James DeMeo

@Shulman Demeo Asset Management Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$370.598M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IYJIshares Tr Recent Activity Increased 0.28%	0.7%	$2.581M 19,331 shares@ $133.53 avg price	Increased 0.28%
MSMorgan Stanley Recent Activity Increased 0.15%	0.27%	$971,273 7,726 shares@ $125.72 avg price	Increased 0.15%
DNPDnp Select Income Fd Inc Recent Activity Increased 0.01%	0.26%	$945,489 107,198 shares@ $8.83 avg price	Increased 0.01%
JPCNuveen Pfd & Income Opportun Recent Activity Increased 0.04%	0.2%	$712,117 90,600 shares@ $7.87 avg price	Increased 0.04%
EDConsolidated Edison Inc Recent Activity Increased 0.13%	0.18%	$657,075 7,364 shares@ $89.23 avg price	Increased 0.13%
XLFSelect Sector Spdr Tr Recent Activity Increased 2.9%	0.17%	$624,184 12,915 shares@ $48.34 avg price	Increased 2.9%
IVEIshares Tr Recent Activity Increased 0.53%	0.17%	$616,158 3,228 shares@ $190.88 avg price	Increased 0.53%
BTZBlackrock Cr Allocation Inco Recent Activity Increased 0.02%	0.16%	$588,656 56,277 shares@ $10.46 avg price	Increased 0.02%
VOOVVanguard Admiral Fds Inc Recent Activity Increased 1.11%	0.16%	$574,788 3,115 shares@ $184.53 avg price	Increased 1.11%
SPGIS&p Global Inc Recent Activity Increased 0.1%	0.15%	$542,455 1,089 shares@ $498.13 avg price	Increased 0.1%