0001085146-22-000366.txt : 20220128
0001085146-22-000366.hdr.sgml : 20220128
20220127214004
ACCESSION NUMBER: 0001085146-22-000366
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220128
DATE AS OF CHANGE: 20220127
EFFECTIVENESS DATE: 20220128
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: 22565157
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
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false
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0001767070
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12-31-2021
12-31-2021
false
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
516-708-9955
/s/James DeMeo
Lake Success
NY
01-26-2022
0
148
383758
false
INFORMATION TABLE
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infotable.xml
INFORMATION TABLE
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UNIT LTD PARTN
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589
12070
SH
SOLE
12070
0
0
ALPHABET INC
CAP STK CL A
02079K305
577
199
SH
SOLE
199
0
0
ALPHABET INC
CAP STK CL C
02079K107
544
188
SH
SOLE
188
0
0
ALTRIA GROUP INC
COM
02209S103
460
9707
SH
SOLE
9707
0
0
AMAZON COM INC
COM
023135106
380
114
SH
SOLE
114
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
440
4951
SH
SOLE
4951
0
0
AMERICAN EXPRESS CO
COM
025816109
224
1368
SH
SOLE
1368
0
0
AMGEN INC
COM
031162100
238
1057
SH
SOLE
1057
0
0
ANTHEM INC
COM
036752103
227
491
SH
SOLE
491
0
0
APPLE INC
COM
037833100
11801
66458
SH
SOLE
66458
0
0
AT&T INC
COM
00206R102
1649
67051
SH
SOLE
67051
0
0
BANK NEW YORK MELLON CORP
COM
064058100
416
7165
SH
SOLE
7165
0
0
BCE INC
COM NEW
05534B760
430
8254
SH
SOLE
8254
0
0
BLACKROCK CORE BD TR
SHS BEN INT
09249E101
503
30448
SH
SOLE
30448
0
0
BLACKROCK CORPOR HI YLD FD I
COM
09255P107
270
21892
SH
SOLE
21892
0
0
BLACKROCK CR ALLOCATION INCO
COM
092508100
952
63225
SH
SOLE
63225
0
0
BLACKROCK ENHANCD CAP & INM
COM
09256A109
502
22675
SH
SOLE
22675
0
0
BLACKROCK ENHANCED EQUITY DI
COM
09251A104
1614
160129
SH
SOLE
160129
0
0
BLACKROCK ENHANCED GOVT FD I
COM
09255K108
412
32788
SH
SOLE
32788
0
0
BLACKROCK GLOBAL FLOATING RA
COM
091941104
285
20403
SH
SOLE
20403
0
0
BLACKROCK INC
COM
09247X101
420
459
SH
SOLE
459
0
0
BLACKROCK MUNICIPAL INCOME
COM
09253X102
283
18635
SH
SOLE
18635
0
0
BOEING CO
COM
097023105
274
1361
SH
SOLE
1361
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
211
3383
SH
SOLE
3383
0
0
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
452
12075
SH
SOLE
12075
0
0
CENTERPOINT ENERGY INC
COM
15189T107
259
9290
SH
SOLE
9290
0
0
CHEVRON CORP NEW
COM
166764100
1252
10671
SH
SOLE
10671
0
0
CISCO SYS INC
COM
17275R102
511
8069
SH
SOLE
8069
0
0
COCA COLA CO
COM
191216100
1137
19207
SH
SOLE
19207
0
0
COHEN & STEERS INFRASTRUCTUR
COM
19248A109
401
14062
SH
SOLE
14062
0
0
COLGATE PALMOLIVE CO
COM
194162103
659
7720
SH
SOLE
7720
0
0
CONNECTONE BANCORP INC
COM
20786W107
203
6214
SH
SOLE
6214
0
0
CONOCOPHILLIPS
COM
20825C104
410
5685
SH
SOLE
5685
0
0
CONSOLIDATED EDISON INC
COM
209115104
629
7377
SH
SOLE
7377
0
0
COSTCO WHSL CORP NEW
COM
22160K105
231
406
SH
SOLE
406
0
0
CVS HEALTH CORP
COM
126650100
275
2664
SH
SOLE
2664
0
0
DEERE & CO
COM
244199105
426
1242
SH
SOLE
1242
0
0
DISNEY WALT CO
COM
254687106
854
5516
SH
SOLE
5516
0
0
DNP SELECT INCOME FD INC
COM
23325P104
1242
114290
SH
SOLE
114290
0
0
DOMINOS PIZZA INC
COM
25754A201
345
612
SH
SOLE
612
0
0
EATON VANCE ENHANCED EQUITY
COM
278277108
360
14639
SH
SOLE
14639
0
0
EBAY INC.
