0001085146-22-002502.txt : 20220722 0001085146-22-002502.hdr.sgml : 20220722 20220721203541 ACCESSION NUMBER: 0001085146-22-002502 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220722 DATE AS OF CHANGE: 20220721 EFFECTIVENESS DATE: 20220722 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: 221098257 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 06-30-2022 06-30-2022 false Shulman DeMeo Asset Management LLC

3000 MARCUS AVENUE SUITE 3W1 LAKE SUCCESS NY 11042

13F HOLDINGS REPORT 028-19048 N James DeMeo 516-708-9955 /s/James DeMeo Lake Success NY 07-17-2022 0 135 302470 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 515 12381 SH SOLE 12381 0 0 ALPHABET INC CAP STK CL A 02079K305 477 219 SH SOLE 219 0 0 ALPHABET INC CAP STK CL C 02079K107 219 100 SH SOLE 100 0 0 ALTRIA GROUP INC COM 02209S103 407 9734 SH SOLE 9734 0 0 AMAZON COM INC COM 023135106 366 3443 SH SOLE 3443 0 0 AMERICAN ELEC PWR CO INC COM 025537101 519 5406 SH SOLE 5406 0 0 AMGEN INC COM 031162100 260 1069 SH SOLE 1069 0 0 APPLE INC COM 037833100 8997 65805 SH SOLE 65805 0 0 AT&T INC COM 00206R102 1131 53937 SH SOLE 53937 0 0 BANK NEW YORK MELLON CORP COM 064058100 313 7504 SH SOLE 7504 0 0 BCE INC COM NEW 05534B760 418 8491 SH SOLE 8491 0 0 BLACKROCK CORE BD TR SHS BEN INT 09249E101 337 29762 SH SOLE 29762 0 0 BLACKROCK CORPOR HI YLD FD I COM 09255P107 202 21209 SH SOLE 21209 0 0 BLACKROCK CR ALLOCATION INCO COM 092508100 667 61249 SH SOLE 61249 0 0 BLACKROCK ENHANCD CAP & INM COM 09256A109 395 22493 SH SOLE 22493 0 0 BLACKROCK ENHANCED EQUITY DI COM 09251A104 1331 150767 SH SOLE 150767 0 0 BLACKROCK ENHANCED GOVT FD I COM 09255K108 337 32077 SH SOLE 32077 0 0 BLACKROCK FLOATING RATE INC COM 091941104 218 19795 SH SOLE 19795 0 0 BLACKROCK INC COM 09247X101 307 504 SH SOLE 504 0 0 BLACKROCK MUNICIPAL INCOME COM 09253X102 221 18591 SH SOLE 18591 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 517 12045 SH SOLE 12045 0 0 CENTERPOINT ENERGY INC COM 15189T107 277 9354 SH SOLE 9354 0 0 CHEVRON CORP NEW COM 166764100 1608 11105 SH SOLE 11105 0 0 CISCO SYS INC COM 17275R102 391 9172 SH SOLE 9172 0 0 COCA COLA CO COM 191216100 1262 20055 SH SOLE 20055 0 0 COHEN & STEERS INFRASTRUCTUR COM 19248A109 352 13909 SH SOLE 13909 0 0 COLGATE PALMOLIVE CO COM 194162103 640 7992 SH SOLE 7992 0 0 CONOCOPHILLIPS COM 20825C104 512 5696 SH SOLE 5696 0 0 CONSOLIDATED EDISON INC COM 209115104 693 7285 SH SOLE 7285 0 0 COSTCO WHSL CORP NEW COM 22160K105 225 468 SH SOLE 468 0 0 CVS HEALTH CORP COM 126650100 275 2967 SH SOLE 2967 0 0 DEERE & CO COM 244199105 373 1247 SH SOLE 1247 0 0 DISNEY WALT CO COM 254687106 564 5980 SH SOLE 5980 0 0 DNP SELECT INCOME FD INC COM 23325P104 1210 111619 SH SOLE 111619 0 0 EATON VANCE ENHANCED EQUITY COM 278277108 231 14293 SH SOLE 14293 0 0 ELEVANCE HEALTH INC COM 036752103 237 492 SH SOLE 492 0 0 EMERSON ELEC CO COM 291011104 438 5504 SH SOLE 5504 0 0 ENBRIDGE INC COM 29250N105 651 15393 SH SOLE 15393 0 0 EXXON MOBIL CORP COM 30231G102 560 6537 SH SOLE 6537 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 376 21849 SH SOLE 21849 0 0 FUBOTV INC COM 