Portfolio (Quarterly)
Guide ↗
Shulman DeMeo Asset Management LLC
· CIK 0001767070| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | NUVEEN S&P 500 BUY-WRITE INC | — | 94,573 | $1.4M | 0.32% | SOLD |
| 2 | — | NUVEEN DOW 30 DYNMC OVERWRT | — | 59,250 | $904K | 0.20% | SOLD |
| 3 | INTC | INTEL CORP | Technology | 6,736 | $249K | 0.06% | SOLD |
| 4 | XLY | SELECT SECTOR SPDR TR | — | 1,783 | $213K | 0.05% | SOLD |
| 5 | CAT | CATERPILLAR INC | Industrials | 369 | $212K | 0.05% | SOLD |
| 6 | WFC | WELLS FARGO CO NEW | Financial Services | 2,220 | $207K | 0.05% | SOLD |
| 7 | KMI | KINDER MORGAN INC DEL | Energy | 7,376 | $203K | 0.05% | SOLD |
| 8 | — | FUBOTV INC | — | 57,953 | $146K | 0.03% | SOLD |
Sector Allocation
Financial Services
83.6%
Technology
6.4%
Communication Services
1.8%
Consumer Defensive
1.7%
Healthcare
1.7%
Consumer Cyclical
1.6%
Industrials
1.3%
Energy
1.1%
Utilities
0.7%
Real Estate
0.1%