The Analysis of Shulman DeMeo Asset Management LLC's Holdings
Currently, Shulman DeMeo Asset Management LLC holds 119 types of securities in its portfolio with a total value $441.0M. In the most recent quarter, they have increased their positions in XLK (+17.6K shares, valued at $2.5M), XLU (+12.6K shares, valued at $537.2K), WBD (+8.9K shares, valued at $257.4K); decreased their positions in SPY (-2.6K shares, valued at $1.8M), N/A (-307 shares, valued at $188.6K), T (-5.0K shares, valued at $123.3K); initiated new positions in WBD (+8.9K shares, valued at $257.4K), XLY (+1.8K shares, valued at $212.9K), WFC (+2.2K shares, valued at $206.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR378.6K shares-0.69%2025-12-312026-01-14
AAPL APPLE INC62.9K shares-0.22%2025-12-312026-01-14 EFA ISHARES TR147.4K shares0.12%2025-12-312026-01-14 IVV ISHARES TR19.4K shares-0.38%2025-12-312026-01-14 IJR ISHARES TR87.9K shares-0.83%2025-12-312026-01-14 SDY SPDR SERIES TRUST43.3K shares-1.15%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR34.9K shares102.34%2025-12-312026-01-14 DVY ISHARES TR30.0K shares-0.79%2025-12-312026-01-14 HDV ISHARES TR34.2K shares0.06%2025-12-312026-01-14 PFF ISHARES TR116.1K shares-1.50%2025-12-312026-01-14 PSK SPDR SERIES TRUST110.3K shares-1.25%2025-12-312026-01-14 META META PLATFORMS INC5.1K shares3.39%2025-12-312026-01-14 IYJ ISHARES TR19.1K shares0.18%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS7.9K shares-1.88%2025-12-312026-01-14 WSM WILLIAMS SONOMA INC13.2K shares-0.81%2025-12-312026-01-14 MSFT MICROSOFT CORP4.7K shares-0.06%2025-12-312026-01-14 QCOM QUALCOMM INC13.0K shares-0.04%2025-12-312026-01-14 WMT WALMART INC18.3K shares-0.09%2025-12-312026-01-14 HD HOME DEPOT INC5.4K shares0.02%2025-12-312026-01-14 LLY ELI LILLY & CO1.7K shares-3.93%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON8.3K shares-0.24%2025-12-312026-01-14 MS MORGAN STANLEY8.3K shares0.33%2025-12-312026-01-14 BXMX NUVEEN S&P 500 BUY-WRITE INC94.6K shares-1.53%2025-12-312026-01-14 ALPHABET INC ALPHABET INC4.2K shares0.05%2025-12-312026-01-14 CVX CHEVRON CORP NEW8.7K shares-1.13%2025-12-312026-01-14 BDJ BLACKROCK ENHANCED EQUITY DI135.4K shares-0.13%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.4.0K shares-0.65%2025-12-312026-01-14 KO COCA COLA CO17.8K shares0.24%2025-12-312026-01-14 IBB ISHARES TR7.3K shares-0.40%2025-12-312026-01-14 PGX INVESCO EXCH TRADED FD TR II101.9K shares-4.00%2025-12-312026-01-14 XLU SELECT SECTOR SPDR TR25.7K shares96.01%2025-12-312026-01-14 AMZN AMAZON COM INC4.6K shares0.00%2025-12-312026-01-14 DIS DISNEY WALT CO9.3K shares-0.19%2025-12-312026-01-14 DNP DNP SELECT INCOME FD INC104.1K shares-0.22%2025-12-312026-01-14 DIAX NUVEEN DOW 30 DYNMC OVERWRT59.3K shares-1.16%2025-12-312026-01-14 WDC WESTERN DIGITAL CORP5.2K shares-0.50%2025-12-312026-01-14 SPXX NUVEEN S&P 500 DYNAMIC OVERW46.1K shares-1.29%2025-12-312026-01-14 BK BANK NEW YORK MELLON CORP7.0K shares0.47%2025-12-312026-01-14 LMT LOCKHEED MARTIN CORP1.7K shares-0.12%2025-12-312026-01-14 SO SOUTHERN CO8.7K shares-0.26%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC17.9K shares-4.25%2025-12-312026-01-14 ED CONSOLIDATED EDISON INC7.3K shares-1.23%2025-12-312026-01-14 XLF SELECT SECTOR SPDR TR13.1K shares4.53%2025-12-312026-01-14 CSCO CISCO SYS INC9.1K shares-0.47%2025-12-312026-01-14 JPC NUVEEN PFD & INCOME OPPORTUN85.4K shares-4.15%2025-12-312026-01-14 IVE ISHARES TR3.2K shares0.43%2025-12-312026-01-14 MET METLIFE INC8.6K shares-0.12%2025-12-312026-01-14 KR KROGER CO10.8K shares0.12%2025-12-312026-01-14 XOM EXXON MOBIL CORP5.4K shares0.56%2025-12-312026-01-14 ENB ENBRIDGE INC13.3K shares-0.55%2025-12-312026-01-14 AEP AMERICAN ELEC PWR CO INC5.5K shares0.38%2025-12-312026-01-14 ALPHABET INC ALPHABET INC2.0K shares0.05%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO4.3K shares-0.18%2025-12-312026-01-14 BTZ BLACKROCK CR ALLOCATION INCO54.0K shares-0.17%2025-12-312026-01-14 SPGI S&P GLOBAL INC1.1K shares0.09%2025-12-312026-01-14 AB ALLIANCEBERNSTEIN HLDG L P14.4K shares0.88%2025-12-312026-01-14 TXN TEXAS INSTRS INC3.2K shares-0.56%2025-12-312026-01-14 DE DEERE & CO1.1K shares-1.47%2025-12-312026-01-14 AXP AMERICAN EXPRESS CO1.4K shares-1.19%2025-12-312026-01-14 XLP SELECT SECTOR SPDR TR6.7K shares1.35%2025-12-312026-01-14 NOC NORTHROP GRUMMAN CORP902 shares-0.44%2025-12-312026-01-14 CII BLACKROCK ENHANCED LARGE CAP21.2K shares-0.55%2025-12-312026-01-14 VOOV VANGUARD ADMIRAL FDS INC2.3K shares0.47%2025-12-312026-01-14 CL COLGATE PALMOLIVE CO6.1K shares-1.25%2025-12-312026-01-14 TSLA TESLA INC1.0K shares1.16%2025-12-312026-01-14 RJF RAYMOND JAMES FINL INC2.9K shares0.07%2025-12-312026-01-14 VYM VANGUARD WHITEHALL FDS3.1K shares-5.24%2025-12-312026-01-14 SPHD INVESCO EXCH TRADED FD TR II8.9K shares-3.04%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW495 shares0.20%2025-12-312026-01-14 XLE SELECT SECTOR SPDR TR9.5K shares98.59%2025-12-312026-01-14 PFE PFIZER INC16.5K shares-0.73%2025-12-312026-01-14 LOW LOWES COS INC1.7K shares-0.12%2025-12-312026-01-14 ITW ILLINOIS TOOL WKS INC1.6K shares-0.49%2025-12-312026-01-14 FPE FIRST TR EXCH TRADED FD III21.8K shares0.00%2025-12-312026-01-14 VIG VANGUARD SPECIALIZED FUNDS1.8K shares-6.68%2025-12-312026-01-14 BTI BRITISH AMERN TOB PLC6.8K shares0.00%2025-12-312026-01-14 MCK MCKESSON CORP454 shares0.00%2025-12-312026-01-14 GAB GABELLI EQUITY TR INC57.4K shares-0.25%2025-12-312026-01-14 TJX TJX COS INC NEW2.2K shares-0.67%2025-12-312026-01-14 EMR EMERSON ELEC CO2.6K shares0.08%2025-12-312026-01-14 XBI SPDR SERIES TRUST2.8K shares0.00%2025-12-312026-01-14 HON HONEYWELL INTL INC1.7K shares-27.43%2025-12-312026-01-14 RSG REPUBLIC SVCS INC1.5K shares0.07%2025-12-312026-01-14 ORCL ORACLE CORP1.7K shares0.00%2025-12-312026-01-14 COP CONOCOPHILLIPS3.3K shares0.48%2025-12-312026-01-14 SHEL SHELL PLC4.3K shares0.00%2025-12-312026-01-14 EOS EATON VANCE ENHANCED EQUITY12.9K shares-0.89%2025-12-312026-01-14 AMGN AMGEN INC925 shares-1.18%2025-12-312026-01-14 NVDA NVIDIA CORPORATION1.6K shares8.40%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC889 shares-2.95%2025-12-312026-01-14 USB US BANCORP DEL5.5K shares0.48%2025-12-312026-01-14 HCA HCA HEALTHCARE INC615 shares0.00%2025-12-312026-01-14 UTF COHEN & STEERS INFRASTRUCTUR11.2K shares-2.09%2025-12-312026-01-14 PEP PEPSICO INC1.9K shares0.00%2025-12-312026-01-14 XLV SELECT SECTOR SPDR TR1.7K shares7.22%2025-12-312026-01-14 WBD WARNER BROS DISCOVERY INC8.9K sharesnew addition2025-12-312026-01-14 TD TORONTO DOMINION BK ONT2.7K shares0.00%2025-12-312026-01-14 MO ALTRIA GROUP INC4.3K shares-7.52%2025-12-312026-01-14 INTC INTEL CORP6.7K shares-31.43%2025-12-312026-01-14 BA BOEING CO1.1K shares0.00%2025-12-312026-01-14 T AT&T INC9.4K shares-34.45%2025-12-312026-01-14 PKG PACKAGING CORP AMER1.1K shares-11.41%2025-12-312026-01-14 CVS CVS HEALTH CORP2.8K shares0.76%2025-12-312026-01-14 XLY SELECT SECTOR SPDR TR1.8K sharesnew addition2025-12-312026-01-14 CAT CATERPILLAR INC369 shares-14.39%2025-12-312026-01-14 WFC WELLS FARGO CO NEW2.2K sharesnew addition2025-12-312026-01-14 NZF NUVEEN MUNICIPAL CREDIT INC16.4K shares-0.39%2025-12-312026-01-14 KMI KINDER MORGAN INC DEL7.4K shares0.00%2025-12-312026-01-14 BGT BLACKROCK FLOATING RATE INC17.0K shares-3.97%2025-12-312026-01-14 HYT BLACKROCK CORPOR HI YLD FD I19.5K shares0.00%2025-12-312026-01-14 JFR NUVEEN FLOATING RATE INCOME21.6K shares0.00%2025-12-312026-01-14 FUBO FUBOTV INC58.0K shares0.00%2025-12-312026-01-14 ZTR VIRTUS TOTAL RETURN FD INC18.9K shares-0.47%2025-12-312026-01-14 USA LIBERTY ALL STAR EQUITY FD13.3K shares0.00%2025-12-312026-01-14 PHK PIMCO HIGH INCOME FD11.4K shares0.00%2025-12-312026-01-14 HIX WESTERN ASSET HIGH INCOM FD11.4K shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available