0001767070-19-000003.txt : 20190718
0001767070-19-000003.hdr.sgml : 20190718
20190718135357
ACCESSION NUMBER: 0001767070-19-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190718
DATE AS OF CHANGE: 20190718
EFFECTIVENESS DATE: 20190718
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: 19961082
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
06-30-2019
06-30-2019
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
07-18-2019
0
132
271407
false
INFORMATION TABLE
2
shulman2q19.xml
SHULMAN INFORMATION TABLE
ABBOTT LABS
COM
002824100
455
5409
SH
SOLE
0
0
5409
ALLIANCEBERNSTEIN HOLDING LP
UNIT LTD PARTN
01881G106
378
12712
SH
SOLE
0
0
12712
ALPHABET INC
CAP STK CL C
02079K107
356
329
SH
SOLE
0
0
329
ALPHABET INC
CAP STK CL A
02079K305
230
212
SH
SOLE
0
0
212
ALPS ETF TR
ALERIAN MLP
00162Q866
651
66070
SH
SOLE
0
0
66070
ALTRIA GROUP INC
COM
02209S103
1002
21153
SH
SOLE
0
0
21153
AMAZON COM INC
COM
023135106
407
215
SH
SOLE
0
0
215
APOLLO GLOBAL MGMT LLC
CL A SHS
037612306
929
27079
SH
SOLE
0
0
27079
APPLE INC
COM
037833100
3710
18745
SH
SOLE
0
0
18745
ASTRAZENECA PLC
SPONSORED ADR
046353108
335
8120
SH
SOLE
0
0
8120
AT&T INC
COM
00206R102
2749
82037
SH
SOLE
0
0
82037
BAKER HUGHES A GE CO
CL A
05722G100
265
10753
SH
SOLE
0
0
10753
BCE INC
COM NEW
05534B760
302
6647
SH
SOLE
0
0
6647
BLACKROCK CORE BD TR
SHS BEN INT
09249E101
518
36846
SH
SOLE
0
0
36846
BLACKROCK CORPOR HI YLD FD I
COM
09255P107
300
27951
SH
SOLE
0
0
27951
BLACKROCK CR ALLCTN INC TR
COM
092508100
971
74865
SH
SOLE
0
0
74865
BLACKROCK ENH CAP & INC FD I
COM
09256A109
503
31820
SH
SOLE
0
0
31820
BLACKROCK ENHANCED EQT DIV T
COM
09251A104
1619
182497
SH
SOLE
0
0
182497
BLACKROCK ENHANCED GOVT FD I
COM
09255K108
468
35777
SH
SOLE
0
0
35777
BLACKROCK FLOATING RATE INCO
COM
091941104
269
21689
SH
SOLE
0
0
21689
BLACKROCK MUNI INTER DR FD I
COM
09253X102
306
21747
SH
SOLE
0
0
21747
BLACKROCK RES & COMM STRAT T
SHS
09257A108
142
17394
SH
SOLE
0
0
17394
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
385
8665
SH
SOLE
0
0
8665
BOEING CO
COM
097023105
761
2091
SH
SOLE
0
0
2091
BRISTOL MYERS SQUIBB CO
COM
110122108
260
5742
SH
SOLE
0
0
5742
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
532
15246
SH
SOLE
0
0
15246
CENTERPOINT ENERGY INC
COM
15189T107
342
11953
SH
SOLE
0
0
11953
CHEVRON CORP NEW
COM
166764100
1457
11708
SH
SOLE
0
0
11708
CISCO SYS INC
COM
17275R102
738
13487
SH
SOLE
0
0
13487
COHEN & STEERS INFRASTRUCTUR
COM
19248A109
459
17707
SH
SOLE
0
0
17707
CONOCOPHILLIPS
COM
20825C104
462
7569
SH
SOLE
0
0
7569
CONSOLIDATED EDISON INC
COM
209115104
656
7484
SH
SOLE
0
0
7484
DELTA AIR LINES INC DEL
COM NEW
247361702
275
4840
SH
SOLE
0
0
4840
DISNEY WALT CO
COM DISNEY
254687106
493
3530
SH
SOLE
0
0
3530
DNP SELECT INCOME FD
COM
23325P104
1742
147413
SH
SOLE
0
0
147413
DREYFUS HIGH YIELD STRATEGIE
SH BEN INT
26200S101
197
64919
SH
SOLE
0
0
64919
DREYFUS MUN INCOME INC
COM
26201R102
316
37035
SH
SOLE
0
0
37035
DREYFUS STRATEGIC MUN BD FD
COM
26202F107
121
15262
SH
SOLE
0
0
15262
DREYFUS STRATEGIC MUNS INC
COM
261932107
113
13811
SH
SOLE
0
0
