test

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
ODFLOld Dominion Freight Line In
Recent Activity
Decreased -17.4%
0.1%
$340,724
1,932 shares@ $176.36 avg price
INTCIntel Corp
Recent Activity
Decreased -26.47%
0.1%
$338,072
16,861 shares@ $20.06 avg price
MOAltria Group Inc
Recent Activity
Decreased -1.92%
0.09%
$332,331
6,356 shares@ $52.29 avg price
COPConocophillips
Recent Activity
Decreased -3.49%
0.09%
$326,136
3,289 shares@ $99.16 avg price
PKGPackaging Corp Amer
Recent Activity
Decreased -3.13%
0.09%
$299,115
1,329 shares@ $225.07 avg price
EGFBlackrock Enhanced Govt Fd I
Recent Activity
Decreased -0.34%
0.09%
$298,767
30,769 shares@ $9.72 avg price
BTIBritish Amern Tob Plc
Recent Activity
Decreased -8.67%
0.09%
$296,553
8,165 shares@ $36.33 avg price
UTFCohen & Steers Infrastructur
Recent Activity
Decreased -0.25%
0.08%
$286,990
11,938 shares@ $24.05 avg price
SHELShell Plc
Recent Activity
Decreased -1.09%
0.08%
$266,638
4,256 shares@ $62.65 avg price
USBUs Bancorp Del
Recent Activity
Decreased -6.58%
0.07%
$258,346
5,401 shares@ $47.84 avg price