35953D104 143 57953 SH SOLE 57953 0 0 GABELLI EQUITY TR INC COM 362397101 364 59666 SH SOLE 59666 0 0 GENERAL DYNAMICS CORP COM 369550108 610 2756 SH SOLE 2756 0 0 GLADSTONE CAPITAL CORP COM 376535100 485 48104 SH SOLE 48104 0 0 GSK PLC SPONSORED ADR 37733W105 469 10764 SH SOLE 10764 0 0 HOME DEPOT INC COM 437076102 1080 3938 SH SOLE 3938 0 0 HONEYWELL INTL INC COM 438516106 269 1549 SH SOLE 1549 0 0 ILLINOIS TOOL WKS INC COM 452308109 458 2511 SH SOLE 2511 0 0 INCYTE CORP COM 45337C102 206 2709 SH SOLE 2709 0 0 INNOVATE CORP COM 45784J105 47 27121 SH SOLE 27121 0 0 INTEL CORP COM 458140100 925 24736 SH SOLE 24736 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1387 9824 SH SOLE 9824 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 1341 108698 SH SOLE 108698 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 563 12764 SH SOLE 12764 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 13842 49387 SH SOLE 49387 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 4118 41004 SH SOLE 41004 0 0 ISHARES TR CORE S&P SCP ETF 464287804 8749 94679 SH SOLE 94679 0 0 ISHARES TR CORE S&P500 ETF 464287200 6966 18373 SH SOLE 18373 0 0 ISHARES TR ISHARES BIOTECH 464287556 1038 8822 SH SOLE 8822 0 0 ISHARES TR MSCI EAFE ETF 464287465 10178 162880 SH SOLE 162880 0 0 ISHARES TR PFD AND INCM SEC 464288687 4410 134133 SH SOLE 134133 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 210 1239 SH SOLE 1239 0 0 ISHARES TR S&P 500 VAL ETF 464287408 393 2859 SH SOLE 2859 0 0 ISHARES TR SELECT DIVID ETF 464287168 4286 36424 SH SOLE 36424 0 0 ISHARES TR US INDUSTRIALS 464287754 1672 18977 SH SOLE 18977 0 0 JOHNSON & JOHNSON COM 478160104 1711 9641 SH SOLE 9641 0 0 JPMORGAN CHASE & CO COM 46625H100 484 4294 SH SOLE 4294 0 0 KINDER MORGAN INC DEL COM 49456B101 173 10293 SH SOLE 10293 0 0 KROGER CO COM 501044101 662 13987 SH SOLE 13987 0 0 LAZARD LTD SHS A G54050102 454 14003 SH SOLE 14003 0 0 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 235 37447 SH SOLE 37447 0 0 LILLY ELI & CO COM 532457108 722 2226 SH SOLE 2226 0 0 LOCKHEED MARTIN CORP COM 539830109 894 2080 SH SOLE 2080 0 0 LOWES COS INC COM 548661107 296 1692 SH SOLE 1692 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 440 5035 SH SOLE 5035 0 0 MCDONALDS CORP COM 580135101 245 992 SH SOLE 992 0 0 META PLATFORMS INC CL A 30303M102 1518 9415 SH SOLE 9415 0 0 METLIFE INC COM 59156R108 642 10226 SH SOLE 10226 0 0 MICROSOFT CORP COM 594918104 1348 5249 SH SOLE 5249 0 0 MORGAN STANLEY COM NEW 617446448 656 8619 SH SOLE 8619 0 0 NEW YORK CMNTY BANCORP INC COM 649445103 111 12129 SH SOLE 12129 0 0 NIKE INC CL B 654106103 444 4345 SH SOLE 4345 0 0 NORTHROP GRUMMAN CORP COM 666807102 433 906 SH SOLE 906 0 0 NUVEEN DOW 30 DYNMC OVERWRT SHS 67075F105 956 62562 SH SOLE 62562 0 0 NUVEEN FLOATING RATE INCOME COM 67072T108 190 22800 SH SOLE 22800 0 0 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 235 18699 SH SOLE 18699 0 0 NUVEEN PFD & INCM SECURTIES COM 67072C105 731 100659 SH SOLE 100659 0 0 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 1244 100562 SH SOLE 100562 0 0 NUVEEN S&P 500 DYNAMIC OVERW