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
ELVElevance Health Inc Recent Activity Exited	0%	$246,230 474 shares@ $519.48 avg price	Exited
VBVanguard Index Fds Recent Activity Exited	0%	$237,210 1,000 shares@ $237.21 avg price	Exited
PANWPalo Alto Networks Inc Recent Activity Exited	0%	$224,563 657 shares@ $341.81 avg price	Exited
MAMastercard Incorporated Recent Activity Exited	0%	$218,871 443 shares@ $494.07 avg price	Exited
GSGoldman Sachs Group Inc Recent Activity Exited	0%	$203,490 411 shares@ $495.11 avg price	Exited
ETEnergy Transfer L P Recent Activity Exited	0%	$172,971 10,777 shares@ $16.06 avg price	Exited