	0.00%	+0.2%	Q1 2019
JNJJohnson & Johnson	$2.07M	0.39%	0.00%	-0.6%	Q1 2019
WMTWalmart Inc.	$2.06M	0.38%	0.00%	-0.2%	Q1 2019
LLYELI LILLY & Co	$1.97M	0.37%	0.00%	+0.4%	Q4 2020
HDHome Depot, Inc.	$1.87M	0.35%	0.00%	-1.2%	Q1 2019
MSMorgan Stanley	$1.73M	0.32%	0.00%	-0.2%	Q1 2019
MSFTMicrosoft Corp	$1.73M	0.32%	0.00%	-1.6%	Q1 2019
GOOGLAlphabet Inc.	$1.57M	0.29%	0.00%	+4.1%	Q4 2018
KOCoca Cola Co	$1.44M	0.27%	0.00%	+0.1%	Q1 2021
CVXChevron Corp	$1.39M	0.26%	0.00%	-3.4%	Q1 2019
QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund	$1.33M	0.25%	Not reported	-3.6%	Q3 2019
APOApollo Global Management, Inc.	$1.29M	0.24%	0.00%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$1.25M	0.23%	0.00%	-3.0%	Q4 2018
BDJBlackRock Enhanced Equity Dividend Trust	$1.23M	0.23%	Not reported	-0.4%	Q4 2018
ICEIntercontinental Exchange, Inc.	$1.23M	0.23%	0.00%	-0.7%	Q3 2019
AMZNAmazon Com Inc	$1.12M	0.21%	0.00%	+3.3%	Q4 2018
CSCOCisco Systems, Inc.	$1.03M	0.19%	0.00%	-0.6%	Q4 2018
BNYBank of New York Mellon Corp	$1.02M	0.19%	0.00%	+0.3%	Q3 2021
DNPDNP Select Income Fund Inc	$991K	0.19%	Not reported	-0.6%	Q4 2018
TXNTexas Instruments Inc	$931K	0.17%	0.00%	+0.3%	Q4 2020
DISWalt Disney Co	$891K	0.17%	0.00%	-0.2%	Q1 2019
DELLDell Technologies Inc.	$858K	0.16%	0.00%	+1.2%	Q1 2026
LMTLockheed Martin Corp	$852K	0.16%	0.00%	-0.4%	Q2 2019
SOSouthern Co	$827K	0.15%	0.00%	0.0%	Q4 2020
EDConsolidated Edison Inc	$798K	0.15%	0.00%	+0.1%	Q1 2019
MRKMerck & Co., Inc.	$792K	0.15%	0.00%	-1.4%	Q3 2019
MRVLMarvell Technology, Inc.	$761K	0.14%	0.00%	-2.2%	Q2 2021
VZVerizon Communications Inc	$753K	0.14%	0.00%	+0.6%	Q4 2018
AEPAmerican Electric Power Co Inc	$752K	0.14%	0.00%	+0.1%	Q1 2021
GOOGAlphabet Inc.	$704K	0.13%	Not reported	+0.1%	Q4 2018
ENBEnbridge Inc	$704K	0.13%	0.00%	-0.7%	Q3 2020
GDGeneral Dynamics Corp	$700K	0.13%	0.00%	-1.3%	Q3 2021
METMetlife Inc	$677K	0.13%	0.00%	-0.4%	Q4 2018
BXBlackstone Inc.	$655K	0.12%	0.00%	+0.2%	Q4 2018
DEDeere & Co	$637K	0.12%	0.00%	-10.0%	Q3 2020
JPCNuveen Preferred & Income Opportunities Fund	$609K	0.11%	Not reported	-0.5%	Q4 2023
XOMExxonMobil Holdings Corp	$609K	0.11%	0.00%	-6.3%	Q4 2018
PGPROCTER & GAMBLE Co	$608K	0.11%	0.00%	-1.5%	Q3 2020
INTCIntel Corp	$602K	0.11%	0.00%	Not reported	Q1 2019
KRKroger Co	$594K	0.11%	0.00%	0.0%	Q3 2020

Q1 2026Reported Apr 9, 2026113 positions
