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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
QQQInvesco Qqq Tr
Recent Activity
Exited
0%
$23.333M
47,806 shares@ $488.08 avg price
NVDANvidia Corporation
Recent Activity
Exited
0%
$966,156
7,956 shares@ $121.44 avg price
SPYGSpdr Ser Tr
Recent Activity
Exited
0%
$714,488
8,615 shares@ $82.94 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$450,530
458 shares@ $983.69 avg price
ABBVAbbvie Inc
Recent Activity
Exited
0%
$404,929
663 shares@ $610.76 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Exited
0%
$395,467
21,849 shares@ $18.11 avg price
BHKBlackrock Core Bd Tr
Recent Activity
Exited
0%
$324,128
26,921 shares@ $12.04 avg price
QSRRestaurant Brands Intl Inc
Recent Activity
Exited
0%
$276,941
3,840 shares@ $72.13 avg price
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$262,297
645 shares@ $406.67 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$253,221
2,787 shares@ $90.86 avg price