0001085146-22-001608.txt : 20220427
0001085146-22-001608.hdr.sgml : 20220427
20220427172547
ACCESSION NUMBER: 0001085146-22-001608
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220427
DATE AS OF CHANGE: 20220427
EFFECTIVENESS DATE: 20220427
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: 22861089
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
03-31-2022
03-31-2022
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
04-22-2022
0
142
361060
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
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UNIT LTD PARTN
01881G106
576
12246
SH
SOLE
12246
0
0
ALLSTATE CORP
COM
020002101
228
1649
SH
SOLE
1649
0
0
ALPHABET INC
CAP STK CL A
02079K305
581
209
SH
SOLE
209
0
0
ALPHABET INC
CAP STK CL C
02079K107
469
168
SH
SOLE
168
0
0
ALTRIA GROUP INC
COM
02209S103
503
9622
SH
SOLE
9622
0
0
AMAZON COM INC
COM
023135106
411
126
SH
SOLE
126
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
536
5371
SH
SOLE
5371
0
0
AMERICAN EXPRESS CO
COM
025816109
256
1371
SH
SOLE
1371
0
0
AMGEN INC
COM
031162100
257
1063
SH
SOLE
1063
0
0
ANTHEM INC
COM
036752103
241
491
SH
SOLE
491
0
0
APPLE INC
COM
037833100
11404
65312
SH
SOLE
65312
0
0
AT&T INC
COM
00206R102
1375
58176
SH
SOLE
58176
0
0
BANK NEW YORK MELLON CORP
COM
064058100
370
7445
SH
SOLE
7445
0
0
BCE INC
COM NEW
05534B760
466
8403
SH
SOLE
8403
0
0
BLACKROCK CORE BD TR
SHS BEN INT
09249E101
391
30091
SH
SOLE
30091
0
0
BLACKROCK CORPOR HI YLD FD I
COM
09255P107
233
21599
SH
SOLE
21599
0
0
BLACKROCK CR ALLOCATION INCO
COM
092508100
777
61903
SH
SOLE
61903
0
0
BLACKROCK ENHANCD CAP & INM
COM
09256A109
470
22532
SH
SOLE
22532
0
0
BLACKROCK ENHANCED EQUITY DI
COM
09251A104
1506
152169
SH
SOLE
152169
0
0
BLACKROCK ENHANCED GOVT FD I
COM
09255K108
357
32257
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SOLE
32257
0
0
BLACKROCK GLOBAL FLOATING RA
COM
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255
20021
SH
SOLE
20021
0
0
BLACKROCK INC
COM
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378
495
SH
SOLE
495
0
0
BLACKROCK MUNICIPAL INCOME
COM
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245
18635
SH
SOLE
18635
0
0
BOEING CO
COM
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261
1361
SH
SOLE
1361
0
0
BRITISH AMERN TOB PLC
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509
12075
SH
SOLE
12075
0
0
CENTERPOINT ENERGY INC
COM
15189T107
286
9323
SH
SOLE
9323
0
0
CHEVRON CORP NEW
COM
166764100
1805
11082
SH
SOLE
11082
0
0
CISCO SYS INC
COM
17275R102
501
8983
SH
SOLE
8983
0
0
COCA COLA CO
COM
191216100
1237
19954
SH
SOLE
19954
0
0
COHEN & STEERS INFRASTRUCTUR
COM
19248A109
403
13909
SH
SOLE
13909
0
0
COLGATE PALMOLIVE CO
COM
194162103
604
7962
SH
SOLE
7962
0
0
CONOCOPHILLIPS
COM
20825C104
570
5699
SH
SOLE
5699
0
0
CONSOLIDATED EDISON INC
COM
209115104
689
7277
SH
SOLE
7277
0
0
COSTCO WHSL CORP NEW
COM
22160K105
270
469
SH
SOLE
469
0
0
CVS HEALTH CORP
COM
126650100
276
2726
SH
SOLE
2726
0
0
DEERE & CO
COM
244199105
517
1244
SH
SOLE
1244
0
0
DISNEY WALT CO
COM
254687106
756
5510
SH
SOLE
5510
0
0
DNP SELECT INCOME FD INC
COM
23325P104
1329
112421
SH
SOLE
112421
0
0
DOMINOS PIZZA INC
COM
25754A201
249
613
SH
SOLE
613
0
0
EATON VANCE ENHANCED EQUITY
COM
278277108
301
14334
SH
SOLE
14334
0
0
EMERSON ELEC CO
COM
291011104
538
5489
SH
SOLE
5489
0
0
ENBRIDGE INC
COM
29250N105
708
15362
SH
SOLE
15362
0
0
EXXON MOBIL CORP
COM
30231G102
535
6473
SH
SOLE
6473
0
0
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
416
21849
SH
SOLE
21849
0
0
FUBOTV INC
COM
35953D104
397
60453
SH
SOLE
60453
0
0
GABELLI EQUITY TR INC
COM
362397101
414
59723
SH
SOLE
59723
0
0
GENERAL DYNAMICS CORP
COM
369550108
663
2750
SH
SOLE
2750
0
0
GLADSTONE CAPITAL CORP
COM
376535100
568
48164
SH
SOLE
48164
0
0
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
447
10272
SH
SOLE
10272
0
0
HCA HEALTHCARE INC
COM
40412C101
246
980
SH
SOLE
980
0
0
HOME DEPOT INC
COM
437076102
1178
3936
SH
SOLE
3936
0
0
HONEYWELL INTL INC
COM
438516106
301
1545
SH
SOLE
1545
0
0
ILLINOIS TOOL WKS INC
COM
452308109
524
2504
SH
SOLE
2504
0
0