SPYSPDR S&P 500 ETF Trust	$244M	51.75%	Not reported	-1.0%	Q4 2018
DIASPDR Dow Jones Industrial Average ETF Trust	$27.8M	5.91%	Not reported	Not reported	Q3 2019
QQQInvesco QQQ Trust, Series 1	$24.6M	5.22%	Not reported	-1.7%	Q4 2018
AAPLApple Inc.	$15.9M	3.37%	0.00%	-0.8%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$11.1M	2.35%	Not reported	Not reported	Q3 2019
METAMeta Platforms, Inc.	$2.87M	0.61%	Not reported	-1.0%	Q4 2018
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$2.53M	0.54%	Not reported	+241.9%	Q4 2018
WSMWilliams Sonoma Inc	$2.38M	0.51%	0.01%	-0.9%	Q1 2019
WMTWalmart Inc.	$2.26M	0.48%	0.00%	-0.5%	Q1 2019
JNJJohnson & Johnson	$2M	0.42%	0.00%	-0.9%	Q1 2019
IBMInternational Business Machines Corp	$1.91M	0.40%	0.00%	-1.0%	Q1 2019
CVXChevron Corp	$1.8M	0.38%	0.00%	0.0%	Q1 2019
HDHome Depot, Inc.	$1.76M	0.37%	0.00%	0.0%	Q1 2019
MSFTMicrosoft Corp	$1.74M	0.37%	0.00%	-0.4%	Q1 2019
QCOMQualcomm Inc	$1.67M	0.35%	0.00%	-0.7%	Q1 2019
ICEIntercontinental Exchange, Inc.	$1.59M	0.34%	0.00%	Not reported	Q3 2019
LLYELI LILLY & Co	$1.5M	0.32%	0.00%	-1.7%	Q4 2020
WDCWestern Digital Corp	$1.39M	0.30%	0.00%	-0.9%	Q1 2019
MSMorgan Stanley	$1.37M	0.29%	0.00%	+0.1%	Q1 2019
KOCoca Cola Co	$1.34M	0.29%	0.00%	-0.7%	Q1 2021
QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund	$1.22M	0.26%	Not reported	Not reported	Q3 2019
GOOGLAlphabet Inc.	$1.22M	0.26%	0.00%	Not reported	Q4 2018
APOApollo Global Management, Inc.	$1.22M	0.26%	0.00%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$1.16M	0.25%	0.00%	-0.4%	Q4 2018
BDJBlackRock Enhanced Equity Dividend Trust	$1.12M	0.24%	Not reported	-4.3%	Q4 2018
LMTLockheed Martin Corp	$1.01M	0.22%	0.00%	-0.5%	Q2 2019
DNPDNP Select Income Fund Inc	$952K	0.20%	Not reported	-11.2%	Q4 2018
AMZNAmazon Com Inc	$951K	0.20%	0.00%	-0.1%	Q4 2018
DISWalt Disney Co	$894K	0.19%	0.00%	+0.1%	Q1 2019
VZVerizon Communications Inc	$887K	0.19%	0.00%	-1.4%	Q4 2018
BNYBank of New York Mellon Corp	$838K	0.18%	0.00%	+0.2%	Q3 2021
SOSouthern Co	$834K	0.18%	0.00%	-0.2%	Q4 2020
EDConsolidated Edison Inc	$815K	0.17%	0.00%	-1.3%	Q1 2019
XOMExxonMobil Holdings Corp	$806K	0.17%	0.00%	-11.3%	Q4 2018
KRKroger Co	$774K	0.16%	0.00%	-0.5%	Q3 2020
MRKMerck & Co., Inc.	$752K	0.16%	0.00%	Not reported	Q3 2019
AEPAmerican Electric Power Co Inc	$720K	0.15%	0.00%	-0.2%	Q1 2021
