Sterneck Capital Management, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $191 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18M, Invesco S&P 500 Equal Weight E with a value of $17.8M, Spdr Ser Tr Fds Spdr Portfolio with a value of $12.7M, Goldman Sachs Access Treasury with a value of $10.5M, and Jp Morgan Diversified Return I with a value of $10.4M.

Examining the 13F form we can see an increase of $12.3M in the current position value, from $179M to 191M.

Sterneck Capital Management, LLC is based out at Kansas City, MO

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

Portfolio value $191 Million
ETFs: $106 Million
Technology: $31.4 Million
Communication Services: $16.1 Million
Financial Services: $11.1 Million
Consumer Cyclical: $10.4 Million
Industrials: $5.93 Million
Healthcare: $4 Million
Energy: $3.09 Million
Other: $2.98 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $191 Million
  • Prior Value $179 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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