Shulman Demeo Asset Management LLC Top Holdings and 13F Report (2025) About Shulman Demeo Asset Management LLCInvestment ActivityShulman Demeo Asset Management LLC has $370.60 million in total holdings as of December 31, 2024.Shulman Demeo Asset Management LLC owns shares of 118 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.14% of the portfolio was purchased this quarter.About 10.69% of the portfolio was sold this quarter.This quarter, Shulman Demeo Asset Management LLC has purchased 132 new stocks and bought additional shares in 25 stocks.Shulman Demeo Asset Management LLC sold shares of 78 stocks and completely divested from 16 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $227,302,545Apple $15,975,392iShares Core S&P 500 ETF $11,550,230iShares MSCI EAFE ETF $11,389,768iShares Core S&P Small-Cap ETF $10,419,449 Largest New Holdings this Quarter Lululemon Athletica $221,798 HoldingKinder Morgan $202,102 Holding Largest Purchases this Quarter Lululemon Athletica 580 shares (about $221.80K)Kinder Morgan 7,376 shares (about $202.10K)Health Care Select Sector SPDR Fund 269 shares (about $37.00K)Financial Select Sector SPDR Fund 363 shares (about $17.54K)Consumer Discretionary Select Sector SPDR Fund 54 shares (about $12.11K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 6,943 shares (about $4.07M)Apple 6,249 shares (about $1.56M)Microsoft 878 shares (about $370.09K)Tesla 819 shares (about $330.74K)SPDR S&P Dividend ETF 2,230 shares (about $294.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShulman Demeo Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$227,302,545$4,069,157 ▼-1.8%387,83561.3%FinanceAAPLApple$15,975,392$1,564,884 ▼-8.9%63,7944.3%Computer and TechnologyIVViShares Core S&P 500 ETF$11,550,230$9,419 ▼-0.1%19,6213.1%ETFEFAiShares MSCI EAFE ETF$11,389,768$173,223 ▼-1.5%150,6383.1%FinanceIJRiShares Core S&P Small-Cap ETF$10,419,449$151,168 ▼-1.4%90,4312.8%ETFSDYSPDR S&P Dividend ETF$5,846,477$294,583 ▼-4.8%44,2581.6%ETFXLKTechnology Select Sector SPDR Fund$4,773,223$39,529 ▼-0.8%20,5281.3%ETFDVYiShares Select Dividend ETF$4,009,987$196,672 ▼-4.7%30,5431.1%ETFHDViShares Core High Dividend ETF$3,854,434$163,113 ▼-4.1%34,3351.0%ETFPFFiShares Preferred and Income Securities ETF$3,791,087$121,893 ▼-3.1%120,5821.0%ETFPSKSPDR ICE Preferred Securities ETF$3,724,516$114,542 ▼-3.0%112,8981.0%ETFMETAMeta Platforms$2,896,015$254,704 ▼-8.1%4,9460.8%Computer and TechnologyWSMWilliams-Sonoma$2,603,098$42,407 ▼-1.6%14,0570.7%Retail/WholesaleIYJiShares U.S. Industrials ETF$2,581,139$7,077 ▲0.3%19,3310.7%ETFMSFTMicrosoft$2,078,928$370,093 ▼-15.1%4,9320.6%Computer and TechnologyQCOMQUALCOMM$1,986,508$249,331 ▼-11.2%12,9310.5%Computer and TechnologyIBMInternational Business