Shulman DeMeo Asset Management LLC
147 holdingsFiling period: 2026-06-30Current AUM: $540.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | State Str Spdr S&P 500 ETF T | 372.2K | $278.0M | $281.3M | 52.01% | -2,473 | 2026-06-30 |
| 2 | DIA | State Str Spdr Dow Jones Ind | 59.8K | $31.2M | $30.9M | 5.71% | -307 | 2026-06-30 |
| 3 | QQQ | Invesco Qqq TR | 42.3K | $31.2M | $29.2M | 5.40% | -280 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 62.0K | $17.9M | $21.4M | 3.95% | -444 | 2026-06-30 |
| 5 | EFA | iShares TR | 145.9K | $15.2M | $15.1M | 2.79% | +942 | 2026-06-30 |
| 6 | IVV | iShares TR | 19.4K | $14.5M | $14.7M | 2.72% | +16 | 2026-06-30 |
| 7 | IJR | iShares TR | 86.4K | $12.8M | $12.1M | 2.24% | -360 | 2026-06-30 |
| 8 | MDY | State Str Spdr S&P Midcap 40 | 17.9K | $12.6M | $12.0M | 2.21% | -94 | 2026-06-30 |
| 9 | XLK | Select Sector Spdr TR | 35.1K | $6.7M | $6.3M | 1.16% | +50 | 2026-06-30 |
| 10 | SDY | Spdr Series Trust | 41.7K | $6.3M | $6.7M | 1.24% | -1,306 | 2026-06-30 |
| 11 | HDV | iShares TR | 163.4K | $4.5M | $5.1M | 0.94% | +129.5K | 2026-06-30 |
| 12 | DVY | iShares TR | 28.6K | $4.5M | $4.6M | 0.86% | -1,197 | 2026-06-30 |
| 13 | PFF | iShares TR | 110.6K | $3.4M | $3.1M | 0.58% | -383 | 2026-06-30 |
| 14 | WDC | Western Digital Corp | 5.1K | $3.3M | $1.9M | 0.35% | -20 | 2026-06-30 |
| 15 | PSK | Spdr Series Trust | 105.4K | $3.2M | $2.9M | 0.54% | -355 | 2026-06-30 |
| 16 | IYJ | iShares TR | 19.0K | $3.2M | $3.0M | 0.56% | -33 | 2026-06-30 |
| 17 | WSM | Williams Sonoma Inc | 13.0K | $3.0M | $3.3M | 0.61% | -48 | 2026-06-30 |
| 18 | XSSPX | Nuveen S&P 500 Dynamic Overw | 151.6K | $2.8M | $2.8M | 0.52% | -6,168 | 2026-06-30 |
| 19 | META | Meta Platforms Inc | 5.0K | $2.8M | $3.1M | 0.57% | -15 | 2026-06-30 |
| 20 | QCOM | Qualcomm Inc | 12.9K | $2.4M | $2.1M | 0.39% | -32 | 2026-06-30 |
| 21 | IBM | International Business Machs | 7.9K | $2.2M | $2.0M | 0.38% | +14 | 2026-06-30 |
| 22 | JNJ | Johnson & Johnson | 8.1K | $2.1M | $2.2M | 0.41% | -46 | 2026-06-30 |
| 23 | WMT | Walmart Inc | 18.2K | $2.1M | $2.2M | 0.41% | -32 | 2026-06-30 |
| 24 | LLY | Eli Lilly & Co | 1.6K | $2.0M | $2.3M | 0.43% | +7 | 2026-06-30 |
| 25 | HD | Home Depot Inc | 5.3K | $1.9M | $1.7M | 0.32% | -64 | 2026-06-30 |
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