Shulman De Meo Asset Management LLC Reduced Holdings in Q2 2025

Shulman De Meo Asset Management LLC

  • $404 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-186
- 1.57%
$22.63 - $26.95 $4.21K - $5.01K
11.6K $313K
GAB
Gabelli Equity Trust Inc

Financial Services
-116
- 0.2%
$4.97 - $5.87 $577 - $681
57.6K $335K
SPGI
S&P Global Inc.

Financial Services
-5
- 0.46%
$438.31 - $527.29 $2.19K - $2.64K
1.09K $572K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3
- 0.09%
$114.78 - $133.31 $344 - $400
3.24K $432K
IVE
Ishares S&P 500 Value ETF

ETFs
-4
- 0.12%
$168.34 - $195.42 $673 - $782
3.23K $631K
MCK
Mckesson Corp

Healthcare
-5
- 1.09%
$652.83 - $732.78 $3.26K - $3.66K
454 $332K
XLU
Utilities Sector Spdr

ETFs
-304
- 2.26%
$73.09 - $82.77 $22.2K - $25.2K
13.2K $1.08M
XLF
Financial Sector Spdr

ETFs
-263
- 2.05%
$43.92 - $52.37 $11.6K - $13.8K
12.5K $656K
GD
General Dynamics Corp

Industrials
-14
- 0.69%
$247.68 - $291.66 $3.47K - $4.08K
2.01K $584K
WSM
Williams Sonoma Inc

Consumer Cyclical
-242
- 1.75%
$137.62 - $174.44 $33.3K - $42.2K
13.6K $2.22M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-75
- 0.16%
$14.86 - $17.74 $1.11K - $1.33K
46.8K $829K
EMR
Emerson Electric CO

Industrials
-207
- 7.44%
$94.15 - $133.33 $19.5K - $27.6K
2.58K $343K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-63
- 0.48%
$18.53 - $24.21 $1.17K - $1.53K
13.1K $316K
HON
Honeywell International Inc

Industrials
-5
- 0.25%
$182.86 - $232.88 $914 - $1.16K
1.99K $463K
RJF
Raymond James Financial Inc

Financial Services
-13
- 0.41%
$123.65 - $153.88 $1.61K - $2K
3.13K $479K
CSCO
Cisco Systems, Inc.

Technology
-419
- 4.39%
$53.19 - $69.38 $22.3K - $29.1K
9.13K $633K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-81
- 0.18%
$121.58 - $136.74 $9.85K - $11.1K
43.9K $5.96M
JPM
Jpmorgan Chase & CO

Financial Services
-506
- 11.24%
$210.28 - $289.91 $106K - $147K
4K $1.16M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-62
- 0.29%
$16.5 - $21.35 $1.02K - $1.32K
21.4K $457K
QCOM
Qualcomm Inc

Technology
-33
- 0.25%
$124.66 - $159.48 $4.11K - $5.26K
13K $2.06M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-115
- 0.12%
$11.71 - $13.88 $1.35K - $1.6K
96.1K $1.33M
GOOGL
Alphabet Inc.

Communication Services
-36
- 0.84%
$144.7 - $178.6 $5.21K - $6.43K
4.25K $748K
WDC
Western Digital Corp

Technology
-214
- 3.9%
$30.54 - $63.99 $6.54K - $13.7K
5.27K $337K
AMZN
Amazon Com Inc

Consumer Cyclical
-35
- 0.79%
$167.32 - $223.3 $5.86K - $7.82K
4.4K $964K
ORCL
Oracle Corp

Technology
-46
- 2.71%
$122.82 - $218.63 $5.65K - $10.1K
1.65K $360K
WMT
Walmart Inc.

Consumer Defensive
-432
- 2.38%
$81.79 - $99.98 $35.3K - $43.2K
17.7K $1.73M
DIS
Walt Disney CO

Communication Services
-434
- 4.47%
$81.72 - $124.01 $35.5K - $53.8K
9.29K $1.15M
IYJ
Ishares Tr

ETFs
-73
- 0.38%
$115.07 - $142.31 $8.4K - $10.4K
19.3K $2.74M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.36K
- 1.51%
$90.56 - $109.49 $123K - $149K
88.4K $9.66M
IBM
International Business Machines Corp

Technology
-154
- 1.86%
$221.03 - $294.78 $34K - $45.4K
8.13K $2.4M
XLK
Technology Sector Spdr

ETFs
-2.07K
- 10.63%
$179.73 - $253.23 $372K - $524K
17.4K $4.4M
MSFT
Microsoft Corp

Technology
-204
- 4.12%
$354.56 - $497.45 $72.3K - $101K
4.75K $2.36M
META
Meta Platforms, Inc.

Communication Services
-40
- 0.81%
$484.66 - $738.09 $19.4K - $29.5K
4.9K $3.62M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.53K
- 1.02%
$72.96 - $90.39 $111K - $138K
148K $13.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-127
- 0.65%
$498.8 - $620.9 $63.3K - $78.9K
19.4K $12.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.66K
- 1.21%
$496.48 - $617.85 $2.31M - $2.88M
382K $236M
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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