Shulman DeMeo Asset Management LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Shulman DeMeo Asset Management LLC 13F Holdings
CIK 0001767070 · LAKE SUCCESS, NY
As of Sep 30, 2025, Shulman DeMeo Asset Management LLC reported
120 positions worth $435.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 381,221 | $254.0M | 58.39% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 43,635 | $26.2M | 6.02% |
| APPLE INC | AAPL | Technology | 63,062 |
|
6.1M3.69% |
| ISHARES MSCI EAFE ETF | EFA | — | 147,263 |
3.7M | 3.16% |
| ISHARES CORE S&P 500 ETF | IVV | — | 19,481 |
3.0M | 3.00% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 88,663 |
0.5M | 2.42% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 43,799 | $6.1M | 1.41% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 17,246 | $4.9M | 1.12% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 30,268 | $4.3M | 0.99% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 34,138 | $4.2M | 0.96% |
| ISHARES PREFERRED & INCOME S | PFF | — | 117,841 | $3.7M | 0.86% |
| STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF | PSK | — | 111,663 | $3.7M | 0.85% |
| META PLATFORMS INC | META | Communication Services | 4,903 | $3.6M | 0.83% |
| ISHARES US INDUSTRIALS ETF | IYJ | — | 19,077 | $2.8M | 0.64% |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 13,272 | $2.6M | 0.60% |
| MICROSOFT CORP | MSFT | Technology | 4,734 | $2.5M | 0.56% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 8,097 | $2.3M | 0.53% |
| QUALCOMM INC | QCOM | Technology | 13,045 | $2.2M | 0.50% |
| HOME DEPOT INC | HD | Consumer Cyclical | 5,351 | $2.2M | 0.50% |
| WALMART INC | WMT | Consumer Defensive | 18,312 |
.9M | 0.43% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 8,271 |
.5M | 0.35% |
| NUVEEN S&P 500 BUY-WRITE INC | — | — | 96,046 |
.4M | 0.32% |
| CHEVRON CORP | CHV | Energy | 8,781 |
.4M | 0.31% |
| ELI LILLY & CO | LLY | Healthcare | 1,730 |
.3M | 0.30% |
| MORGAN STANLEY | MS | Financial Services | 8,257 |
.3M | 0.30% |