Shulman Demeo Asset Management LLC Top Holdings and 13F Report (2025) About Shulman Demeo Asset Management LLCInvestment ActivityShulman Demeo Asset Management LLC has $356.14 million in total holdings as of March 31, 2025.Shulman Demeo Asset Management LLC owns shares of 116 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.57% of the portfolio was purchased this quarter.About 1.13% of the portfolio was sold this quarter.This quarter, Shulman Demeo Asset Management LLC has purchased 118 new stocks and bought additional shares in 44 stocks.Shulman Demeo Asset Management LLC sold shares of 54 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $216,305,003Apple $14,135,935iShares MSCI EAFE ETF $12,211,002iShares Core S&P 500 ETF $10,979,322iShares Core S&P Small-Cap ETF $9,387,972 Largest New Holdings this Quarter 33739E108 - First Trust Preferred Securities and Income ETF $384,324 Holding09249E101 - BlackRock Core Bond Trust $277,249 Holding89417E109 - Travelers Companies $269,689 Holding40412C101 - HCA Healthcare $217,587 Holding Largest Purchases this Quarter Walt Disney 6,085 shares (about $600.56K)First Trust Preferred Securities and Income ETF 21,849 shares (about $384.32K)BlackRock Core Bond Trust 25,553 shares (about $277.25K)Travelers Companies 1,020 shares (about $269.69K)HCA Healthcare 630 shares (about $217.59K) Largest Sales this Quarter AT&T 26,586 shares (about $751.85K)SPDR S&P 500 ETF Trust 1,155 shares (about $646.10K)Technology Select Sector SPDR Fund 1,076 shares (about $222.18K)Consumer Discretionary Select Sector SPDR Fund 713 shares (about $140.85K)iShares MSCI EAFE ETF 1,231 shares (about $100.61K) 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$216,305,003$646,096 ▼-0.3%386,68060.7%FinanceAAPLApple$14,135,935$34,652 ▼-0.2%63,6384.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$12,211,002$100,609 ▼-0.8%149,4073.4%FinanceIVViShares Core S&P 500 ETF$10,979,322$45,513 ▼-0.4%19,5403.1%ETFIJRiShares Core S&P Small-Cap ETF$9,387,972$68,389 ▼-0.7%89,7772.6%ETFSDYSPDR S&P Dividend ETF$5,966,737$38,126 ▼-0.6%43,9771.7%ETFHDViShares Core High Dividend ETF$4,149,187$9,447 ▼-0.2%34,2571.2%ETFDVYiShares Select Dividend ETF$4,079,795$21,890 ▼-0.5%30,3801.1%ETFXLKTechnology Select Sector SPDR Fund$4,016,530$222,177 ▼-5.2%19,4521.1%ETFPFFiShares Preferred and Income Securities ETF$3,687,277$18,223 ▼-0.5%119,9891.0%ETFPSKSPDR ICE Preferred Securities ETF$3,641,494$15,288 ▼-0.4%112,4261.0%ETFMETAMeta Platforms$2,848,304$2,305 ▼-0.1%4,9420.8%Computer and TechnologyIYJiShares U.S. Industrials ETF$2,516,953$391 ▲0.0%19,3340.7%ETFWSMWilliams-Sonoma$2,184,761$37,627 ▼-1.7%13,8190.6%Retail/WholesaleIBMInternational Business Machines$2,060,341$2,735 ▼-0.1%8,2860.6%Computer and TechnologyQCOMQUALCOMM$1,994,666$8,295 ▲0.4%12,9850.6%Computer and TechnologyMSFTMicrosoft$1,858,442$7,132 ▲0.4%4,9510.5%Computer and TechnologyWMTWalmart$1,595,327$351 ▲0.0%18,1720.4%Retail/WholesaleLLYEli Lilly and Company$1,569,837$826 ▼-0.1%1,9010.4%MedicalCVXChevron$1,495,099$9,536 ▲0.6%8,9370.4%EnergyHDHome Depot$1,421,706$19,425 ▼-1.3%3,8790.4%Retail/WholesaleJNJJohnson & Johnson$1,366,419$1,327 ▼-0.1%8,2390.4%MedicalKOCoca-Cola$1,267,962$4,154 ▲0.3%17,7040.4%Consumer StaplesBXMXNuveen S&P 500 Buy-Write Income Fund$1,262,275$7,872 ▼-0.6%96,2100.4%Financial ServicesBDJBlackRock Enhanced Equity Dividend Trust$1,217,698$22,885 ▼-1.8%141,5930.3%Financial ServicesPGXInvesco Preferred ETF$1,192,159$10,221 ▼-0.9%106,2530.3%ETFJPMJPMorgan Chase & Co.$1,104,392$491 ▲0.0%4,5020.3%FinanceXLUUtilities Select Sector SPDR Fund$1,062,176$18,687 ▼-1.7%13,4710.3%ETFDNPDNP Select Income Fund$1,051,553$8,634 ▼-0.8%106,3250.3%FinanceDISWalt Disney$959,222$600,562 ▲167.4%9,7190.3%Consumer DiscretionaryIBBiShares Biotechnology ETF$944,695$2,558 ▼-0.3%7,3860.3%FinanceMSMorgan Stanley$904,726$3,383 ▲0.4%7,7550.3%FinanceNUVEEN DOW 30 DYNMC OVERWRT$869,719$6,694 ▼-0.8%60,0220.2%SHSVZVerizon Communications$865,347$6,033 ▲0.7%19,0770.2%Computer and TechnologyAMZNAmazon.com$842,852$44,711 ▲5.6%4,4300.2%Retail/WholesaleSOSouthern$819,185$8,735 ▲1.1%8,9090.2%UtilitiesEDConsolidated Edison$815,218$885 ▲0.1%7,3720.2%UtilitiesLMTLockheed Martin$796,095$8,041 ▲1.0%1,7820.2%AerospaceSPXXNuveen S&P 500 Dynamic Overwrite Fund$791,917$3,769 ▼-0.5%46,8590.2%Financial ServicesPGProcter & Gamble$766,913$5,965 ▼-0.8%4,5000.2%Consumer StaplesKRKroger$761,840$2,301 ▼-0.3%11,2550.2%Retail/WholesaleJPCNuveen Preferred & Income Opportunities Fund$713,644$7,530 ▼-1.0%89,6540.2%Financial ServicesMETMetLife$688,545$1,686 ▲0.2%8,5760.2%FinanceGOOGLAlphabet$662,717$6,958 ▲1.1%4,2860.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$637,807$5,479 ▼-0.9%12,8050.2%ETFXOMExxon Mobil$625,910$16,293 ▲2.7%5,2630.2%EnergyIVEiShares S&P 500 Value ETF$616,280$1,143 ▲0.2%3,2340.2%ETFENBEnbridge$616,263$3,190 ▼-0.5%13,9080.2%EnergyAEPAmerican Electric Power$615,119$2,623 ▲0.4%5,6290.2%UtilitiesBTZBlackRock Credit Allocation Income Trust$596,639$6,646 ▼-1.1%55,6570.2%Financial ServicesCSCOCisco Systems$589,316$8,639 ▲1.5%9,5500.2%Computer and TechnologyTXNTexas Instruments$588,057$1,797 ▼-0.3%3,2720.2%Computer and TechnologyDEDeere & Company$586,254$1,408 ▲0.2%1,2490.2%IndustrialsBKBank of New York Mellon$582,466$3,103 ▲0.5%6,9450.2%FinanceVOOVVanguard S&P 500 Value ETF$576,437$2,762 ▲0.5%3,1300.2%ETFCLColgate-Palmolive$574,446$2,342 ▼-0.4%6,1310.2%Consumer StaplesSPGIS&P Global$553,948$508 ▲0.1%1,0900.2%Business ServicesGDGeneral Dynamics$550,324$10,085 ▼-1.8%2,0190.2%AerospaceABAllianceBernstein$538,887$8,850 ▲1.7%14,0660.2%FinanceXLPConsumer Staples Select Sector SPDR Fund$537,221$327 ▲0.1%6,5780.2%ETFVOOVanguard S&P 500 ETF$503,720$1,028 ▲0.2%9800.1%ETFCOSTCostco Wholesale$482,576$5,677 ▲1.2%5100.1%Retail/WholesaleNOCNorthrop Grumman$465,742$512 ▼-0.1%9100.1%AerospaceSPHDInvesco S&P 500 High Dividend Low Volatility ETF$465,150$3,366 ▼-0.7%9,2600.1%ETFXLEEnergy Select Sector SPDR Fund$446,004$7,289 ▼-1.6%4,7730.1%ETFRJFRaymond James$436,088$1,111 ▼-0.3%3,1390.1%FinancePFEPfizer$430,768$3,193 ▲0.7%17,0000.1%MedicalUNHUnitedHealth Group$428,771$2,094 ▲0.5%8190.1%MedicalHONHoneywell International$422,566$61,607 ▲17.1%1,9960.1%Multi-Sector ConglomeratesITWIllinois Tool Works$421,131$1,736 ▼-0.4%1,6980.1%IndustrialsAXPAmerican Express$419,496$1,345 ▲0.3%1,5590.1%FinanceVYMVanguard High Dividend Yield ETF$418,500$5,159 ▼-1.2%3,2450.1%ETFLOWLowe's Companies$415,497$467 ▲0.1%1,7810.1%Retail/WholesaleTAT&T$407,260$751,852 ▼-64.9%14,4010.1%Computer and TechnologyUNPUnion Pacific$403,531$7,324 ▲1.8%1,7080.1%TransportationCIIBlackRock Enhanced Capital and Income Fund$396,699$3,398 ▼-0.8%21,4780.1%Financial ServicesFPEFirst Trust Preferred Securities and Income ETF$384,324$384,324 ▲New Holding21,8490.1%ETFRSGRepublic Services$378,743$242 ▲0.1%1,5640.1%Business ServicesVIGVanguard Dividend Appreciation ETF$366,2640.0%1,8880.1%ETFMOAltria Group$364,149$17,346 ▼-4.5%6,0670.1%Consumer StaplesCOPConocoPhillips$346,821$1,365 ▲0.4%3,3020.1%EnergyTSLATesla$342,350$18,919 ▲5.8%1,3210.1%Auto/Tires/TrucksBTIBritish American Tobacco$337,7860.0%8,1650.1%Consumer StaplesSHELShell$320,760$8,867 ▲2.8%4,3770.1%EnergyGABThe Gabelli Equity Trust$318,230$1,989 ▼-0.6%57,7550.1%FinanceGOOGAlphabet$313,712$312 ▲0.1%2,0080.1%Computer and TechnologyMCKMcKesson$309,1940.0%4590.1%MedicalEMREmerson Electric$304,995$329 ▲0.1%2,7820.1%IndustrialsAMGNAmgen$302,737$4,983 ▲1.7%9720.1%MedicalUTFCohen & Steers Infrastructure Fund$302,384$2,632 ▼-0.9%11,8350.1%Financial ServicesINTCIntel$301,637$81,280 ▼-21.2%13,2820.1%Computer and TechnologyTJXTJX Companies$277,781$7,185 ▼-2.5%2,2810.1%Retail/WholesaleEATON VANCE ENHANCED EQUITY$277,360$2,891 ▼-1.0%13,1450.1%COMBHKBlackRock Core Bond Trust$277,249$277,249 ▲New Holding25,5530.1%Financial ServicesPEPPepsiCo$276,569$4,347 ▲1.6%1,8450.1%Consumer StaplesTRVTravelers Companies$269,689$269,689 ▲New Holding1,0200.1%FinancePKGPackaging Co. of America$262,751$396 ▼-0.2%1,3270.1%IndustrialsXLVHealth Care Select Sector SPDR Fund$248,992$48,192 ▼-16.2%1,7050.1%ETFLYBLyondellBasell Industries$244,308$2,464 ▲1.0%3,4700.1%Basic MaterialsORCLOracle$237,290$6,572 ▲2.8%1,6970.1%Computer and TechnologyShowing 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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