Shulman DeMeo Asset Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Shulman DeMeo Asset Management LLC held in its portfolio 116 assets valued at $440,952,027 (i.e. $440.95M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($258.17M), INVESCO QQQ TR ($26.62M), and APPLE INC ($17.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 116 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Shulman DeMeo Asset Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 378595 | 258171319 | TR UNIT |
| INVESCO QQQ TR | 43328 | 26616705 | UNIT SER 1 |
| APPLE INC | 62924 | 17106483 | COM |
| ISHARES TR | 147434 | 14158109 | MSCI EAFE ETF |
| ISHARES TR | 19406 | 13291907 | CORE S&P500 ETF |
| ISHARES TR | 87928 | 10567189 | CORE S&P SCP ETF |
| SPDR SERIES TRUST | 156318 | 9854967 | STATE STREET SPD |
| SELECT SECTOR SPDR TR | 34895 | 5023808 | STATE STREET TEC |
| ISHARES TR | 30029 | 4238256 | SELECT DIVID ETF |
| ISHARES TR | 34157 | 4153796 | CORE HIGH DV ETF |
| ISHARES TR | 116068 | 3593460 | PFD AND INCM SEC |
| META PLATFORMS INC | 5069 | 3345935 | CL A |
| ISHARES TR | 19112 | 2831777 | US INDUSTRIALS |
| INTERNATIONAL BUSINESS MACHS | 7945 | 2353535 | COM |
| WILLIAMS SONOMA INC | 13164 | 2351015 | COM |
| MICROSOFT CORP | 4731 | 2288217 | COM |
| QUALCOMM INC | 13040 | 2230464 | COM |
| WALMART INC | 18296 | 2038367 | COM |
| HOME DEPOT INC | 5352 | 1841779 | COM |
| ELI LILLY & CO | 1662 | 1785614 | COM |
| JOHNSON & JOHNSON | 8251 | 1707560 | COM |
| MORGAN STANLEY | 8284 | 1470670 | COM NEW |
| NUVEEN S&P 500 BUY-WRITE INC | 94573 | 1390223 | COM |
| ALPHABET INC | 4233 | 1325054 | CAP STK CL A |
| CHEVRON CORP NEW | 8682 | 1323186 | COM |
| BLACKROCK ENHANCED EQUITY DI | 135379 | 1283390 | COM |
| JPMORGAN CHASE & CO. | 3950 | 1272856 | COM |
| COCA COLA CO | 17817 | 1245588 | COM |
| ISHARES TR | 7302 | 1232392 | ISHARES BIOTECH |
| INVESCO EXCH TRADED FD TR II | 101949 | 1145912 | PFD ETF |
| SELECT SECTOR SPDR TR | 25691 | 1096742 | STATE STREET UTI |
| AMAZON COM INC | 4570 | 1054847 | COM |
| DISNEY WALT CO | 9268 | 1054434 | COM |
| DNP SELECT INCOME FD INC | 104051 | 1039471 | COM |
| NUVEEN DOW 30 DYNMC OVERWRT | 59250 | 904155 | SHS |
| WESTERN DIGITAL CORP | 5192 | 894507 | COM |
| NUVEEN S&P 500 DYNAMIC OVERW | 46128 | 832149 | COM |
| BANK NEW YORK MELLON CORP | 7047 | 818137 | COM |
| LOCKHEED MARTIN CORP | 1687 | 816098 | COM |
| SOUTHERN CO | 8660 | 755138 | COM |
| SELECT SECTOR SPDR TR | 8449 | 730695 | STATE STREET CON |
| VERIZON COMMUNICATIONS INC | 17909 | 729435 | COM |
| CONSOLIDATED EDISON INC | 7297 | 724690 | COM |
| SELECT SECTOR SPDR TR | 13113 | 718225 | STATE STREET FIN |
| CISCO SYS INC | 9064 | 698188 | COM |
| NUVEEN PFD & INCOME OPPORTUN | 85354 | 692219 | COM |
| ISHARES TR | 3248 | 688801 | S&P 500 VAL ETF |
| METLIFE INC | 8580 | 677269 | COM |
| GENERAL DYNAMICS CORP | 2000 | 673195 | COM |
| KROGER CO | 10751 | 671743 | COM |
| EXXON MOBIL CORP | 5355 | 644423 | COM |
| ENBRIDGE INC | 13346 | 638339 | COM |
| AMERICAN ELEC PWR CO INC | 5505 | 634741 | COM |
| ALPHABET INC | 1990 | 624591 | CAP STK CL C |