INCYTE CORP
COM
45337C102
215
2709
SH
SOLE
2709
0
0
INNOVATE CORP
COM
45784J105
100
27121
SH
SOLE
27121
0
0
INTEL CORP
COM
458140100
1234
24907
SH
SOLE
24907
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
1298
9982
SH
SOLE
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0
0
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
1479
108960
SH
SOLE
108960
0
0
INVESCO EXCH TRADED FD TR II
S&P500 HDL VOL
46138E362
716
15163
SH
SOLE
15163
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
18265
50381
SH
SOLE
50381
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
4530
42384
SH
SOLE
42384
0
0
ISHARES TR
CORE S&P SCP ETF
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10204
94583
SH
SOLE
94583
0
0
ISHARES TR
CORE S&P500 ETF
464287200
8308
18311
SH
SOLE
18311
0
0
ISHARES TR
ISHARES BIOTECH
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1320
10132
SH
SOLE
10132
0
0
ISHARES TR
MSCI EAFE ETF
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11801
160338
SH
SOLE
160338
0
0
ISHARES TR
PFD AND INCM SEC
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4918
135025
SH
SOLE
135025
0
0
ISHARES TR
RUSSELL 2000 ETF
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254
1235
SH
SOLE
1235
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
443
2847
SH
SOLE
2847
0
0
ISHARES TR
SELECT DIVID ETF
464287168
4792
37400
SH
SOLE
37400
0
0
ISHARES TR
US INDUSTRIALS
464287754
1996
18929
SH
SOLE
18929
0
0
JOHNSON & JOHNSON
COM
478160104
1695
9564
SH
SOLE
9564
0
0
JPMORGAN CHASE & CO
COM
46625H100
571
4188
SH
SOLE
4188
0
0
KINDER MORGAN INC DEL
COM
49456B101
195
10300
SH
SOLE
10300
0
0
KROGER CO
COM
501044101
800
13950
SH
SOLE
13950
0
0
LAZARD LTD
SHS A
G54050102
474
13727
SH
SOLE
13727
0
0
LIBERTY ALL STAR EQUITY FD
SH BEN INT
530158104
304
37567
SH
SOLE
37567
0
0
LILLY ELI & CO
COM
532457108
657
2296
SH
SOLE
2296
0
0
LOCKHEED MARTIN CORP
COM
539830109
915
2073
SH
SOLE
2073
0
0
LOWES COS INC
COM
548661107
339
1676
SH
SOLE
1676
0
0
LULULEMON ATHLETICA INC
COM
550021109
251
686
SH
SOLE
686
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
510
4961
SH
SOLE
4961
0
0
MCDONALDS CORP
COM
580135101
222
898
SH
SOLE
898
0
0
META PLATFORMS INC
CL A
30303M102
2094
9415
SH
SOLE
9415
0
0
METLIFE INC
COM
59156R108
716
10195
SH
SOLE
10195
0
0
MICROSOFT CORP
COM
594918104
1609
5220
SH
SOLE
5220
0
0
MORGAN STANLEY
COM NEW
617446448
748
8560
SH
SOLE
8560
0
0
NEW YORK CMNTY BANCORP INC
COM
649445103
128
11976
SH
SOLE
11976
0
0
NIKE INC
CL B
654106103
584
4338
SH
SOLE
4338
0
0
NORTHROP GRUMMAN CORP
COM
666807102
404
903
SH
SOLE
903
0
0
NUVEEN DOW 30 DYNMC OVERWRT
SHS
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1048
63066
SH
SOLE
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0
0
NUVEEN FLOATING RATE INCOME
COM
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231
23119
SH
SOLE
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COM SH BEN INT
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274
18744
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SOLE
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NUVEEN PFD & INCM SECURTIES
COM
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101603
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SOLE
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COM
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SOLE
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0
0
NUVEEN S&P 500 DYNAMIC OVERW
COM
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SOLE
49321
0
0
OCCIDENTAL PETE CORP
COM
674599105
202
3552
SH
SOLE
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0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
352
1177
SH
SOLE
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0
0
PACKAGING CORP AMER
COM
695156109
262
1680
SH
SOLE
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0
0
PEPSICO INC
COM
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SH
SOLE
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0
0
PFIZER INC
COM
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1666
32188
SH
SOLE
32188
0
0
