Shulman DeMeo Asset Management LLC
CIK
1767070
City
LAKE SUCCESS
State / Country
NY
Top Portfolio Positions
111 positions ·
$392,509,266 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CII
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,858 | 17,548 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $496,542 | 21,247 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $491,395 | 21,365 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $457,231 | 21,416 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $396,698 | 21,478 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $435,406 | 21,662 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $426,524 | 21,662 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $433,802 | 21,701 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $423,926 | 21,751 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $414,846 | 21,834 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $409,516 | 21,958 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $406,479 | 21,960 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $396,916 | 22,137 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $380,235 | 22,210 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $367,937 | 22,367 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $395,426 | 22,493 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $470,468 | 22,532 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $501,571 | 22,675 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $537,481 | 26,104 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $505,767 | 26,192 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $514,030 | 29,542 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $468,685 | 30,316 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $438,672 | 30,316 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $395,675 | 30,460 | Shares | Sole | 2020-04-10 | |
| No 13F history on record for this holder in this stock. | ||||||