COM
278642103
215
3235
SH
SOLE
3235
0
0
EMERSON ELEC CO
COM
291011104
495
5323
SH
SOLE
5323
0
0
ENBRIDGE INC
COM
29250N105
589
15074
SH
SOLE
15074
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
584
26582
SH
SOLE
26582
0
0
EXXON MOBIL CORP
COM
30231G102
388
6335
SH
SOLE
6335
0
0
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
444
21849
SH
SOLE
21849
0
0
FUBOTV INC
COM
35953D104
1036
66753
SH
SOLE
66753
0
0
GABELLI EQUITY TR INC
COM
362397101
433
60226
SH
SOLE
60226
0
0
GENERAL DYNAMICS CORP
COM
369550108
572
2744
SH
SOLE
2744
0
0
GLADSTONE CAPITAL CORP
COM
376535100
562
48474
SH
SOLE
48474
0
0
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
451
10230
SH
SOLE
10230
0
0
HCA HEALTHCARE INC
COM
40412C101
252
980
SH
SOLE
980
0
0
HOME DEPOT INC
COM
437076102
1623
3911
SH
SOLE
3911
0
0
HONEYWELL INTL INC
COM
438516106
321
1541
SH
SOLE
1541
0
0
ILLINOIS TOOL WKS INC
COM
452308109
612
2481
SH
SOLE
2481
0
0
INNOVATE CORP
COM
45784J105
100
27121
SH
SOLE
27121
0
0
INTEL CORP
COM
458140100
1244
24157
SH
SOLE
24157
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1297
9702
SH
SOLE
9702
0
0
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
1627
108435
SH
SOLE
108435
0
0
INVESCO EXCH TRADED FD TR II
S&P500 HDL VOL
46138E362
505
11159
SH
SOLE
11159
0
0
INVESCO QQQ TR
UNIT SER 1
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20040
50371
SH
SOLE
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0
0
ISHARES TR
CORE HIGH DV ETF
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4516
44719
SH
SOLE
44719
0
0
ISHARES TR
CORE S&P SCP ETF
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93148
SH
SOLE
93148
0
0
ISHARES TR
CORE S&P500 ETF
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9708
20352
SH
SOLE
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0
0
ISHARES TR
ISHARES BIOTECH
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10129
SH
SOLE
10129
0
0
ISHARES TR
MSCI EAFE ETF
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12346
156920
SH
SOLE
156920
0
0
ISHARES TR
PFD AND INCM SEC
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5359
135921
SH
SOLE
135921
0
0
ISHARES TR
RUSSELL 2000 ETF
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274
1233
SH
SOLE
1233
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
444
2834
SH
SOLE
2834
0
0
ISHARES TR
SELECT DIVID ETF
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4899
39960
SH
SOLE
39960
0
0
ISHARES TR
US INDUSTRIALS
464287754
2129
18883
SH
SOLE
18883
0
0
JOHNSON & JOHNSON
COM
478160104
1582
9246
SH
SOLE
9246
0
0
JPMORGAN CHASE & CO
COM
46625H100
632
3993
SH
SOLE
3993
0
0
KAYNE ANDERSON ENERGY INFRST
COM
486606106
102
13137
SH
SOLE
13137
0
0
KINDER MORGAN INC DEL
COM
49456B101
217
13670
SH
SOLE
13670
0
0
KROGER CO
COM
501044101
642
14176
SH
SOLE
14176
0
0
LAZARD LTD
SHS A
G54050102
550
12598
SH
SOLE
12598
0
0
LIBERTY ALL STAR EQUITY FD
SH BEN INT
530158104
419
50027
SH
SOLE
50027
0
0
LILLY ELI & CO
COM
532457108
596
2157
SH
SOLE
2157
0
0
LOCKHEED MARTIN CORP
COM
539830109
689
1939
SH
SOLE
1939
0
0
LOWES COS INC
COM
548661107
397
1537
SH
SOLE
1537
0
0
LULULEMON ATHLETICA INC
COM
550021109
233
595
SH
SOLE
595
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
455
4935
SH
SOLE
4935
0
0
MCDONALDS CORP
COM
580135101
233
871
SH
SOLE
871
0
0
META PLATFORMS INC
CL A
30303M102
3167
9415
SH
SOLE
9415
0
0
METLIFE INC
COM
59156R108
635
10166
SH
SOLE
10166
0
0
MICROSOFT CORP
COM
594918104
1672
4973
SH
SOLE
4973
0
0
MODERNA INC
COM
60770K107
219
863
SH
SOLE
863
0
0
MONMOUTH REAL ESTATE INVT CO
CL A
609720107
261
12412
SH
SOLE
12412
0
0
MORGAN STANLEY
COM NEW
617446448
836
8513
SH
SOLE
8513
0
0
NEW YORK CMNTY BANCORP INC
COM
649445103
145
11853
SH
SOLE
11853
0
0
NIKE INC
CL B
654106103
705
4230
SH
SOLE
4230
0
0
NORTHROP GRUMMAN CORP
COM
666807102
348
900
SH
SOLE
900
0
0
NUVEEN DOW 30 DYNMC OVERWRT
SHS
67075F105
1134
63797
SH
SOLE
63797
0
0
NUVEEN FLOATING RATE INCOME
COM
67072T108
246
24236
SH
SOLE
24236
0
0
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COM SH BEN INT
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360
21028
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SOLE
21028
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0
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COM
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SOLE
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COM
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SOLE
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SH
SOLE
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0
0
OLD DOMINION FREIGHT LINE IN
COM
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401
1118
SH
SOLE
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0
0
PACKAGING CORP AMER
COM
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229
1685
SH
SOLE
1685
0
0
PEPSICO INC
