Shulman DeMeo Asset Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Shulman DeMeo Asset Management LLC reported 116 stock positions worth $356.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 60.7% of the portfolio, followed by Apple (AAPL, 4.0%) and iShares MSCI Eafe ETF (EFA, 3.4%). Compared with Q4 2024, it opened 4 new positions, sold out of 6, added to 44 and reduced 54. The biggest buy was Walt Disney (DIS, shares +167%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −0%).
- Most Recent 13F
- Q3 2026
- Location
- LAKE SUCCESS, NY
- CIK
- 0001767070
- Portfolio Value
- $356.1M (Q1 2025)
- SEC Filing
- 0001085146-25-001962 ↗ filed Apr 9, 2025
Holdings Value
Holdings 116 stocks · $356.1M
| SPY SS SPDR S&P 500 ETF Trust-US | 60.74% | 386,680 | $216.3M | Reduce -0.3% |
| AAPL Apple Inc. | 3.97% | 63,638 | $14.1M | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 3.43% | 149,407 | $12.2M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 3.08% | 19,540 | $11.0M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 2.64% | 89,777 | $9.4M | Reduce -0.7% |
| SDY SS SPDR S&P Dividend ETF | 1.68% | 43,977 | $6.0M | Reduce -0.6% |
| HDV iShares Core High Dividend E | 1.17% | 34,257 | $4.1M | Reduce -0.2% |
| DVY iShares Select Dividend ETF | 1.15% | 30,380 | $4.1M | Reduce -0.5% |
| XLK SS Technology Select Sector | 1.13% | 19,452 | $4.0M | Reduce -5.2% |
| PFF iShares Preferred & Income S | 1.04% | 119,989 | $3.7M | Reduce -0.5% |
| PSK SS SPDR Ice Pref Sec ETF | 1.02% | 112,426 | $3.6M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.80% | 4,942 | $2.8M | Reduce -0.1% |
| IYJ iShares U.S. Industrials ETF | 0.71% | 19,334 | $2.5M | Add +0.0% |
| WSM Williams-Sonoma Inc. | 0.61% | 13,819 | $2.2M | Reduce -1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.58% | 8,286 | $2.1M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.56% | 12,985 | $2.0M | Add +0.4% |
| MSFT Microsoft Corp. | 0.52% | 4,951 | $1.9M | Add +0.4% |
| WMT Walmart Inc. | 0.45% | 18,172 | $1.6M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.44% | 1,901 | $1.6M | Reduce -0.1% |
| CVX Chevron Corp. | 0.42% | 8,937 | $1.5M | Add +0.6% |
| HD Home Depot Inc. | 0.40% | 3,879 | $1.4M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.38% | 8,239 | $1.4M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.36% | 17,704 | $1.3M | Add +0.3% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.35% | 96,210 | $1.3M | Reduce -0.6% |
| BDJ BlackRock Enhanced Eqty DVD | 0.34% | 141,593 | $1.2M | Reduce -1.8% |
| PGX Invesco Preferred ETF | 0.33% | 106,253 | $1.2M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.31% | 4,502 | $1.1M | Add +0.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.30% | 13,471 | $1.1M | Reduce -1.7% |
| DNP DNP Select Income Fund Inc. | 0.30% | 106,325 | $1.1M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 9,719 | $959K | Add +167.4% |
| IBB iShares Biotechnology ETF | 0.27% | 7,386 | $945K | Reduce -0.3% |
| MS Morgan Stanley | 0.25% | 7,755 | $905K | Add +0.4% |
| DIAX Nuveen Dow 30 Dynamic Overwr | 0.24% | 60,022 | $870K | Reduce -0.8% |
| VZ Verizon Communications Inc. | 0.24% | 19,077 | $865K | Add +0.7% |
| AMZN Amazon.com Inc. | 0.24% | 4,430 | $843K | Add +5.6% |
| SO The Southern Co. | 0.23% | 8,909 | $819K | Add +1.1% |
| ED Consolidated Edison Inc. | 0.23% | 7,372 | $815K | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.22% | 1,782 | $796K | Add +1.0% |
| XSSPX Nuveen S&P 500 Dynam Overwr | 0.22% | 46,859 | $792K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.22% | 4,500 | $767K | Reduce -0.8% |
