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