What Shulman DeMeo Asset Management LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1767070 · Filed Jul 8, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 59.8K |
| −0.5% |
| $31.2M |
| 5.8% |
QQQInvesco QQQ Trust, Series 1 | 42.3K | −0.7% | $31.2M | 5.8% |
AAPLApple Inc. | 62K | −0.7% | $17.9M | 3.4% |
ISHARES TRMSCI EAFE ETF | 145.9K | +0.6% | $15.2M | 2.8% |
ISHARES TRCORE S&P500 ETF | 19.4K | +0.1% | $14.5M | 2.7% |
ISHARES TRCORE S&P SCP ETF | 86.4K | −0.4% | $12.8M | 2.4% |
MDYSPDR S&P Midcap 400 ETF Trust | 17.9K | −0.5% | $12.6M | 2.3% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 35.1K | New | $6.7M | 1.2% |
SPDR SERIES TRUSTST STR SP DIV | 41.7K | New | $6.3M | 1.2% |
ISHARES TRCORE HIGH DV ETF | 163.4K | +382.1% | $4.5M | 0.8% |
ISHARES TRSELECT DIVID ETF | 28.6K | −4.0% | $4.5M | 0.8% |
ISHARES TRPFD AND INCM SEC | 110.6K | −0.3% | $3.4M | 0.6% |
WDCWestern Digital Corp | 5.1K | −0.4% | $3.3M | 0.6% |
SPDR SERIES TRUSTST STR PFD ETF | 105.4K | New | $3.2M | 0.6% |
ISHARES TRUS INDUSTRIALS | 19K | −0.2% | $3.2M | 0.6% |
WSMWilliams Sonoma Inc | 13K | −0.4% | $3M | 0.6% |
SPXXNuveen S&P 500 Dynamic Overwrite Fund | 151.6K | −3.9% | $2.8M | 0.5% |
METAMeta Platforms, Inc. | 5K | −0.3% | $2.8M | 0.5% |
QCOMQualcomm Inc | 12.9K | −0.2% | $2.4M | 0.4% |
IBMInternational Business Machines Corp | 7.9K | +0.2% | $2.2M | 0.4% |
JNJJohnson & Johnson | 8.1K | −0.6% | $2.1M | 0.4% |
WMTWalmart Inc. | 18.2K | −0.2% | $2.1M | 0.4% |
LLYELI LILLY & Co | 1.6K | +0.4% | $2M | 0.4% |
HDHome Depot, Inc. | 5.3K | −1.2% | $1.9M | 0.3% |
MSMorgan Stanley | 8.3K | −0.2% | $1.7M | 0.3% |
MSFTMicrosoft Corp | 4.6K | −1.6% | $1.7M | 0.3% |
GOOGLAlphabet Inc. | 4.4K | +4.1% | $1.6M | 0.3% |
KOCoca Cola Co | 17.7K | +0.1% | $1.4M | 0.3% |
CVXChevron Corp | 8.4K | −3.4% | $1.4M | 0.3% |
ISHARES TRISHARES BIOTECH | 7.2K | −0.6% | $1.4M | 0.3% |
QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | 44.2K | −3.6% | $1.3M | 0.2% |
APOApollo Global Management, Inc. | 10.9K | ±0% | $1.3M | 0.2% |
JPMJPMorgan Chase & Co | 3.8K | −3.0% | $1.2M | 0.2% |
BDJBlackRock Enhanced Equity Dividend Trust | 129K | −0.4% | $1.2M | 0.2% |
ICEIntercontinental Exchange, Inc. | 10K | −0.7% | $1.2M | 0.2% |
SELECT SECTOR SPDR TRST STR UTIL ETF | 25.4K | New | $1.1M | 0.2% |
AMZNAmazon Com Inc | 4.7K | +3.3% | $1.1M | 0.2% |
INVESCO EXCH TRADED FD TR IIPFD ETF | 99.4K | −0.6% | $1.1M | 0.2% |
CSCOCisco Systems, Inc. | 8.8K | −0.6% | $1M | 0.2% |
BNYBank of New York Mellon Corp | 7.1K | +0.3% | $1M | 0.2% |
DNPDNP Select Income Fund Inc | 91.9K | −0.6% | $991.3K | 0.2% |
TXNTexas Instruments Inc | 3.1K | +0.3% | $931.3K | 0.2% |
SPDR SERIES TRUSTST STR P500GRW | 7.5K | New | $896K | 0.2% |
DISWalt Disney Co | 9.3K | −0.2% | $890.8K | 0.2% |
DELLDell Technologies Inc. | 2K | +1.2% | $857.8K | 0.2% |
LMTLockheed Martin Corp | 1.7K | −0.4% | $851.6K | 0.2% |
SOSouthern Co | 8.6K | −0.0% | $826.8K | 0.2% |
EDConsolidated Edison Inc | 7.2K | +0.1% | $797.9K | 0.1% |
