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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
DIAXNuveen Dow 30 Dynmc Overwrt
Recent Activity
Decreased -0.21%
0.25%
$910,889
60,484 shares@ $15.06 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -7.01%
0.24%
$857,180
1,764 shares@ $485.93 avg price
XSSPXNuveen S&p 500 Dynamic Overw
Recent Activity
Decreased -0.08%
0.23%
$835,706
47,082 shares@ $17.76 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.3%
0.22%
$802,752
4,241 shares@ $189.29 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -11.66%
0.21%
$760,249
4,535 shares@ $167.65 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -14.87%
0.21%
$757,584
18,944 shares@ $40.0 avg price
SOSouthern Co
Recent Activity
Decreased -0.13%
0.2%
$725,567
8,814 shares@ $82.32 avg price
METMetlife Inc
Recent Activity
Decreased -8.41%
0.19%
$700,493
8,555 shares@ $81.89 avg price
KRKroger Co
Recent Activity
Decreased -10.46%
0.19%
$690,312
11,289 shares@ $61.15 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -9.28%
0.17%
$615,327
3,282 shares@ $187.49 avg price