0001085146-20-002017.txt : 20200806 0001085146-20-002017.hdr.sgml : 20200806 20200805194900 ACCESSION NUMBER: 0001085146-20-002017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200806 DATE AS OF CHANGE: 20200805 EFFECTIVENESS DATE: 20200806 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: 201079318 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 06-30-2020 06-30-2020 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 08-05-2020 0 89 302114 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE SPDR S&P 500 ETF TR TR UNIT 78462F103 2520 8114 SH SOLE 0 0 8114 TEXAS INSTRS INC COM 882508104 1751 14032 SH SOLE 0 0 14032 SPDR SER TR NUVEEN BBG BRCLY 78464A284 320 5692 SH SOLE 0 0 5692 ADOBE INC COM 00724F101 4856 11041 SH SOLE 0 0 11041 ISHARES TR MSCI EAFE ETF 464287465 2164 35411 SH SOLE 0 0 35411 BCE INC COM NEW 05534B760 8926 215808 SH SOLE 0 0 215808 GLOBAL PMTS INC COM 37940X102 5063 29522 SH SOLE 0 0 29522 JOHNSON & JOHNSON COM 478160104 1770 12608 SH SOLE 0 0 12608 ALPS ETF TR EQUAL SEC ETF 00162Q205 219 3000 SH SOLE 0 0 3000 INTERNATIONAL BUSINESS MACHS COM 459200101 2678 22590 SH SOLE 0 0 22590 FACTSET RESH SYS INC COM 303075105 209 625 SH SOLE 0 0 625 AMGEN INC COM 031162100 1170 4585 SH SOLE 0 0 4585 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 401 1856 SH SOLE 0 0 1856 SPDR SER TR PORTFOLIO SH TSR 78468R101 24316 792296 SH SOLE 0 0 792296 INTUITIVE SURGICAL INC COM NEW 46120E602 4626 8038 SH SOLE 0 0 8038 SANOFI SPONSORED ADR 80105N105 3541 69067 SH SOLE 0 0 69067 BROADCOM INC COM 11135F101 3201 10236 SH SOLE 0 0 10236 LOCKHEED MARTIN CORP COM 539830109 5013 13908 SH SOLE 0 0 13908 PROCTER AND GAMBLE CO COM 742718109 6524 54376 SH SOLE 0 0 54376 SPDR SER TR S&P DIVID ETF 78464A763 3606 39837 SH SOLE 0 0 39837 BIO-TECHNE CORP COM 09073M104 214 804 SH SOLE 0 0 804 MAXIM INTEGRATED PRODS INC COM 57772K101 4662 78108 SH SOLE 0 0 78108 DUKE ENERGY CORP NEW COM NEW 26441C204 11653 142230 SH SOLE 0 0 142230 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 2882 132306 SH SOLE 0 0 132306 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 928 43653 SH SOLE 0 0 43653 AT&T INC COM 00206R102 4577 153075 SH SOLE 0 0 153075 ISHARES TR 1 3 YR TREAS BD 464287457 929 10741 SH SOLE 0 0 10741 PEPSICO INC COM 713448108 2309 17442 SH SOLE 0 0 17442 COSTCO WHSL CORP NEW COM 22160K105 6738 22111 SH SOLE 0 0 22111 ALPHABET INC CAP STK CL A 02079K305 4829 3349 SH SOLE 0 0 3349 ORACLE CORP COM 68389X105 828 14918 SH SOLE 0 0 14918 APPLE INC COM 037833100 5807 15950 SH SOLE 0 0 15950 ABBVIE INC COM 00287Y109 4471 45099 SH SOLE 0 0 45099 ARES CAPITAL CORP COM 04010L103 317 21652 SH SOLE 0 0 21652 ALPHABET INC CAP STK CL C 02079K107 265 184 SH SOLE 0 0 184 3M CO COM 88579Y101 2834 18232 SH SOLE 0 0 18232 SPDR SER TR SPDR BLOOMBERG 78468R663 1271 13885 SH SOLE 0 0 13885 STARWOOD PPTY TR INC COM 85571B105 205 13851 SH SOLE 0 0 13851 ISHARES TR JPMORGAN USD EMG 464288281 327 2994 SH SOLE 0 0 2994 MARSH & MCLENNAN COS INC COM 571748102 1708 15886 SH SOLE 0 0 15886 EATON CORP PLC SHS G29183103 3086 35428 SH SOLE 0 0 35428 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 935 15934 SH SOLE 0 0 15934 VERIZON COMMUNICATIONS