Shulman DeMeo Asset Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Shulman DeMeo Asset Management LLC reported 140 stock positions worth $470.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 51.8% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 5.9%) and Invesco QQQ Trust Series 1 (QQQ, 5.2%). Compared with Q4 2025, it opened 29 new positions, sold out of 7, added to 22 and reduced 80. The biggest buy was a new position in SS SPDR Dow Jones Indus Avg (DIA) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE SUCCESS, NY
- CIK
- 0001767070
- Portfolio Value
- $470.9M (Q1 2026)
- SEC Filing
- 0001767070-26-000002 ↗ filed Apr 9, 2026
Holdings Value
Holdings 140 stocks · $470.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 51.75% | 374,720 | $243.7M | Reduce -1.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 5.91% | 60,075 | $27.8M | New |
| QQQ Invesco QQQ Trust Series 1 | 5.22% | 42,599 | $24.6M | Reduce -1.7% |
| AAPL Apple Inc. | 3.37% | 62,454 | $15.9M | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 2.99% | 144,941 | $14.1M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 2.69% | 19,394 | $12.7M | Reduce -0.1% |
| MDY State Street SPDR S&P Midcap | 2.35% | 17,967 | $11.1M | New |
| IJR iShares Core S&P Small-Cap E | 2.29% | 86,765 | $10.8M | Reduce -1.3% |
| SDY SS SPDR S&P Dividend ETF | 1.33% | 43,032 | $6.3M | Reduce -0.6% |
| XLK SS Technology Select Sector | 0.99% | 35,005 | $4.7M | Add +0.3% |
| HDV iShares Core High Dividend E | 0.98% | 33,901 | $4.6M | Reduce -0.8% |
| DVY iShares Select Dividend ETF | 0.96% | 29,783 | $4.5M | Reduce -0.8% |
| PFF iShares Preferred & Income S | 0.71% | 110,991 | $3.4M | Reduce -4.4% |
| PSK SS SPDR Ice Pref Sec ETF | 0.69% | 105,776 | $3.3M | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 0.61% | 5,019 | $2.9M | Reduce -1.0% |
| IYJ iShares U.S. Industrials ETF | 0.60% | 19,036 | $2.8M | Reduce -0.4% |
| XSSPX Nuveen S&P 500 Dynam Overwr | 0.54% | 157,720 | $2.5M | Add +25.6% |
| WSM Williams-Sonoma Inc. | 0.51% | 13,051 | $2.4M | Reduce -0.9% |
| WMT Walmart Inc. | 0.48% | 18,197 | $2.3M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.42% | 8,178 | $2.0M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 7,868 | $1.9M | Reduce -1.0% |
| CVX Chevron Corp. | 0.38% | 8,683 | $1.8M | Add +0.0% |
| HD Home Depot Inc. | 0.37% | 5,353 | $1.8M | Add +0.0% |
| MSFT Microsoft Corp. | 0.37% | 4,712 | $1.7M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 0.35% | 12,951 | $1.7M | Reduce -0.7% |
| ICE Intercontinental Exchange Inc. | 0.34% | 10,097 | $1.6M | New |
| LLY Eli Lilly & Co. | 0.32% | 1,634 | $1.5M | Reduce -1.7% |
| WDC Western Digital Corp. | 0.30% | 5,143 | $1.4M | Reduce -0.9% |
| MS Morgan Stanley | 0.29% | 8,295 | $1.4M | Add +0.1% |
| KO The Coca-Cola Co. | 0.29% | 17,685 | $1.3M | Reduce -0.7% |
| IBB iShares Biotechnology ETF | 0.26% | 7,248 | $1.2M | Reduce -0.7% |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.26% | 45,829 | $1.2M | New |
| GOOGL Alphabet Inc. Class A | 0.26% | 4,233 | $1.2M | No change |
| APO Apollo Global Management Inc. | 0.26% | 10,910 | $1.2M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 25,484 | $1.2M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.25% | 3,934 | $1.2M | Reduce -0.4% |
| BDJ BlackRock Enhanced Eqty DVD | 0.24% | 129,581 | $1.1M | Reduce -4.3% |
| PGX Invesco Preferred ETF | 0.23% | 99,990 | $1.1M | Reduce -1.9% |
