Shulman DeMeo Asset Management LLC
RIA/Wealth
Shulman DeMeo Asset Management LLC is a RIA/Wealth based in Lake Success, NY led by James Nicholas Demeo, reporting $757.2M in AUM as of Q3 2025 with 82% ETF concentration, 81% concentrated in top 10 holdings, and 58% allocation to SPY.
CIOJames Nicholas Demeo
- Portfolio Value
- $435.0M
- Positions
- 120
- Top Holding
- SPY at 58.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Shulman DeMeo Asset Management LLC's portfolio (81.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $254.0M | 58.39% | -$532.3K Sold | — 381.2K shares | |
ETF ETF | $26.2M | 6.02% | -$43.2K Sold | — 43.6K shares | |
Consumer Electronics Technology | $16.1M | 3.69% | -$40.0K Sold | 0.00% 63.1K shares | |
ETF ETF | $13.7M | 3.16% | -$57.5K Sold | — 147.3K shares | |
ETF ETF | $13.0M | 3.00% | +$45.5K Bought | — 19.5K shares | |
ETF ETF | $10.5M | 2.42% | +$28.9K Bought | — 88.7K shares | |
ETF ETF | $6.1M | 1.41% | -$13.6K Sold | — 43.8K shares | |
ETF ETF | $4.9M | 1.12% | -$38.9K Sold | — 17.2K shares | |
ETF ETF | $4.3M | 0.99% | -$10.1K Sold | — 30.3K shares | |
ETF ETF | $4.2M | 0.96% | -$3.8K Sold | — 34.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Shulman DeMeo Asset Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+37.88% | |
+15.37% | |
+6.19% | |
+3.98% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-23.36% | |
-17.05% | |
-10.72% |
Analytics
Portfolio insights and performance metrics for Shulman DeMeo Asset Management LLC
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