13811
EATON VANCE ENH EQTY INC FD
COM
278277108
436
25654
SH
SOLE
0
0
25654
ENTERPRISE PRODS PARTNERS L
COM
293792107
743
25732
SH
SOLE
0
0
25732
EQUITY RESIDENTIAL
SH BEN INT
29476L107
408
5368
SH
SOLE
0
0
5368
EXXON MOBIL CORP
COM
30231G102
705
9197
SH
SOLE
0
0
9197
FACEBOOK INC
CL A
30303M102
2143
11103
SH
SOLE
0
0
11103
FORD MTR CO DEL
COM
345370860
161
15752
SH
SOLE
0
0
15752
GABELLI EQUITY TR INC
COM
362397101
498
80575
SH
SOLE
0
0
80575
GENERAL ELECTRIC CO
COM
369604103
295
28134
SH
SOLE
0
0
28134
GLADSTONE CAPITAL CORP
COM
376535100
645
68728
SH
SOLE
0
0
68728
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
458
11447
SH
SOLE
0
0
11447
GOLDMAN SACHS GROUP INC
COM
38141G104
215
1050
SH
SOLE
0
0
1050
HCP INC
COM
40414L109
211
6606
SH
SOLE
0
0
6606
HOME DEPOT INC
COM
437076102
373
1794
SH
SOLE
0
0
1794
ILLINOIS TOOL WKS INC
COM
452308109
308
2040
SH
SOLE
0
0
2040
INTEL CORP
COM
458140100
1639
34238
SH
SOLE
0
0
34238
INTERNATIONAL BUSINESS MACHS
COM
459200101
251
1820
SH
SOLE
0
0
1820
INTL PAPER CO
COM
460146103
353
8158
SH
SOLE
0
0
8158
INVESCO EXCHNG TRADED FD TR
PFD ETF
46138E511
1581
108076
SH
SOLE
0
0
108076
INVESCO EXCHNG TRADED FD TR
S&P500 HDL VOL
46138E362
946
22471
SH
SOLE
0
0
22471
INVESCO QQQ TR
UNIT SER 1
46090E103
10246
54868
SH
SOLE
0
0
54868
ISHARES TR
MSCI EAFE ETF
464287465
10837
164867
SH
SOLE
0
0
164867
ISHARES TR
CORE S&P SCP ETF
464287804
7831
100032
SH
SOLE
0
0
100032
ISHARES TR
CORE S&P500 ETF
464287200
6323
21453
SH
SOLE
0
0
21453
ISHARES TR
PFD AND INCM SEC
464288687
5700
154693
SH
SOLE
0
0
154693
ISHARES TR
CORE HIGH DV ETF
46429B663
4643
49128
SH
SOLE
0
0
49128
ISHARES TR
SELECT DIVID ETF
464287168
4456
44758
SH
SOLE
0
0
44758
ISHARES TR
US INDUSTRIALS
464287754
1381
8724
SH
SOLE
0
0
8724
ISHARES TR
NASDAQ BIOTECH
464287556
1063
9744
SH
SOLE
0
0
9744
ISHARES TR
RUSSELL 2000 ETF
464287655
528
3398
SH
SOLE
0
0
3398
ISHARES TR
S&P 500 VAL ETF
464287408
311
2672
SH
SOLE
0
0
2672
JOHNSON & JOHNSON
COM
478160104
1183
8494
SH
SOLE
0
0
8494
JPMORGAN CHASE & CO
COM
46625H100
526
4709
SH
SOLE
0
0
4709
KAYNE ANDERSN MLP MIDS INVT
COM
486606106
207
13512
SH
SOLE
0
0
13512
KINDER MORGAN INC DEL
COM
49456B101
407
19477
SH
SOLE
0
0
19477
LIBERTY ALL STAR EQUITY FD
SH BEN INT
530158104
438
68275
SH
SOLE
0
0
68275
LOCKHEED MARTIN CORP
COM
539830109
243
668
SH
SOLE
0
0
668
LOWES COS INC
COM
548661107
466
4614
SH
SOLE
0
0
4614
MEDIDATA SOLUTIONS INC
COM
58471A105
1082
11953
SH
SOLE
0
0
11953
METLIFE INC
COM
59156R108
559
11251
SH
SOLE
0
0
11251
MICROSOFT CORP
COM
594918104
400
2988
SH
SOLE
0
0
2988
MONMOUTH REAL ESTATE INVT CO
CL A
609720107
177
13077
SH
SOLE
0
0
13077
MORGAN STANLEY
COM NEW
617446448
417
9509
SH
SOLE
0
0
9509
NEW YORK CMNTY BANCORP INC
COM
649445103
141
14095
SH
SOLE
0
0
14095
NIKE INC
CL B
654106103
210
2496
SH
SOLE
0
0
2496
NORTHROP GRUMMAN CORP
COM
666807102
241
747
SH
SOLE
0
0
747
NUVEEN DOW 30 DYN OVERWRITE
SHS
67075F105
1430
81199
SH
SOLE
0
0
81199
NUVEEN FLOATING RATE INCOME
COM
67072T108
252
25590
SH
SOLE
0
0
25590
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
423
