The Analysis of Shulman DeMeo Asset Management LLC's Holdings
Currently, Shulman DeMeo Asset Management LLC holds 120 types of securities in its portfolio with a total value $435.0M. In the most recent quarter, they have increased their positions in HD (+1.5K shares, valued at $595.6K), TD (+2.7K shares, valued at $216.4K), CVS (+2.8K shares, valued at $208.1K); decreased their positions in SPY (-799 shares, valued at $532.3K), MO (-1.4K shares, valued at $94.3K), BTI (-1.4K shares, valued at $73.9K); initiated new positions in TD (+2.7K shares, valued at $216.4K), CVS (+2.8K shares, valued at $208.1K), CAT (+431 shares, valued at $205.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR381.2K shares-0.21%2025-09-302025-10-17
QQQ INVESCO QQQ TR43.6K shares-0.16%2025-09-302025-10-17 AAPL APPLE INC63.1K shares-0.25%2025-09-302025-10-17 EFA ISHARES TR147.3K shares-0.42%2025-09-302025-10-17 IVV ISHARES TR19.5K shares0.35%2025-09-302025-10-17 IJR ISHARES TR88.7K shares0.27%2025-09-302025-10-17 SDY SPDR SERIES TRUST43.8K shares-0.22%2025-09-302025-10-17 XLK SELECT SECTOR SPDR TR17.2K shares-0.79%2025-09-302025-10-17 DVY ISHARES TR30.3K shares-0.23%2025-09-302025-10-17 HDV ISHARES TR34.1K shares-0.09%2025-09-302025-10-17 PFF ISHARES TR117.8K shares-0.10%2025-09-302025-10-17 PSK SPDR SERIES TRUST111.7K shares-0.08%2025-09-302025-10-17 META META PLATFORMS INC4.9K shares0.02%2025-09-302025-10-17 IYJ ISHARES TR19.1K shares-0.96%2025-09-302025-10-17 WSM WILLIAMS SONOMA INC13.3K shares-2.25%2025-09-302025-10-17 MSFT MICROSOFT CORP4.7K shares-0.27%2025-09-302025-10-17 IBM INTERNATIONAL BUSINESS MACHS8.1K shares-0.43%2025-09-302025-10-17 QCOM QUALCOMM INC13.0K shares0.72%2025-09-302025-10-17 HD HOME DEPOT INC5.4K shares37.88%2025-09-302025-10-17 WMT WALMART INC18.3K shares3.22%2025-09-302025-10-17 JNJ JOHNSON & JOHNSON8.3K shares1.85%2025-09-302025-10-17 BXMX NUVEEN S&P 500 BUY-WRITE INC96.0K shares-0.05%2025-09-302025-10-17 CVX CHEVRON CORP NEW8.8K shares0.55%2025-09-302025-10-17 LLY ELI LILLY & CO1.7K shares-3.62%2025-09-302025-10-17 MS MORGAN STANLEY8.3K shares6.19%2025-09-302025-10-17 JPM JPMORGAN CHASE & CO.4.0K shares-0.50%2025-09-302025-10-17 BDJ BLACKROCK ENHANCED EQUITY DI135.6K shares-1.10%2025-09-302025-10-17 PGX INVESCO EXCH TRADED FD TR II106.2K shares0.01%2025-09-302025-10-17 KO COCA COLA CO17.8K shares3.15%2025-09-302025-10-17 XLU SELECT SECTOR SPDR TR13.1K shares-0.46%2025-09-302025-10-17 DIS DISNEY WALT CO9.3K shares0.01%2025-09-302025-10-17 IBB ISHARES TR7.3K shares-0.42%2025-09-302025-10-17 DNP DNP SELECT INCOME FD INC104.3K shares-0.33%2025-09-302025-10-17 GOOGL ALPHABET INC4.2K shares-0.45%2025-09-302025-10-17 