test

James DeMeo

@Shulman Demeo Asset Management Llc

Latest period2024 - Q4ReportedManaged Assets$370.598MTotal holdings118
Assets growth rate-9.05%Assets growth rate (2-Q avg)-1.32%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shulman Demeo Asset Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Shulman Demeo Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 370.598M in assets, with a quarterly growth rate of -9.05% and a 2-quarter average growth rate of -1.32%. The portfolio is managed by James DeMeo, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.75%
61.34%
$227.303M
387,835 shares@ $586.09 avg price
AAPLApple Inc
Recent Activity
Decreased -8.92%
4.32%
$15.975M
63,794 shares@ $250.43 avg price
IVVIshares Tr
Recent Activity
Decreased -0.08%
3.12%
$11.55M
19,621 shares@ $588.67 avg price
EFAIshares Tr
Recent Activity
Decreased -1.49%
3.08%
$11.39M
150,638 shares@ $75.62 avg price
IJRIshares Tr
Recent Activity
Decreased -1.43%
2.82%
$10.419M
90,431 shares@ $115.22 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -4.79%
1.58%
$5.846M
44,258 shares@ $132.1 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.82%
1.29%
$4.773M
20,528 shares@ $232.53 avg price
DVYIshares Tr
Recent Activity
Decreased -4.67%
1.09%
$4.01M
30,543 shares@ $131.29 avg price
HDVIshares Tr
Recent Activity
Decreased -4.06%
1.05%
$3.854M
34,335 shares@ $112.26 avg price
PFFIshares Tr
Recent Activity
Decreased -3.11%
1.03%
$3.791M
120,582 shares@ $31.44 avg price