| KR Kroger Co. | 0.21% | 11,255 | $762K | Reduce -0.3% |
| JPC Nuveen Prefered & Income Opp | 0.20% | 89,654 | $714K | Reduce -1.0% |
| MET Metlife Inc. | 0.19% | 8,576 | $689K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.19% | 4,286 | $663K | Add +1.1% |
| XLF SS Financial Select Sector | 0.18% | 12,805 | $638K | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.18% | 5,263 | $626K | Add +2.7% |
| IVE iShares S&P 500 Value ETF | 0.17% | 3,234 | $616K | Add +0.2% |
| ENB Enbridge Inc. | 0.17% | 13,908 | $616K | Reduce -0.5% |
| AEP American Electric Power | 0.17% | 5,629 | $615K | Add +0.4% |
| BTZ BlackRock Credit Allocation | 0.17% | 55,657 | $597K | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.17% | 9,550 | $589K | Add +1.5% |
| TXN Texas Instruments Inc. | 0.17% | 3,272 | $588K | Reduce -0.3% |
| DE Deere & Co. | 0.16% | 1,249 | $586K | Add +0.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.16% | 6,945 | $582K | Add +0.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.16% | 3,130 | $576K | Add +0.5% |
| CL Colgate-Palmolive Co. | 0.16% | 6,131 | $574K | Reduce -0.4% |
| SPGI S&P Global Inc. | 0.16% | 1,090 | $554K | Add +0.1% |
| GD General Dynamics Corp. | 0.15% | 2,019 | $550K | Reduce -1.8% |
| AB Alliancebernstein Holding LP | 0.15% | 14,066 | $539K | Add +1.7% |
| XLP SS Consumer Staples Sel Sect | 0.15% | 6,578 | $537K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.14% | 980 | $504K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.14% | 510 | $483K | Add +1.2% |
| NOC Northrop Grumman Corp. | 0.13% | 910 | $466K | Reduce -0.1% |
| SPHD Invesco S&P 500 High Dividen | 0.13% | 9,260 | $465K | Reduce -0.7% |
| XLE SS Energy Select Sector | 0.13% | 4,773 | $446K | Reduce -1.6% |
| RJF Raymond James Financial Inc. | 0.12% | 3,139 | $436K | Reduce -0.3% |
| PFE Pfizer Inc. | 0.12% | 17,000 | $431K | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.12% | 819 | $429K | Add +0.5% |
| HON Honeywell International Inc. | 0.12% | 1,996 | $423K | Add +17.1% |
| ITW Illinois Tool Works | 0.12% | 1,698 | $421K | Reduce -0.4% |
| AXP American Express Co. | 0.12% | 1,559 | $419K | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.12% | 3,245 | $419K | Reduce -1.2% |
| LOW Lowe's Cos Inc. | 0.12% | 1,781 | $415K | Add +0.1% |
| T AT&T Inc. | 0.11% | 14,401 | $407K | Reduce -64.9% |
| UNP Union Pacific Corp. | 0.11% | 1,708 | $404K | Add +1.9% |
| CII BlackRock Enhan LRG Cap Core | 0.11% | 21,478 | $397K | Reduce -0.8% |
| FPE FT-Preferred Secur & Inc. ETF | 0.11% | 21,849 | $384K | New |
| RSG Republic Services Inc. | 0.11% | 1,564 | $379K | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,888 | $366K | No change |
| MO Altria Group Inc. | 0.10% | 6,067 | $364K | Reduce -4.5% |
| COP Conocophillips | 0.10% | 3,302 | $347K | Add +0.4% |
| TSLA Tesla Inc. | 0.10% | 1,321 | $342K | Add +5.8% |
| BTI British American Tob-SP ADR | 0.09% | 8,165 | $338K | No change |
| SHEL Shell PLC-ADR | 0.09% | 4,377 | $321K | Add +2.8% |
| GAB Gabelli Equity Trust | 0.09% | 57,755 | $318K | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.09% | 2,008 | $314K | Add +0.1% |
| MCK McKesson Corp. | 0.09% | 459 | $309K | No change |
| EMR Emerson Electric Co. | 0.09% | 2,782 | $305K | Add +0.1% |
| AMGN Amgen Inc. | 0.09% | 972 | $303K | Add +1.7% |
| UTF Cohen & Steers Infrastructur | 0.08% | 11,835 | $302K | Reduce -0.9% |
| INTC Intel Corp. | 0.08% | 13,282 | $302K | Reduce -21.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 2,281 | $278K | Reduce -2.5% |
