Institutions / Shulman DeMeo Asset Management LLC
Shulman DeMeo Asset Management LLC
CIK 1767070 · Institution · as of Dec 31, 2025
Portfolio value
$440.95M
Positions
119
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 119 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $258.17M | 58.5% |
| Invesco Qqq Tr | $26.62M | 6.0% |
| Apple Inc. | $17.11M | 3.9% |
| iShares Tr | $14.16M | 3.2% |
| iShares Tr | $13.29M | 3.0% |
| iShares Tr | $10.57M | 2.4% |
| SPDR Series Trust | $6.03M | 1.4% |
| Select Sector SPDR Tr | $5.02M | 1.1% |
| iShares Tr | $4.24M | 1.0% |
| iShares Tr | $4.15M | 0.9% |
| iShares Tr | $3.59M | 0.8% |
| SPDR Series Trust | $3.49M | 0.8% |
| Meta Platforms Inc | $3.35M | 0.8% |
| iShares Tr | $2.83M | 0.6% |
| International Business Machines Corp | $2.35M | 0.5% |
| Williams Sonoma Inc | $2.35M | 0.5% |
| Microsoft Corp | $2.29M | 0.5% |
| Qualcomm INC/DE | $2.23M | 0.5% |
| Walmart Inc. | $2.04M | 0.5% |
| Home Depot, Inc. | $1.84M | 0.4% |
| ELI LILLY & Co | $1.79M | 0.4% |
| Johnson & Johnson | $1.71M | 0.4% |
| Morgan Stanley | $1.47M | 0.3% |
| Nuveen S&P 500 BuyWrite Income Fund | $1.39M | 0.3% |
| Alphabet Inc. | $1.33M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.