0001085146-20-001230.txt : 20200428 0001085146-20-001230.hdr.sgml : 20200428 20200428163152 ACCESSION NUMBER: 0001085146-20-001230 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200428 DATE AS OF CHANGE: 20200428 EFFECTIVENESS DATE: 20200428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bruderman Asset Management, LLC CENTRAL INDEX KEY: 0001633673 IRS NUMBER: 472020066 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16872 FILM NUMBER: 20825554 BUSINESS ADDRESS: STREET 1: 119 BIRCH HILL RD CITY: LOCUST VALLEY STATE: NY ZIP: 11560 BUSINESS PHONE: 845-368-2900 MAIL ADDRESS: STREET 1: 119 BIRCH HILL RD CITY: LOCUST VALLEY STATE: NY ZIP: 11560 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001633673 XXXXXXXX 03-31-2020 03-31-2020 false Bruderman Asset Management, LLC

119 BIRCH HILL RD LOCUST VALLEY NY 11560

13F HOLDINGS REPORT 028-16872 N Miles Edwards 646-827-7794 /s/ Miles Edwards Locust Valley NY 04-27-2020 0 82 252383 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 3249 44251 SH SOLE 0 0 44251 ADOBE INC COM 00724F101 1457 4836 SH SOLE 0 0 4836 AGILENT TECHNOLOGIES INC COM 00846U101 3614 52444 SH SOLE 0 0 52444 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 563 3002 SH SOLE 0 0 3002 ALPHABET INC CAP STK CL A 02079K305 3614 3279 SH SOLE 0 0 3279 ALPHABET INC CAP STK CL C 02079K107 290 262 SH SOLE 0 0 262 AMAZON COM INC COM 023135106 4290 2249 SH SOLE 0 0 2249 AMGEN INC COM 031162100 789 3989 SH SOLE 0 0 3989 APPLE INC COM 037833100 3626 15049 SH SOLE 0 0 15049 ARES CAPITAL CORP COM 04010L103 229 23101 SH SOLE 0 0 23101 AT&T INC COM 00206R102 6598 235221 SH SOLE 0 0 235221 BCE INC COM NEW 05534B760 8161 209896 SH SOLE 0 0 209896 BRISTOL-MYERS SQUIBB CO COM 110122108 4166 75997 SH SOLE 0 0 75997 COSTCO WHSL CORP NEW COM 22160K105 5622 19604 SH SOLE 0 0 19604 DOMINION ENERGY INC COM 25746U109 4544 64973 SH SOLE 0 0 64973 DUKE ENERGY CORP NEW COM NEW 26441C204 10802 139260 SH SOLE 0 0 139260 EATON CORP PLC SHS G29183103 2526 34531 SH SOLE 0 0 34531 FACEBOOK INC CL A 30303M102 309 1939 SH SOLE 0 0 1939 GARMIN LTD SHS H2906T109 6092 85316 SH SOLE 0 0 85316 GILEAD SCIENCES INC COM 375558103 5462 75322 SH SOLE 0 0 75322 GLOBAL PMTS INC COM 37940X102 3507 26348 SH SOLE 0 0 26348 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 350 18496 SH SOLE 0 0 18496 HOME DEPOT INC COM 437076102 4641 25980 SH SOLE 0 0 25980 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1434 18083 SH SOLE 0 0 18083 INTERNATIONAL BUSINESS MACHS COM 459200101 2321 22078 SH SOLE 0 0 22078 INTUITIVE SURGICAL INC COM NEW 46120E602 3380 7375 SH SOLE 0 0 7375 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 744 35395 SH SOLE 0 0 35395 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 1494 71411 SH SOLE 0 0 71411 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 2957 141552 SH SOLE 0 0 141552 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 2201 107544 SH SOLE 0 0 107544 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 2190 107238 SH SOLE 0 0 107238 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 1100 53676 SH SOLE 0 0 53676 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 957 48604 SH SOLE 0 0 48604 INVESCO EXCH TRD SLF IDX FD DEFENSIVE