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
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 DNP

Export CSV

Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $951,586 92,387
2025-12-31 $1,039,469 104,051
2025-09-30 $1,043,802 104,276
2025-06-30 $1,024,278 104,625
2025-03-31 $1,051,554 106,325
2024-12-31 $945,486 107,198
2024-09-30 $1,076,207 107,192
2024-06-30 $880,838 107,158
2024-03-31 $973,501 107,332
2023-12-31 $914,813 107,879
2023-09-30 $1,027,674 107,949
2023-06-30 $1,131,965 108,012
2023-03-31 $1,194,623 108,405
2022-12-31 $1,228,477 109,198
2022-09-30 $1,153,658 111,357
2022-06-30 $1,209,949 111,619
2022-03-31 $1,328,816 112,421
2021-12-31 $1,242,332 114,290
2021-06-30 $1,330,389 127,310
2021-03-31 $1,275,448 129,094
2020-12-31 $1,295,068 126,225
2020-09-30 $1,414,525 140,889
2020-06-30 $1,532,643 140,868
2020-03-31 $1,404,649 143,478