INC COM 92343V104 12489 228443 SH SOLE 0 0 228443 ISHARES TR IBOXX INV CP ETF 464287242 648 4809 SH SOLE 0 0 4809 MERCK & CO. INC COM 58933Y105 8762 112164 SH SOLE 0 0 112164 WEST PHARMACEUTICAL SVSC INC COM 955306105 362 1608 SH SOLE 0 0 1608 SPDR SER TR PRTFLO S&P500 GW 78464A409 2024 44631 SH SOLE 0 0 44631 TELUS CORPORATION COM 87971M103 5541 330395 SH SOLE 0 0 330395 INVESCO EXCH TRD SLF IDX FD DEFENSIVE EQTY 46138J775 1247 24100 SH SOLE 0 0 24100 ISHARES TR 20 YR TR BD ETF 464287432 1290 7894 SH SOLE 0 0 7894 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 1878 87862 SH SOLE 0 0 87862 EQUINIX INC COM 29444U700 1158 1590 SH SOLE 0 0 1590 PIMCO DYNAMIC CR INCOME FD COM SHS 72202D106 316 17050 SH SOLE 0 0 17050 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 1469 66102 SH SOLE 0 0 66102 FIRSTENERGY CORP COM 337932107 4030 101066 SH SOLE 0 0 101066 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 811 3635 SH SOLE 0 0 3635 MICROSOFT CORP COM 594918104 8896 43457 SH SOLE 0 0 43457 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 398 18797 SH SOLE 0 0 18797 MONSTER BEVERAGE CORP NEW COM 61174X109 1183 17136 SH SOLE 0 0 17136 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 855 9699 SH SOLE 0 0 9699 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1919 20564 SH SOLE 0 0 20564 MCDONALDS CORP COM 580135101 3575 19361 SH SOLE 0 0 19361 LULULEMON ATHLETICA INC COM 550021109 1176 3812 SH SOLE 0 0 3812 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1642 12728 SH SOLE 0 0 12728 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2578 32090 SH SOLE 0 0 32090 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 2916 131954 SH SOLE 0 0 131954 SPDR SER TR NUVEEN BRC MUNIC 78468R721 644 12489 SH SOLE 0 0 12489 SPDR SER TR PORTFOLIO AGRGTE 78464A649 1564 50758 SH SOLE 0 0 50758 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 3799 174027 SH SOLE 0 0 174027 NEXTERA ENERGY INC COM 65339F101 13089 53150 SH SOLE 0 0 53150 AGILENT TECHNOLOGIES INC COM 00846U101 5077 57622 SH SOLE 0 0 57622 GILEAD SCIENCES INC COM 375558103 5824 76567 SH SOLE 0 0 76567 HEICO CORP NEW COM 422806109 237 2348 SH SOLE 0 0 2348 BRISTOL-MYERS SQUIBB CO COM 110122108 4591 77256 SH SOLE 0 0 77256 VISA INC COM CL A 92826C839 7100 36640 SH SOLE 0 0 36640 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 1289 59888 SH SOLE 0 0 59888 TJX COS INC NEW COM 872540109 1725 33703 SH SOLE 0 0 33703 ISHARES TR RUSSELL 2000 ETF 464287655 2293 16171 SH SOLE 0 0 16171 AMAZON COM INC COM 023135106 6785 2357 SH SOLE 0 0 2357 WEC ENERGY GROUP INC COM 92939U106 3892 43568 SH SOLE 0 0 43568 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2414 23758 SH SOLE 0 0 23758 GARMIN LTD SHS H2906T109 8455 87051 SH SOLE 0 0 87051 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1185 20526 SH SOLE 0 0 20526 DOMINION ENERGY INC COM 25746U109 5401 65583 SH SOLE 0 0 65583 SPDR SER TR BLOOMBERG SRT TR 78468R408 361 14386 SH SOLE 0 0 14386 S&P GLOBAL INC COM 78409V104 1856 5548 SH SOLE 0 0 5548 HOME DEPOT INC COM 437076102 6994 28186 SH SOLE 0 0 28186 ZOETIS INC CL A 98978V103 3966 28907 SH SOLE 0 0 28907 NUTRIEN LTD COM 67077M108 1761 54735 SH SOLE 0 0 54735