Shulman DeMeo Asset Management LLC

13F filer, CIK 1767070, LAKE SUCCESS, NY

Shulman DeMeo Asset Management LLC reported $370,597,627 across 118 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-15. Its ten largest share positions make up 80.66% of the portfolio.

Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000216

Period: 2024-12-31
Reported value: $371M
Holdings: 118
Top 10 weight: 80.66%
New: 2
Sold out: 16

Largest buys vs the previous quarter

Security	Shares change	Approx. value
LULUnew	+580	$222K
KMInew	+7,376	$202K
XLVadded	+269	$37K
XLFadded	+363	$17.5K
XLYadded	+54	$12.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
QQQexited	-47,806	-$23.3M
SPYreduced	-6,943	-$4.07M
AAPLreduced	-6,249	-$1.56M
NVDAexited	-7,956	-$966K
SPYGexited	-8,615	-$714K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000216, largest first. % of portfolio is the value over $370,597,627, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	387,835	$227M	61.33%	-6,943	Timeline
AAPLAPPLE INC	63,794	$16M	4.31%	-6,249	Timeline
IVVISHARES TR	19,621	$11.6M	3.12%	-16	Timeline
EFAISHARES TR	150,638	$11.4M	3.07%	-2,291	Timeline
IJRISHARES TR	90,431	$10.4M	2.81%	-1,312	Timeline
SDYSPDR SERIES TRUST	44,258	$5.85M	1.58%	-2,230	Timeline
XLKSELECT SECTOR SPDR TR	20,528	$4.77M	1.29%	-170	Timeline
DVYISHARES TR	30,543	$4.01M	1.08%	-1,498	Timeline
HDVISHARES TR	34,335	$3.85M	1.04%	-1,453	Timeline
PFFISHARES TR	120,582	$3.79M	1.02%	-3,877	Timeline
PSKSPDR SERIES TRUST	112,898	$3.72M	1.01%	-3,472	Timeline
METAMETA PLATFORMS INC	4,946	$2.9M	0.78%	-435	Timeline
WSMWILLIAMS SONOMA INC	14,057	$2.6M	0.7%	-229	Timeline
IYJISHARES TR	19,331	$2.58M	0.7%	+53	Timeline
MSFTMICROSOFT CORP	4,932	$2.08M	0.56%	-878	Timeline
QCOMQUALCOMM INC	12,931	$1.99M	0.54%	-1,623	Timeline
IBMINTERNATIONAL BUSINESS MACHS	8,297	$1.82M	0.49%	-314	Timeline
WMTWALMART INC	18,168	$1.64M	0.44%	-1,246	Timeline
HDHOME DEPOT INC	3,932	$1.53M	0.41%	-63	Timeline
LLYELI LILLY & CO	1,902	$1.47M	0.4%	-28	Timeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOM	96,810	$1.35M	0.37%	-127	Timeline
CVXCHEVRON CORPORATION	8,880	$1.29M	0.35%	-771	Timeline
PGXINVESCO EXCH TRADED FD TR II	107,164	$1.24M	0.33%	-288	Timeline
BDJBLACKROCK ENHANCED EQUITY DI	144,254	$1.19M	0.32%	-28	Timeline
JNJJOHNSON & JOHNSON	8,247	$1.19M	0.32%	-453	Timeline
KOCOCA COLA CO	17,646	$1.1M	0.3%	-1,668	Timeline
JPMJPMORGAN CHASE & CO	4,500	$1.08M	0.29%	-59	Timeline
XLUSELECT SECTOR SPDR TR	13,708	$1.04M	0.28%	-18	Timeline
IBBISHARES TR	7,406	$979K	0.26%	-28	Timeline
MSMORGAN STANLEY	7,726	$971K	0.26%	+11	Timeline
DNPDNP SELECT INCOME FD INC	107,198	$945K	0.26%	+6	Timeline
TAT&T INC	40,987	$933K	0.25%	-817	Timeline
AMZNAMAZON COM INC	4,195	$920K	0.25%	-107	Timeline
DIAXNUVEEN DOW 30SM DYNAMIC OVERWR	60,484	$911K	0.25%	-129	Timeline