COM
713448108
968
5574
SH
SOLE
5574
0
0
PFIZER INC
COM
717081103
1963
33236
SH
SOLE
33236
0
0
PIMCO HIGH INCOME FD
COM SHS
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89
14522
SH
SOLE
14522
0
0
PROCTER AND GAMBLE CO
COM
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762
4661
SH
SOLE
4661
0
0
QUALCOMM INC
COM
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SH
SOLE
15073
0
0
RAYMOND JAMES FINL INC
COM
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383
3812
SH
SOLE
3812
0
0
REALTY INCOME CORP
COM
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266
3712
SH
SOLE
3712
0
0
REPUBLIC SVCS INC
COM
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339
2433
SH
SOLE
2433
0
0
RESTAURANT BRANDS INTL INC
COM
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4490
SH
SOLE
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0
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S&P GLOBAL INC
COM
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505
1070
SH
SOLE
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SOLE
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SOLE
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0
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SELECT SECTOR SPDR TR
SBI CONS DISCR
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SOLE
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SELECT SECTOR SPDR TR
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SOLE
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SELECT SECTOR SPDR TR
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SOLE
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SELECT SECTOR SPDR TR
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TECHNOLOGY
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SOLE
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5154
SH
SOLE
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0
0
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COM
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394
5741
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SOLE
5741
0
0
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TR UNIT
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SOLE
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ICE PFD SEC ETF
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SOLE
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SPDR SER TR
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SOLE
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SPDR SER TR
PRTFLO S&P500 VL
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272
6466
SH
SOLE
6466
0
0
SPDR SER TR
S&P BIOTECH
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419
3745
SH
SOLE
3745
0
0
SPDR SER TR
S&P DIVID ETF
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7035
54482
SH
SOLE
54482
0
0
TESLA INC
COM
88160R101
350
331
SH
SOLE
331
0
0
TEXAS INSTRS INC
COM
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668
3545
SH
SOLE
3545
0
0
TJX COS INC NEW
COM
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234
3083
SH
SOLE
3083
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
208
2707
SH
SOLE
2707
0
0
TYSON FOODS INC
CL A
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441
5062
SH
SOLE
5062
0
0
UNION PAC CORP
COM
907818108
504
1999
SH
SOLE
1999
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
1956
9125
SH
SOLE
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0
0
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338
6010
SH
SOLE
6010
0
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VALERO ENERGY CORP
COM
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204
2712
SH
SOLE
2712
0
0
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
570
3762
SH
SOLE
3762
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
353
809
SH
SOLE
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0
0
VANGUARD INDEX FDS
SMALL CP ETF
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226
1000
SH
SOLE
1000
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
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368
5399
SH
SOLE
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0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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1950
SH
SOLE
1950
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
408
3637
SH
SOLE
3637
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1343
25838
SH
SOLE
25838
0
0
VIRTUS GLOBAL DIVID & INCOME
COM
92835W107
199
21022
SH
SOLE
21022
0
0
WALMART INC
COM
931142103
995
6877
SH
SOLE
6877
0
0
WESTERN ASSET HIGH INCOME FD
COM
95766J102
106
14790
SH
SOLE
14790
0
0
WESTERN DIGITAL CORP.
COM
958102105
589
9039
SH
SOLE
9039
0
0
WILLIAMS SONOMA INC
COM
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9051
SH
SOLE
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0
0