Shulman-Demeo-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HYT",
  "RJF",
  null,
  "GOOGL",
  "AXP",
  "JFR",
  "T",
  "LOW",
  "BDJ",
  "CII",
  "BTZ",
  "UTF",
  "USA",
  "PHK",
  "BGT",
  "HIX",
  "GD",
  "HON",
  "HD",
  "BHK",
  "UNP",
  "QCOM",
  "FUBO",
  "ITW",
  "EMR",
  "META",
  "SPXX",
  null,
  "DIAX",
  "ZTR",
  "KMI",
  null,
  "MSFT",
  "MS",
  "GAB",
  "IJR",
  "KR",
  "ORCL",
  "NOC",
  "EOS",
  null,
  "PEP",
  "DNP",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ENB",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  "JPC",
  "AMGN",
  "PKG",
  "SPGI",
  null,
  null,
  "SHEL",
  null,
  "RSG",
  "IBM",
  "TXN",
  "TJX",
  "TRV",
  "MET",
  "AB",
  "BXMX",
  "VIG",
  null,
  null,
  "VYM",
  "SDY",
  "AEP",
  null,
  "AMZN",
  null,
  "IVE",
  "HCA",
  null,
  "USB",
  "VOOV",
  "VOO",
  "WMT",
  "WDC",
  "WSM",
  "DVY",
  null,
  "NZF",
  "SO",
  "LYB",
  "MCK",
  null,
  "BK",
  "BTI",
  "CVX",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "ED",
  "COST",
  "DE",
  null,
  "EFA",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 116
Total Value: 356138730
Accession Number: 0001085146-25-001962
Form Type: 13F-HR
CIK: shulman-demeo-asset-management
Manager Name: Shulman-Demeo-Asset-Management

Data Enrichment

86% identified

100 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

116 positions • $356.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HOME DEPOT, INC.

HD|437076102

Shares:3.9K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$356.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:8.2K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$356.1M)

COCA COLA CO

KO|191216100

Shares:17.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$356.1M)

Nuveen S&P 500 BuyWrite Income Fund

BXMX|6706ER101

Shares:96.2K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$356.1M)

BlackRock Enhanced Equity Dividend Trust

BDJ|09251A104

Shares:141.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$356.1M)

46138E511

Shares:106.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$356.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$356.1M)

81369Y886

Shares:13.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$356.1M)

DNP SELECT INCOME FUND INC

DNP|23325P104

Shares:106.3K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$356.1M)

Walt Disney Co

DIS|254687106

Shares:9.7K

Value:$959.2K

% of Portfolio:0.3% ($959.2K/$356.1M)

464287556

Shares:7.4K

Value:$944.7K

% of Portfolio:0.3% ($944.7K/$356.1M)

MORGAN STANLEY

MS|617446448

Shares:7.8K

Value:$904.7K

% of Portfolio:0.3% ($904.7K/$356.1M)

Nuveen Dow 30sm Dynamic Overwrite Fund

DIAX|67075F105

Shares:60.0K

Value:$869.7K

% of Portfolio:0.2% ($869.7K/$356.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:19.1K

Value:$865.3K

% of Portfolio:0.2% ($865.3K/$356.1M)

AMAZON COM INC

AMZN|023135106

Shares:4.4K

Value:$842.9K

% of Portfolio:0.2% ($842.9K/$356.1M)

SOUTHERN CO

SO|842587107

Shares:8.9K

Value:$819.2K

% of Portfolio:0.2% ($819.2K/$356.1M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:7.4K

Value:$815.2K

% of Portfolio:0.2% ($815.2K/$356.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.8K

Value:$796.1K

% of Portfolio:0.2% ($796.1K/$356.1M)

Nuveen S&P 500 Dynamic Overwrite Fund

SPXX|6706EW100

Shares:46.9K

Value:$791.9K

% of Portfolio:0.2% ($791.9K/$356.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.5K

