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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
BKBank New York Mellon Corp
Recent Activity
Increased 0.6%
0.15%
$530,765
6,908 shares@ $76.84 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.42%
0.15%
$526,920
978 shares@ $538.78 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 0.1%
0.14%
$516,771
6,574 shares@ $78.61 avg price
ABAlliancebernstein Hldg L P
Recent Activity
Increased 1.22%
0.14%
$513,130
13,835 shares@ $37.09 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.4%
0.13%
$461,637
504 shares@ $915.95 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 0.65%
0.12%
$415,539
4,851 shares@ $85.67 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1%
0.12%
$412,441
815 shares@ $506.07 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 3.11%
0.11%
$402,617
1,795 shares@ $224.3 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.18%
0.11%
$385,193
1,705 shares@ $225.92 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.11%
0.1%
$369,710
1,888 shares@ $195.83 avg price