| EOS Eaton Vance Enh Eqt Inc. II | 0.08% | 13,145 | $277K | Reduce -1.0% |
| BHK BlackRock Core Bond Trust | 0.08% | 25,553 | $277K | New |
| PEP Pepsico Inc. | 0.08% | 1,845 | $277K | Add +1.6% |
| TRV The Travelers Cos Inc. | 0.08% | 1,020 | $270K | New |
| PKG Packaging Corp. of America | 0.07% | 1,327 | $263K | Reduce -0.1% |
| XLV SS Health Care Select Sector | 0.07% | 1,705 | $249K | Reduce -16.2% |
| LYB Lyondellbasell Indu Class A | 0.07% | 3,470 | $244K | Add +1.0% |
| ORCL Oracle Corp. | 0.07% | 1,697 | $237K | Add +2.9% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 60.74% | −0.60 |
| AAPL Apple Inc. | Reduce -0.2% | 3.97% | −0.34 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 2.64% | −0.18 |
| XLK SS Technology Select Sector | Reduce -5.2% | 1.13% | −0.16 |
| T AT&T Inc. | Reduce -64.9% | 0.11% | −0.14 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.09 |
| WSM Williams-Sonoma Inc. | Reduce -1.7% | 0.61% | −0.09 |
| XEGFX BlackRock Enhanced Govern | Sold out | 0.00% | −0.08 |
| BA The Boeing Co. | Sold out | 0.00% | −0.06 |
| CNP Centerpoint Energy Inc. | Sold out | 0.00% | −0.06 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.06 |
| XMUIX BlackRock Municipal Income | Sold out | 0.00% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -39.7% | 0.06% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 3.08% | −0.03 |
| WDC Western Digital Corp. | Reduce -0.6% | 0.06% | −0.03 |
| HD Home Depot Inc. | Reduce -1.4% | 0.40% | −0.01 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Reduce -0.6% | 0.35% | −0.01 |
| RJF Raymond James Financial Inc. | Reduce -0.3% | 0.12% | −0.01 |
| EOS Eaton Vance Enh Eqt Inc. II | Reduce -1.0% | 0.08% | −0.01 |
| PKG Packaging Corp. of America | Reduce -0.1% | 0.07% | −0.01 |
| INTC Intel Corp. | Reduce -21.2% | 0.08% | −0.01 |
| USB US Bancorp | Reduce -1.0% | 0.06% | −0.01 |
| CII BlackRock Enhan LRG Cap Core | Reduce -0.8% | 0.11% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -16.2% | 0.07% | −0.01 |
| XSSPX Nuveen S&P 500 Dynam Overwr | Reduce -0.5% | 0.22% | −0.00 |
| DIAX Nuveen Dow 30 Dynamic Overwr | Reduce -0.8% | 0.24% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -0.3% | 0.17% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -0.3% | 0.27% | +0.00 |
| PGX Invesco Preferred ETF | Reduce -0.8% | 0.33% | +0.00 |
| ZTR Virtus Total Return Fund Inc. | Reduce -1.0% | 0.03% | +0.00 |
| ITW Illinois Tool Works | Reduce -0.4% | 0.12% | +0.00 |
| TJX TJX Companies Inc. | Reduce -2.5% | 0.08% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.2% | 0.12% | +0.00 |
| GAB Gabelli Equity Trust | Reduce -0.6% | 0.09% | +0.01 |
| UTF Cohen & Steers Infrastructur | Reduce -0.9% | 0.08% | +0.01 |
| JPC Nuveen Prefered & Income Opp | Reduce -1.0% | 0.20% | +0.01 |
| GD General Dynamics Corp. | Reduce -1.8% | 0.15% | +0.01 |
| BTZ BlackRock Credit Allocation | Reduce -1.1% | 0.17% | +0.01 |
| SPHD Invesco S&P 500 High Dividen | Reduce -0.7% | 0.13% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.22% | +0.01 |
| CL Colgate-Palmolive Co. | Reduce -0.4% | 0.16% | +0.01 |
| XLF SS Financial Select Sector | Reduce -0.8% | 0.18% | +0.01 |
| PFF iShares Preferred & Income S | Reduce -0.5% | 1.04% | +0.01 |
| MO Altria Group Inc. | Reduce -4.5% | 0.10% | +0.01 |
| ENB Enbridge Inc. | Reduce -0.5% | 0.17% | +0.01 |
| XLE SS Energy Select Sector | Reduce -1.6% | 0.13% | +0.01 |
