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 DIA
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,826,139 | 60,075 | Shares | Sole | 2026-04-09 | |
| 2021-03-31 | $22,293,423 | 67,519 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $20,457,962 | 66,902 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $18,351,630 | 66,132 | Shares | Sole | 2020-11-02 | |
| No 13F history on record for this holder in this stock. | ||||||