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The Analysis of Shulman DeMeo Asset Management LLC's Holdings & P&L

Currently, Shulman DeMeo Asset Management LLC holds 140 types of securities in its portfolio with a total value $470.9M. In the most recent quarter, they have increased their positions in DIA (+60.1K shares, valued at $27.8M), MDY (+18.0K shares, valued at $11.1M), SPXX (+111.6K shares, valued at $1.8M); decreased their positions in SPY (-3.9K shares, valued at $2.5M), N/A (-729 shares, valued at $420.8K), CL (-3.4K shares, valued at $287.0K); initiated new positions in DIA (+60.1K shares, valued at $27.8M), MDY (+18.0K shares, valued at $11.1M), ICE (+10.1K shares, valued at $1.6M).

1M P&L

+3.5M+0.74%

3M P&L

+10.7M+2.27%

HY P&L

+33.7M+7.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A369.1M

84.4%

2Consumer Electronics15.9M

3.6%

3Drug Manufacturers - General4.3M

1.0%

Top Industries by Stock Count

1N/A51 stocks

41.5%

2Utilities - Regulated Electric4 stocks

3.3%

3Drug Manufacturers - General4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T374.7K shares-1.02%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND60.1K sharesnew addition2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR42.6K shares-1.68%2026-03-312026-04-09

AAPL APPLE INC62.5K shares-0.75%2026-03-312026-04-09

EFA ISHARES TR144.9K shares-1.69%2026-03-312026-04-09

IVV ISHARES TR19.4K shares-0.06%2026-03-312026-04-09

MDY STATE STR SPDR S&P MIDCAP 4018.0K sharesnew addition2026-03-312026-04-09

IJR ISHARES TR86.8K shares-1.32%2026-03-312026-04-09

Sponsored

SDY SPDR SERIES TRUST43.0K shares-0.61%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR35.0K shares0.32%2026-03-312026-04-09

HDV ISHARES TR33.9K shares-0.75%2026-03-312026-04-09

DVY ISHARES TR29.8K shares-0.82%2026-03-312026-04-09

PFF ISHARES TR111.0K shares-4.37%2026-03-312026-04-09

PSK SPDR SERIES TRUST105.8K shares-4.08%2026-03-312026-04-09

META META PLATFORMS INC5.0K shares-0.99%2026-03-312026-04-09

IYJ ISHARES TR19.0K shares-0.40%2026-03-312026-04-09

Sponsored

SPXX NUVEEN S&P 500 DYNAMIC OVERW157.7K shares241.92%2026-03-312026-04-09

WSM WILLIAMS SONOMA INC13.1K shares-0.86%2026-03-312026-04-09

WMT WALMART INC18.2K shares-0.54%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON8.2K shares-0.88%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS7.9K shares-0.97%2026-03-312026-04-09

CVX CHEVRON CORPORATION8.7K shares0.01%2026-03-312026-04-09

HD HOME DEPOT INC5.4K shares0.02%2026-03-312026-04-09

MSFT MICROSOFT CORP4.7K shares-0.40%2026-03-312026-04-09

Sponsored

QCOM QUALCOMM INC13.0K shares-0.68%2026-03-312026-04-09

ICE INTERCONTINENTAL EXCHANGE IN10.1K sharesnew addition2026-03-312026-04-09

LLY ELI LILLY & CO1.6K shares-1.68%2026-03-312026-04-09

WDC WESTERN DIGITAL CORP5.1K shares-0.94%2026-03-312026-04-09

MS MORGAN STANLEY8.3K shares0.13%2026-03-312026-04-09

KO COCA COLA CO17.7K shares-0.74%2026-03-312026-04-09

IBB ISHARES TR7.2K shares-0.74%2026-03-312026-04-09

QQQX NUVEEN NASDAQ 100 DYNAMIC OV45.8K sharesnew addition2026-03-312026-04-09

Sponsored

ALPHABET INC ALPHABET INC4.2K shares0.00%2026-03-312026-04-09

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC10.9K sharesnew addition2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR25.5K shares-0.81%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO3.9K shares-0.41%2026-03-312026-04-09

BDJ BLACKROCK ENHANCED EQUITY DI129.6K shares-4.28%2026-03-312026-04-09

PGX INVESCO EXCH TRADED FD TR II100.0K shares-1.92%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP1.7K shares-0.53%2026-03-312026-04-09

DNP DNP SELECT INCOME FD INC92.4K shares-11.21%2026-03-312026-04-09

Sponsored

AMZN AMAZON COM INC4.6K shares-0.07%2026-03-312026-04-09

DIS DISNEY WALT CO9.3K shares0.05%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC17.7K shares-1.36%2026-03-312026-04-09