| PROCTER AND GAMBLE CO | 4341 | 622130 | COM |
| VANGUARD INDEX FDS | 986 | 618130 | S&P 500 ETF SHS |
| BLACKROCK CR ALLOCATION INCO | 54004 | 584864 | COM |
| S&P GLOBAL INC | 1078 | 563386 | COM |
| ALLIANCEBERNSTEIN HLDG L P | 14397 | 554002 | UNIT LTD PARTN |
| TEXAS INSTRS INC | 3174 | 550595 | COM |
| DEERE & CO | 1139 | 530343 | COM |
| AMERICAN EXPRESS CO | 1411 | 522070 | COM |
| NORTHROP GRUMMAN CORP | 902 | 514348 | COM |
| BLACKROCK ENHANCED LARGE CAP | 21247 | 496542 | COM |
| VANGUARD ADMIRAL FDS INC | 2343 | 479918 | 500 VAL IDX FD |
| COLGATE PALMOLIVE CO | 6072 | 479822 | COM |
| TESLA INC | 1047 | 470857 | COM |
| RAYMOND JAMES FINL INC | 2925 | 469695 | COM |
| VANGUARD WHITEHALL FDS | 3055 | 438482 | HIGH DIV YLD |
| INVESCO EXCH TRADED FD TR II | 8907 | 427544 | S&P500 HDL VOL |
| COSTCO WHSL CORP NEW | 495 | 426615 | COM |
| SELECT SECTOR SPDR TR | 9467 | 423259 | STATE STREET ENE |
| PFIZER INC | 16514 | 411207 | COM |
| LOWES COS INC | 1689 | 407350 | COM |
| ILLINOIS TOOL WKS INC | 1623 | 399803 | COM |
| FIRST TR EXCH TRADED FD III | 21849 | 398089 | PFD SECS INC ETF |
| VANGUARD SPECIALIZED FUNDS | 1761 | 387012 | DIV APP ETF |
| BRITISH AMERN TOB PLC | 6773 | 383487 | SPONSORED ADR |
| MCKESSON CORP | 454 | 372737 | COM |
| GABELLI EQUITY TR INC | 57374 | 353998 | COM |
| TJX COS INC NEW | 2234 | 343177 | COM |
| EMERSON ELEC CO | 2579 | 342293 | COM |
| HONEYWELL INTL INC | 1667 | 325153 | COM |
| REPUBLIC SVCS INC | 1534 | 325089 | COM |
| ORACLE CORP | 1651 | 321870 | COM |
| CONOCOPHILLIPS | 3338 | 312512 | COM |
| SHELL PLC | 4250 | 312290 | SPON ADS |
| EATON VANCE ENHANCED EQUITY | 12935 | 302808 | COM |
| AMGEN INC | 925 | 302674 | COM |
| NVIDIA CORPORATION | 1613 | 300780 | COM |
| UNITEDHEALTH GROUP INC | 889 | 293598 | COM |
| US BANCORP DEL | 5479 | 292343 | COM NEW |
| HCA HEALTHCARE INC | 615 | 287336 | COM |
| COHEN & STEERS INFRASTRUCTUR | 11216 | 270418 | COM |
| PEPSICO INC | 1878 | 269485 | COM |
| SELECT SECTOR SPDR TR | 1707 | 264278 | STATE STREET HEA |
| WARNER BROS DISCOVERY INC | 8930 | 257363 | COM SER A |
| TORONTO DOMINION BK ONT | 2707 | 254999 | COM NEW |
| ALTRIA GROUP INC | 4329 | 249600 | COM |
| INTEL CORP | 6736 | 248573 | COM |
| BOEING CO | 1111 | 241220 | COM |
| AT&T INC | 9448 | 234695 | COM |
| PACKAGING CORP AMER | 1095 | 225892 | COM |
| CVS HEALTH CORP | 2781 | 220729 | COM |
| CATERPILLAR INC | 369 | 211603 | COM |
| WELLS FARGO CO NEW | 2220 | 206940 | COM |
| NUVEEN MUNICIPAL CREDIT INC | 16386 | 206136 | COM SH BEN INT |
| KINDER MORGAN INC DEL | 7376 | 202766 | COM |
| BLACKROCK FLOATING RATE INC | 16966 | 192225 | COM |
| BLACKROCK CORPOR HI YLD FD I | 19520 | 173728 | COM |
| NUVEEN FLOATING RATE INCOME | 21639 | 169433 | COM |
| FUBOTV INC | 57953 | 146042 | CLASS A COM SHS |
| VIRTUS TOTAL RETURN FD INC | 18912 | 119146 | COM |
| LIBERTY ALL STAR EQUITY FD | 13348 | 83825 | SH BEN INT |
| PIMCO HIGH INCOME FD | 11389 | 55351 | COM SHS |
| WESTERN ASSET HIGH INCOM FD | 11444 | 47607 | COM |
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