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Jessica McConnell

@Capital Cs Group, Llc

Latest period2024 - Q4ReportedManaged Assets$76.209MTotal holdings61
Assets growth rate-9.91%Assets growth rate (2-Q avg)-7.8%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Cs Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Capital Cs Group, 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 76.209M in assets, with a quarterly growth rate of -9.91% and a 2-quarter average growth rate of -7.8%. The portfolio is managed by Jessica McConnell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CCitigroup Inc
Recent Activity
Exited
0%
$66,868 Call
22,900 shares@ $2.92 avg price