Machines$1,824,011$69,030 ▼-3.6%8,2970.5%Computer and TechnologyWMTWalmart$1,641,524$112,579 ▼-6.4%18,1680.4%Retail/WholesaleHDHome Depot$1,529,437$24,505 ▼-1.6%3,9320.4%Retail/WholesaleLLYEli Lilly and Company$1,468,497$21,618 ▼-1.5%1,9020.4%MedicalBXMXNuveen S&P 500 Buy-Write Income Fund$1,354,372$1,777 ▼-0.1%96,8100.4%Financial ServicesCVXChevron$1,286,247$111,678 ▼-8.0%8,8800.3%EnergyPGXInvesco Preferred ETF$1,235,599$3,321 ▼-0.3%107,1640.3%ETFBDJBlackRock Enhanced Equity Dividend Trust$1,194,421$232 ▼0.0%144,2540.3%Financial ServicesJNJJohnson & Johnson$1,192,623$65,510 ▼-5.2%8,2470.3%MedicalKOCoca-Cola$1,098,641$103,850 ▼-8.6%17,6460.3%Consumer StaplesJPMJPMorgan Chase & Co.$1,078,761$14,144 ▼-1.3%4,5000.3%FinanceXLUUtilities Select Sector SPDR Fund$1,037,526$1,362 ▼-0.1%13,7080.3%ETFIBBiShares Biotechnology ETF$979,174$3,702 ▼-0.4%7,4060.3%FinanceMSMorgan Stanley$971,273$1,383 ▲0.1%7,7260.3%FinanceDNPDNP Select Income Fund$945,489$53 ▲0.0%107,1980.3%FinanceTAT&T$933,278$18,603 ▼-2.0%40,9870.3%Computer and TechnologyAMZNAmazon.com$920,341$23,475 ▼-2.5%4,1950.2%Retail/WholesaleNUVEEN DOW 30 DYNMC OVERWRT$910,889$1,943 ▼-0.2%60,4840.2%SHSLMTLockheed Martin$857,180$64,629 ▼-7.0%1,7640.2%AerospaceSPXXNuveen S&P 500 Dynamic Overwrite Fund$835,706$710 ▼-0.1%47,0820.2%Financial ServicesGOOGLAlphabet$802,752$10,600 ▼-1.3%4,2410.2%Computer and TechnologyPGProcter & Gamble$760,249$100,417 ▼-11.7%4,5350.2%Consumer StaplesVZVerizon Communications$757,584$132,369 ▼-14.9%18,9440.2%Computer and TechnologySOSouthern$725,567$988 ▼-0.1%8,8140.2%UtilitiesJPCNuveen Preferred & Income Opportunities Fund$712,117$267 ▲0.0%90,6000.2%Financial ServicesMETMetLife$700,493$64,359 ▼-8.4%8,5550.2%FinanceKRKroger$690,312$80,656 ▼-10.5%11,2890.2%Retail/WholesaleEDConsolidated Edison$657,075$803 ▲0.1%7,3640.2%UtilitiesXLFFinancial Select Sector SPDR Fund$624,184$17,544 ▲2.9%12,9150.2%ETFIVEiShares S&P 500 Value ETF$616,158$3,245 ▲0.5%3,2280.2%ETFTXNTexas Instruments$615,327$62,995 ▼-9.3%3,2820.2%Computer and TechnologyENBEnbridge$593,171$5,346 ▼-0.9%13,9800.2%EnergyBTZBlackRock Credit Allocation Income Trust$588,656$115 ▲0.0%56,2770.2%Financial ServicesVOOVVanguard S&P 500 Value ETF$574,788$6,274 ▲1.1%3,1150.2%ETFCLColgate-Palmolive$559,652$45,910 ▼-7.6%6,1560.2%Consumer StaplesCSCOCisco Systems$557,093$65,418 ▼-10.5%9,4100.2%Computer and TechnologyXOMExxon Mobil$551,394$197,280 ▼-26.4%5,1260.1%EnergySPGIS&P Global$542,455$498 ▲0.1%1,0890.1%Business ServicesGDGeneral Dynamics$541,818$72,734 ▼-11.8%2,0560.1%AerospaceBKBank of New York Mellon$530,765$3,150 ▲0.6%6,9080.1%FinanceDEDeere & Company$527,765$5,506 ▼-1.0%1,2460.1%IndustrialsVOOVanguard S&P 500 ETF$526,920$2,155 ▲0.4%9780.1%ETFAEPAmerican Electric Power$516,972$1,937 ▼-0.4%5,6050.1%UtilitiesXLPConsumer Staples Select Sector SPDR Fund$516,771$472 ▲0.1%6,5740.1%ETFABAllianceBernstein$513,130$6,157 ▲1.2%13,8350.1%FinanceTSLATesla$503,992$330,745 ▼-39.6%1,2480.1%Auto/Tires/TrucksRJFRaymond James$488,761$122,384 ▼-20.0%3,1470.1%FinanceCOSTCostco Wholesale$461,637$1,832 ▲0.4%5040.1%Retail/WholesaleAXPAmerican Express$461,184$890 ▼-0.2%1,5540.1%FinanceSPHDInvesco S&P 500 High Dividend Low Volatility ETF$450,598$85,994 ▼-16.0%9,3270.1%ETFPFEPfizer$447,666$136,099 ▼-23.3%16,8740.1%MedicalLOWLowe's Companies$439,173$95,537 ▼-17.9%1,7790.1%Retail/WholesaleCIIBlackRock Enhanced Capital and Income Fund$435,4060.0%21,6620.1%Financial ServicesITWIllinois Tool Works$432,315$73,024 ▼-14.5%1,7050.1%IndustrialsNOCNorthrop Grumman$427,714$2,347 ▼-0.5%9110.1%AerospaceVYMVanguard High Dividend Yield ETF$419,192$86,901 ▼-17.2%3,2850.1%ETFXLEEnergy Select Sector SPDR Fund$415,539$2,655 ▲0.6%4,8510.1%ETFUNHUnitedHealth Group$412,441$4,049 ▲1.0%8150.1%MedicalDISWalt Disney$404,686$16,816 ▼-4.0%3,6340.1%Consumer DiscretionaryXLYConsumer Discretionary Select Sector SPDR Fund$402,617$12,112 ▲3.1%1,7950.1%FinanceHONHoneywell International$385,193$678 ▲0.2%1,7050.1%Multi-Sector ConglomeratesUNPUnion Pacific$382,401$62,935 ▼-14.1%1,6770.1%TransportationGOOGAlphabet$381,960$215,162 ▼-36.0%2,0060.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$369,710$392 ▲0.1%1,8880.1%ETFEMREmerson Electric$344,457$63,958 ▼-15.7%2,7790.1%IndustrialsODFLOld Dominion Freight Line$340,724$71,778 ▼-17.4%1,9320.1%TransportationINTCIntel$338,072$121,707 ▼-26.5%16,8610.1%Computer and TechnologyMOAltria Group$332,331$6,536 ▼-1.9%6,3560.1%Consumer StaplesWDCWestern Digital$329,0470.0%5,5180.1%Computer and TechnologyCOPConocoPhillips$326,136$11,800 ▼-3.5%3,2890.1%EnergyEATON VANCE ENHANCED EQUITY$318,1040.0%13,2820.1%COMRSGRepublic Services$314,356$603 ▲0.2%1,5630.1%Business ServicesGABThe Gabelli Equity Trust$312,6640.0%58,1160.1%FinancePKGPackaging Co. of America$299,115$9,678 ▼-3.1%1,3290.1%IndustrialsEGFBlackRock Enhanced Government Fund$298,767$1,029 ▼-0.3%30,7690.1%Financial ServicesBTIBritish American Tobacco$296,553$28,184 ▼-8.7%8,1650.1%Consumer StaplesUTFCohen & Steers Infrastructure Fund$286,990$745 ▼-0.3%11,9380.1%Financial ServicesTJXTJX Companies$282,731$1,692 ▲0.6%2,3400.1%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$279,896$36,999 ▲15.2%2,0350.1%ETFPEPPepsiCo$276,2020.0%1,8160.1%Consumer StaplesORCLOracle$274,9410.0%1,6500.1%Computer and TechnologySHELShell$266,638$2,945 ▼-1.1%4,2560.1%EnergyMCKMcKesson$261,6140.0%4590.1%MedicalUSBU.S. Bancorp$258,346$18,224 ▼-6.6%5,4010.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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