Jared Schneid

@Connective Portfolio Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$67.211M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AVGOBroadcom Inc Recent Activity Increased 60.59%	3.77%	$2.532M 10,920 shares@ $231.85 avg price	Increased 60.59%
MSFTMicrosoft Corp Recent Activity Increased 0.1%	3.15%	$2.116M 5,019 shares@ $421.51 avg price	Increased 0.1%
CCitigroup Inc Recent Activity Increased 347.37%	1.79%	$1.197M 17,000 shares@ $70.39 avg price	Increased 347.37%
PWRQuanta Svcs Inc Recent Activity Increased 0.78%	0.62%	$412,445 1,305 shares@ $316.05 avg price	Increased 0.78%