COM 6706EW100 768 49015 SH SOLE 49015 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 303 1183 SH SOLE 1183 0 0 PACKAGING CORP AMER COM 695156109 232 1685 SH SOLE 1685 0 0 PEPSICO INC COM 713448108 936 5618 SH SOLE 5618 0 0 PFIZER INC COM 717081103 1713 32682 SH SOLE 32682 0 0 PIMCO HIGH INCOME FD COM SHS 722014107 72 13838 SH SOLE 13838 0 0 PROCTER AND GAMBLE CO COM 742718109 732 5089 SH SOLE 5089 0 0 QUALCOMM INC COM 747525103 1962 15360 SH SOLE 15360 0 0 RAYMOND JAMES FINL INC COM 754730109 359 4014 SH SOLE 4014 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 212 2204 SH SOLE 2204 0 0 REALTY INCOME CORP COM 756109104 249 3648 SH SOLE 3648 0 0 REPUBLIC SVCS INC COM 760759100 320 2442 SH SOLE 2442 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 217 4335 SH SOLE 4335 0 0 S&P GLOBAL INC COM 78409V104 362 1074 SH SOLE 1074 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 378 5290 SH SOLE 5290 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 344 10953 SH SOLE 10953 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 638 4640 SH SOLE 4640 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 820 11366 SH SOLE 11366 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 400 3122 SH SOLE 3122 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1275 18174 SH SOLE 18174 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2521 19830 SH SOLE 19830 0 0 SHELL PLC SPON ADS 780259305 311 5949 SH SOLE 5949 0 0 SOUTHERN CO COM 842587107 455 6376 SH SOLE 6376 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 158082 419039 SH SOLE 419039 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 4356 121519 SH SOLE 121519 0 0 SPDR SER TR S&P BIOTECH 78464A870 267 3589 SH SOLE 3589 0 0 SPDR SER TR S&P DIVID ETF 78464A763 6135 51691 SH SOLE 51691 0 0 TESLA INC COM 88160R101 253 375 SH SOLE 375 0 0 TEXAS INSTRS INC COM 882508104 562 3661 SH SOLE 3661 0 0 TYSON FOODS INC CL A 902494103 465 5408 SH SOLE 5408 0 0 UNION PAC CORP COM 907818108 457 2142 SH SOLE 2142 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1699 9306 SH SOLE 9306 0 0 UNITEDHEALTH GROUP INC COM 91324P102 419 815 SH SOLE 815 0 0 US BANCORP DEL COM NEW 902973304 314 6823 SH SOLE 6823 0 0 VALERO ENERGY CORP COM 91913Y100 278 2612 SH SOLE 2612 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 431 3244 SH SOLE 3244 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 282 812 SH SOLE 812 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 291 5516 SH SOLE 5516 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 281 1956 SH SOLE 1956 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 440 4323 SH SOLE 4323 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1307 25762 SH SOLE 25762 0 0 VIRTUS GLOBAL DIVID & INCOME COM 92835W107 168 20657 SH SOLE 20657 0 0 WALMART INC COM 931142103 847 6969 SH SOLE 6969 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 174 12997 SH SOLE 12997 0 0 WESTERN ASSET HIGH INCOM FD COM 95766J102 70 14266 SH SOLE 14266 0 0 WESTERN DIGITAL CORP. COM 958102105 390 8707 SH SOLE 8707 0 0 WILLIAMS SONOMA INC COM 969904101 861 7761 SH SOLE 7761 0 0