Counsel

0001767070-21-000001.txt : 20210113 0001767070-21-000001.hdr.sgml : 20210113 20210113124841 ACCESSION NUMBER: 0001767070-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210113 DATE AS OF CHANGE: 20210113 EFFECTIVENESS DATE: 20210113 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: 21525634 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 12-31-2020 12-31-2020 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 X1 01-13-2021 0 138 350560 false INFORMATION TABLE 2 shulman4q2020_13f.xml SD INFORMATION TABLE AGNC INVT CORP COM 00123Q104 621 39798 SH SOLE 0 0 39798 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 437 12943 SH SOLE 0 0 12943 ALPHABET INC CAP STK CL A 02079K305 305 174 SH SOLE 0 0 174 ALPHABET INC CAP STK CL C 02079K107 335 191 SH SOLE 0 0 191 ALPS ETF TR ALERIAN MLP 00162Q452 316 12313 SH SOLE 0 0 12313 ALTRIA GROUP INC COM 02209S103 822 20060 SH SOLE 0 0 20060 AMAZON COM INC COM 023135106 668 205 SH SOLE 0 0 205 APOLLO GLOBAL MGMT INC COM CL A 03768E105 1237 25258 SH SOLE 0 0 25258 APPLE INC COM 037833100 9086 68474 SH SOLE 0 0 68474 ASTRAZENECA PLC SPONSORED ADR 046353108 448 8955 SH SOLE 0 0 8955 AT&T INC COM 00206R102 2307 80202 SH SOLE 0 0 80202 BCE INC COM NEW 05534B760 392 9166 SH SOLE 0 0 9166 BK OF AMERICA CORP COM 060505104 249 8221 SH SOLE 0 0 8221 BLACKROCK CORE BD TR SHS BEN INT 09249E101 527 32326 SH SOLE 0 0 32326 BLACKROCK CORPOR HI YLD FD I COM 09255P107 315 27560 SH SOLE 0 0 27560 BLACKROCK CR ALLOCATION INCO COM 092508100 999 67880 SH SOLE 0 0 67880 BLACKROCK ENHANCD CAP & INM COM 09256A109 514 29542 SH SOLE 0 0 29542 BLACKROCK ENHANCED EQUITY DI COM 09251A104 1435 169445 SH SOLE 0 0 169445 BLACKROCK ENHANCED GOVT FD I COM 09255K108 469 34891 SH SOLE 0 0 34891 BLACKROCK INC COM 09247X101 307 425 SH SOLE 0 0 425 BLACKROCK MUNI INTER DR FD I COM 09253X102 302 20296 SH SOLE 0 0 20296 BLACKROCK RES & COMMODITIES SHS 09257A108 90 12175 SH SOLE 0 0 12175 BLACKSTONE GROUP INC COM CL A 09260D107 336 5189 SH SOLE 0 0 5189 BOEING CO COM 097023105 311 1452 SH SOLE 0 0 1452 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 505 13463 SH SOLE 0 0 13463 CENTERPOINT ENERGY INC COM 15189T107 214 9867 SH SOLE 0 0 9867 CHEVRON CORP NEW COM 166764100 753 8919 SH SOLE 0 0 8919 CISCO SYS INC COM 17275R102 724 16170 SH SOLE 0 0 16170 COHEN & STEERS INFRASTRUCTUR COM 19248A109 413 16013 SH SOLE 0 0 16013 COLGATE PALMOLIVE CO COM 194162103 621 7265 SH SOLE 0 0 7265 CONOCOPHILLIPS COM 20825C104 208 5201 SH SOLE 0 0 5201 CONSOLIDATED EDISON INC COM 209115104 508 7026 SH SOLE 0 0 7026 DEERE & CO COM 244199105 269 1000 SH SOLE 0 0 1000 DISNEY WALT CO COM 254687106 1227 6771 SH SOLE 0 0 6771 DNP SELECT INCOME FD INC COM 23325P104 1295 126225 SH SOLE 0 0 126225 DOMINOS PIZZA INC COM 25754A201 222 578 SH SOLE 0 0 578 DOW INC COM 260557103 426 7674 SH SOLE 0 0 7674 DUKE ENERGY CORP NEW COM NEW 26441C204 212 7911 SH SOLE 0 0 7911 EATON VANCE ENHANCED EQUITY COM 278277108 399 18417 SH SOLE 0 0 18417 ENBRIDGE INC COM 29250N105 406 12705 SH SOLE 0 0 12705 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 107 17278 SH SOLE 0 0 17278 ENTERPRISE PRODS PARTNERS L COM 293792107 525 26816 SH SOLE 0 0 26816 EVERSOURCE ENERGY COM 30040W108 540 6243 SH SOLE 0 0 6243 EXXON MOBIL CORP COM 30231G102 316 7668 SH SOLE 0 0 7668 FACEBOOK INC CL A 30303M102 2839 10394 SH SOLE 0 0 10394 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 441 21849 SH SOLE 0 0 21849 GABELLI EQUITY TR INC COM 362397101 472 75209 SH SOLE 0 0 75209 GENERAL ELECTRIC CO COM 369604103 176 16306 SH SOLE 0 0 16306 GLADSTONE CAPITAL CORP COM 376535100 486 54874 SH SOLE 0 0 54874 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 359 9744 SH SOLE 0 0 9744 HEWLETT PACKARD ENTERPRISE C COM 42824C109 484 19674 SH SOLE 0 0 19674 HOME DEPOT INC COM 437076102 773 2909 SH SOLE 0 0 2909 HONEYWELL INTL INC COM 438516106 281 1322 SH SOLE 0 0 1322 ILLINOIS TOOL WKS INC COM 452308109 450 2206 SH SOLE 0 0 2206 INTEL CORP COM 458140100 1216 24409 SH SOLE 0 0 24409 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1356 11760 SH SOLE 0 0 11760 INTERNATIONAL BUSINESS MACHS COM 459200101 354 2810 SH SOLE 0 0 2810 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 694 18480 SH SOLE 0 0 18480 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 1822 119388 SH SOLE 0 0 119388 INVESCO QQQ TR UNIT SER 1 46090E103 16286 51908 SH SOLE 0 0 51908 ISHARES TR S&P 500 VAL ETF 464287408 356 2780 SH SOLE 0 0 2780 ISHARES TR NASDAQ BIOTECH 464287556 1524 10058 SH SOLE 0 0 10058 ISHARES TR US INDUSTRIALS 464287754 1727 17790 SH SOLE 0 0 17790 ISHARES TR SELECT DIVID ETF 464287168 3917 40727 SH SOLE 0 0 40727 ISHARES TR CORE HIGH DV ETF 46429B663 4059 46299 SH SOLE 0 0 46299 ISHARES TR PFD AND INCM SEC 464288687 5616 145821 SH SOLE 0 0 145821 ISHARES TR CORE S&P500 ETF 464287200 7529 20056 SH SOLE 0 0 20056 ISHARES TR CORE S&P SCP ETF 464287804 8423 91650 SH SOLE 0 0 91650 ISHARES TR MSCI EAFE ETF 464287465 10899 149386 SH SOLE 0 0 149386 JOHNSON & JOHNSON COM 478160104 1432 9099 SH SOLE 0 0 9099 JPMORGAN CHASE & CO COM 46625H100 1062 8354 SH SOLE 0 0 8354 KAYNE ANDERSON ENERGY INFRST COM 486606106 81 14066 SH SOLE 0 0 14066 KINDER MORGAN INC DEL COM 49456B101 238 17434 SH SOLE 0 0 17434 KROGER CO COM 501044101 405 12748 SH SOLE 0 0 12748 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 394 57142 SH SOLE 0 0 57142 LILLY ELI & CO COM 532457108 269 1595 SH SOLE 0 0 1595 LOCKHEED MARTIN CORP COM 539830109 423 1192 SH SOLE 0 0 1192 MERCK & CO. INC COM 58933Y105 823 10058 SH SOLE 0 0 10058 METLIFE INC COM 59156R108 487 10379 SH SOLE 0 0 10379 MICROSOFT CORP COM 594918104 912 4101 SH SOLE 0 0 4101 MODERNA INC COM 60770K107 203 1940 SH SOLE 0 0 1940 MONMOUTH REAL ESTATE INVT CO CL A 609720107 226 13077 SH SOLE 0 0 13077 MORGAN STANLEY COM NEW 617446448 677 9883 SH SOLE 0 0 9883 NATIONAL GRID PLC SPONSORED ADR NE 636274409 459 7772 SH SOLE 0 0 7772 NEW YORK CMNTY BANCORP INC COM 649445103 176 16685 SH SOLE 0 0 16685 NEXTERA ENERGY INC COM 65339F101 794 10297 SH SOLE 0 0 10297 NIKE INC CL B 654106103 511 3610 SH SOLE 0 0 3610 NORTHROP GRUMMAN CORP COM 666807102 270 887 SH SOLE 0 0 887 NUVEEN DOW 30 DYNAMIC OVERWR SHS 67075F105 1127 74175 SH SOLE 0 0 74175 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 384 23811 SH SOLE 0 0 23811 NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107 1744 