Connective Portfolio Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $29.6 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $2.83M, Spdr Gold Trust with a value of $2.64M, Uber Technologies, Inc with a value of $2.26M, Microsoft Corp with a value of $1.88M, and Nokia Corp with a value of $1.58M.

Examining the 13F form we can see an decrease of $32.9M in the current position value, from $62.5M to 29.6M.

Below you can find more details about Connective Portfolio Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $29.6 Million
Technology: $8.64 Million
ETFs: $6.87 Million
Financial Services: $4.32 Million
Communication Services: $2.8 Million
Industrials: $1.91 Million
Energy: $1.88 Million
Consumer Cyclical: $1.75 Million
Healthcare: $813,000
Other: $640,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $29.6 Million
  • Prior Value $62.5 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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