26869
SH
SOLE
0
0
26869
NUVEEN NEW YORK AMT QLT MUNI
COM
670656107
138
10555
SH
SOLE
0
0
10555
NUVEEN PFD & INCM SECURTIES
COM
67072C105
1174
123556
SH
SOLE
0
0
123556
NUVEEN S&P 500 BUY-WRITE INC
COM
6706ER101
1824
136965
SH
SOLE
0
0
136965
NUVEEN S&P 500 DYN OVERWRITE
COM
6706EW100
1020
64555
SH
SOLE
0
0
64555
OCCIDENTAL PETE CORP
COM
674599105
636
12640
SH
SOLE
0
0
12640
ONEOK INC NEW
COM
682680103
420
6109
SH
SOLE
0
0
6109
PACKAGING CORP AMER
COM
695156109
271
2840
SH
SOLE
0
0
2840
PEPSICO INC
COM
713448108
522
3983
SH
SOLE
0
0
3983
PFIZER INC
COM
717081103
1072
24745
SH
SOLE
0
0
24745
PHILIP MORRIS INTL INC
COM
718172109
230
2934
SH
SOLE
0
0
2934
PIMCO CORPORATE & INCOME OPP
COM
72201B101
214
11795
SH
SOLE
0
0
11795
PIMCO HIGH INCOME FD
COM SHS
722014107
118
14901
SH
SOLE
0
0
14901
PPL CORP
COM
69351T106
238
7677
SH
SOLE
0
0
7677
QUALCOMM INC
COM
747525103
1295
17021
SH
SOLE
0
0
17021
REALTY INCOME CORP
COM
756109104
263
3808
SH
SOLE
0
0
3808
RENASANT CORP
COM
75970E107
236
6557
SH
SOLE
0
0
6557
REPUBLIC SVCS INC
COM
760759100
221
2554
SH
SOLE
0
0
2554
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
367
5636
SH
SOLE
0
0
5636
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
258
3923
SH
SOLE
0
0
3923
S&P GLOBAL INC
COM
78409V104
240
1053
SH
SOLE
0
0
1053
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2035
26080
SH
SOLE
0
0
26080
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1397
23430
SH
SOLE
0
0
23430
SELECT SECTOR SPDR TR
ENERGY
81369Y506
616
9662
SH
SOLE
0
0
9662
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
579
20984
SH
SOLE
0
0
20984
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
455
7839
SH
SOLE
0
0
7839
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
412
4445
SH
SOLE
0
0
4445
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
279
3603
SH
SOLE
0
0
3603
SPDR S&P 500 ETF TR
TR UNIT
78462F103
136949
467404
SH
SOLE
0
0
467404
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
5380
53331
SH
SOLE
0
0
53331
SPDR SERIES TRUST
WELLS FG PFD ETF
78464A292
4890
113172
SH
SOLE
0
0
113172
SPDR SERIES TRUST
S&P BIOTECH
78464A870
241
2751
SH
SOLE
0
0
2751
STARBUCKS CORP
COM
855244109
390
4652
SH
SOLE
0
0
4652
TORONTO DOMINION BK ONT
COM NEW
891160509
274
4700
SH
SOLE
0
0
4700
UNITED PARCEL SERVICE INC
CL B
911312106
815
7895
SH
SOLE
0
0
7895
VANGUARD GROUP
DIV APP ETF
921908844
328
2851
SH
SOLE
0
0
2851
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
254
2907
SH
SOLE
0
0
2907
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
249
924
SH
SOLE
0
0
924
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
819
9377
SH
SOLE
0
0
9377
VERIZON COMMUNICATIONS INC
COM
92343V104
1309
22915
SH
SOLE
0
0
22915
VIRTUS GLOBAL DIVID INCOME F
COM
92835W107
331
28473
SH
SOLE
0
0
28473
VORNADO RLTY TR
SH BEN INT
929042109
297
4632
SH
SOLE
0
0
4632
WALMART INC
COM
931142103
693
6274
SH
SOLE
0
0
6274
WESTERN ASSET HIGH INCM FD I
COM
95766J102
106
15120
SH
SOLE
0
0
15120
WESTERN DIGITAL CORP
COM
958102105
305
6419
SH
SOLE
0
0
6419
WILLIAMS SONOMA INC
COM
969904101
583
8964
SH
SOLE
0
0
8964