Shulman DeMeo Asset Management LLC

LAKE SUCCESS, NY · CIK 1767070 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$535.0m reported value +13.6% vs Q1 2026

146positions

79.7%in top 10

9 new 39 added 90 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	372,247	$278.0m51.96%	51.96%	Reduced -2.5k	-2,473 -0.7%
2	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	59,768	$31.2m5.84%	5.84%	Reduced -307	-307 -0.5%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	42,319	$31.2m5.82%	5.82%	Reduced -280	-280 -0.7%
4	APPLE INC COM AAPL	AAPL	62,010	$17.9m3.35%	3.35%	Reduced -444	-444 -0.7%
5	ISHARES TR MSCI EAFE ETF EFA	EFA	145,883	$15.2m2.83%	2.83%	Added +942	+942 0.7%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	19,410	$14.5m2.72%	2.72%	Added +16	+16 0.1%
7	ISHARES TR CORE S&P SCP ETF IJR	IJR	86,405	$12.8m2.40%	2.40%	Reduced -360	-360 -0.4%
8	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	17,873	$12.6m2.35%	2.35%	Reduced -94	-94 -0.5%
9	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	35,055	$6.7m1.25%	1.25%	Added +50	+50 0.1%
10	SPDR SER TR S&P DIVID ETF SDY	SDY	41,726	$6.3m1.19%	1.19%	Reduced -1.3k	-1,306 -3.0%
11	ISHARES TR CORE HIGH DV ETF HDV	HDV	163,436	$4.5m0.84%	0.84%	Reduced -6.1k	-6,069 -3.6%
12	ISHARES TR SELECT DIVID ETF DVY	DVY	28,586	$4.5m0.84%	0.84%	Reduced -1.2k	-1,197 -4.0%
13	ISHARES TR PFD AND INCM SEC PFF	PFF	110,608	$3.4m0.63%	0.63%	Reduced -383	-383 -0.3%
14	WESTERN DIGITAL CORP COM WDC	WDC	5,123	$3.3m0.61%	0.61%	Reduced -20	-20 -0.4%
15	SPDR SER TR ICE PFD SEC ETF PSK	PSK	105,421	$3.2m0.60%	0.60%	Reduced -355	-355 -0.3%
16	ISHARES TR US INDUSTRIALS IYJ	IYJ	19,003	$3.2m0.59%	0.59%	Reduced -33	-33 -0.2%
17	WILLIAMS SONOMA INC COM WSM	WSM	13,003	$3.0m0.57%	0.57%	Reduced -48	-48 -0.4%
18	NUVEEN S&P 500 DYNAMIC OVERW COM XSSPX	XSSPX	151,552	$2.8m0.53%	0.53%	Reduced -6.2k	-6,168 -3.9%
19	META PLATFORMS INC CL A META	META	5,004	$2.8m0.53%	0.53%	Reduced -15	-15 -0.3%
20	QUALCOMM INC COM QCOM	QCOM	12,919	$2.4m0.45%	0.45%	Reduced -32	-32 -0.2%
21	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	7,882	$2.2m0.41%	0.41%	Added +14	+14 0.2%
22	JOHNSON & JOHNSON COM JNJ	JNJ	8,132	$2.1m0.39%	0.39%	Reduced -46	-46 -0.6%
23	WALMART INC COM WMT	WMT	18,165	$2.1m0.38%	0.38%	Reduced -32	-32 -0.2%
24	ELI LILLY & CO COM LLY	LLY	1,641	$2.0m0.37%	0.37%	Added +7	+7 0.4%
25	HOME DEPOT INC COM HD	HD	5,289	$1.9m0.35%	0.35%	Reduced -64	-64 -1.2%
26	MORGAN STANLEY COM NEW MS	MS	8,282	$1.7m0.32%	0.32%	Reduced -13	-13 -0.2%
27	MICROSOFT CORP COM MSFT	MSFT	4,636	$1.7m0.32%	0.32%	Reduced -76	-76 -1.6%
28	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,406	$1.6m0.29%	0.29%	Added +173	+173 4.1%
29	COCA COLA CO COM KO	KO	17,699	$1.4m0.27%	0.27%	Added +14	+14 0.1%
30	CHEVRON CORP NEW COM CVX	CVX	8,390	$1.4m0.26%	0.26%	Reduced -293	-293 -3.4%
31	ISHARES TR ISHARES BIOTECH IBB	IBB	7,202	$1.4m0.26%	0.26%	Reduced -46	-46 -0.6%
