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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
RSGRepublic Svcs Inc
Recent Activity
Increased 0.2%
0.09%
$314,356
1,563 shares@ $201.13 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 0.61%
0.08%
$282,731
2,340 shares@ $120.83 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 15.24%
0.08%
$279,896
2,035 shares@ $137.55 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.64%
0.07%
$249,182
956 shares@ $260.66 avg price
CNPCenterpoint Energy Inc
Recent Activity
Increased 0.37%
0.07%
$232,453
7,326 shares@ $31.73 avg price