MRKMerck & Co., Inc. | 6.2K | −1.4% | $791.7K | 0.1% |
MRVLMarvell Technology, Inc. | 2.6K | −2.2% | $761.3K | 0.1% |
VZVerizon Communications Inc | 17.8K | +0.6% | $752.6K | 0.1% |
AEPAmerican Electric Power Co Inc | 5.5K | +0.1% | $752K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 3.3K | +0.1% | $739.1K | 0.1% |
GOOGAlphabet Inc. | 2K | +0.1% | $704.2K | 0.1% |
ENBEnbridge Inc | 13K | −0.7% | $704K | 0.1% |
GDGeneral Dynamics Corp | 2K | −1.3% | $700.1K | 0.1% |
SELECT SECTOR SPDR TRST STR FINL ETF | 12.7K | New | $683.1K | 0.1% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 989 | +0.2% | $679.4K | 0.1% |
METMetLife Inc | 8K | −0.4% | $676.7K | 0.1% |
BXBlackstone Inc. | 5.6K | +0.2% | $655.4K | 0.1% |
DEDeere & Co | 1K | −10.0% | $636.8K | 0.1% |
JPCNuveen Preferred & Income Opportunities Fund | 77.3K | −0.5% | $609K | 0.1% |
EXXON MOBIL CORPCOM | 4.5K | −6.3% | $608.9K | 0.1% |
PGPROCTER & GAMBLE Co | 4.1K | −1.5% | $607.5K | 0.1% |
INTCIntel Corp | 4.3K | New | $602.4K | 0.1% |
KRKroger Co | 10.7K | −0.0% | $593.7K | 0.1% |
CCitigroup Inc | 4.1K | −0.5% | $571.4K | 0.1% |
VANGUARD ADMIRAL FDS INC500 VAL IDX FD | 2.6K | +5.1% | $564.2K | 0.1% |
SELECT SECTOR SPDR TRST STR STAPL ETF | 6.7K | New | $553.1K | 0.1% |
GEGeneral Electric Co | 1.4K | +1.8% | $518.6K | 0.1% |
BTZBlackRock Credit Allocation Income Trust | 50.3K | −0.5% | $513.8K | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 9.4K | New | $500.3K | 0.1% |
FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF | 27.3K | ±0% | $488K | 0.1% |
ABAlliancebernstein Holding L.P. | 13.6K | +1.3% | $480.1K | 0.1% |
AXPAmerican Express Co | 1.4K | +0.4% | $476.4K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 2.9K | −0.1% | $462.9K | 0.1% |
COSTCostco Wholesale Corp | 492 | +0.8% | $460K | 0.1% |
NOCNorthrop Grumman Corp | 898 | −0.2% | $457.3K | 0.1% |
TSLATesla, Inc. | 1.1K | +2.6% | $451.7K | 0.1% |
RJFRaymond James Financial Inc | 2.9K | −0.7% | $437.6K | 0.1% |
LAZLazard, Inc. | 10.4K | +0.3% | $436.9K | 0.1% |
SPGIS&P Global Inc. | 1.1K | +0.1% | $436.3K | 0.1% |
SPDR SERIES TRUSTST STR SP BIOT | 2.8K | New | $435.3K | 0.1% |
ITWIllinois Tool Works Inc | 1.6K | −0.7% | $432.2K | 0.1% |
BLKBlackRock, Inc. | 444 | +2.3% | $426.6K | 0.1% |
CIIBlackRock Enhanced Large Cap Core Fund, Inc. | 16.1K | −8.1% | $421.8K | 0.1% |
NVDANVIDIA Corp | 2.1K | +30.3% | $420.4K | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 1.8K | +0.1% | $416.2K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P500 HDL VOL | 8.1K | −6.6% | $413.5K | 0.1% |
ALPS ETF TRALERIAN MLP | 7.7K | −3.4% | $400.3K | 0.1% |
HPQHP Inc | 18.1K | +0.2% | $396.5K | 0.1% |
PFEPfizer Inc | 16.3K | −2.0% | $392.1K | 0.1% |
EMREmerson Electric Co | 2.7K | +4.4% | $384.5K | 0.1% |
BTIBritish American Tobacco p.l.c. | 6.2K | −0.0% | $380.6K | 0.1% |
LOWLowe's Companies Inc | 1.6K | −1.9% | $360.6K | 0.1% |
TJXTJX Companies Inc | 2.3K | +4.5% | $354.5K | 0.1% |
