0001767070-20-000001.txt : 20200115
0001767070-20-000001.hdr.sgml : 20200115
20200114193436
ACCESSION NUMBER: 0001767070-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200115
DATE AS OF CHANGE: 20200114
EFFECTIVENESS DATE: 20200115
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: 20527120
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
true
false
0001767070
XXXXXXXX
12-31-2019
12-31-2019
Shulman DeMeo Asset Management LLC
3000 MARCUS AVENUE
SUITE 3W1
LAKE SUCCESS
NY
11042
13F HOLDINGS REPORT
028-19048
N
Ashleigh C. Swayze
Counsel
6463953900
Ashleigh C. Swayze
Newtown
PA
01-14-2020
0
131
288314
false
INFORMATION TABLE
2
shulman4q19.xml
SHULMAN INFORMATION TABLE
ALLIANCEBERNSTEIN HOLDING LP
UNIT LTD PARTN
01881G106
391
12923
SH
SOLE
0
0
12923
ALPHABET INC
CAP STK CL A
02079K305
233
174
SH
SOLE
0
0
174
ALPHABET INC
CAP STK CL C
02079K107
389
291
SH
SOLE
0
0
291
ALPS ETF TR
ALERIAN MLP
00162Q866
569
66969
SH
SOLE
0
0
66969
ALTRIA GROUP INC
COM
02209S103
931
18652
SH
SOLE
0
0
18652
AMAZON COM INC
COM
023135106
277
150
SH
SOLE
0
0
150
APOLLO GLOBAL MGMT INC
COM CL A
03768E105
1167
24468
SH
SOLE
0
0
24468
APPLE INC
COM
037833100
5261
17914
SH
SOLE
0
0
17914
ASTRAZENECA PLC
SPONSORED ADR
046353108
552
11077
SH
SOLE
0
0
11077
AT&T INC
COM
00206R102
3262
83462
SH
SOLE
0
0
83462
BANK AMER CORP
COM
060505104
232
6590
SH
SOLE
0
0
6590
BCE INC
COM NEW
05534B760
296
6378
SH
SOLE
0
0
6378
BLACKROCK CORE BD TR
SHS BEN INT
09249E101
527
36170
SH
SOLE
0
0
36170
BLACKROCK CORPOR HI YLD FD I
COM
09255P107
310
27654
SH
SOLE
0
0
27654
BLACKROCK CR ALLCTN INC TR
COM
092508100
1041
74483
SH
SOLE
0
0
74483
BLACKROCK ENH CAP & INC FD I
COM
09256A109
544
31536
SH
SOLE
0
0
31536
BLACKROCK ENHANCED EQT DIV T
COM
09251A104
1803
181802
SH
SOLE
0
0
181802
BLACKROCK ENHANCED GOVT FD I
COM
09255K108
469
35662
SH
SOLE
0
0
35662
BLACKROCK FLOATING RATE INCO
COM
091941104
279
21689
SH
SOLE
0
0
21689
BLACKROCK MUNI INTER DR FD I
COM
09253X102
304
21376
SH
SOLE
0
0
21376
BLACKROCK RES & COMM STRAT T
SHS
09257A108
138
17158
SH
SOLE
0
0
17158
BLACKSTONE GROUP INC
COM CL A
09260D107
352
6292
SH
SOLE
0
0
6292
BOEING CO
COM
097023105
682
2093
SH
SOLE
0
0
2093
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
630
14848
SH
SOLE
0
0
14848
CENTERPOINT ENERGY INC
COM
15189T107
268
9820
SH
SOLE
0
0
9820
CHEVRON CORP NEW
COM
166764100
1449
12023
SH
SOLE
0
0
12023
CISCO SYS INC
COM
17275R102
682
14227
SH
SOLE
0
0
14227
COHEN & STEERS INFRASTRUCTUR
COM
19248A109
449
17139
SH
SOLE
0
0
17139
COLGATE PALMOLIVE CO
COM
194162103
456
6620
SH
SOLE
0
0
6620
CONOCOPHILLIPS
COM
20825C104
530
8144
SH
SOLE
0
0
8144
CONSOLIDATED EDISON INC
COM
209115104
643
7103
SH
SOLE
0
0
7103
DISNEY WALT CO
COM DISNEY
254687106
698
4827
SH
SOLE
0
0
4827
DNP SELECT INCOME FD
COM
23325P104
1679
131516
SH
SOLE
0
0
131516
DUKE ENERGY CORP NEW
COM NEW
26441C204
245
2681
SH
SOLE
0
0
2681
EATON VANCE ENH EQTY INC FD
COM
278277108
354
19870
SH
SOLE
0
0
19870
ENERGY TRANSFER LP
COM UT LTD PTN
29273v100
241
18786
SH
SOLE
0
0
18786
ENTERPRISE PRODS PARTNERS L
COM
293792107
671
23826
SH
SOLE
0
0
23826
EQUITY RESIDENTIAL