32	NUVEEN NASDAQ 100 DYNAMIC OV COM SHS QQQX	QQQX	44,170	$1.3m0.25%	0.25%	Reduced -1.7k	-1,659 -3.6%
33	APOLLO GLOBAL MGMT INC COM APO	APO	10,910	$1.3m0.24%	0.24%	Unchanged
34	JPMORGAN CHASE & CO COM JPM	JPM	3,815	$1.2m0.23%	0.23%	Reduced -119	-119 -3.0%
35	BLACKROCK ENHANCED EQUITY DI COM BDJ	BDJ	129,042	$1.2m0.23%	0.23%	Reduced -539	-539 -0.4%
36	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	10,023	$1.2m0.23%	0.23%	Reduced -74	-74 -0.7%
37	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	25,361	$1.1m0.21%	0.21%	Reduced -123	-123 -0.5%
38	AMAZON COM INC COM AMZN	AMZN	4,717	$1.1m0.21%	0.21%	Added +150	+150 3.3%
39	INVESCO EXCH TRADED FD TR II PFD ETF PGX	PGX	99,433	$1.1m0.20%	0.20%	Reduced -557	-557 -0.6%
40	CISCO SYS INC COM CSCO	CSCO	8,789	$1.0m0.19%	0.19%	Reduced -56	-56 -0.6%
41	BANK NEW YORK MELLON CORP COM BNY	BNY	7,087	$1.0m0.19%	0.19%	Added +23	+23 0.3%
42	DNP SELECT INCOME FD INC COM DNP	DNP	91,876	$991.3k0.19%	0.19%	Reduced -511	-511 -0.6%
43	TEXAS INSTRS INC COM TXN	TXN	3,124	$931.3k0.17%	0.17%	Added +9	+9 0.3%
44	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	7,530	$896.0k0.17%	0.17%	Reduced -296	-296 -3.8%
45	DISNEY WALT CO COM DIS	DIS	9,255	$890.8k0.17%	0.17%	Reduced -18	-18 -0.2%
46	DELL TECHNOLOGIES INC CL C DELL	DELL	1,988	$857.8k0.16%	0.16%	Added +23	+23 1.2%
47	LOCKHEED MARTIN CORP COM LMT	LMT	1,672	$851.6k0.16%	0.16%	Reduced -6	-6 -0.4%
48	SOUTHERN CO COM SO	SO	8,639	$826.8k0.15%	0.15%	Reduced -1	-1 -0.0%
49	CONSOLIDATED EDISON INC COM ED	ED	7,212	$797.9k0.15%	0.15%	Added +8	+8 0.1%
50	MERCK & CO INC COM MRK	MRK	6,161	$791.7k0.15%	0.15%	Reduced -88	-88 -1.4%
51	MARVELL TECHNOLOGY INC COM MRVL	MRVL	2,556	$761.3k0.14%	0.14%	Reduced -57	-57 -2.2%
52	VERIZON COMMUNICATIONS INC COM VZ	VZ	17,776	$752.6k0.14%	0.14%	Added +110	+110 0.6%
53	AMERICAN ELEC PWR CO INC COM AEP	AEP	5,496	$752.0k0.14%	0.14%	Added +4	+4 0.1%
54	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,255	$739.1k0.14%	0.14%	Added +4	+4 0.1%
55	ALPHABET INC CAP STK CL C GOOG	GOOG	1,993	$704.2k0.13%	0.13%	Added +1	+1 0.1%
56	ENBRIDGE INC COM ENB	ENB	12,987	$704.0k0.13%	0.13%	Reduced -97	-97 -0.7%
57	GENERAL DYNAMICS CORP COM GD	GD	1,976	$700.1k0.13%	0.13%	Reduced -26	-26 -1.3%
58	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	12,741	$683.1k0.13%	0.13%	Reduced -9	-9 -0.1%
59	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	989	$679.4k0.13%	0.13%	Added +2	+2 0.2%
60	METLIFE INC COM MET	MET	7,998	$676.7k0.13%	0.13%	Reduced -30	-30 -0.4%
61	BLACKSTONE INC COM BX	BX	5,570	$655.4k0.12%	0.12%	Added +11	+11 0.2%
62	DEERE & CO COM DE	DE	1,004	$636.8k0.12%	0.12%	Reduced -112	-112 -10.0%
63	NUVEEN PFD & INCOME OPPORTUN COM JPC	JPC	77,280	$609.0k0.11%	0.11%	Reduced -421	-421 -0.5%
64	EXXON MOBIL CORP COM XOM	XOM	4,454	$608.9k0.11%	0.11%	Reduced -298	-298 -6.3%
65	PROCTER AND GAMBLE CO COM PG	PG	4,143	$607.5k0.11%	0.11%	Reduced -65	-65 -1.5%
66	INTEL CORP COM INTC	INTC	4,314	$602.4k0.11%	0.11%	New
