Shulman DeMeo Asset Management LLC
141 holdingsFiling period: 2026-03-31Current AUM: $535.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 374.7K | $243.7M | $279.9M | 52.24% | -3,875 | 2026-03-31 |
| 2 | DIA | STATE STR SPDR DOW JONES IND | 60.1K | $27.8M | $31.5M | 5.88% | -- | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TR | 42.6K | $24.6M | $29.3M | 5.47% | -729 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 62.5K | $15.8M | $19.3M | 3.60% | -470 | 2026-03-31 |
| 5 | EFA | ISHARES TR | 144.9K | $14.1M | $15.3M | 2.86% | -2,493 | 2026-03-31 |
| 6 | IVV | ISHARES TR | 19.4K | $12.7M | $14.6M | 2.72% | -12 | 2026-03-31 |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | 18.0K | $11.1M | $12.3M | 2.30% | -- | 2026-03-31 |
| 8 | IJR | ISHARES TR | 86.8K | $10.8M | $12.6M | 2.35% | -1,163 | 2026-03-31 |
| 9 | SDY | SPDR SERIES TRUST | 43.0K | $6.3M | $6.7M | 1.24% | -264 | 2026-03-31 |
| 10 | XLK | SELECT SECTOR SPDR TR | 35.0K | $4.7M | $6.1M | 1.15% | +110 | 2026-03-31 |
| 11 | HDV | ISHARES TR | 33.9K | $4.6M | $4.9M | 0.91% | -256 | 2026-03-31 |
| 12 | DVY | ISHARES TR | 29.8K | $4.5M | $4.8M | 0.90% | -246 | 2026-03-31 |
| 13 | PFF | ISHARES TR | 111.0K | $3.4M | $3.4M | 0.63% | -5,077 | 2026-03-31 |
| 14 | PSK | SPDR SERIES TRUST | 105.8K | $3.3M | $3.2M | 0.60% | -4,495 | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 5.0K | $2.9M | $2.8M | 0.52% | -50 | 2026-03-31 |
| 16 | IYJ | ISHARES TR | 19.0K | $2.8M | $3.1M | 0.58% | -76 | 2026-03-31 |
| 17 | XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | 157.7K | $2.5M | $2.5M | 0.47% | +111.6K | 2026-03-31 |
| 18 | WSM | WILLIAMS SONOMA INC | 13.1K | $2.4M | $3.0M | 0.56% | -113 | 2026-03-31 |
| 19 | WMT | WALMART INC | 18.2K | $2.3M | $2.0M | 0.38% | -99 | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 8.2K | $2.0M | $2.1M | 0.39% | -73 | 2026-03-31 |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | 7.9K | $1.9M | $1.8M | 0.33% | -77 | 2026-03-31 |
| 22 | CVX | CHEVRON CORPORATION | 8.7K | $1.8M | $1.7M | 0.32% | +1 | 2026-03-31 |
| 23 | HD | HOME DEPOT INC | 5.4K | $1.8M | $1.8M | 0.33% | +1 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 4.7K | $1.7M | $2.2M | 0.41% | -19 | 2026-03-31 |
| 25 | QCOM | QUALCOMM INC | 13.0K | $1.7M | $1.9M | 0.36% | -89 | 2026-03-31 |
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