AMZN AMAZON COM INC4.6K shares3.98%2025-09-302025-10-17 DIAX NUVEEN DOW 30 DYNMC OVERWRT59.9K shares0.00%2025-09-302025-10-17 LMT LOCKHEED MARTIN CORP1.7K shares0.18%2025-09-302025-10-17 SO SOUTHERN CO8.7K shares1.53%2025-09-302025-10-17 VZ VERIZON COMMUNICATIONS INC18.7K shares-0.81%2025-09-302025-10-17 SPXX NUVEEN S&P 500 DYNAMIC OVERW46.7K shares-0.11%2025-09-302025-10-17 BK BANK NEW YORK MELLON CORP7.0K shares0.50%2025-09-302025-10-17 ED CONSOLIDATED EDISON INC7.4K shares0.11%2025-09-302025-10-17 JPC NUVEEN PFD & INCOME OPPORTUN89.1K shares-0.47%2025-09-302025-10-17 KR KROGER CO10.7K shares-0.43%2025-09-302025-10-17 MET METLIFE INC8.6K shares0.07%2025-09-302025-10-17 GD GENERAL DYNAMICS CORP2.0K shares-0.05%2025-09-302025-10-17 ENB ENBRIDGE INC13.4K shares-0.59%2025-09-302025-10-17 XLF SELECT SECTOR SPDR TR12.5K shares0.02%2025-09-302025-10-17 PG PROCTER AND GAMBLE CO4.3K shares-0.02%2025-09-302025-10-17 IVE ISHARES TR3.2K shares0.12%2025-09-302025-10-17 WDC WESTERN DIGITAL CORP5.2K shares-1.04%2025-09-302025-10-17 CSCO CISCO SYS INC9.1K shares-0.26%2025-09-302025-10-17 AEP AMERICAN ELEC PWR CO INC5.5K shares-0.18%2025-09-302025-10-17 VOO VANGUARD INDEX FDS982 shares0.20%2025-09-302025-10-17 XOM EXXON MOBIL CORP5.3K shares0.59%2025-09-302025-10-17 BTZ BLACKROCK CR ALLOCATION INCO54.1K shares-0.50%2025-09-302025-10-17 TXN TEXAS INSTRS INC3.2K shares-0.31%2025-09-302025-10-17 NOC NORTHROP GRUMMAN CORP906 shares-0.55%2025-09-302025-10-17 AB ALLIANCEBERNSTEIN HLDG L P14.3K shares1.11%2025-09-302025-10-17 DE DEERE & CO1.2K shares-0.77%2025-09-302025-10-17 SPGI S&P GLOBAL INC1.1K shares-0.74%2025-09-302025-10-17 XLP SELECT SECTOR SPDR TR6.6K shares0.09%2025-09-302025-10-17 RJF RAYMOND JAMES FINL INC2.9K shares-6.49%2025-09-302025-10-17 CL COLGATE PALMOLIVE CO6.1K shares0.23%2025-09-302025-10-17 CII BLACKROCK ENHANCED LARGE CAP21.4K shares-0.24%2025-09-302025-10-17 GOOG ALPHABET INC2.0K shares-1.04%2025-09-302025-10-17 HON HONEYWELL INTL INC2.3K shares15.37%2025-09-302025-10-17 AXP AMERICAN EXPRESS CO1.4K shares0.07%2025-09-302025-10-17 VOOV VANGUARD ADMIRAL FDS INC2.3K shares0.47%2025-09-302025-10-17 ORCL ORACLE CORP1.7K shares0.00%2025-09-302025-10-17 TSLA TESLA INC1.0K shares-7.09%2025-09-302025-10-17 COST COSTCO WHSL CORP NEW494 shares-0.60%2025-09-302025-10-17 VYM VANGUARD WHITEHALL FDS3.2K shares-0.56%2025-09-302025-10-17 SPHD INVESCO EXCH TRADED FD TR II9.2K shares-0.35%2025-09-302025-10-17 XLE SELECT SECTOR SPDR TR4.8K shares0.65%2025-09-302025-10-17 ITW ILLINOIS TOOL WKS INC1.6K shares0.00%2025-09-302025-10-17 LOW LOWES COS INC1.7K shares-0.53%2025-09-302025-10-17 PFE PFIZER INC16.6K