0001767070-19-000002.txt : 20190501
0001767070-19-000002.hdr.sgml : 20190501
20190501105224
ACCESSION NUMBER: 0001767070-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190501
DATE AS OF CHANGE: 20190501
EFFECTIVENESS DATE: 20190501
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Shulman DeMeo Asset Management LLC
CENTRAL INDEX KEY: 0001767070
IRS NUMBER: 208057963
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19048
FILM NUMBER: 19785430
BUSINESS ADDRESS:
STREET 1: 3000 MARCUS AVENUE
STREET 2: SUITE 3W1
CITY: LAKE SUCCESS
STATE: NY
ZIP: 11042
BUSINESS PHONE: 5167089954
MAIL ADDRESS:
STREET 1: 3000 MARCUS AVENUE
STREET 2: SUITE 3W1
CITY: LAKE SUCCESS
STATE: NY
ZIP: 11042
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001767070
XXXXXXXX
03-31-2019
03-31-2019
Shulman DeMeo Asset Management LLC
3000 MARCUS AVENUE
SUITE 3W1
LAKE SUCCESS
NY
11042
13F HOLDINGS REPORT
028-19048
N
James DeMeo
Chief Compliance Officer
516-708-9954
James DeMeo
Lake Success
NY
05-01-2019
0
129
262702
false
INFORMATION TABLE
2
shulman1q19.xml
SHULMAN INFORMATION TABLE
ABBOTT LABS
COM
002824100
431
5394
SH
SOLE
0
0
5394
ALLIANCEBERNSTEIN HOLDING LP
UNIT LTD PARTN
01881G106
365
12627
SH
SOLE
0
0
12627
ALPHABET INC
CAP STK CL A
02079K305
245
208
SH
SOLE
0
0
208
ALPHABET INC
CAP STK CL C
02079K107
381
325
SH
SOLE
0
0
325
ALPS ETF TR
ALERIAN MLP
00162Q866
659
65697
SH
SOLE
0
0
65697
ALTRIA GROUP INC
COM
02209S103
1031
17957
SH
SOLE
0
0
17957
AMAZON COM INC
COM
023135106
383
215
SH
SOLE
0
0
215
APOLLO GLOBAL MGMT LLC
CL A SHS
037612306
763
26993
SH
SOLE
0
0
26993
APPLE INC
COM
037833100
3555
18714
SH
SOLE
0
0
18714
ASTRAZENECA PLC
SPONSORED ADR
046353108
264
6523
SH
SOLE
0
0
6523
AT&T INC
COM
00206R102
2360
75270
SH
SOLE
0
0
75270
BCE INC
COM NEW
05534B760
295
6647
SH
SOLE
0
0
6647
BLACKROCK CORE BD TR
SHS BEN INT
09249E101
503
37423
SH
SOLE
0
0
37423
BLACKROCK CORPOR HI YLD FD I
COM
09255P107
288
28056
SH
SOLE
0
0
28056
BLACKROCK CR ALLCTN INC TR
COM
092508100
929
74896
SH
SOLE
0
0
74896
BLACKROCK ENH CAP & INC FD I
COM
09256A109
502
31822
SH
SOLE
0
0
31822
BLACKROCK ENHANCED EQT DIV T
COM
09251A104
1581
184957
SH
SOLE
0
0
184957
BLACKROCK ENHANCED GOVT FD I
COM
09255K108
478
36489
SH
SOLE
0
0
36489
BLACKROCK FLOATING RATE INCO
COM
091941104
267
21900
SH
SOLE
0
0
21900
BLACKROCK MUNI INTER DR FD I
COM
09253X102
307
22284
SH
SOLE
0
0
22284
BLACKROCK RES & COMM STRAT T
SHS
09257A108
143
17546
SH
SOLE
0
0
17546
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
341
9750
SH
SOLE
0
0
9750
BOEING CO
COM
097023105
797
2090
SH
SOLE
0
0
2090
BRISTOL MYERS SQUIBB CO
COM
110122108
277
5815
SH
SOLE
0
0
5815
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
620
14849
SH
SOLE
0
0
14849
CENTERPOINT ENERGY INC
COM
15189T107
270
8788
SH
SOLE
0
0
8788
CHEVRON CORP NEW
COM
166764100
1401
11374
SH
SOLE
0
0
11374
CISCO SYS INC
COM
17275R102
728
13476
SH
SOLE
0
0
13476
COHEN & STEERS INFRASTRUCTUR
COM
19248A109
434
17707
SH
SOLE
0
0
17707
CONOCOPHILLIPS
COM
20825C104
504
7552
SH
SOLE
0
0
7552
CONSOLIDATED EDISON INC
COM
209115104
803
9474
SH
SOLE
0
0
9474
DELTA AIR LINES INC DEL
COM NEW
247361702
200
3871
SH
SOLE
0
0
3871
DISNEY WALT CO
COM DISNEY
254687106
392
3530