| NOC Northrop Grumman Corp. | Reduce -0.1% | 0.13% | +0.02 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -0.4% | 1.02% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.80% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.7% | 0.30% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| DIS The Walt Disney Co. | Add +167.4% | 0.27% | +0.16 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.11% | +0.11 |
| BHK BlackRock Core Bond Trust | New | 0.08% | +0.08 |
| TRV The Travelers Cos Inc. | New | 0.08% | +0.08 |
| CVX Chevron Corp. | Add +0.6% | 0.42% | +0.07 |
| HCA HCA Healthcare Inc. | New | 0.06% | +0.06 |
| KO The Coca-Cola Co. | Add +0.3% | 0.36% | +0.06 |
| ED Consolidated Edison Inc. | Add +0.1% | 0.23% | +0.05 |
| VZ Verizon Communications Inc. | Add +0.7% | 0.24% | +0.04 |
| SO The Southern Co. | Add +1.1% | 0.23% | +0.03 |
| AEP American Electric Power | Add +0.4% | 0.17% | +0.03 |
| XOM Exxon Mobil Corp. | Add +2.7% | 0.18% | +0.03 |
| QCOM Qualcomm Inc. | Add +0.4% | 0.56% | +0.02 |
| DE Deere & Co. | Add +0.2% | 0.16% | +0.02 |
| RSG Republic Services Inc. | Add +0.1% | 0.11% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +0.5% | 0.16% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 0.31% | +0.02 |
| SHEL Shell PLC-ADR | Add +2.8% | 0.09% | +0.02 |
| AMGN Amgen Inc. | Add +1.7% | 0.09% | +0.02 |
| CSCO Cisco Systems Inc. | Add +1.5% | 0.17% | +0.02 |
| HON Honeywell International Inc. | Add +17.1% | 0.12% | +0.01 |
| AB Alliancebernstein Holding LP | Add +1.7% | 0.15% | +0.01 |
| XLP SS Consumer Staples Sel Sect | Add +0.1% | 0.15% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.2% | 0.14% | +0.01 |
| IYJ iShares U.S. Industrials ETF | Add +0.0% | 0.71% | +0.01 |
| UNP Union Pacific Corp. | Add +1.9% | 0.11% | +0.01 |
| COP Conocophillips | Add +0.4% | 0.10% | +0.01 |
| SPGI S&P Global Inc. | Add +0.1% | 0.16% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +0.5% | 0.12% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.2% | 0.17% | +0.01 |
| VOOV Vanguard S&P 500 Value ETF | Add +0.5% | 0.16% | +0.01 |
| WMT Walmart Inc. | Add +0.0% | 0.45% | +0.01 |
| MET Metlife Inc. | Add +0.3% | 0.19% | +0.00 |
| PEP Pepsico Inc. | Add +1.6% | 0.08% | +0.00 |
| PFE Pfizer Inc. | Add +0.8% | 0.12% | +0.00 |
| LYB Lyondellbasell Indu Class A | Add +1.0% | 0.07% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 0.14% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.12% | −0.00 |
| AXP American Express Co. | Add +0.3% | 0.12% | −0.01 |
| EMR Emerson Electric Co. | Add +0.1% | 0.09% | −0.01 |
| ORCL Oracle Corp. | Add +2.9% | 0.07% | −0.01 |
| LMT Lockheed Martin Corp. | Add +1.0% | 0.22% | −0.01 |
| MS Morgan Stanley | Add +0.4% | 0.25% | −0.01 |
| AMZN Amazon.com Inc. | Add +5.6% | 0.24% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.09% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.19% | −0.03 |
| MSFT Microsoft Corp. | Add +0.4% | 0.52% | −0.04 |
| TSLA Tesla Inc. | Add +5.8% | 0.10% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 144 | $505.4M | SPY, DIA, AAPL, IVV, EFA |
| Q2 2026 | 146 | $535.0M | SPY, DIA, QQQ, AAPL, EFA |
| Q1 2026 | 140 | $470.9M | SPY, DIA, QQQ, AAPL, EFA |
| Q4 2025 | 119 | $441.0M | SPY, QQQ, AAPL, EFA, IVV |
| Q3 2025 | 120 | $435.0M | SPY, QQQ, AAPL, EFA, IVV |
| Q2 2025 | 118 | $403.9M | SPY, QQQ, EFA, AAPL, IVV |
| Q1 2025 | 116 | $356.1M | SPY, AAPL, EFA, IVV, IJR |
| Q4 2024 | 118 | $370.6M | SPY, AAPL, IVV, EFA, IJR |
| Q3 2024 | 132 | $407.5M | SPY, QQQ, AAPL, EFA, IVV |
| Q2 2024 | 129 | $383.0M | SPY, QQQ, AAPL, EFA, IVV |
| Q1 2024 | 134 | $377.6M | SPY, QQQ, EFA, AAPL, IJR |