LMTLOCKHEED MARTIN CORP	1,764	$857K	0.23%	-133	Timeline
XSSPXNUVEEN S&P 500 DYNAMIC OVERW	47,082	$836K	0.23%	-40	Timeline
GOOGLALPHABET INC	4,241	$803K	0.22%	-56	Timeline
PGPROCTER & GAMBLE CO	4,535	$760K	0.21%	-599	Timeline
VZVERIZON COMMUNICATIONS INC	18,944	$758K	0.2%	-3,310	Timeline
SOSOUTHERN CO	8,814	$726K	0.2%	-12	Timeline
JPCNUVEEN PFD & INCOME OPPORTUN	90,600	$712K	0.19%	+34	Timeline
METMETLIFE INC	8,555	$700K	0.19%	-786	Timeline
KRKROGER CO	11,289	$690K	0.19%	-1,319	Timeline
EDCONSOLIDATED EDISON INC	7,364	$657K	0.18%	+9	Timeline
XLFSELECT SECTOR SPDR TR	12,915	$624K	0.17%	+363	Timeline
IVEISHARES TR	3,228	$616K	0.17%	+17	Timeline
TXNTEXAS INSTRS INC	3,282	$615K	0.17%	-336	Timeline
ENBENBRIDGE INC	13,980	$593K	0.16%	-126	Timeline
BTZBLACKROCK CR ALLOCATION	56,277	$589K	0.16%	+11	Timeline
VOOVVANGUARD ADMIRAL FDS INC	3,115	$575K	0.16%	+34	Timeline
CLCOLGATE PALMOLIVE CO	6,156	$560K	0.15%	-505	Timeline
CSCOCISCO SYS INC	9,410	$557K	0.15%	-1,105	Timeline
XOMEXXON MOBIL CORP	5,126	$551K	0.15%	-1,834	Timeline
SPGIS&P GLOBAL INC	1,089	$542K	0.15%	+1	Timeline
GDGENERAL DYNAMICS CORP	2,056	$542K	0.15%	-276	Timeline
BNYBANK OF NY MELLON CORP	6,908	$531K	0.14%	+41	Timeline
DEDEERE & CO	1,246	$528K	0.14%	-13	Timeline
VOOVANGUARD INDEX FDS	978	$527K	0.14%	+4	Timeline
AEPAMERICAN ELEC PWR CO INC	5,605	$517K	0.14%	-21	Timeline
XLPSELECT SECTOR SPDR TR	6,574	$517K	0.14%	+6	Timeline
ABALLIANCEBERNSTEIN HLDG L P	13,835	$513K	0.14%	+166	Timeline
TSLATESLA INC	1,248	$504K	0.14%	-819	Timeline
RJFRAYMOND JAMES FINL INC	3,147	$489K	0.13%	-788	Timeline
COSTCOSTCO WHOLESALE CORPORATION	504	$462K	0.12%	+2	Timeline
AXPAMERICAN EXPRESS CO	1,554	$461K	0.12%	-3	Timeline
SPHDINVESCO EXCH TRADED FD TR II	9,327	$451K	0.12%	-1,780	Timeline
PFEPFIZER INC	16,874	$448K	0.12%	-5,130	Timeline
LOWLOWES COS INC	1,779	$439K	0.12%	-387	Timeline
CIIBLACKROCK ENHANCED LARGE CAP	21,662	$435K	0.12%	0	Timeline
ITWILLINOIS TOOL WKS INC	1,705	$432K	0.12%	-288	Timeline
NOCNORTHROP GRUMMAN CORP	911	$428K	0.12%	-5	Timeline
VYMVANGUARD WHITEHALL FDS	3,285	$419K	0.11%	-681	Timeline
XLESELECT SECTOR SPDR TR	4,851	$416K	0.11%	+31	Timeline
UNHUNITEDHEALTH GROUP INC	815	$412K	0.11%	+8	Timeline
DISDISNEY WALT CO	3,634	$405K	0.11%	-151	Timeline
XLYSELECT SECTOR SPDR TR	1,795	$403K	0.11%	+54	Timeline
HONHONEYWELL INTL INC	1,705	$385K	0.1%	+3	Timeline
UNPUNION PAC CORP	1,677	$382K	0.1%	-276	Timeline
GOOGALPHABET INC	2,006	$382K	0.1%	-1,130	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,888	$370K	0.1%	+2	Timeline
EMREMERSON ELEC CO	2,779	$344K	0.09%	-516	Timeline
ODFLOLD DOMINION FREIGHT LINE IN	1,932	$341K	0.09%	-407	Timeline
INTCINTEL CORP	16,861	$338K	0.09%	-6,070	Timeline
MOALTRIA GROUP INC	6,356	$332K	0.09%	-125	Timeline