EQTY 46138J775 1296 30536 SH SOLE 0 0 30536 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 670 3689 SH SOLE 0 0 3689 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1923 24069 SH SOLE 0 0 24069 ISHARES TR 1 3 YR TREAS BD 464287457 758 8751 SH SOLE 0 0 8751 ISHARES TR 20 YR TR BD ETF 464287432 1493 8938 SH SOLE 0 0 8938 ISHARES TR EXPANDED TECH 464287515 402 2007 SH SOLE 0 0 2007 ISHARES TR GLB INFRASTR ETF 464288372 295 9194 SH SOLE 0 0 9194 ISHARES TR IBOXX INV CP ETF 464287242 498 4099 SH SOLE 0 0 4099 ISHARES TR JPMORGAN USD EMG 464288281 278 2957 SH SOLE 0 0 2957 ISHARES TR MSCI EAFE ETF 464287465 1932 37824 SH SOLE 0 0 37824 ISHARES TR RUSSELL 2000 ETF 464287655 1838 17230 SH SOLE 0 0 17230 ISHARES TR US HLTHCR PR ETF 464288828 369 2324 SH SOLE 0 0 2324 JOHNSON & JOHNSON COM 478160104 1478 11475 SH SOLE 0 0 11475 LOCKHEED MARTIN CORP COM 539830109 4610 13618 SH SOLE 0 0 13618 MARSH & MCLENNAN COS INC COM 571748102 1073 13078 SH SOLE 0 0 13078 MAXIM INTEGRATED PRODS INC COM 57772K101 3521 76504 SH SOLE 0 0 76504 MCDONALDS CORP COM 580135101 4539 28699 SH SOLE 0 0 28699 MERCK & CO. INC COM 58933Y105 8143 110340 SH SOLE 0 0 110340 MICROSOFT CORP COM 594918104 6376 41919 SH SOLE 0 0 41919 NEXTERA ENERGY INC COM 65339F101 8549 39174 SH SOLE 0 0 39174 NUTRIEN LTD COM 67077M108 1693 53499 SH SOLE 0 0 53499 ORACLE CORP COM 68389X105 601 12346 SH SOLE 0 0 12346 PEPSICO INC COM 713448108 1928 16325 SH SOLE 0 0 16325 PIMCO DYNAMIC CR & MTG INC F COM SHS 72202D106 259 16639 SH SOLE 0 0 16639 PROCTER & GAMBLE CO COM 742718109 3518 32178 SH SOLE 0 0 32178 SANOFI SPONSORED ADR 80105N105 2857 66573 SH SOLE 0 0 66573 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1212 12937 SH SOLE 0 0 12937 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1132 21138 SH SOLE 0 0 21138 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1349 25896 SH SOLE 0 0 25896 SPDR S&P 500 ETF TR TR UNIT 78462F103 2244 9117 SH SOLE 0 0 9117 SPDR SER TR BLOOMBERG SRT TR 78468R408 327 14281 SH SOLE 0 0 14281 SPDR SER TR NUVEEN BBG BRCLY 78464A284 295 5629 SH SOLE 0 0 5629 SPDR SER TR NUVEEN BRC MUNIC 78468R721 598 12289 SH SOLE 0 0 12289 SPDR SER TR PORTFOLIO AGRGTE 78464A649 1508 49864 SH SOLE 0 0 49864 SPDR SER TR PORTFOLIO SH TSR 78468R101 36578 1192258 SH SOLE 0 0 1192258 SPDR SER TR PRTFLO S&P500 GW 78464A409 1512 44267 SH SOLE 0 0 44267 SPDR SER TR S&P DIVID ETF 78464A763 3035 39856 SH SOLE 0 0 39856 SPDR SER TR SPDR BLOOMBERG 78468R663 1027 11220 SH SOLE 0 0 11220 STARWOOD PPTY TR INC COM 85571B105 133 13231 SH SOLE 0 0 13231 TELUS CORPORATION COM 87971M103 4968 321117 SH SOLE 0 0 321117 TEXAS INSTRS INC COM 882508104 1122 11585 SH SOLE 0 0 11585 TJX COS INC NEW COM 872540109 1316 29498 SH SOLE 0 0 29498 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 380 3416 SH SOLE 0 0 3416 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 837 9781 SH SOLE 0 0 9781 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2340 35855 SH SOLE 0 0 35855 VERIZON COMMUNICATIONS INC COM 92343V104 11824 223438 SH SOLE 0 0 223438 VISA INC COM CL A 92826C839 5299 34609 SH SOLE 0 0 34609 WEC ENERGY GROUP INC COM 92939U106 6326 75745 SH SOLE 0 0 75745 ZOETIS INC CL A 98978V103 2845 25418 SH SOLE 0 0 25418