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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
LYBLyondellbasell Industries N
Recent Activity
Decreased -18.25%
0.07%
$255,098
3,435 shares@ $74.27 avg price
BGTBlackrock Floating Rate Inc
Recent Activity
Decreased -0.63%
0.07%
$228,188
17,744 shares@ $12.87 avg price
NZFNuveen Municipal Credit Inc
Recent Activity
Decreased -0.42%
0.06%
$200,343
16,462 shares@ $12.18 avg price
MUIBlackrock Municipal Income
Recent Activity
Decreased -0.33%
0.06%
$196,320
16,198 shares@ $12.13 avg price
JFRNuveen Floating Rate Income
Recent Activity
Decreased -0.6%
0.06%
$193,430
21,685 shares@ $8.92 avg price
HYTBlackrock Corpor Hi Yld Fd I
Recent Activity
Decreased -0.27%
0.06%
$191,295
19,500 shares@ $9.81 avg price
USALiberty All Star Equity Fd
Recent Activity
Decreased -5.45%
0.03%
$92,769
13,348 shares@ $6.96 avg price
HIXWestern Asset High Incom Fd
Recent Activity
Decreased -3.13%
0.02%
$51,589
12,254 shares@ $4.21 avg price