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MICHAEL SCHNECK

@Gridiron Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$157.86MTotal holdings63
Assets growth rate-4.42%Assets growth rate (2-Q avg)0.38%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gridiron Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Gridiron Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 157.86M in assets, with a quarterly growth rate of -4.42% and a 2-quarter average growth rate of 0.38%. The portfolio is managed by MICHAEL SCHNECK, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XFFCXFlaherty & Crumrine Pfd Secs
Recent Activity
1.46%
$2.297M
147,931 shares@ $15.53 avg price
IWMIshares Tr
Recent Activity
1.38%
$2.168M
9,811 shares@ $220.97 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
1.22%
$1.921M
3,373 shares@ $569.58 avg price
XNEAXNuveen Amt Free Qlty Mun Inc
Recent Activity
1.22%
$1.916M
169,878 shares@ $11.29 avg price
MSFTMicrosoft Corp
Recent Activity
1.14%
$1.798M
4,265 shares@ $421.51 avg price
NMCONuveen Mun Cr Opportunities
Recent Activity
Decreased -0.52%
1.01%
$1.59M
149,849 shares@ $10.62 avg price
BTTBlackrock Mun Target Term Tr
Recent Activity
0.99%
$1.562M
75,855 shares@ $20.59 avg price
VGMInvesco Tr Invt Grade Muns
Recent Activity
0.96%
$1.515M
149,983 shares@ $10.1 avg price
VWOVanguard Intl Equity Index F
Recent Activity
0.95%
$1.485M
33,718 shares@ $44.05 avg price
VEAVanguard Tax-managed Fds
Recent Activity
0.89%
$1.392M
29,111 shares@ $47.82 avg price