Shulman De Meo Asset Management LLC Sells in Q1 2025

Shulman De Meo Asset Management LLC

  • $356 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.16K
- 0.3%
$551.42 - $612.93 $637K - $708K
387K $216M
AAPL
Apple Inc.

Technology
-156
- 0.24%
$209.68 - $247.1 $32.7K - $38.5K
63.6K $14.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-654
- 0.72%
$102.49 - $119.96 $67K - $78.5K
89.8K $9.34M
XLK
Technology Sector Spdr

ETFs
-1.08K
- 5.24%
$206.38 - $242.18 $222K - $261K
19.5K $4.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-81
- 0.41%
$554.06 - $615.85 $44.9K - $49.9K
19.5K $10.9M
T
At&T Inc.

Communication Services
-26.6K
- 64.86%
$21.56 - $28.28 $573K - $752K
14.4K $407K
WSM
Williams Sonoma Inc

Consumer Cyclical
-238
- 1.69%
$158.1 - $217.71 $37.6K - $51.8K
13.8K $2.18M
XLY
Select Sector Spdr Consumer Di

ETFs
-713
- 39.72%
$192.6 - $233.2 $137K - $166K
1.08K $213K
WDC
Western Digital Corp

Technology
-31
- 0.56%
$40.43 - $72.03 $1.25K - $2.23K
5.49K $221K
HD
Home Depot, Inc.

Consumer Cyclical
-53
- 1.35%
$347.25 - $424.87 $18.4K - $22.5K
3.88K $1.42M
PFF
Ishares Trust Ishares Pfd And

ETFs
-593
- 0.49%
$30.85 - $32.26 $18.3K - $19.1K
120K $3.7M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-472
- 0.42%
$32.41 - $34.01 $15.3K - $16.1K
112K $3.65M
META
Meta Platforms, Inc.

Communication Services
-4
- 0.08%
$576.74 - $736.67 $2.31K - $2.95K
4.94K $2.85M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-462
- 0.76%
$14.19 - $15.67 $6.56K - $7.24K
60K $858K
RJF
Raymond James Financial Inc

Financial Services
-8
- 0.25%
$137.62 - $172.64 $1.1K - $1.38K
3.14K $436K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-223
- 0.47%
$16.84 - $18.41 $3.76K - $4.11K
46.9K $792K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-137
- 1.03%
$21.0 - $24.67 $2.88K - $3.38K
13.1K $276K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-184
- 0.85%
$18.49 - $21.1 $3.4K - $3.88K
21.5K $397K
INTC
Intel Corp

Technology
-3.58K
- 21.23%
$19.1 - $27.39 $68.4K - $98K
13.3K $301K
PKG
Packaging Corp Of America

Consumer Cyclical
-2
- 0.15%
$192.03 - $242.13 $384 - $484
1.33K $262K
XLV
Select Sector Spdr Fund Health

ETFs
-330
- 16.22%
$137.61 - $149.68 $45.4K - $49.4K
1.71K $246K
USB
Us Bancorp \De\

Financial Services
-55
- 1.02%
$40.92 - $50.9 $2.25K - $2.8K
5.35K $225K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-911
- 0.85%
$11.29 - $11.8 $10.3K - $10.7K
106K $1.2M
IBB
Ishares Biotechnology ETF

ETFs
-20
- 0.27%
$130.29 - $140.56 $2.61K - $2.81K
7.39K $962K
ITW
Illinois Tool Works Inc

Industrials
-7
- 0.41%
$244.9 - $274.48 $1.71K - $1.92K
1.7K $421K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-40
- 1.22%
$126.11 - $135.06 $5.04K - $5.4K
3.25K $413K
TJX
Tjx Companies Inc

Consumer Cyclical
-59
- 2.52%
$112.81 - $126.16 $6.66K - $7.44K
2.28K $277K
TXN
Texas Instruments Inc

Technology
-10
- 0.3%
N/A
3.27K $636K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-946
- 1.04%
$7.89 - $8.07 $7.46K - $7.63K
89.7K $710K
ZTR
Virtus Total Return Fund Inc.

Financial
-195
- 1.01%
$5.67 - $6.1 $1.11K - $1.19K
19.1K $112K
GAB
Gabelli Equity Trust Inc

Financial Services
-361
- 0.62%
$5.36 - $5.67 $1.93K - $2.05K
57.8K $317K
PG
Procter & Gamble CO

Consumer Defensive
-35
- 0.77%
$158.56 - $176.26 $5.55K - $6.17K
4.5K $766K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-620
- 1.1%
$10.47 - $10.92 $6.49K - $6.77K
55.7K $594K
XLF
Financial Sector Spdr

ETFs
-110
- 0.85%
$47.32 - $52.19 $5.21K - $5.74K
12.8K $630K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-67
- 0.72%
$47.08 - $50.67 $3.15K - $3.39K
9.26K $459K
GD
General Dynamics Corp

Industrials
-37
- 1.8%
$241.94 - $272.58 $8.95K - $10.1K
2.02K $550K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-103
- 0.86%
$23.43 - $25.33 $2.41K - $2.61K
11.8K $299K
XLU
Utilities Sector Spdr

ETFs
-237
- 1.73%
$74.7 - $80.27 $17.7K - $19K
13.5K $1.05M
CL
Colgate Palmolive CO

Consumer Defensive
-25
- 0.41%
$85.68 - $97.5 $2.14K - $2.44K
6.13K $574K
DVY
Ishares Tr

ETFs
-163
- 0.53%
$128.58 - $138.1 $21K - $22.5K
30.4K $4.03M
ENB
Enbridge Inc

Energy
-72
- 0.52%
$41.54 - $45.45 $2.99K - $3.27K
13.9K $616K
XLE
Energy Sector Spdr

ETFs
-78
- 1.61%
$85.7 - $93.96 $6.68K - $7.33K
4.77K $441K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-2.66K
- 1.84%
$8.29 - $8.97 $22.1K - $23.9K
142K $1.22M
MO
Altria Group, Inc.

Consumer Defensive
-289
- 4.55%
$50.81 - $60.02 $14.7K - $17.3K
6.07K $364K
NOC
Northrop Grumman Corp

Industrials
-1
- 0.11%
$433.45 - $513.82 $433 - $514
910 $465K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-281
- 0.63%
$128.74 - $138.67 $36.2K - $39K
44K $5.91M
KR
Kroger CO

Consumer Defensive
-34
- 0.3%
$58.36 - $67.72 $1.98K - $2.3K
11.3K $761K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.05%
$725.72 - $929.72 $726 - $930
1.9K $1.57M
DNP
Dnp Select Income Fund Inc

Financial Services
-873
- 0.81%
$8.93 - $9.92 $7.8K - $8.66K
106K $1.05M
Activity Summary
Buys All Purchases 48 New Holdings 4 Increased Positions 44 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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