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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
ENBEnbridge Inc
Recent Activity
Decreased -0.89%
0.17%
$593,171
13,980 shares@ $42.43 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -7.58%
0.16%
$559,652
6,156 shares@ $90.92 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -10.5%
0.16%
$557,093
9,410 shares@ $59.21 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -26.35%
0.15%
$551,394
5,126 shares@ $107.57 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -11.83%
0.15%
$541,818
2,056 shares@ $263.54 avg price
DEDeere & Co
Recent Activity
Decreased -1.03%
0.15%
$527,765
1,246 shares@ $423.57 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Decreased -0.37%
0.14%
$516,972
5,605 shares@ $92.24 avg price
TSLATesla Inc
Recent Activity
Decreased -39.62%
0.14%
$503,992
1,248 shares@ $403.84 avg price
RJFRaymond James Finl Inc
Recent Activity
Decreased -20.02%
0.14%
$488,761
3,147 shares@ $155.32 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.19%
0.13%
$461,184
1,554 shares@ $296.78 avg price