SH
SOLE
0
0
3530
DNP SELECT INCOME FD
COM
23325P104
1712
148482
SH
SOLE
0
0
148482
DREYFUS HIGH YIELD STRATEGIE
SH BEN INT
26200S101
200
65204
SH
SOLE
0
0
65204
DREYFUS MUN INCOME INC
COM
26201R102
319
37924
SH
SOLE
0
0
37924
DREYFUS STRATEGIC MUN BD FD
COM
26202F107
125
16161
SH
SOLE
0
0
16161
DREYFUS STRATEGIC MUNS INC
COM
261932107
116
14690
SH
SOLE
0
0
14690
EATON VANCE ENH EQTY INC FD
COM
278277108
423
25665
SH
SOLE
0
0
25665
ENTERPRISE PRODS PARTNERS L
COM
293792107
739
25398
SH
SOLE
0
0
25398
EQUITY RESIDENTIAL
SH BEN INT
29476L107
402
5331
SH
SOLE
0
0
5331
EXXON MOBIL CORP
COM
30231G102
734
9083
SH
SOLE
0
0
9083
FACEBOOK INC
CL A
30303M102
1846
11075
SH
SOLE
0
0
11075
FORD MTR CO DEL
COM
345370860
148
16810
SH
SOLE
0
0
16810
GABELLI EQUITY TR INC
COM
362397101
495
80564
SH
SOLE
0
0
80564
GENERAL ELECTRIC CO
COM
369604103
278
27842
SH
SOLE
0
0
27842
GLADSTONE CAPITAL CORP
COM
376535100
619
68749
SH
SOLE
0
0
68749
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
477
11410
SH
SOLE
0
0
11410
GOLDMAN SACHS GROUP INC
COM
38141G104
202
1050
SH
SOLE
0
0
1050
HCP INC
COM
40414L109
263
8387
SH
SOLE
0
0
8387
HOME DEPOT INC
COM
437076102
335
1748
SH
SOLE
0
0
1748
HUNT J B TRANS SVCS INC
COM
445658107
209
2065
SH
SOLE
0
0
2065
ILLINOIS TOOL WKS INC
COM
452308109
270
1879
SH
SOLE
0
0
1879
INTEL CORP
COM
458140100
1970
36694
SH
SOLE
0
0
36694
INTERNATIONAL BUSINESS MACHS
COM
459200101
256
1816
SH
SOLE
0
0
1816
INTL PAPER CO
COM
460146103
342
7383
SH
SOLE
0
0
7383
INVESCO EXCHNG TRADED FD TR
PFD ETF
46138E511
1568
108169
SH
SOLE
0
0
108169
INVESCO EXCHNG TRADED FD TR
S&P500 HDL VOL
46138E362
936
22040
SH
SOLE
0
0
22040
INVESCO QQQ TR
UNIT SER 1
46090E103
9916
55193
SH
SOLE
0
0
55193
ISHARES TR
CORE HIGH DV ETF
46429B663
4703
50413
SH
SOLE
0
0
50413
ISHARES TR
CORE S&P SCP ETF
464287804
7733
100237
SH
SOLE
0
0
100237
ISHARES TR
CORE S&P500 ETF
464287200
6074
21347
SH
SOLE
0
0
21347
ISHARES TR
MSCI EAFE ETF
464287465
10567
162915
SH
SOLE
0
0
162915
ISHARES TR
NASDAQ BIOTECH
464287556
1089
9742
SH
SOLE
0
0
9742
ISHARES TR
PFD AND INCM SEC
464288687
5576
152552
SH
SOLE
0
0
152552
ISHARES TR
RUSSELL 2000 ETF
464287655
518
3386
SH
SOLE
0
0
3386
ISHARES TR
S&P 500 VAL ETF
464287408
300
2657
SH
SOLE
0
0
2657
ISHARES TR
SELECT DIVID ETF
464287168
4420
45022
SH
SOLE
0
0
45022
ISHARES TR
US INDUSTRIALS
464287754
1320
8697
SH
SOLE
0
0
8697
JOHNSON & JOHNSON
COM
478160104
1149
8223
SH
SOLE
0
0
8223
JPMORGAN CHASE & CO
COM
46625H100
461
4559
SH
SOLE
0
0
4559
KAYNE ANDERSN MLP MIDS INVT
COM
486606106
215
13389
SH
SOLE
0
0
13389
KINDER MORGAN INC DEL
COM
49456B101
359
17922
SH
SOLE
0
0
17922
LIBERTY ALL STAR EQUITY FD
SH BEN INT
530158104
417
68275
SH
SOLE
0
0
68275
LOWES COS INC
COM
548661107
446
4077
SH
SOLE
0
0
4077
MEDIDATA SOLUTIONS INC
COM
58471A105
875
11953
SH
SOLE
0
0
11953
METLIFE INC
COM
59156R108
474
11132
SH
SOLE
0
0
11132
MICROSOFT CORP
COM
594918104
200
1697
SH
SOLE
0
0
1697
MONMOUTH REAL ESTATE INVT CO
CL A
609720107
172
13077
SH
SOLE
0
0
13077
MORGAN STANLEY
COM NEW
617446448
399
9464
SH
SOLE
0
0
9464
NEW YORK CMNTY BANCORP INC
COM
649445103
163
14069
SH
SOLE
0
0
14069
NIKE INC
CL B
654106103
210
2492
SH
SOLE
0
0
2492
NUVEEN DOW 30 DYN OVERWRITE