| LMT Lockheed Martin Corp. | 0.22% | 1,678 | $1.0M | Reduce -0.5% |
| DNP DNP Select Income Fund Inc. | 0.20% | 92,387 | $952K | Reduce -11.2% |
| AMZN Amazon.com Inc. | 0.20% | 4,567 | $951K | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 9,273 | $894K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.19% | 17,666 | $887K | Reduce -1.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.18% | 7,064 | $838K | Add +0.2% |
| SO The Southern Co. | 0.18% | 8,640 | $834K | Reduce -0.2% |
| ED Consolidated Edison Inc. | 0.17% | 7,204 | $815K | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.17% | 4,752 | $806K | Reduce -11.3% |
| KR Kroger Co. | 0.16% | 10,694 | $774K | Reduce -0.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.16% | 7,826 | $766K | New |
| MRK Merck & Co. Inc. | 0.16% | 6,249 | $752K | New |
| AEP American Electric Power | 0.15% | 5,492 | $720K | Reduce -0.2% |
| ENB Enbridge Inc. | 0.15% | 13,084 | $708K | Reduce -2.0% |
| GD General Dynamics Corp. | 0.15% | 2,002 | $687K | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 0.15% | 3,251 | $686K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.15% | 8,845 | $686K | Reduce -2.4% |
| BX Blackstone Inc. | 0.14% | 5,559 | $639K | New |
| XLF SS Financial Select Sector | 0.13% | 12,750 | $629K | Reduce -2.8% |
| DE Deere & Co. | 0.13% | 1,116 | $629K | Reduce -2.0% |
| NOC Northrop Grumman Corp. | 0.13% | 900 | $614K | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.13% | 4,208 | $608K | Reduce -3.1% |
| TXN Texas Instruments Inc. | 0.13% | 3,115 | $605K | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 0.13% | 987 | $590K | Add +0.1% |
| JPC Nuveen Prefered & Income Opp | 0.12% | 77,701 | $586K | Reduce -9.0% |
| XLE SS Energy Select Sector | 0.12% | 9,402 | $576K | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,992 | $571K | Add +0.1% |
| MET Metlife Inc. | 0.12% | 8,028 | $568K | Reduce -6.4% |
| XLP SS Consumer Staples Sel Sect | 0.12% | 6,664 | $546K | Reduce -0.0% |
| BTZ BlackRock Credit Allocation | 0.11% | 50,539 | $510K | Reduce -6.4% |
| AB Alliancebernstein Holding LP | 0.11% | 13,454 | $504K | Reduce -6.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.11% | 2,448 | $499K | Add +4.5% |
| COST Costco Wholesale Corp. | 0.10% | 488 | $486K | Reduce -1.4% |
| FPE FT-Preferred Secur & Inc. ETF | 0.10% | 27,291 | $484K | Add +24.9% |
| PFE Pfizer Inc. | 0.10% | 16,608 | $466K | Add +0.6% |
| C Citigroup Inc. | 0.10% | 4,103 | $465K | New |
| SPGI S&P Global Inc. | 0.10% | 1,070 | $455K | Reduce -0.7% |
| LAZ Lazard Inc. | 0.09% | 10,385 | $441K | New |
| COP Conocophillips | 0.09% | 3,338 | $441K | No change |
| VYM Vanguard High DVD Yield ETF | 0.09% | 2,931 | $434K | Reduce -4.1% |
| SPHD Invesco S&P 500 High Dividen | 0.09% | 8,707 | $432K | Reduce -2.3% |
| AXP American Express Co. | 0.09% | 1,403 | $424K | Reduce -0.6% |
| AMLP Alerian MLP ETF | 0.09% | 7,992 | $421K | New |
| RJF Raymond James Financial Inc. | 0.09% | 2,898 | $420K | Reduce -0.9% |
| ITW Illinois Tool Works | 0.09% | 1,610 | $419K | Reduce -0.8% |
| BLK BlackRock Inc. | 0.09% | 434 | $418K | New |
| LOW Lowe's Cos Inc. | 0.08% | 1,667 | $394K | Reduce -1.3% |
| MCK McKesson Corp. | 0.08% | 455 | $393K | Add +0.2% |
| SHEL Shell PLC-ADR | 0.08% | 4,224 | $393K | Reduce -0.6% |
| TSLA Tesla Inc. | 0.08% | 1,047 | $389K | No change |