67	KROGER CO COM KR	KR	10,691	$593.7k0.11%	0.11%	Reduced -3	-3 -0.0%
68	CITIGROUP INC COM NEW C	C	4,083	$571.4k0.11%	0.11%	Reduced -20	-20 -0.5%
69	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	2,574	$564.2k0.11%	0.11%	Added +126	+126 5.2%
70	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	6,658	$553.1k0.10%	0.10%	Reduced -6	-6 -0.1%
71	GE AEROSPACE COM NEW GE	GE	1,388	$518.6k0.10%	0.10%	Added +24	+24 1.8%
72	BLACKROCK CR ALLOCATION INCO COM BTZ	BTZ	50,279	$513.8k0.10%	0.10%	Reduced -260	-260 -0.5%
73	SELECT SECTOR SPDR TR ENERGY XLE	XLE	9,420	$500.3k0.09%	0.09%	Added +18	+18 0.2%
74	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	27,291	$488.0k0.09%	0.09%	Unchanged
75	ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN AB	AB	13,633	$480.1k0.09%	0.09%	Added +179	+179 1.3%
76	AMERICAN EXPRESS CO COM AXP	AXP	1,408	$476.4k0.09%	0.09%	Added +5	+5 0.4%
77	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,929	$462.9k0.09%	0.09%	Reduced -2	-2 -0.1%
78	COSTCO WHSL CORP NEW COM COST	COST	492	$460.0k0.09%	0.09%	Added +4	+4 0.8%
79	NORTHROP GRUMMAN CORP COM NOC	NOC	898	$457.2k0.09%	0.09%	Reduced -2	-2 -0.2%
80	TESLA INC COM TSLA	TSLA	1,074	$451.7k0.08%	0.08%	Added +27	+27 2.6%
81	RAYMOND JAMES FINL INC COM RJF	RJF	2,878	$437.6k0.08%	0.08%	Reduced -20	-20 -0.7%
82	LAZARD INC COM LAZ	LAZ	10,417	$436.9k0.08%	0.08%	Added +32	+32 0.3%
83	S&P GLOBAL INC COM SPGI	SPGI	1,071	$436.3k0.08%	0.08%	Added +1	+1 0.1%
84	SPDR SER TR S&P BIOTECH XBI	XBI	2,751	$435.3k0.08%	0.08%	Unchanged
85	ILLINOIS TOOL WKS INC COM ITW	ITW	1,598	$432.2k0.08%	0.08%	Reduced -12	-12 -0.8%
86	BLACKROCK INC COM BLK	BLK	444	$426.6k0.08%	0.08%	Added +10	+10 2.3%
87	BLACKROCK ENHANCD CAP & INM COM CII	CII	16,132	$421.8k0.08%	0.08%	Reduced -1.4k	-1,416 -8.1%
88	NVIDIA CORPORATION COM NVDA	NVDA	2,101	$420.4k0.08%	0.08%	Added +488	+488 30.2%
89	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,759	$416.2k0.08%	0.08%	Added +1	+1 0.1%
90	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	8,133	$413.5k0.08%	0.08%	Reduced -574	-574 -6.6%
91	ALPS ETF TR ALERIAN MLP AMLP	AMLP	7,720	$400.3k0.07%	0.07%	Reduced -272	-272 -3.4%
92	HP INC COM HPQ	HPQ	18,073	$396.5k0.07%	0.07%	Added +40	+40 0.2%
93	PFIZER INC COM PFE	PFE	16,281	$392.1k0.07%	0.07%	Reduced -327	-327 -2.0%
94	EMERSON ELEC CO COM EMR	EMR	2,686	$384.5k0.07%	0.07%	Added +114	+114 4.4%
95	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	6,162	$380.6k0.07%	0.07%	Reduced -1	-1 -0.0%
96	LOWES COS INC COM LOW	LOW	1,636	$360.6k0.07%	0.07%	Reduced -31	-31 -1.9%
97	TJX COS INC NEW COM TJX	TJX	2,340	$354.5k0.07%	0.07%	Added +101	+101 4.5%
98	CONOCOPHILLIPS COM COP	COP	3,305	$343.6k0.06%	0.06%	Reduced -33	-33 -1.0%
99	MCKESSON CORP COM MCK	MCK	454	$343.0k0.06%	0.06%	Reduced -1	-1 -0.2%
100	TRAVELERS COMPANIES INC COM TRV	TRV	1,025	$338.3k0.06%	0.06%	Added +1	+1 0.1%

Sold out since Q1 2026

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