WDCWESTERN DIGITAL CORP	5,518	$329K	0.09%	0	Timeline
COPCONOCOPHILLIPS	3,289	$326K	0.09%	-119	Timeline
EOSEATON VANCE ENHANCED EQUITY	13,282	$318K	0.09%	0	Timeline
RSGREPUBLIC SVCS INC	1,563	$314K	0.08%	+3	Timeline
GABGABELLI EQUITY TR INC	58,116	$313K	0.08%	0	Timeline
PKGPACKAGING CORP AMER	1,329	$299K	0.08%	-43	Timeline
BLACKROCK ENHANCED GOVT FD …BLACKROCK ENHANCED GOVT FD (EGF)	30,769	$299K	0.08%	-106
BTIBRITISH AMERN TOB PLC	8,165	$297K	0.08%	-776	Timeline
UTFCOHEN & STEERS INFRASTRUCTUR	11,938	$287K	0.08%	-31	Timeline
TJXTJX COS INC NEW	2,340	$283K	0.08%	+14	Timeline
XLVSELECT SECTOR SPDR TR	2,035	$280K	0.08%	+269	Timeline
PEPPEPSICO INC	1,816	$276K	0.07%	0	Timeline
ORCLORACLE CORP	1,650	$275K	0.07%	0	Timeline
SHELSHELL PLC	4,256	$267K	0.07%	-47	Timeline
MCKMCKESSON CORP	459	$262K	0.07%	0	Timeline
USBUS BANCORP	5,401	$258K	0.07%	-381	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	3,435	$255K	0.07%	-767	Timeline
AMGNAMGEN INC	956	$249K	0.07%	+6	Timeline
XBISPDR SERIES TRUST	2,751	$248K	0.07%	0	Timeline
BABOEING CO	1,351	$239K	0.06%	0	Timeline
CNPCENTERPOINT ENERGY INC	7,326	$232K	0.06%	+27	Timeline
BGTBLACKROCK FLOATING RATE INC	17,744	$228K	0.06%	-114	Timeline
LULULULULEMON ATHLETICA INC	580	$222K	0.06%	new	Timeline
KMIKINDER MORGAN INC DEL	7,376	$202K	0.05%	new	Timeline
NZFNUVEEN MUN CR INCOME FD	16,462	$200K	0.05%	-71	Timeline
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME FUN	16,198	$196K	0.05%	-54
JFRNUVEEN FLOATING RATE INCOME	21,685	$193K	0.05%	-132	Timeline
HYTBLACKROCK CORPOR HI YLD FD I	19,500	$191K	0.05%	-53	Timeline
ZTRVIRTUS TOTAL RETURN FD INC	19,252	$113K	0.03%	0	Timeline
USALIBERTY ALL STAR EQUITY FD	13,348	$92.8K	0.03%	-770	Timeline
FUBOFUBOTV INC	57,953	$73K	0.02%	0	Timeline
PHKPIMCO HIGH INCOME FD	12,028	$58.5K	0.02%	0	Timeline
HIXWESTERN ASSET HIGH INCOM FD	12,254	$51.6K	0.01%	-396	Timeline
Enzo Biochem IncEnzo Biochem Inc	15,487	$11.1K	<0.01%	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
QQQINVESCO QQQ TR	47,806	$23.3M	shares
NVDANVIDIA CORPORATION	7,956	$966K	shares
SPYGSPDR SERIES TRUST	8,615	$714K	shares
BLACKROCK INCBLACKROCK INC	458	$451K	shares
ABBVABBVIE INC	663	$405K	shares
FPEFIRST TR EXCH TRADED FD III	21,849	$395K	shares
BHKBLACKROCK CORE BD TR	26,921	$324K	shares
QSRRESTAURANT BRANDS INTL INC	3,840	$277K	shares
HCAHCA HEALTHCARE INC	645	$262K	shares
CVSCVS HEALTH CORP	2,787	$253K	shares
ELVELEVANCE HEALTH INC FORMERLY	474	$246K	shares
VBVANGUARD INDEX FDS	1,000	$237K	shares
PANWPALO ALTO NETWORKS INC	657	$225K	shares
MAMASTERCARD INCORPORATED	443	$219K	shares
GSGOLDMAN SACHS GROUP INC	411	$203K	shares
ETENERGY TRANSFER L P	10,777	$173K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-000216	base		2025-01-15	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC