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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
KBESpdr Ser Tr
Recent Activity
Exited
0%
$1.036M
8,000 shares@ $129.55 avg price
FIFiserv Inc
Recent Activity
Exited
0%
$697,305
3,500 shares@ $199.23 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Exited
0%
$691,158
5,260 shares@ $131.4 avg price
ORCLOracle Corp
Recent Activity
Exited
0%
$624,096
1,100 shares@ $567.36 avg price
SRPTSarepta Therapeutics Inc
Recent Activity
Exited
0%
$597,610
13,000 shares@ $45.97 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$518,070
3,000 shares@ $172.69 avg price
METAMeta Platforms Inc
Recent Activity
Exited
0%
$486,750
1,000 shares@ $486.75 avg price
QQQInvesco Qqq Tr
Recent Activity
Exited
0%
$406,130
17,000 shares@ $23.89 avg price