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.