SH BEN INT
29476L107
575
7111
SH
SOLE
0
0
7111
EXXON MOBIL CORP
COM
30231G102
413
5916
SH
SOLE
0
0
5916
FACEBOOK INC
CL A
30303M102
2224
10837
SH
SOLE
0
0
10837
FORD MTR CO DEL
COM
345370860
147
15857
SH
SOLE
0
0
15857
GABELLI EQUITY TR INC
COM
362397101
488
80064
SH
SOLE
0
0
80064
GENERAL ELECTRIC CO
COM
369604103
246
22049
SH
SOLE
0
0
22049
GLADSTONE CAPITAL CORP
COM
376535100
678
68318
SH
SOLE
0
0
68318
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
527
11207
SH
SOLE
0
0
11207
HEALTHPEAK PPTYS INC
COM
42250P103
217
6283
SH
SOLE
0
0
6283
HOME DEPOT INC
COM
437076102
392
1795
SH
SOLE
0
0
1795
ILLINOIS TOOL WKS INC
COM
452308109
406
2259
SH
SOLE
0
0
2259
INTEL CORP
COM
458140100
1354
22622
SH
SOLE
0
0
22622
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1015
10972
SH
SOLE
0
0
10972
INTERNATIONAL BUSINESS MACHS
COM
459200101
248
1850
SH
SOLE
0
0
1850
INTL PAPER CO
COM
460146103
379
8229
SH
SOLE
0
0
8229
INVESCO EXCHNG TRADED FD TR
PFD ETF
46138E511
2153
143429
SH
SOLE
0
0
143429
INVESCO EXCHNG TRADED FD TR
S&P500 HDL VOL
46138E362
1070
24299
SH
SOLE
0
0
24299
INVESCO QQQ TR
UNIT SER 1
46090E103
11076
52096
SH
SOLE
0
0
52096
ISHARES TR
MSCI EAFE ETF
464287465
10888
156792
SH
SOLE
0
0
156792
ISHARES TR
CORE S&P SCP ETF
464287804
8004
95458
SH
SOLE
0
0
95458
ISHARES TR
CORE S&P500 ETF
464287200
6628
20503
SH
SOLE
0
0
20503
ISHARES TR
PFD AND INCM SEC
464288687
6159
163837
SH
SOLE
0
0
163837
ISHARES TR
CORE HIGH DV ETF
46429B663
4766
48595
SH
SOLE
0
0
48595
ISHARES TR
SELECT DIVID ETF
464287168
4643
43938
SH
SOLE
0
0
43938
ISHARES TR
US INDUSTRIALS
464287754
1472
8781
SH
SOLE
0
0
8781
ISHARES TR
NASDAQ BIOTECH
464287556
1131
9386
SH
SOLE
0
0
9386
ISHARES TR
RUSSELL 2000 ETF
464287655
371
2239
SH
SOLE
0
0
2239
ISHARES TR
S&P 500 VAL ETF
464287408
352
2704
SH
SOLE
0
0
2704
JOHNSON & JOHNSON
COM
478160104
1253
8586
SH
SOLE
0
0
8586
JPMORGAN CHASE & CO
COM
46625H100
706
5068
SH
SOLE
0
0
5068
KAYNE ANDERSN MLP MIDS INVT
COM
486606106
192
13793
SH
SOLE
0
0
13793
KINDER MORGAN INC DEL
COM
49456B101
343
16185
SH
SOLE
0
0
16185
LIBERTY ALL STAR EQUITY FD
SH BEN INT
530158104
461
68119
SH
SOLE
0
0
68119
LOCKHEED MARTIN CORP
COM
539830109
295
758
SH
SOLE
0
0
758
LOWES COS INC
COM
548661107
644
5375
SH
SOLE
0
0
5375
MERCK & CO INC
COM
58933Y105
813
8941
SH
SOLE
0
0
8941
METLIFE INC
COM
59156R108
558
10946
SH
SOLE
0
0
10946
MGM RESORTS INTERNATIONAL
COM
552953101
202
6080
SH
SOLE
0
0
6080
MICROSOFT CORP
COM
594918104
510
3236
SH
SOLE
0
0
3236
MONMOUTH REAL ESTATE INVT CO
CL A
609720107
189
13077
SH
SOLE
0
0
13077
MORGAN STANLEY
COM NEW
617446448
470
9189
SH
SOLE
0
0
9189
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
527
8412
SH
SOLE
0
0
8412
NEW YORK CMNTY BANCORP INC
COM
649445103
124
10306
SH
SOLE
0
0
10306
NEXTERA ENERGY INC
COM
65339F101
466
1926
SH
SOLE
0
0
1926
NIKE INC
CL B
654106103
241
2377
SH
SOLE
0
0
2377
NORTHROP GRUMMAN CORP
COM
666807102
284
826
SH
SOLE
0
0
826
NUVEEN DOW 30 DYN OVERWRITE
SHS
67075F105
1369
77537
SH
SOLE
0
0
77537
NUVEEN FLOATING RATE INCOME
COM
67072T108
259
25316
SH
SOLE
0
0
25316