SHS
67075F105
1471
81733
SH
SOLE
0
0
81733
NUVEEN FLOATING RATE INCOME
COM
67072T108
249
25857
SH
SOLE
0
0
25857
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
412
27352
SH
SOLE
0
0
27352
NUVEEN NEW YORK AMT QLT MUNI
COM
670656107
135
10624
SH
SOLE
0
0
10624
NUVEEN PFD & INCM SECURTIES
COM
67072C105
1130
125595
SH
SOLE
0
0
125595
NUVEEN S&P 500 BUY-WRITE INC
COM
6706ER101
1822
138027
SH
SOLE
0
0
138027
NUVEEN S&P 500 DYN OVERWRITE
COM
6706EW100
999
64511
SH
SOLE
0
0
64511
OCCIDENTAL PETE CORP
COM
674599105
801
12106
SH
SOLE
0
0
12106
ONEOK INC NEW
COM
682680103
427
6109
SH
SOLE
0
0
6109
PACKAGING CORP AMER
COM
695156109
216
2170
SH
SOLE
0
0
2170
PEPSICO INC
COM
713448108
275
2245
SH
SOLE
0
0
2245
PFIZER INC
COM
717081103
839
19744
SH
SOLE
0
0
19744
PHILIP MORRIS INTL INC
COM
718172109
258
2916
SH
SOLE
0
0
2916
PIMCO CORPORATE & INCOME OPP
COM
72201B101
208
11871
SH
SOLE
0
0
11871
PIMCO HIGH INCOME FD
COM SHS
722014107
134
14901
SH
SOLE
0
0
14901
PPL CORP
COM
69351T106
230
7257
SH
SOLE
0
0
7257
QUALCOMM INC
COM
747525103
828
14526
SH
SOLE
0
0
14526
REALTY INCOME CORP
COM
756109104
271
3679
SH
SOLE
0
0
3679
REPUBLIC SVCS INC
COM
760759100
205
2547
SH
SOLE
0
0
2547
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
251
3921
SH
SOLE
0
0
3921
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
330
5267
SH
SOLE
0
0
5267
S&P GLOBAL INC
COM
78409V104
221
1051
SH
SOLE
0
0
1051
SELECT SECTOR SPDR TR
ENERGY
81369Y506
713
10781
SH
SOLE
0
0
10781
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
598
10660
SH
SOLE
0
0
10660
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
432
4712
SH
SOLE
0
0
4712
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
543
21126
SH
SOLE
0
0
21126
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
353
4699
SH
SOLE
0
0
4699
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1420
24406
SH
SOLE
0
0
24406
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1982
26784
SH
SOLE
0
0
26784
SPDR S&P 500 ETF TR
TR UNIT
78462F103
133165
471414
SH
SOLE
0
0
471414
SPDR SERIES TRUST
S&P BIOTECH
78464A870
249
2751
SH
SOLE
0
0
2751
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
5269
53002
SH
SOLE
0
0
53002
SPDR SERIES TRUST
WELLS FG PFD ETF
78464A292
4838
113344
SH
SOLE
0
0
113344
STARBUCKS CORP
COM
855244109
290
3906
SH
SOLE
0
0
3906
TORONTO DOMINION BK ONT
COM NEW
891160509
255
4700
SH
SOLE
0
0
4700
UNITED PARCEL SERVICE INC
CL B
911312106
856
7659
SH
SOLE
0
0
7659
VANGUARD GROUP
DIV APP ETF
921908844
312
2844
SH
SOLE
0
0
2844
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
253
2907
SH
SOLE
0
0
2907
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
240
924
SH
SOLE
0
0
924
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
776
9065
SH
SOLE
0
0
9065
VERIZON COMMUNICATIONS INC
COM
92343V104
1332
22518
SH
SOLE
0
0
22518
VIRTUS GLOBAL DIVID INCOME F
COM
92835W107
305
28450
SH
SOLE
0
0
28450
VORNADO RLTY TR
SH BEN INT
929042109
311
4615
SH
SOLE
0
0
4615
WALMART INC
COM
931142103
377
3863
SH
SOLE
0
0
3863
WESTERN ASSET HIGH INCM FD I
COM
95766J102
98
15120
SH
SOLE
0
0
15120
WESTERN DIGITAL CORP
COM
958102105
308
6399
SH
SOLE
0
0
6399
WILLIAMS SONOMA INC
COM
969904101
478
8498
SH
SOLE
0
0
8498