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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
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -16.02%
0.13%
$450,598
9,327 shares@ $48.32 avg price
PFEPfizer Inc
Recent Activity
Decreased -23.31%
0.13%
$447,666
16,874 shares@ $26.53 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -17.86%
0.12%
$439,173
1,779 shares@ $246.87 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -14.45%
0.12%
$432,315
1,705 shares@ $253.56 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -0.54%
0.12%
$427,714
911 shares@ $469.5 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -17.17%
0.12%
$419,192
3,285 shares@ $127.61 avg price
DISDisney Walt Co
Recent Activity
Decreased -3.98%
0.11%
$404,686
3,634 shares@ $111.37 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -14.13%
0.11%
$382,401
1,677 shares@ $228.03 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -36.03%
0.11%
$381,960
2,006 shares@ $190.41 avg price
EMREmerson Elec Co
Recent Activity
Decreased -15.66%
0.1%
$344,457
2,779 shares@ $123.95 avg price