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
432
26400
SH
SOLE
0
0
26400
NUVEEN PFD & INCM SECURTIES
COM
67072C105
1232
122792
SH
SOLE
0
0
122792
NUVEEN S&P 500 BUY-WRITE INC
COM
6706ER101
1748
127105
SH
SOLE
0
0
127105
NUVEEN S&P 500 DYN OVERWRITE
COM
6706EW100
1051
63823
SH
SOLE
0
0
63823
OCCIDENTAL PETE CORP
COM
674599105
268
6502
SH
SOLE
0
0
6502
ONEOK INC NEW
COM
682680103
373
4925
SH
SOLE
0
0
4925
PACKAGING CORP AMER
COM
695156109
397
3544
SH
SOLE
0
0
3544
PEPSICO INC
COM
713448108
662
4846
SH
SOLE
0
0
4846
PFIZER INC
COM
717081103
964
24611
SH
SOLE
0
0
24611
PIMCO HIGH INCOME FD
COM SHS
722014107
112
14862
SH
SOLE
0
0
14862
PPL CORP
COM
69351T106
277
7716
SH
SOLE
0
0
7716
QUALCOMM INC
COM
747525103
1428
16187
SH
SOLE
0
0
16187
REALTY INCOME CORP
COM
756109104
298
4047
SH
SOLE
0
0
4047
REPUBLIC SVCS INC
COM
760759100
214
2391
SH
SOLE
0
0
2391
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
298
5056
SH
SOLE
0
0
5056
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
236
3928
SH
SOLE
0
0
3928
S&P GLOBAL INC
COM
78409V104
288
1056
SH
SOLE
0
0
1056
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2420
26403
SH
SOLE
0
0
26403
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1538
23796
SH
SOLE
0
0
23796
SELECT SECTOR SPDR TR
ENERGY
81369Y506
1194
19888
SH
SOLE
0
0
19888
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
961
15252
SH
SOLE
0
0
15252
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
606
5948
SH
SOLE
0
0
5948
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
482
15673
SH
SOLE
0
0
15673
SL GREEN RLTY CORP
COM
78440X101
261
10266
SH
SOLE
0
0
10266
SPDR S&P 500 ETF TR
TR UNIT
78462F103
142739
443481
SH
SOLE
0
0
443481
SPDR SERIES TRUST
PRTFLO S&P500 GW
78464A409
439
10473
SH
SOLE
0
0
10473
SPDR SERIES TRUST
PRTFLO S&P500 VL
78464A508
221
6317
SH
SOLE
0
0
6317
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
6149
57166
SH
SOLE
0
0
57166
SPDR SERIES TRUST
WELLS FG PFD ETF
78464A292
5916
134417
SH
SOLE
0
0
134417
SPDR SERIES TRUST
S&P BIOTECH
78464A870
262
2751
SH
SOLE
0
0
2751
SPDR SERIES TRUST
DJ REIT ETF
78464A607
223
2186
SH
SOLE
0
0
2186
STARBUCKS CORP
COM
855244109
399
4541
SH
SOLE
0
0
4541
TORONTO DOMINION BK ONT
COM NEW
891160509
253
4504
SH
SOLE
0
0
4504
UNITED PARCEL SERVICE INC
CL B
911312106
1013
8655
SH
SOLE
0
0
8655
US BANCORP DEL
COM NEW
902973304
230
3872
SH
SOLE
0
0
3872
VANGUARD GROUP
DIV APP ETF
921908844
356
2859
SH
SOLE
0
0
2859
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
270
2907
SH
SOLE
0
0
2907
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
244
826
SH
SOLE
0
0
826
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
681
7263
SH
SOLE
0
0
7263
VERIZON COMMUNICATIONS INC
COM
92343V104
1415
23039
SH
SOLE
0
0
23039
VIRTUS TOTAL RETURN FUND INC
COM
92835W107
318
27880
SH
SOLE
0
0
27880
WALMART INC
COM
931142103
874
7352
SH
SOLE
0
0
7352
WELLS FARGO CO NEW
COM
949746101
414
7702
SH
SOLE
0
0
7702
WESTERN ASSET HIGH INCM FD I
COM
95766J102
102
15120
SH
SOLE
0
0
15120
WESTERN DIGITAL CORP
COM
958102105
416
6560
SH
SOLE
0
0
6560
WILLIAMS SONOMA INC
COM
969904101
708
9639
SH
SOLE
0
0
9639