ENBEnbridge Inc	$708K	0.15%	0.00%	-2.0%	Q3 2020
GDGeneral Dynamics Corp	$687K	0.15%	0.00%	+0.1%	Q3 2021
CSCOCisco Systems, Inc.	$686K	0.15%	0.00%	-2.4%	Q4 2018
BXBlackstone Inc.	$639K	0.14%	0.00%	Not reported	Q4 2018
DEDeere & Co	$629K	0.13%	0.00%	-2.0%	Q3 2020
NOCNorthrop Grumman Corp	$614K	0.13%	0.00%	-0.2%	Q2 2019
PGPROCTER & GAMBLE Co	$608K	0.13%	0.00%	-3.1%	Q3 2020
TXNTexas Instruments Inc	$605K	0.13%	0.00%	-1.9%	Q4 2020
JPCNuveen Preferred & Income Opportunities Fund	$586K	0.12%	Not reported	-9.0%	Q4 2023
GOOGAlphabet Inc.	$571K	0.12%	Not reported	+0.1%	Q4 2018
METMetlife Inc	$568K	0.12%	0.00%	-6.4%	Q4 2018
BTZBlackRock Credit Allocation Income Trust	$510K	0.11%	Not reported	-6.4%	Q4 2018
ABAlliancebernstein Holding L.P.	$504K	0.11%	0.01%	-6.6%	Q4 2018

Q4 2025Reported Jan 14, 202694 positions
SPYSPDR S&P 500 ETF Trust	$258M	58.55%	Not reported	-0.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$26.6M	6.04%	Not reported	-0.7%	Q4 2018
AAPLApple Inc.	$17.1M	3.88%	0.00%	-0.2%	Q4 2018
METAMeta Platforms, Inc.	$3.35M	0.76%	Not reported	+3.4%	Q4 2018
IBMInternational Business Machines Corp	$2.35M	0.53%	0.00%	-1.9%	Q1 2019
WSMWilliams Sonoma Inc	$2.35M	0.53%	0.01%	-0.8%	Q1 2019
MSFTMicrosoft Corp	$2.29M	0.52%	0.00%	-0.1%	Q1 2019
QCOMQualcomm Inc	$2.23M	0.51%	0.00%	0.0%	Q1 2019
WMTWalmart Inc.	$2.04M	0.46%	0.00%	-0.1%	Q1 2019
HDHome Depot, Inc.	$1.84M	0.42%	0.00%	0.0%	Q1 2019
LLYELI LILLY & Co	$1.79M	0.40%	0.00%	-3.9%	Q4 2020
JNJJohnson & Johnson	$1.71M	0.39%	0.00%	-0.2%	Q1 2019
MSMorgan Stanley	$1.47M	0.33%	0.00%	+0.3%	Q1 2019
BXMXNuveen S&P 500 BuyWrite Income Fund	$1.39M	0.32%	Not reported	-1.5%	Q4 2018
GOOGLAlphabet Inc.	$1.33M	0.30%	0.00%	+0.1%	Q4 2018
CVXChevron Corp	$1.32M	0.30%	0.00%	-1.1%	Q1 2019
BDJBlackRock Enhanced Equity Dividend Trust	$1.28M	0.29%	Not reported	-0.1%	Q4 2018
JPMJPMorgan Chase & Co	$1.27M	0.29%	0.00%	-0.7%	Q4 2018
KOCoca Cola Co	$1.25M	0.28%	0.00%	+0.2%	Q1 2021
AMZNAmazon Com Inc	$1.05M	0.24%	0.00%	Not reported	Q4 2018
DISWalt Disney Co	$1.05M	0.24%	0.00%	-0.2%	Q1 2019
DNPDNP Select Income Fund Inc	$1.04M	0.24%	Not reported	-0.2%	Q4 2018
DIAXNuveen Dow 30sm Dynamic Overwrite Fund	$904K	0.21%	Not reported	-1.2%	Q4 2018
WDCWestern Digital Corp	$895K	0.20%	0.00%	-0.5%	Q1 2019