COPConocoPhillips | 3.3K | −1.0% | $343.6K | 0.1% |
MCKMcKesson Corp | 454 | −0.2% | $343K | 0.1% |
TRVTravelers Companies, Inc. | 1K | +0.1% | $338.3K | 0.1% |
GLADGladstone Capital Corp | 17.4K | −5.4% | $337.8K | 0.1% |
USBUS Bancorp de | 5.5K | +0.4% | $334.3K | 0.1% |
UNHUnitedHealth Group Inc | 799 | −10.3% | $332.1K | 0.1% |
AMGNAmgen Inc | 914 | −0.7% | $330.8K | 0.1% |
TDToronto Dominion Bank | 2.7K | ±0% | $328.7K | 0.1% |
SHELShell plc | 4.2K | −0.2% | $327K | 0.1% |
RSGRepublic Services, Inc. | 1.5K | −0.5% | $324.3K | 0.1% |
DUKDuke Energy CORP | 2.5K | +0.2% | $322.3K | 0.1% |
SPDR SERIES TRUSTST STR P500VAL | 5.3K | New | $321.7K | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 483 | New | $316.9K | 0.1% |
GSKGSK plc | 6K | −1.6% | $316.7K | 0.1% |
UTFCohen & Steers Infrastructure Fund Inc | 10.8K | −1.2% | $297.3K | 0.1% |
CVSCVS HEALTH Corp | 2.8K | +0.3% | $289.9K | 0.1% |
MOAltria Group, Inc. | 3.8K | +0.1% | $272.4K | 0.1% |
BKTBlackRock Income Trust, Inc. | 25.3K | −3.0% | $271.5K | 0.1% |
PEPPepsiCo Inc | 2K | +2.9% | $265.9K | 0.1% |
GABGabelli Equity Trust Inc | 44.6K | −6.6% | $252.6K | 0.1% |
PKGPackaging Corp of America | 1K | −1.6% | $245.4K | 0.1% |
ORCLOracle Corp | 1.7K | ±0% | $244.9K | 0.1% |
AVGOBroadcom Inc. | 642 | New | $242.6K | 0.1% |
ETF SER SOLUTIONSDEFIANCE SPACE A | 2.5K | New | $241.6K | 0.1% |
HCAHCA Healthcare, Inc. | 616 | ±0% | $240.3K | 0.1% |
BABoeing Co | 1.1K | −0.5% | $239.4K | 0.1% |
WBDWarner Bros. Discovery, Inc. | 8.9K | ±0% | $238.1K | 0.1% |
SELECT SECTOR SPDR TRST STR CARE ETF | 1.5K | New | $235K | 0.1% |
VLOValero Energy Corp | 881 | −1.3% | $229.3K | 0.1% |
EOSEaton Vance Enhanced Equity Income Fund II | 10.3K | −1.8% | $228K | 0.1% |
RTXRTX Corp | 1.1K | −6.3% | $215.6K | 0.1% |
RNSTRenasant Corp | 5.1K | New | $214.9K | 0.1% |
SELECT SECTOR SPDR TRST STR DISCR ETF | 1.8K | New | $213.2K | 0.1% |
AGNCAGNC Investment Corp. | 19.4K | −11.4% | $211.4K | 0.1% |
UNPUnion Pacific Corp | 773 | New | $210.2K | 0.1% |
CNOBConnectOne Bancorp, Inc. | 6.2K | New | $207.8K | 0.1% |
CMICummins Inc | 290 | New | $207K | 0.1% |
NEENextEra Energy Inc | 2.4K | −0.4% | $206.6K | 0.1% |
NZFNuveen Municipal Credit Income Fund | 15.6K | −0.5% | $198.2K | 0.1% |
BHKBlackRock Core Bond Trust | 21.6K | −4.6% | $197.9K | 0.1% |
BGTBlackRock Floating Rate Income Trust | 16.1K | −1.2% | $171.9K | 0.1% |
JFRNuveen Floating Rate Income Fund | 21K | −1.3% | $161.1K | 0.1% |
HYTBlackRock Corporate High Yield Fund, Inc. | 16.6K | −0.6% | $142.2K | 0.1% |
DHFBNY Mellon High Yield Strategies Fund | 44.2K | −2.1% | $106.9K | 0.1% |
ZTRVirtus Total Return Fund Inc. | 14.8K | −8.1% | $100.8K | 0.1% |
USALiberty ALL Star Equity Fund | 13.3K | ±0% | $77.6K | 0.1% |
DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | 10.3K | −1.2% | $63.5K | 0.1% |
PHKPIMCO High Income Fund | 10.3K | −4.7% | $48K | 0.1% |
HIXWestern Asset High Income Fund II Inc. | 10.5K | −3.2% | $41.7K | 0.1% |
