Shulman DeMeo Asset Management LLC
Q3 2026 13F filing
Updated 27 days ago144 disclosed positions worth $505.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STATE STR SPDR S&P 500 ETF T | $283.1M | 365.4K | 56.02% | Trimmed(-1.9%) |
| 2 | D STATE STR SPDR DOW JONES IND | $30.2M | 59.0K | 5.97% | Trimmed(-1.4%) |
| 3 | A APPLE INC | $20.4M | 61.2K | 4.03% | Trimmed(-1.3%) |
| 4 | E ISHARES TR | $15.1M | 19.4K | 2.99% | Trimmed(-0.1%) |
| 5 | E ISHARES TR | $14.9M | 143.3K | 2.95% | Trimmed(-1.8%) |
| 6 | E ISHARES TR | $11.8M | 85.2K | 2.34% | Trimmed(-1.4%) |
| 7 | M STATE STR SPDR S&P MIDCAP 40 | $11.8M | 17.6K | 2.34% | Trimmed(-1.4%) |
| 8 | S SELECT SECTOR SPDR TR | $7M | 35.0K | 1.39% | Trimmed(-0.1%) |
| 9 | S SPDR SERIES TRUST | $6.1M | 41.1K | 1.20% | Trimmed(-1.6%) |
| 10 | E ISHARES TR | $4.5M | 160.0K | 0.89% | Trimmed(-2.1%) |
| 11 | E ISHARES TR | $4.3M | 27.9K | 0.85% | Trimmed(-2.3%) |
| 12 | M META PLATFORMS INC | $3.6M | 4.9K | 0.72% | Trimmed(-1.7%) |
| 13 | E ISHARES TR | $3.2M | 108.3K | 0.63% | Trimmed(-2.1%) |
| 14 | E ISHARES TR | $3M | 19.0K | 0.59% | Trimmed(-0.1%) |
| 15 | W WILLIAMS SONOMA INC | $2.9M | 12.2K | 0.58% | Trimmed(-6.0%) |
| 16 | S SPDR SERIES TRUST | $2.8M | 99.8K | 0.56% | Trimmed(-5.3%) |
| 17 | S NUVEEN S&P 500 DYNAMIC OVERW | $2.8M | 150.4K | 0.56% | Trimmed(-0.8%) |
| 18 | M MICROSOFT CORP | $2.4M | 4.6K | 0.48% | Trimmed(-1.3%) |
| 19 | Q QUALCOMM INC | $2.3M | 12.5K | 0.45% | Trimmed(-3.4%) |
| 20 | W WESTERN DIGITAL CORP | $2.2M | 5.0K | 0.44% | Trimmed(-1.5%) |
| 21 | J JOHNSON & JOHNSON | $2M | 8.0K | 0.40% | Trimmed(-1.6%) |
| 22 | L ELI LILLY & CO | $1.9M | 1.6K | 0.37% | Trimmed(-0.6%) |
| 23 | W WALMART INC | $1.8M | 17.3K | 0.36% | Trimmed(-4.7%) |
| 24 | C CHEVRON CORPORATION | $1.7M | 8.2K | 0.34% | Trimmed(-1.7%) |
| 25 | I INTERNATIONAL BUSINESS MACHS | $1.6M | 7.3K | 0.32% | Trimmed(-7.1%) |
| 26 | M MORGAN STANLEY | $1.5M | 7.9K | 0.30% | Trimmed(-5.0%) |
| 27 | E ISHARES TR | $1.5M | 7.2K | 0.30% | Trimmed(-0.3%) |
| 28 | K COCA COLA CO | $1.5M | 17.2K | 0.29% | Trimmed(-2.6%) |
| 29 | H HOME DEPOT INC | $1.5M | 5.3K | 0.29% | Added(+0.1%) |
| 30 | G ALPHABET INC | $1.5M | 4.3K | 0.29% | Trimmed(-2.7%) |
| 31 | I INTERCONTINENTAL EXCHANGE IN | $1.4M | 9.0K | 0.27% | Trimmed(-10.3%) |
| 32 | Q NUVEEN NASDAQ 100 DYNAMIC OV | $1.3M | 44.1K | 0.27% | Trimmed(-0.2%) |
| 33 | J JPMORGAN CHASE & CO | $1.3M | 3.8K | 0.25% | Trimmed(-0.4%) |
| 34 | A APOLLO GLOBAL MGMT INC | $1.2M | 10.8K | 0.25% | Trimmed(-0.7%) |
| 35 | B BLACKROCK ENHANCED EQUITY DI | $1.2M | 128.9K | 0.24% | Trimmed(-0.1%) |
| 36 | A AMAZON COM INC | $1.2M | 4.7K | 0.23% | Unchanged |
| 37 | B BANK OF NY MELLON CORP | $1M | 7.1K | 0.20% | Added(+0.1%) |
| 38 | D DELL TECHNOLOGIES INC | $1M | 1.8K | 0.20% | Trimmed(-7.4%) |
| 39 | S SELECT SECTOR SPDR TR | $1M | 25.3K | 0.20% | Trimmed(-0.2%) |
| 40 | C CISCO SYS INC | $946K | 8.4K | 0.19% | Trimmed(-4.6%) |
| 41 | ? N/A INVESCO EXCH TRADED FD TR II | $940K | 93.4K | 0.19% | Trimmed(-6.1%) |
| 42 | S SPDR SERIES TRUST | $931K | 7.4K | 0.18% | Trimmed(-1.7%) |
| 43 | D DNP SELECT INCOME FD INC | $870K | 91.8K | 0.17% | Trimmed(-0.1%) |
| 44 | T TEXAS INSTRS INC | $858K | 2.9K | 0.17% | Trimmed(-6.8%) |
| 45 | M MERCK & CO INC | $841K | 6.0K | 0.17% | Trimmed(-2.1%) |
| 46 | L LOCKHEED MARTIN CORP | $820K | 1.6K | 0.16% | Trimmed(-3.2%) |
| 47 | V VERIZON COMMUNICATIONS INC | $795K | 17.3K | 0.16% | Trimmed(-2.4%) |
| 48 | M METLIFE INC | $757K | 7.8K | 0.15% | Trimmed(-2.3%) |
| 49 | E ISHARES TR | $751K | 3.3K | 0.15% | Added(+0.1%) |
| 50 | E CONSOLIDATED EDISON INC | $746K | 7.2K | 0.15% | Added(+0.1%) |