BK BANK NEW YORK MELLON CORP7.1K shares0.24%2026-03-312026-04-09

SO SOUTHERN CO8.6K shares-0.23%2026-03-312026-04-09

ED CONSOLIDATED EDISON INC7.2K shares-1.27%2026-03-312026-04-09

XOM EXXON MOBIL CORP4.8K shares-11.26%2026-03-312026-04-09

KR KROGER CO10.7K shares-0.53%2026-03-312026-04-09

Sponsored

SPYG SPDR SERIES TRUST7.8K sharesnew addition2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC6.2K sharesnew addition2026-03-312026-04-09

AEP AMERICAN ELEC PWR CO INC5.5K shares-0.24%2026-03-312026-04-09

ENB ENBRIDGE INC13.1K shares-1.96%2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares0.10%2026-03-312026-04-09

IVE ISHARES TR3.3K shares0.09%2026-03-312026-04-09

CSCO CISCO SYS INC8.8K shares-2.42%2026-03-312026-04-09

BLACKSTONE INC BLACKSTONE INC5.6K sharesnew addition2026-03-312026-04-09

Sponsored

XLF SELECT SECTOR SPDR TR12.8K shares-2.77%2026-03-312026-04-09

DE DEERE & CO1.1K shares-2.02%2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP900 shares-0.22%2026-03-312026-04-09

PG PROCTER & GAMBLE CO4.2K shares-3.06%2026-03-312026-04-09

TXN TEXAS INSTRS INC3.1K shares-1.86%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS987 shares0.10%2026-03-312026-04-09

JPC NUVEEN PFD & INCOME OPPORTUN77.7K shares-8.97%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR9.4K shares-0.69%2026-03-312026-04-09

Sponsored

ALPHABET INC ALPHABET INC2.0K shares0.10%2026-03-312026-04-09

MET METLIFE INC8.0K shares-6.43%2026-03-312026-04-09

XLP SELECT SECTOR SPDR TR6.7K shares-0.03%2026-03-312026-04-09

BTZ BLACKROCK CR ALLOCATION50.5K shares-6.42%2026-03-312026-04-09

AB ALLIANCEBERNSTEIN HLDG L P13.5K shares-6.55%2026-03-312026-04-09

VOOV VANGUARD ADMIRAL FDS INC2.4K shares4.48%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION488 shares-1.41%2026-03-312026-04-09

FPE FIRST TR EXCH TRADED FD III27.3K shares24.91%2026-03-312026-04-09

Sponsored

PFE PFIZER INC16.6K shares0.57%2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC4.1K sharesnew addition2026-03-312026-04-09

SPGI S&P GLOBAL INC1.1K shares-0.74%2026-03-312026-04-09

LAZARD INC LAZARD INC10.4K sharesnew addition2026-03-312026-04-09

COP CONOCOPHILLIPS3.3K shares0.00%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS2.9K shares-4.06%2026-03-312026-04-09

SPHD INVESCO EXCH TRADED FD TR II8.7K shares-2.25%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO1.4K shares-0.57%2026-03-312026-04-09

Sponsored

ALPS ETF TR ALPS ETF TR8.0K sharesnew addition2026-03-312026-04-09

RJF RAYMOND JAMES FINL INC2.9K shares-0.92%2026-03-312026-04-09

ITW ILLINOIS TOOL WKS INC1.6K shares-0.80%2026-03-312026-04-09

BLACKROCK INC BLACKROCK INC434 sharesnew addition2026-03-312026-04-09

LOW LOWES COS INC1.7K shares-1.30%2026-03-312026-04-09

MCK MCKESSON CORP455 shares0.22%2026-03-312026-04-09

SHEL SHELL PLC4.2K shares-0.61%2026-03-312026-04-09

TSLA TESLA INC1.0K shares0.00%2026-03-312026-04-09

Sponsored

GE AEROSPACE GE AEROSPACE1.4K sharesnew addition2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS1.8K shares-0.17%2026-03-312026-04-09

HON HONEYWELL INTL INC1.7K shares-0.96%2026-03-312026-04-09

CII BLACKROCK ENHANCED LARGE CAP17.5K shares-17.41%2026-03-312026-04-09

BTI BRITISH AMERN TOB PLC6.2K shares-9.01%2026-03-312026-04-09

TJX TJX COS INC NEW2.2K shares0.22%2026-03-312026-04-09

XBI SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-04-09

HP INC HP INC18.0K sharesnew addition2026-03-312026-04-09

Sponsored

GSK PLC GSK PLC6.1K sharesnew addition2026-03-312026-04-09

EMR EMERSON ELEC CO2.6K shares-0.27%2026-03-312026-04-09

RSG REPUBLIC SVCS INC1.5K shares-0.33%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K sharesnew addition2026-03-312026-04-09

