Shulman De Meo Asset Management LLC Sells in Q3 2025

Shulman De Meo Asset Management LLC

  • $435 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-35
- 0.43%
$234.77 - $292.47 $8.22K - $10.2K
8.1K $2.28M
LLY
Eli Lilly & CO

Healthcare
-65
- 3.62%
$625.65 - $812.69 $40.7K - $52.8K
1.73K $1.32M
DE
Deere & CO

Industrials
-9
- 0.77%
$457.26 - $524.37 $4.12K - $4.72K
1.16K $528K
KR
Kroger CO

Consumer Defensive
-46
- 0.43%
$64.52 - $74.35 $2.97K - $3.42K
10.7K $723K
MO
Altria Group, Inc.

Consumer Defensive
-1.43K
- 23.36%
$57.75 - $67.68 $82.4K - $96.6K
4.68K $309K
SPGI
S&P Global Inc.

Financial Services
-8
- 0.74%
$484.94 - $564.15 $3.88K - $4.51K
1.08K $524K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.6%
$915.95 - $994.57 $2.75K - $2.98K
494 $457K
RSG
Republic Services, Inc.

Industrials
-28
- 1.79%
$225.33 - $246.01 $6.31K - $6.89K
1.53K $351K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-193
- 1.66%
$24.0 - $27.1 $4.63K - $5.23K
11.5K $284K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
-51
- 0.11%
$17.15 - $18.35 $875 - $936
46.7K $801K
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.02%
$150.47 - $161.22 $150 - $161
4.35K $668K
CSCO
Cisco Systems, Inc.

Technology
-24
- 0.26%
$66.2 - $71.79 $1.59K - $1.72K
9.11K $623K
BHK
Blackrock Core Bond Trust

Financial Services
-1.41K
- 5.56%
$9.42 - $9.94 $13.3K - $14K
24K $238K
BGT
Blackrock Floating Rate Income Trust

Financial Services
-43
- 0.24%
$12.07 - $12.75 $519 - $548
17.7K $215K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-31
- 0.24%
$23.48 - $24.44 $728 - $758
13.1K $312K
BA
Boeing CO

Industrials
-47
- 4.06%
$209.79 - $237.38 $9.86K - $11.2K
1.11K $239K
TXN
Texas Instruments Inc

Technology
-10
- 0.31%
N/A
3.19K $621K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
-179
- 1.54%
$4.23 - $4.4 $757 - $788
11.4K $49K
XLV
Select Sector Spdr Fund Health

ETFs
-55
- 3.34%
$129.01 - $139.72 $7.1K - $7.68K
1.59K $221K
AMGN
Amgen Inc

Healthcare
-8
- 0.85%
$271.18 - $309.22 $2.17K - $2.47K
936 $264K
PHK
Pimco High Income Fund

Financial Services
-122
- 1.06%
$4.78 - $5.02 $583 - $612
11.4K $56K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-273
- 0.5%
$10.81 - $11.15 $2.95K - $3.04K
54.1K $597K
SHEL
Shell PLC

Energy
-6
- 0.14%
$69.82 - $73.93 $419 - $444
4.25K $304K
VZ
Verizon Communications Inc

Communication Services
-153
- 0.81%
$40.84 - $45.06 $6.25K - $6.89K
18.7K $822K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-417
- 0.47%
$7.98 - $8.29 $3.33K - $3.46K
89.1K $730K
GAB
Gabelli Equity Trust Inc

Financial Services
-121
- 0.21%
$5.81 - $6.32 $703 - $765
57.5K $350K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-1.51K
- 1.1%
$8.7 - $9.11 $13.1K - $13.7K
136K $1.23M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-32
- 0.35%
$47.56 - $49.7 $1.52K - $1.59K
9.19K $454K
DNP
Dnp Select Income Fund Inc

Financial Services
-349
- 0.33%
$9.65 - $10.02 $3.37K - $3.5K
104K $1.04M
HCA
Hca Healthcare, Inc.

Healthcare
-16
- 2.54%
$334.32 - $426.2 $5.35K - $6.82K
615 $262K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-18
- 0.56%
$132.9 - $142.03 $2.39K - $2.56K
3.22K $454K
RJF
Raymond James Financial Inc

Financial Services
-203
- 6.49%
$154.64 - $176.43 $31.4K - $35.8K
2.92K $504K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-51
- 0.24%
$21.0 - $23.0 $1.07K - $1.17K
21.4K $491K
PKG
Packaging Corp Of America

Consumer Cyclical
-2
- 0.16%
$191.41 - $220.25 $383 - $441
1.24K $269K
IYJ
Ishares Tr

ETFs
-184
- 0.96%
$142.42 - $148.18 $26.2K - $27.3K
19.1K $2.78M
TJX
Tjx Companies Inc

Consumer Cyclical
-35
- 1.53%
$121.35 - $144.54 $4.25K - $5.06K
2.25K $325K
AEP
American Electric Power CO Inc

Utilities
-10
- 0.18%
$103.26 - $115.0 $1.03K - $1.15K
5.48K $616K
LOW
Lowes Companies Inc

Consumer Cyclical
-9
- 0.53%
$215.01 - $273.02 $1.94K - $2.46K
1.69K $424K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-49
- 0.05%
$13.87 - $14.46 $680 - $709
96K $1.39M
ENB
Enbridge Inc

Energy
-79
- 0.59%
$43.79 - $50.46 $3.46K - $3.99K
13.4K $677K
XLU
Utilities Sector Spdr

ETFs
-60
- 0.46%
$81.14 - $87.32 $4.87K - $5.24K
13.1K $1.14M
INTC
Intel Corp

Technology
-1.18K
- 10.72%
$19.31 - $35.5 $22.8K - $41.9K
9.82K $329K
MSFT
Microsoft Corp

Technology
-13
- 0.27%
$491.09 - $535.64 $6.38K - $6.96K
4.73K $2.45M
JPM
Jpmorgan Chase & CO

Financial Services
-20
- 0.5%
$282.78 - $316.06 $5.66K - $6.32K
3.98K $1.25M
NOC
Northrop Grumman Corp

Industrials
-5
- 0.55%
$498.9 - $609.32 $2.49K - $3.05K
906 $552K
GD
General Dynamics Corp

Industrials
-1
- 0.05%
$293.92 - $341.0 $294 - $341
2K $683K
PFF
Ishares Trust Ishares Pfd And

ETFs
-123
- 0.1%
$30.67 - $32.13 $3.77K - $3.95K
118K $3.73M
TSLA
Tesla, Inc.

Consumer Cyclical
-79
- 7.09%
$293.94 - $444.72 $23.2K - $35.1K
1.04K $460K
IBB
Ishares Biotechnology ETF

ETFs
-31
- 0.42%
$127.63 - $144.37 $3.96K - $4.48K
7.33K $1.06M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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