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$832K	0.19%	Not reported	-1.3%	Q4 2018
BNYBank of New York Mellon Corp	$818K	0.19%	0.00%	+0.5%	Q3 2021
LMTLockheed Martin Corp	$816K	0.19%	0.00%	-0.1%	Q2 2019
SOSouthern Co	$755K	0.17%	0.00%	-0.3%	Q4 2020
VZVerizon Communications Inc	$729K	0.17%	0.00%	-4.3%	Q4 2018
EDConsolidated Edison Inc	$725K	0.16%	0.00%	-1.2%	Q1 2019
CSCOCisco Systems, Inc.	$698K	0.16%	0.00%	-0.5%	Q4 2018
JPCNuveen Preferred & Income Opportunities Fund	$692K	0.16%	Not reported	-4.2%	Q4 2023
METMetlife Inc	$677K	0.15%	0.00%	-0.1%	Q4 2018
GDGeneral Dynamics Corp	$673K	0.15%	0.00%	-0.2%	Q3 2021
KRKroger Co	$672K	0.15%	0.00%	+0.1%	Q3 2020
XOMExxonMobil Holdings Corp	$644K	0.15%	0.00%	+0.6%	Q4 2018
ENBEnbridge Inc	$638K	0.14%	0.00%	-0.6%	Q3 2020
AEPAmerican Electric Power Co Inc	$635K	0.14%	0.00%	+0.4%	Q1 2021
GOOGAlphabet Inc.	$625K	0.14%	Not reported	+0.1%	Q4 2018
PGPROCTER & GAMBLE Co	$622K	0.14%	0.00%	-0.2%	Q3 2020
BTZBlackRock Credit Allocation Income Trust	$585K	0.13%	Not reported	-0.2%	Q4 2018
SPGIS&P Global Inc.	$563K	0.13%	0.00%	+0.1%	Q1 2019
ABAlliancebernstein Holding L.P.	$554K	0.13%	0.02%	+0.9%	Q4 2018
TXNTexas Instruments Inc	$551K	0.12%	0.00%	-0.6%	Q4 2020
DEDeere & Co	$530K	0.12%	0.00%	-1.5%	Q3 2020
AXPAmerican Express Co	$522K	0.12%	0.00%	-1.2%	Q3 2021
NOCNorthrop Grumman Corp	$514K	0.12%	0.00%	-0.4%	Q2 2019
CIIBlackRock Enhanced Large Cap Core Fund, Inc.	$497K	0.11%	Not reported	-0.6%	Q4 2018
CLColgate Palmolive Co	$480K	0.11%	0.00%	-1.3%	Q3 2019
TSLATesla, Inc.	$471K	0.11%	0.00%	+1.2%	Q1 2021

Q3 2025Reported Oct 17, 202596 positions
SPYSPDR S&P 500 ETF Trust	$254M	58.39%	Not reported	-0.2%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$26.2M	6.02%	Not reported	-0.2%	Q4 2018
AAPLApple Inc.	$16.1M	3.69%	0.00%	-0.3%	Q4 2018
METAMeta Platforms, Inc.	$3.6M	0.83%	Not reported	0.0%	Q4 2018
WSMWilliams Sonoma Inc	$2.59M	0.60%	0.01%	-2.3%	Q1 2019
MSFTMicrosoft Corp	$2.45M	0.56%	0.00%	-0.3%	Q1 2019
IBMInternational Business Machines Corp	$2.28M	0.53%	0.00%	-0.4%	Q1 2019
QCOMQualcomm Inc	$2.17M	0.50%	0.00%	+0.7%	Q1 2019
HDHome Depot, Inc.	$2.17M	0.50%	0.00%	+37.9%	Q1 2019
WMTWalmart Inc.	$1.89M	0.43%	0.00%	+3.2%	Q1 2019
JNJJohnson & Johnson	$1.53M	0.35%	0.00%	+1.9%	Q1 2019
BXMXNuveen S&P 500 BuyWrite Income Fund	$1.39M	0.32%	Not reported	-0.1%	Q4 2018