AMGN AMGEN INC920 shares-0.54%2026-03-312026-04-09

DELL DELL TECHNOLOGIES INC2.0K sharesnew addition2026-03-312026-04-09

GLAD GLADSTONE CAP CORP18.4K sharesnew addition2026-03-312026-04-09

SPYV SPDR SERIES TRUST5.3K sharesnew addition2026-03-312026-04-09

Sponsored

TRV TRAVELERS COMPANIES INC1.0K sharesnew addition2026-03-312026-04-09

PEP PEPSICO INC1.9K shares1.65%2026-03-312026-04-09

HCA HCA HEALTHCARE INC616 shares0.16%2026-03-312026-04-09

USB US BANCORP5.5K shares0.66%2026-03-312026-04-09

UTF COHEN & STEERS INFRASTRUCTUR10.9K shares-2.75%2026-03-312026-04-09

NVDA NVIDIA CORPORATION1.6K shares0.00%2026-03-312026-04-09

BKT BLACKROCK INCOME TR INC26.1K sharesnew addition2026-03-312026-04-09

GAB GABELLI EQUITY TR INC47.8K shares-16.67%2026-03-312026-04-09

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.6K sharesnew addition2026-03-312026-04-09

T AT&T INC8.9K shares-6.26%2026-03-312026-04-09

TD TORONTO DOMINION BK ONT2.7K shares0.00%2026-03-312026-04-09

MO ALTRIA GROUP INC3.8K shares-12.66%2026-03-312026-04-09

ORCL ORACLE CORP1.7K shares1.21%2026-03-312026-04-09

WBD WARNER BROS DISCOVERY INC8.9K shares0.00%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC891 shares0.22%2026-03-312026-04-09

RTX RTX CORPORATION1.2K sharesnew addition2026-03-312026-04-09

Sponsored

XLV SELECT SECTOR SPDR TR1.6K shares-6.85%2026-03-312026-04-09

CL COLGATE PALMOLIVE CO2.7K shares-55.47%2026-03-312026-04-09

PKG PACKAGING CORP AMER1.0K shares-4.38%2026-03-312026-04-09

BA BOEING CO1.1K shares0.00%2026-03-312026-04-09

VLO VALERO ENERGY CORP893 sharesnew addition2026-03-312026-04-09

AGNC AGNC INVT CORP21.9K sharesnew addition2026-03-312026-04-09

NEE NEXTERA ENERGY INC2.4K sharesnew addition2026-03-312026-04-09

EOS EATON VANCE ENHANCED EQUITY10.5K shares-18.54%2026-03-312026-04-09

Sponsored

BHK BLACKROCK CORE BD TR22.6K sharesnew addition2026-03-312026-04-09

CVS CVS HEALTH CORP2.8K shares0.47%2026-03-312026-04-09

NZF NUVEEN MUN CR INCOME FD15.7K shares-4.16%2026-03-312026-04-09

BGT BLACKROCK FLOATING RATE INC16.3K shares-3.75%2026-03-312026-04-09

JFR NUVEEN FLOATING RATE INCOME21.3K shares-1.71%2026-03-312026-04-09

HYT BLACKROCK CORPOR HI YLD FD I16.7K shares-14.37%2026-03-312026-04-09

DHF BNY MELLON HIGH YIELD STRATE45.1K sharesnew addition2026-03-312026-04-09

ZTR VIRTUS TOTAL RETURN FD INC16.1K shares-15.11%2026-03-312026-04-09

Sponsored

USA LIBERTY ALL STAR EQUITY FD13.3K shares0.00%2026-03-312026-04-09

DSM BNY MELLON STRATEGIC MUN BD10.4K sharesnew addition2026-03-312026-04-09

PHK PIMCO HIGH INCOME FD10.8K shares-5.11%2026-03-312026-04-09

HIX WESTERN ASSET HIGH INCOM FD10.9K shares-4.88%2026-03-312026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

-1.02%

Shares374.7K

Event2026-03-31

Filed2026-04-09

DIA

STATE STR SPDR DOW JONES IND

New

Shares60.1K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-1.68%

Shares42.6K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-0.75%

Shares62.5K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

-1.69%

Shares144.9K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-0.06%

Shares19.4K

Event2026-03-31

Filed2026-04-09

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares18.0K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

-1.32%

Shares86.8K

Event2026-03-31

Filed2026-04-09

SDY

SPDR SERIES TRUST

-0.61%

Shares43.0K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

0.32%

Shares35.0K

Event2026-03-31

Filed2026-04-09

HDV

ISHARES TR

-0.75%

Shares33.9K

Event2026-03-31

Filed2026-04-09

DVY

ISHARES TR

-0.82%

Shares29.8K

Event2026-03-31

Filed2026-04-09

PFF

ISHARES TR

-4.37%

Shares111.0K

Event2026-03-31

Filed2026-04-09

PSK

SPDR SERIES TRUST

-4.08%

Shares105.8K

Event2026-03-31

Filed2026-04-09