13F Filings History of Shulman DeMeo Asset Management LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$440,952,027
Signature - Title
James DeMeo - Chief Compliance Officer
Location
Lake Success, NY
Summary
This page shows a list of all the recent 13F filings made by Shulman DeMeo Asset Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shulman DeMeo Asset Management LLC reported 119 stock holdings with total value $440,952,027 as of Q4 2025. Top holdings included SPY, QQQ, AAPL, EFA, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 119 $440,952,027 +$4,222,415 -$4,226,216 -$3,801 SPY, QQQ, AAPL, EFA, IVV 13F-HR 14 Jan 2026, 10:43
Q3 2025 120 $434,975,482 +$1,876,634 -$1,911,188 -$34,554 SPY, QQQ, AAPL, EFA, IVV 13F-HR 16 Oct 2025, 17:57
Q2 2025 118 $403,885,653 +$24,870,272 -$5,738,522 +$19,131,750 SPY, QQQ, EFA, AAPL, IVV 13F-HR 15 Jul 2025, 17:09
Q1 2025 116 $356,138,730 +$2,036,984 -$4,022,419 -$1,985,435 SPY, AAPL, EFA, IVV, IJR 13F-HR 09 Apr 2025, 13:48
Q4 2024 118 $370,597,627 +$536,524 -$38,964,137 -$38,427,613 SPY, AAPL, IVV, EFA, IJR 13F-HR 14 Jan 2025, 20:35
Q3 2024 132 $406,830,411 +$3,694,384 -$2,203,790 +$1,490,594 SPY, QQQ, AAPL, EFA, IVV 13F-HR 15 Oct 2024, 17:27
Q2 2024 129 $382,952,672 +$1,738,732 -$8,182,377 -$6,443,645 SPY, QQQ, AAPL, EFA, IVV 13F-HR 17 Jul 2024, 17:29
Q1 2024 134 $377,556,078 +$2,031,654 -$5,006,958 -$2,975,304 SPY, QQQ, EFA, AAPL, IJR 13F-HR 15 Apr 2024, 20:57
Q4 2023 135 $352,657,407 +$24,457,899 -$2,098,575 +$22,359,324 SPY, QQQ, AAPL, EFA, IJR 13F-HR 11 Jan 2024, 13:51
Q3 2023 128 $299,394,798 +$1,974,030 -$24,530,980 -$22,556,950 SPY, AAPL, EFA, IJR, IVV 13F-HR 19 Oct 2023, 12:05
Q2 2023 131 $334,270,842 +$2,088,214 -$6,852,146 -$4,763,932 SPY, QQQ, AAPL, EFA, IJR 13F-HR 26 Jul 2023, 20:43
Q1 2023 135 $318,390,893 +$1,038,794 -$2,077,910 -$1,039,116 SPY, QQQ, EFA, AAPL, IJR 13F-HR 14 Apr 2023, 14:49
Q4 2022 134 $300,721,520 +$2,282,351 -$2,888,843 -$606,492 SPY, QQQ, EFA, IJR, AAPL 13F-HR 23 Jan 2023, 17:38
Q3 2022 130 $281,672,000 +$690,839 -$3,315,085 -$2,624,246 SPY, QQQ, AAPL, EFA, IJR 13F-HR 18 Oct 2022, 08:11
Q2 2022 135 $302,470,000 +$3,450,085 -$7,221,531 -$3,771,446 SPY, QQQ, EFA, AAPL, IJR 13F-HR 21 Jul 2022, 20:35
Q1 2022 142 $361,060,000 +$3,531,097 -$7,518,980 -$3,987,883 SPY, QQQ, EFA, AAPL, IJR 13F-HR 27 Apr 2022, 17:25
Q4 2021 148 $383,758,000 +$262,364,980 -$4,421,322 +$257,943,658 SPY, QQQ, EFA, AAPL, IJR 13F-HR 27 Jan 2022, 21:40
Q3 2021 85 $115,249,000 +$96,247,000 -$238,764,124 -$142,517,124 QQQ, EFA, IJR, AAPL, IVV 13F-HR 26 Oct 2021, 16:56
Q2 2021 63 $257,587,000 +$4,807,142 -$131,914,015 -$127,106,873 SPY, QQQ, SDY, PSK, XLK 13F-HR 21 Jul 2021, 14:37
Q1 2021 133 $365,999,000 +$10,275,652 -$14,608,169 -$4,332,517 SPY, DIA, QQQ, EFA, IJR 13F-HR 26 Apr 2021, 08:33
Q4 2020 138 $349,606,000 +$20,902,064 -$4,435,273 +$16,466,791 SPY, DIA, QQQ, EFA, AAPL 13F-HR 13 Jan 2021, 12:48
Q3 2020 118 $298,243,000 +$39,118,634 -$10,882,497 +$28,236,137 SPY, DIA, QQQ, EFA, AAPL 13F-HR 02 Nov 2020, 16:50
Q2 2020 111 $258,320,000 +$6,959,310 -$4,592,737 +$2,366,573 SPY, QQQ, EFA, AAPL, IJR 13F-HR 21 Jul 2020, 11:41
Q1 2020 100 $214,852,000 +$3,129,661 -$18,310,377 -$15,180,716 SPY, QQQ, EFA, PSK, IJR 13F-HR 10 Apr 2020, 16:14
Q4 2019 131 $288,053,000 +$10,050,444 -$39,972,206 -$29,921,762 SPY, QQQ, EFA, IJR, IVV 13F-HR 14 Jan 2020, 19:34
Q3 2019 131 $298,035,000 +$35,768,577 -$12,899,385 +$22,869,192 SPY, DIA, EFA, QQQ, IJR 13F-HR 30 Oct 2019, 11:13
Q2 2019 132 $271,407,000 +$3,589,630 -$2,633,587 +$956,043 SPY, EFA, QQQ, IJR, IVV 13F-HR 18 Jul 2019, 13:53
Q1 2019 129 $262,702,000 +$62,486,683 -$4,045,849 +$58,440,834 SPY, EFA, QQQ, IJR, IVV 13F-HR 01 May 2019, 10:52
Q4 2018 69 $181,185,000 $0 $0 $0 SPY, QQQ, SDY, PSK, HDV 13F-HR 07 Feb 2019, 11:46