PIMCO HIGH INCOME FD
COM SHS
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82
14225
SH
SOLE
14225
0
0
PROCTER AND GAMBLE CO
COM
742718109
757
4956
SH
SOLE
4956
0
0
QUALCOMM INC
COM
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2272
14868
SH
SOLE
14868
0
0
RAYMOND JAMES FINL INC
COM
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441
4012
SH
SOLE
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0
0
RAYTHEON TECHNOLOGIES CORP
COM
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2234
SH
SOLE
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REALTY INCOME CORP
COM
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3561
SH
SOLE
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COM
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2438
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SOLE
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RESTAURANT BRANDS INTL INC
COM
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SH
SOLE
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S&P GLOBAL INC
COM
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SOLE
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SOLE
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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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SPDR SER TR
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SH
SOLE
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0
0
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COM
88160R101
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342
SH
SOLE
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0
0
TEXAS INSTRS INC
COM
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SOLE
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0
0
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COM NEW
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215
2707
SH
SOLE
2707
0
0
TYSON FOODS INC
CL A
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491
5477
SH
SOLE
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0
0
UNION PAC CORP
COM
907818108
584
2138
SH
SOLE
2138
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
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9153
SH
SOLE
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0
0
US BANCORP DEL
COM NEW
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6648
SH
SOLE
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0
0
VALERO ENERGY CORP
COM
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278
2740
SH
SOLE
2740
0
0
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
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569
3776
SH
SOLE
3776
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
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SH
SOLE
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VANGUARD INDEX FDS
SMALL CP ETF
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SOLE
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VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
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SOLE
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VANGUARD SPECIALIZED FUNDS
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SOLE
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VANGUARD WHITEHALL FDS
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6688
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SOLE
6688
0
0
VERIZON COMMUNICATIONS INC
COM
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26486
SH
SOLE
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VIRTUS GLOBAL DIVID & INCOME
COM
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202
20674
SH
SOLE
20674
0
0
WALMART INC
COM
931142103
1033
6938
SH
SOLE
6938
0
0
WESTERN ASSET HIGH INCOME FD
COM
95766J102
89
14790
SH
SOLE
14790
0
0
WESTERN DIGITAL CORP.
COM
958102105
449
9037
SH
SOLE
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0
0
WILLIAMS SONOMA INC
COM
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8784
SH
SOLE
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0
0