Chief Compliance Officer

0001085146-23-002927.txt : 20230727 0001085146-23-002927.hdr.sgml : 20230727 20230726204335 ACCESSION NUMBER: 0001085146-23-002927 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230727 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230727 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: 231115024 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 X0202 13F-HR LIVE false false false 0001767070 XXXXXXXX 06-30-2023 06-30-2023 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 07-26-2023 0 131 334270842 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 BBG001S5N9S0 413826 12868 SH SOLE 12868 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 522371 4364 SH SOLE 4364 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 262868 2173 SH SOLE 2173 0 0 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 387334 8550 SH SOLE 8550 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 465385 3570 SH SOLE 3570 0 0 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 452367 5373 SH SOLE 5373 0 0 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 251950 1446 SH SOLE 1446 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 236382 1065 SH SOLE 1065 0 0 APPLE INC COM 037833100 BBG001S5N8V8 13557145 69893 SH SOLE 69893 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 676533 42416 SH SOLE 42416 0 0 BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 336475 7558 SH SOLE 7558 0 0 BCE INC COM NEW 05534B760 BBG001S5P2C0 384324 8430 SH SOLE 8430 0 0 BLACKROCK CORE BD TR SHS BEN INT 09249E101 BBG001SFNB21 302675 28447 SH SOLE 28447 0 0 BLACKROCK CORPOR HI YLD FD I COM 09255P107 BBG001SJQLG3 182780 20491 SH SOLE 20491 0 0 BLACKROCK CR ALLOCATION INCO COM 092508100 BBG001SS72L0 575673 56717 SH SOLE 56717 0 0 BLACKROCK ENHANCD CAP & INM COM 09256A109 BBG001SJTK18 406480 21960 SH SOLE 21960 0 0 BLACKROCK ENHANCED EQUITY DI COM 09251A104 BBG001SK5462 1220307 146320 SH SOLE 146320 0 0 BLACKROCK ENHANCED GOVT FD I COM 09255K108 BBG001SPBFS5 299163 31326 SH SOLE 31326 0 0 BLACKROCK FLOATING RATE INC COM 091941104 BBG001SCPXR1 227498 19511 SH SOLE 19511 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 313970 454 SH SOLE 454 0 0 BLACKROCK MUNICIPAL INCOME COM 09253X102 BBG001SLPP25 206584 18058 SH SOLE 18058 0 0 BOEING CO COM 097023105 BBG001S5P0V3 297524 1409 SH SOLE 1409 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 380005 11446 SH SOLE 11446 0 0 CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 241330 8279 SH SOLE 8279 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1618832 10288 SH SOLE 10288 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 464690 8981 SH SOLE 8981 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 1189263 19749 SH SOLE 19749 0 0 COHEN & STEERS INFRASTRUCTUR COM 19248A109 BBG001SJYNK5 320523 13570 SH SOLE 13570 0 0 COLGATE PALMOLIVE CO COM 194162103 BBG001S5PVM5 569289 7390 SH SOLE 7390 0 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 486086 4691 SH SOLE 4691 0 0 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 661218 7314 SH SOLE 7314 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 248614 462 SH SOLE 462 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 505979 1249 SH SOLE 1249 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 447537 5013 SH SOLE 5013 0 0 DNP SELECT INCOME FD INC COM 23325P104 BBG001S5QKC9 1131970 108012 SH SOLE 108012 0 0 EATON VANCE ENHANCED EQUITY COM 278277108 BBG001SNGXL3 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158336 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 3931339 127104 SH SOLE 127104 0 0 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 510416 3167 SH SOLE 3167 0 0 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 3783384 33393 SH SOLE 33393 0 0 ISHARES TR US INDUSTRIALS 464287754 BBG001SFGXQ5 2035308 19194 SH SOLE 19194 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1530039 9244 SH SOLE 9244 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 630755 4337 SH SOLE 4337 0 0 KROGER CO COM 501044101 BBG001S5SN40 639783 13612 SH SOLE 13612 0 0 LAZARD LTD SHS A G54050102 BBG001S711C4 429977 13437 SH SOLE 13437 0 0 LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 BBG001S5X3D8 182092 28144 SH SOLE 28144 0 0 LILLY ELI & CO COM 532457108 BBG001S5STL8 984143 2098 SH SOLE 2098 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 917123 1992 SH SOLE 1992 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 379139 1680 SH SOLE 1680 0 0 LULULEMON ATHLETICA INC COM 550021109 BBG001STBM75 237698 628 SH SOLE 628 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 