Value:$766.9K

% of Portfolio:0.2% ($766.9K/$356.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	3.9K	QoQ -1.34% (-53) YoY -3.26% (-131)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$356.1M)	QoQ -7.04% (-$107.7K) YoY -7.58% (-$116.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	8.2K	QoQ -0.09% (-8) YoY -6.81% (-603)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$356.1M)	QoQ +14.57% (-$173.8K) YoY -2.31% (-$32.4K)
COCA COLA CO(KOcusip191216100)	17.7K	QoQ +0.32% (+58) YoY -8.18% (-1.6K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$356.1M)	QoQ +15.41% (+$169.3K) YoY +7.48% (-$88.3K)
Nuveen S&P 500 BuyWrite Income Fund(BXMXcusip6706ER101)	96.2K	QoQ -0.61% (-600) YoY -1.04% (-1.0K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$356.1M)	QoQ -6.79% (-$92.1K) YoY -1.86% (-$24.0K)
BlackRock Enhanced Equity Dividend Trust(BDJcusip09251A104)	141.6K	QoQ -1.84% (-2.7K) YoY -2.11% (-3.1K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$356.1M)	QoQ +1.94% (-$23.3K) YoY +2.03% (-$24.3K)
(cusip46138E511)✕	106.3K	QoQ -0.85% (-911) YoY -1.23% (-1.3K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$356.1M)	QoQ -3.51% (-$43.4K) YoY -6.72% (-$86.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.5K	QoQ +0.04% (+2) YoY +0.73% (+33)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$356.1M)	QoQ +2.37% (+$25.6K) YoY +23.37% (+$209.3K)
(cusip81369Y886)✕	13.5K	QoQ -1.72% (-237) YoY -3.62% (-506)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$356.1M)	QoQ +2.37% (-$24.6K) YoY +15.76% (-$144.6K)
DNP SELECT INCOME FUND INC(DNPcusip23325P104)	106.3K	QoQ -0.81% (-873) YoY -0.93% (-1.0K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$356.1M)	QoQ +11.21% (-$106.1K) YoY +8.01% (-$78.1K)
Walt Disney Co(DIScusip254687106)	9.7K	QoQ +167.44% (+6.1K) YoY +154.62% (+5.9K)	All Managers (Combined)	$959.2K	0.3% ($959.2K/$356.1M)	QoQ +137.02% (+$554.5K) YoY +105.37% (+$492.2K)
(cusip464287556)✕	7.4K	QoQ -0.27% (-20) YoY -0.64% (-48)	All Managers (Combined)	$944.7K	0.3% ($944.7K/$356.1M)	QoQ -3.52% (-$34.5K) YoY -7.39% (-$75.4K)
MORGAN STANLEY(MScusip617446448)	7.8K	QoQ +0.37% (-29) YoY -0.02% (-2)	All Managers (Combined)	$904.7K	0.3% ($904.7K/$356.1M)	QoQ -6.85% (-$66.5K) YoY +23.86% (-$174.3K)
Nuveen Dow 30sm Dynamic Overwrite Fund(DIAXcusip67075F105)	60.0K	QoQ -0.76% (-462) YoY -1.35% (-822)	All Managers (Combined)	$869.7K	0.2% ($869.7K/$356.1M)	QoQ -4.51% (-$41.2K) YoY -2.49% (-$22.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	19.1K	QoQ +0.70% (+133) YoY -20.51% (-4.9K)	All Managers (Combined)	$865.3K	0.2% ($865.3K/$356.1M)	QoQ +14.22% (+$107.8K) YoY -14.07% (-$141.8K)
AMAZON COM INC(AMZNcusip023135106)	4.4K	QoQ +5.60% (-235) YoY +4.28% (+182)	All Managers (Combined)	$842.9K	0.2% ($842.9K/$356.1M)	QoQ -8.41% (-$77.5K) YoY +9.99% (+$76.6K)
SOUTHERN CO(SOcusip842587107)	8.9K	QoQ +1.07% (+95) YoY +3.32% (+287)	All Managers (Combined)	$819.2K	0.2% ($819.2K/$356.1M)	QoQ +12.90% (+$93.6K) YoY +32.43% (+$200.6K)
CONSOLIDATED EDISON INC(EDcusip209115104)	7.4K	QoQ +0.10% (+8) YoY +0.44% (+33)	All Managers (Combined)	$815.2K	0.2% ($815.2K/$356.1M)	QoQ +24.06% (+$158.1K) YoY +22.31% (+$148.7K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.8K	QoQ +1.02% (-18) YoY -5.16% (-97)	All Managers (Combined)	$796.1K	0.2% ($796.1K/$356.1M)	QoQ -7.12% (-$61.1K) YoY -6.87% (-$58.8K)
Nuveen S&P 500 Dynamic Overwrite Fund(SPXXcusip6706EW100)	46.9K	QoQ -0.47% (-223) YoY -0.75% (-355)	All Managers (Combined)	$791.9K	0.2% ($791.9K/$356.1M)	QoQ -5.23% (-$43.8K) YoY +7.03% (-$52.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.5K	QoQ -0.77% (-35) YoY -11.95% (-611)	All Managers (Combined)	$766.9K	0.2% ($766.9K/$356.1M)	QoQ +0.87% (-$6.7K) YoY -7.52% (-$62.4K)