CVXChevron Corp	$1.36M	0.31%	0.00%	+0.6%	Q1 2019
LLYELI LILLY & Co	$1.32M	0.30%	0.00%	-3.6%	Q4 2020
MSMorgan Stanley	$1.31M	0.30%	0.00%	+6.2%	Q1 2019
JPMJPMorgan Chase & Co	$1.25M	0.29%	0.00%	-0.5%	Q4 2018
BDJBlackRock Enhanced Equity Dividend Trust	$1.23M	0.28%	Not reported	-1.1%	Q4 2018
KOCoca Cola Co	$1.18M	0.27%	0.00%	+3.2%	Q1 2021
DISWalt Disney Co	$1.06M	0.24%	0.00%	0.0%	Q1 2019
DNPDNP Select Income Fund Inc	$1.04M	0.24%	Not reported	-0.3%	Q4 2018
GOOGLAlphabet Inc.	$1.03M	0.24%	0.00%	-0.5%	Q4 2018
AMZNAmazon Com Inc	$1M	0.23%	0.00%	+4.0%	Q4 2018
DIAXNuveen Dow 30sm Dynamic Overwrite Fund	$893K	0.21%	Not reported	Not reported	Q4 2018
LMTLockheed Martin Corp	$843K	0.19%	0.00%	+0.2%	Q2 2019
SOSouthern Co	$823K	0.19%	0.00%	+1.5%	Q4 2020
VZVerizon Communications Inc	$822K	0.19%	0.00%	-0.8%	Q4 2018
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$817K	0.19%	Not reported	-0.1%	Q4 2018
BNYBank of New York Mellon Corp	$764K	0.18%	0.00%	+0.5%	Q3 2021
EDConsolidated Edison Inc	$743K	0.17%	0.00%	+0.1%	Q1 2019
JPCNuveen Preferred & Income Opportunities Fund	$730K	0.17%	Not reported	-0.5%	Q4 2023
KRKroger Co	$724K	0.17%	0.00%	-0.4%	Q3 2020
METMetlife Inc	$708K	0.16%	0.00%	+0.1%	Q4 2018
GDGeneral Dynamics Corp	$683K	0.16%	0.00%	-0.1%	Q3 2021
ENBEnbridge Inc	$677K	0.16%	0.00%	-0.6%	Q3 2020
PGPROCTER & GAMBLE Co	$668K	0.15%	0.00%	0.0%	Q3 2020
WDCWestern Digital Corp	$626K	0.14%	0.00%	-1.0%	Q1 2019
CSCOCisco Systems, Inc.	$623K	0.14%	0.00%	-0.3%	Q4 2018
AEPAmerican Electric Power Co Inc	$617K	0.14%	0.00%	-0.2%	Q1 2021
XOMExxonMobil Holdings Corp	$600K	0.14%	0.00%	+0.6%	Q4 2018
BTZBlackRock Credit Allocation Income Trust	$598K	0.14%	Not reported	-0.5%	Q4 2018
TXNTexas Instruments Inc	$586K	0.13%	0.00%	-0.3%	Q4 2020
NOCNorthrop Grumman Corp	$552K	0.13%	0.00%	-0.6%	Q2 2019
ABAlliancebernstein Holding L.P.	$545K	0.13%	0.02%	+1.1%	Q4 2018
DEDeere & Co	$529K	0.12%	0.00%	-0.8%	Q3 2020
SPGIS&P Global Inc.	$524K	0.12%	0.00%	-0.7%	Q1 2019
RJFRaymond James Financial Inc	$505K	0.12%	0.00%	-6.5%	Q3 2021
CLColgate Palmolive Co	$492K	0.11%	0.00%	+0.2%	Q3 2019
CIIBlackRock Enhanced Large Cap Core Fund, Inc.	$491K	0.11%	Not reported	-0.2%	Q4 2018
GOOGAlphabet Inc.	$484K	0.11%	Not reported	-1.0%	Q4 2018
HONHoneywell International Inc	$484K	0.11%	0.00%	+15.4%	Q3 2020

Premium opens every quarter this fund has filed