67041 SH SOLE 0 0 67041 NUVEEN PFD & INCM SECURTIES COM 67072C105 1079 110880 SH SOLE 0 0 110880 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 1559 121002 SH SOLE 0 0 121002 NUVEEN S&P 500 DYNAMIC OVERW COM 6706EW100 899 58979 SH SOLE 0 0 58979 OLD DOMINION FREIGHT LINE IN COM 679580100 350 1794 SH SOLE 0 0 1794 PACKAGING CORP AMER COM 695156109 201 1458 SH SOLE 0 0 1458 PEPSICO INC COM 713448108 821 5539 SH SOLE 0 0 5539 PFIZER INC COM 717081103 1112 30205 SH SOLE 0 0 30205 PROCTER AND GAMBLE CO COM 742718109 540 3878 SH SOLE 0 0 3878 QUALCOMM INC COM 747525103 2432 15965 SH SOLE 0 0 15965 REALTY INCOME CORP COM 756109104 202 3256 SH SOLE 0 0 3256 REPUBLIC SVCS INC COM 760759100 232 2413 SH SOLE 0 0 2413 S&P GLOBAL INC COM 78409V104 350 1064 SH SOLE 0 0 1064 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 542 18389 SH SOLE 0 0 18389 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 613 5405 SH SOLE 0 0 5405 SELECT SECTOR SPDR TR ENERGY 81369Y506 836 22068 SH SOLE 0 0 22068 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1340 21369 SH SOLE 0 0 21369 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1571 23290 SH SOLE 0 0 23290 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1615 10045 SH SOLE 0 0 10045 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4087 31434 SH SOLE 0 0 31434 SHAKE SHACK INC CL A 819047101 259 3060 SH SOLE 0 0 3060 SL GREEN RLTY CORP COM 78440X101 258 10266 SH SOLE 0 0 10266 SNAP INC CL A 83304A106 258 5154 SH SOLE 0 0 5154 SOUTHERN CO COM 842587107 252 4109 SH SOLE 0 0 4109 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 20458 66902 SH SOLE 0 0 66902 SPDR S&P 500 ETF TR TR UNIT 78462F103 155518 415957 SH SOLE 0 0 415957 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 8397 19996 SH SOLE 0 0 19996 SPDR SER TR PRTFLO S&P500 VL 78464A508 220 6399 SH SOLE 0 0 6399 SPDR SER TR PRTFLO S&P500 GW 78464A409 548 9920 SH SOLE 0 0 9920 SPDR SER TR S&P TELECOM 78464A540 263 3100 SH SOLE 0 0 3100 SPDR SER TR S&P BIOTECH 78464A870 409 2907 SH SOLE 0 0 2907 SPDR SER TR SPDR BLOOMBERG 78468R663 4532 49515 SH SOLE 0 0 49515 SPDR SER TR S&P DIVID ETF 78464A763 5910 55791 SH SOLE 0 0 55791 SPDR SER TR WELLS FG PFD ETF 78464A292 6179 139136 SH SOLE 0 0 139136 STARBUCKS CORP COM 855244109 599 5600 SH SOLE 0 0 5600 TEXAS INSTRS INC COM 882508104 514 3133 SH SOLE 0 0 3133 UNION PAC CORP COM 907818108 349 1678 SH SOLE 0 0 1678 UNITED PARCEL SERVICE INC CL B 911312106 1476 8763 SH SOLE 0 0 8763 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 215 1742 SH SOLE 0 0 1742 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 278 808 SH SOLE 0 0 808 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 200 3322 SH SOLE 0 0 3322 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 269 1904 SH SOLE 0 0 1904 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 336 3677 SH SOLE 0 0 3677 VERIZON COMMUNICATIONS INC COM 92343V104 1582 26933 SH SOLE 0 0 26933 VIRTUS GLOBAL DIVID & INCOME COM 92835W107 216 24607 SH SOLE 0 0 24607 WALMART INC COM 931142103 983 6819 SH SOLE 0 0 6819 WESTERN DIGITAL CORP. COM 958102105 446 8053 SH SOLE 0 0 8053 WILLIAMS SONOMA INC COM 969904101 901 8848 SH SOLE 0 0 8848