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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
PGRProgressive Corp
Recent Activity
New Position
2.04%
$1.371M
5,720 shares@ $239.61 avg price
AAPLApple Inc
Recent Activity
New Position
2.02%
$1.357M
5,420 shares@ $250.42 avg price
ETEnergy Transfer L P
Recent Activity
New Position
1.75%
$1.175M
60,000 shares@ $19.59 avg price
INDAIshares Tr
Recent Activity
New Position
1.73%
$1.16M
22,000 shares@ $52.72 avg price
BABoeing Co
Recent Activity
New Position
1.59%
$1.062M
6,000 shares@ $177.0 avg price
KRESpdr Ser Tr
Recent Activity
New Position
1.44%
$965,600
16,000 shares@ $60.35 avg price
DALDelta Air Lines Inc Del
Recent Activity
New Position
1.36%
$907,500
15,000 shares@ $60.5 avg price
LUNRIntuitive Machines Inc
Recent Activity
New Position
1.3%
$871,680
48,000 shares@ $18.16 avg price
GTLSChart Inds Inc
Recent Activity
New Position
1.08%
$725,192
3,800 shares@ $190.84 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.95%
$632,160
9,000 shares@ $70.24 avg price