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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
KRESpdr Ser Tr
Recent Activity
New Position
1.44%
$965,600
16,000 shares@ $60.35 avg price
HESHess Corp
Recent Activity
1.38%
$921,759
6,930 shares@ $133.01 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
VISTVista Energy S.a.b. De C.v.
Recent Activity
Decreased -55.17%
1.05%
$703,430
13,000 shares@ $54.11 avg price
MAMastercard Incorporated
Recent Activity
0.97%
$650,314
1,235 shares@ $526.58 avg price
CWCurtiss Wright Corp
Recent Activity
Decreased -41.93%
0.96%
$638,766
1,800 shares@ $354.87 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.95%
$632,160
9,000 shares@ $70.24 avg price
PGProcter And Gamble Co
Recent Activity
0.94%
$630,364
3,760 shares@ $167.65 avg price