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Jared Schneid

@Connective Portfolio Management, Llc

Latest period2024 - Q4ReportedManaged Assets$67.211MTotal holdings55
Assets growth rate18.85%Assets growth rate (2-Q avg)5.4%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Connective Portfolio Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Connective Portfolio Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 67.211M in assets, with a quarterly growth rate of 18.85% and a 2-quarter average growth rate of 5.4%. The portfolio is managed by Jared Schneid, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VRTVertiv Holdings Co
Recent Activity
Exited
0%
$3.614M
38,000 shares@ $95.12 avg price
NEENextera Energy Inc
Recent Activity
Exited
0%
$1.998M
5,000 shares@ $399.53 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Exited
0%
$1.99M
13,110 shares@ $151.81 avg price
TWSTTwist Bioscience Corp
Recent Activity
Exited
0%
$1.481M
3,200 shares@ $462.88 avg price
IBBIshares Tr
Recent Activity
Exited
0%
$1.456M
5,829 shares@ $249.87 avg price
SAPSap Se
Recent Activity
Exited
0%
$1.252M
7,015 shares@ $178.49 avg price
IMCRImmunocore Hldgs Plc
Recent Activity
Exited
0%
$1.148M
7,000 shares@ $163.95 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Exited
0%
$1.147M
1,100 shares@ $1042.69 avg price
HONHoneywell Intl Inc
Recent Activity
Exited
0%
$1.053M
20,030 shares@ $52.59 avg price
HOODRobinhood Mkts Inc
Recent Activity
Exited
0%
$1.048M
2,000 shares@ $523.95 avg price