Shulman DeMeo Asset Management LLC
Top Portfolio Positions
111 positions ·
$392,509,266 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
374,720 | $243,695,404 | 62.09% |
| DIA |
Spdr Dow Jones Industrial Average Etf Trust
|
60,075 | $27,826,139 | 7.09% |
| QQQ |
Invesco Qqq Trust, Series 1
|
42,599 | $24,587,290 | 6.26% |
| AAPL |
Apple Inc.
Technology
|
62,454 | $15,850,200 | 4.04% |
| MDY |
Spdr S&P Midcap 400 Etf Trust
|
17,967 | $11,081,326 | 2.82% |
| META |
Meta Platforms, Inc.
Communication Services
|
5,019 | $2,871,520 | 0.73% |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
157,720 | $2,534,560 | 0.65% |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
13,051 | $2,379,588 | 0.61% |
| WMT |
Walmart Inc.
Consumer Defensive
|
18,197 | $2,261,523 | 0.58% |
| JNJ |
Johnson & Johnson
Healthcare
|
8,178 | $1,999,030 | 0.51% |
Holdings in BKT
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,982 | 26,110 | Shares | Sole | 2026-04-09 | |
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