424038 4618 SH SOLE 4618 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 287402 963 SH SOLE 963 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1560310 5437 SH SOLE 5437 0 0 METLIFE INC COM 59156R108 BBG001S5T3R8 552721 9777 SH SOLE 9777 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1890024 5550 SH SOLE 5550 0 0 MORGAN STANLEY COM NEW 617446448 BBG001S9V5Z3 719528 8425 SH SOLE 8425 0 0 NEW YORK CMNTY BANCORP INC COM 649445103 BBG001SD32Z2 141101 12553 SH SOLE 12553 0 0 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 396703 870 SH SOLE 870 0 0 NUVEEN DOW 30 DYNMC OVERWRT SHS 67075F105 BBG007PPRJB8 863405 61191 SH SOLE 61191 0 0 NUVEEN FLOATING RATE INCOME COM 67072T108 BBG001SJ9S31 178077 22570 SH SOLE 22570 0 0 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 BBG001S97B05 211291 18121 SH SOLE 18121 0 0 NUVEEN PFD & INCOME SECS FD COM 67072C105 BBG001SFPML4 594327 93155 SH SOLE 93155 0 0 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 BBG001S7ZM04 1314752 98336 SH SOLE 98336 0 0 NUVEEN S&P 500 DYNAMIC OVERW COM 6706EW100 BBG001SDQNX3 748626 47744 SH SOLE 47744 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 289922 685 SH SOLE 685 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 BBG001S6WQT9 420533 1137 SH SOLE 1137 0 0 PACKAGING CORP AMER COM 695156109 BBG001S5V741 213327 1614 SH SOLE 1614 0 0 PEPSICO INC COM 713448108 BBG001S695T1 1302619 7033 SH SOLE 7033 0 0 PFIZER INC COM 717081103 BBG001S5V466 1178926 32141 SH SOLE 32141 0 0 PIMCO HIGH INCOME FD COM SHS 722014107 BBG001SGV4P1 64845 12969 SH SOLE 12969 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 753403 4965 SH SOLE 4965 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 1785295 14997 SH SOLE 14997 0 0 RAYMOND JAMES FINL INC COM 754730109 BBG001S5VQ03 411439 3965 SH SOLE 3965 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 213408 2179 SH SOLE 2179 0 0 REALTY INCOME CORP COM 756109104 BBG001S884K0 203608 3405 SH SOLE 3405 0 0 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 366594 2393 SH SOLE 2393 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 BBG0076WG2T4 322716 4163 SH SOLE 4163 0 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 432567 1079 SH SOLE 1079 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 417331 5141 SH SOLE 5141 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 369664 10966 SH SOLE 10966 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 672339 9065 SH SOLE 9065 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 229370 1728 SH SOLE 1728 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 1073908 16411 SH SOLE 16411 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 2881807 16575 SH SOLE 16575 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 295258 4890 SH SOLE 4890 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 448888 6390 SH SOLE 6390 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 182712150 412182 SH SOLE 412182 0 0 SPDR SER TR ICE PFD SEC ETF 78464A292 BBG001T5L3N9 4010678 119829 SH SOLE 119829 0 0 SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 228883 2751 SH SOLE 2751 0 0 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 5923357 48322 SH SOLE 48322 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 541079 2067 SH SOLE 2067 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 656115 3645 SH SOLE 3645 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 258242 3046 SH SOLE 3046 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 441739 2159 SH SOLE 2159 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 1611781 8992 SH SOLE 8992 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 358758 746 SH SOLE 746 0 0 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 202029 6115 SH SOLE 6115 0 0 VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 308781 2632 SH SOLE 2632 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 392981 965 SH SOLE 965 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 319309 1966 SH SOLE 1966 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 428336 4038 SH SOLE 4038 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 955387 25689 SH SOLE 25689 0 0 VIRTUS TOTAL RETURN FD INC COM 92835W107 BBG001S5XNL5 122628 20169 SH SOLE 20169 0 0 WALMART INC COM 931142103 BBG001S5XH92 1031791 6564 SH SOLE 6564 0 0 WESTERN ASSET HIGH INCOM FD COM 95766J102 BBG001S98MP3 65504 13423 SH SOLE 13423 0 0 WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 257113 6779 SH SOLE 6779 0 0 WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 918710 7341 SH SOLE 7341 0 0