shares0.48%2025-09-302025-10-17 VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.05%2025-09-302025-10-17 T AT&T INC14.4K shares0.04%2025-09-302025-10-17 FPE FIRST TR EXCH TRADED FD III21.8K shares0.00%2025-09-302025-10-17 BTI BRITISH AMERN TOB PLC6.8K shares-17.05%2025-09-302025-10-17 RSG REPUBLIC SVCS INC1.5K shares-1.79%2025-09-302025-10-17 MCK MCKESSON CORP454 shares0.00%2025-09-302025-10-17 GAB GABELLI EQUITY TR INC57.5K shares-0.21%2025-09-302025-10-17 EMR EMERSON ELEC CO2.6K shares0.08%2025-09-302025-10-17 INTC INTEL CORP9.8K shares-10.72%2025-09-302025-10-17 TJX TJX COS INC NEW2.2K shares-1.53%2025-09-302025-10-17 UNH UNITEDHEALTH GROUP INC916 shares0.11%2025-09-302025-10-17 COP CONOCOPHILLIPS3.3K shares0.12%2025-09-302025-10-17 EOS EATON VANCE ENHANCED EQUITY13.1K shares-0.24%2025-09-302025-10-17 MO ALTRIA GROUP INC4.7K shares-23.36%2025-09-302025-10-17 SHEL SHELL PLC4.3K shares-0.14%2025-09-302025-10-17 TRV TRAVELERS COMPANIES INC1.0K shares0.10%2025-09-302025-10-17 UTF COHEN & STEERS INFRASTRUCTUR11.5K shares-1.66%2025-09-302025-10-17 NVDA NVIDIA CORPORATION1.5K shares0.00%2025-09-302025-10-17 XBI SPDR SERIES TRUST2.8K shares0.00%2025-09-302025-10-17 PKG PACKAGING CORP AMER1.2K shares-0.16%2025-09-302025-10-17 AMGN AMGEN INC936 shares-0.85%2025-09-302025-10-17 PEP PEPSICO INC1.9K shares0.86%2025-09-302025-10-17 USB US BANCORP DEL5.5K shares0.91%2025-09-302025-10-17 HCA HCA HEALTHCARE INC615 shares-2.54%2025-09-302025-10-17 FUBO FUBOTV INC58.0K shares0.00%2025-09-302025-10-17 BA BOEING CO1.1K shares-4.06%2025-09-302025-10-17 BHK BLACKROCK CORE BD TR24.0K shares-5.56%2025-09-302025-10-17 XLV SELECT SECTOR SPDR TR1.6K shares-3.34%2025-09-302025-10-17 TD TORONTO DOMINION BK ONT2.7K sharesnew addition2025-09-302025-10-17 BGT BLACKROCK FLOATING RATE INC17.7K shares-0.24%2025-09-302025-10-17 KMI KINDER MORGAN INC DEL7.4K shares0.00%2025-09-302025-10-17 CVS CVS HEALTH CORP2.8K sharesnew addition2025-09-302025-10-17 NZF NUVEEN MUNICIPAL CREDIT INC16.4K shares0.00%2025-09-302025-10-17 CAT CATERPILLAR INC431 sharesnew addition2025-09-302025-10-17 RTX RTX CORPORATION1.2K sharesnew addition2025-09-302025-10-17 NFLX NETFLIX INC168 shares0.00%2025-09-302025-10-17 HYT BLACKROCK CORPOR HI YLD FD I19.5K shares0.84%2025-09-302025-10-17 JFR NUVEEN FLOATING RATE INCOME21.6K shares0.00%2025-09-302025-10-17 ZTR VIRTUS TOTAL RETURN FD INC19.0K shares0.00%2025-09-302025-10-17 USA LIBERTY ALL STAR EQUITY FD13.3K shares0.00%2025-09-302025-10-17 PHK PIMCO HIGH INCOME FD11.4K shares-1.06%2025-09-302025-10-17 HIX WESTERN ASSET HIGH INCOM FD11.4K shares-1.54%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available