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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
BNBrookfield Corp
Recent Activity
New Position
2.85%
$1.914M
33,310 shares@ $57.46 avg price
EQTEqt Corp
Recent Activity
New Position
2.61%
$1.752M
38,000 shares@ $46.11 avg price
CRMSalesforce Inc
Recent Activity
2.58%
$1.728M
5,170 shares@ $334.33 avg price
EEMIshares Tr
Recent Activity
New Position
2.49%
$1.673M
40,000 shares@ $41.82 avg price
IAUIshares Gold Tr
Recent Activity
2.36%
$1.586M
32,029 shares@ $49.52 avg price
FLSFlowserve Corp
Recent Activity
New Position
2.33%
$1.564M
27,190 shares@ $57.53 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.93%
2.23%
$1.493M
16,525 shares@ $90.36 avg price
GLDSpdr Gold Tr
Recent Activity
2.05%
$1.372M
5,665 shares@ $242.13 avg price
PGRProgressive Corp
Recent Activity
New Position
2.04%
$1.371M
5,720 shares@ $239.61 avg price
NTRANatera Inc
Recent Activity
Decreased -4.44%
2.03%
$1.361M
8,600 shares@ $158.3 avg price