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 | 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 SPXX
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,534,560 | 157,720 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $832,149 | 46,128 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $817,360 | 46,733 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $829,948 | 46,784 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $791,917 | 46,859 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $835,705 | 47,082 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $790,707 | 47,122 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $770,106 | 47,159 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $739,843 | 47,214 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $713,226 | 47,422 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $706,958 | 47,703 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $748,625 | 47,744 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $748,432 | 48,038 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $779,482 | 48,355 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $732,277 | 48,786 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $767,574 | 49,015 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $886,298 | 49,321 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $978,676 | 52,617 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $983,409 | 54,302 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $917,348 | 55,496 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $898,839 | 58,979 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $818,580 | 61,455 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $788,555 | 61,414 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $716,848 | 61,904 | Shares | Sole | 2020-04-10 | |
| No 13F history on record for this holder in this stock. | ||||||