| GE General Electric filed as GE AEROSPACE | 0.08% | 1,364 | $387K | New |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 1,758 | $378K | Reduce -0.2% |
| HON Honeywell International Inc. | 0.08% | 1,651 | $373K | Reduce -1.0% |
| CII BlackRock Enhan LRG Cap Core | 0.08% | 17,548 | $369K | Reduce -17.4% |
| BTI British American Tob-SP ADR | 0.08% | 6,163 | $360K | Reduce -9.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 2,239 | $358K | Add +0.2% |
| XBI SS SPDR S&P Biotech ETF | 0.07% | 2,751 | $351K | No change |
| HPQ HP Inc. | 0.07% | 18,033 | $346K | New |
| GSK GSK PLC-Spon ADR | 0.07% | 6,142 | $339K | New |
| EMR Emerson Electric Co. | 0.07% | 2,572 | $337K | Reduce -0.3% |
| RSG Republic Services Inc. | 0.07% | 1,529 | $335K | Reduce -0.3% |
| DUK Duke Energy Corp. | 0.07% | 2,542 | $333K | New |
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 51.75% | −6.80 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.7% | 5.22% | −0.81 |
| AAPL Apple Inc. | Reduce -0.8% | 3.37% | −0.51 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 2.69% | −0.32 |
| EFA iShares MSCI Eafe ETF | Reduce -1.7% | 2.99% | −0.22 |
| DIAX Nuveen Dow 30 Dynamic Overwr | Sold out | 0.00% | −0.20 |
| QCOM Qualcomm Inc. | Reduce -0.7% | 0.35% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -1.0% | 0.61% | −0.15 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.37% | −0.15 |
| IBM Intl Business Machines Corp. | Reduce -1.0% | 0.41% | −0.13 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.3% | 2.29% | −0.11 |
| PFF iShares Preferred & Income S | Reduce -4.4% | 0.71% | −0.10 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -4.1% | 0.69% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -1.7% | 0.32% | −0.09 |
| CL Colgate-Palmolive Co. | Reduce -55.5% | 0.05% | −0.06 |
| INTC Intel Corp. | Sold out | 0.00% | −0.06 |
| BDJ BlackRock Enhanced Eqty DVD | Reduce -4.3% | 0.24% | −0.05 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.05 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.05 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.05 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.05 |
| IYJ iShares U.S. Industrials ETF | Reduce -0.4% | 0.60% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 0.25% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 0.20% | −0.04 |
| CII BlackRock Enhan LRG Cap Core | Reduce -17.4% | 0.08% | −0.03 |
| DNP DNP Select Income Fund Inc. | Reduce -11.2% | 0.20% | −0.03 |
| FUBO Fubotv Inc. | Sold out | 0.00% | −0.03 |
| MET Metlife Inc. | Reduce -6.4% | 0.12% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.6% | 1.33% | −0.03 |
| JPC Nuveen Prefered & Income Opp | Reduce -9.0% | 0.12% | −0.03 |
| SPGI S&P Global Inc. | Reduce -0.7% | 0.10% | −0.03 |
| XLF SS Financial Select Sector | Reduce -2.8% | 0.13% | −0.03 |
| PGX Invesco Preferred ETF | Reduce -1.9% | 0.23% | −0.03 |
| AXP American Express Co. | Reduce -0.6% | 0.09% | −0.03 |
| WSM Williams-Sonoma Inc. | Reduce -0.9% | 0.51% | −0.03 |
| BTZ BlackRock Credit Allocation | Reduce -6.4% | 0.11% | −0.02 |
| GAB Gabelli Equity Trust | Reduce -16.7% | 0.06% | −0.02 |
| EOS Eaton Vance Enh Eqt Inc. II | Reduce -18.5% | 0.05% | −0.02 |
| IBB iShares Biotechnology ETF | Reduce -0.7% | 0.26% | −0.02 |
| AB Alliancebernstein Holding LP | Reduce -6.5% | 0.11% | −0.02 |
| RJF Raymond James Financial Inc. | Reduce -0.9% | 0.09% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -2.4% | 0.15% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -3.1% | 0.13% | −0.01 |
| BTI British American Tob-SP ADR | Reduce -9.0% | 0.08% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -6.8% | 0.05% | −0.01 |
| HYT BlackRock Corp. Hi YLD | Reduce -14.4% | 0.03% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.3% | 0.08% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 0.08% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.1% | 0.09% | −0.01 |
| BGT BlackRock Fltng RT Inc. TR | Reduce -3.8% | 0.04% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| DIA SS SPDR Dow Jones Indus Avg | New | 5.91% | +5.91 |
| MDY State Street SPDR S&P Midcap | New | 2.35% | +2.35 |
| ICE Intercontinental Exchange Inc. | New | 0.34% | +0.34 |
| QQQX Nuveen Nasdaq 100 DYN Overwr | New | 0.26% | +0.26 |
| APO Apollo Global Management Inc. | New | 0.26% | +0.26 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.16% | +0.16 |
| MRK Merck & Co. Inc. | New | 0.16% | +0.16 |
| BX Blackstone Inc. | New | 0.14% | +0.14 |
| C Citigroup Inc. | New | 0.10% | +0.10 |
| LAZ Lazard Inc. | New | 0.09% | +0.09 |
| AMLP Alerian MLP ETF | New | 0.09% | +0.09 |
| BLK BlackRock Inc. | New | 0.09% | +0.09 |
| GE General Electric | New | 0.08% | +0.08 |
| CVX Chevron Corp. | Add +0.0% | 0.38% | +0.08 |
| HPQ HP Inc. | New | 0.07% | +0.07 |
| GSK GSK PLC-Spon ADR | New | 0.07% | +0.07 |
| DUK Duke Energy Corp. | New | 0.07% | +0.07 |
| DELL Dell Technologies -C | New | 0.07% | +0.07 |
| GLAD Gladstone Capital Corp. | New | 0.07% | +0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.06% | +0.06 |
| TRV The Travelers Cos Inc. | New | 0.06% | +0.06 |
| BKT BlackRock Income Trust | New | 0.06% | +0.06 |
| MRVL Marvell Technology Inc. | New | 0.06% | +0.06 |
| RTX RTX Corp. | New | 0.05% | +0.05 |
| VLO Valero Energy Corp. | New | 0.05% | +0.05 |
| AGNC AGNC Investment Corp. | New | 0.05% | +0.05 |
| NEE Nextera Energy Inc. | New | 0.05% | +0.05 |
| BHK BlackRock Core Bond Trust | New | 0.04% | +0.04 |
| XSSPX Nuveen S&P 500 Dynam Overwr | Add +25.6% | 0.54% | +0.03 |
| DHF BNYM High Yield Strategies | New | 0.02% | +0.02 |
| DSM BNYM Strat Muni BND | New | 0.01% | +0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Add +24.9% | 0.10% | +0.01 |
| PFE Pfizer Inc. | Add +0.6% | 0.10% | +0.01 |
| PEP Pepsico Inc. | Add +1.6% | 0.06% | +0.00 |
| MCK McKesson Corp. | Add +0.2% | 0.08% | −0.00 |
| TJX TJX Companies Inc. | Add +0.2% | 0.08% | −0.00 |
| VOOV Vanguard S&P 500 Value ETF | Add +4.5% | 0.11% | −0.00 |
| HCA HCA Healthcare Inc. | Add +0.2% | 0.06% | −0.00 |
| USB US Bancorp | Add +0.7% | 0.06% | −0.01 |
| GD General Dynamics Corp. | Add +0.1% | 0.15% | −0.01 |
| CVS CVS Health Corp. | Add +0.5% | 0.04% | −0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.2% | 0.18% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.1% | 0.15% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.13% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 0.05% | −0.02 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.12% | −0.02 |
| ORCL Oracle Corp. | Add +1.2% | 0.05% | −0.02 |
| MS Morgan Stanley | Add +0.1% | 0.29% | −0.04 |
| HD Home Depot Inc. | Add +0.0% | 0.37% | −0.04 |
| DIS The Walt Disney Co. | Add +0.1% | 0.19% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| 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 |