Sterneck Capital Management, LLC Incresed Positions in Q2 2025

Sterneck Capital Management, LLC

  • $191 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPIN
Jp Morgan Diversified Return I

ETFs
5.67K
+ 3.63%
$52.18 - $64.25 $296K - $364K
162K $10.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.54K
+ 1.6%
$152.93 - $181.74 $235K - $280K
98K $17.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.66K
+ 1.25%
$34.72 - $42.74 $127K - $156K
298K $12.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
775
+ 8.69%
$496.48 - $617.85 $385K - $479K
9.69K $5.99M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.36K
+ 2.7%
$60.34 - $74.89 $143K - $177K
89.8K $6.73M
AVEM
American Centy ETF Tr Avantis

ETFs
4.62K
+ 8.71%
$53.08 - $68.54 $245K - $316K
57.6K $3.95M
JPUS
Jpmorgan Diversified Return Us

ETFs
3.16K
+ 3.88%
$102.8 - $118.19 $325K - $374K
84.8K $9.97M
AVUV
American Centy ETF Tr Avantis

ETFs
4.44K
+ 8.63%
$75.17 - $91.21 $334K - $405K
55.9K $5.09M
AVUS
American Centy ETF Tr Avantis

ETFs
1.2K
+ 3.46%
$81.38 - $100.82 $97.7K - $121K
35.9K $3.62M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.39K
+ 35.63%
$49.79 - $50.75 $368K - $375K
28.1K $1.43M
AVDE
American Centy ETF Tr Avantis

ETFs
709
+ 2.08%
$59.32 - $74.36 $42.1K - $52.7K
34.8K $2.57M
BA
Boeing CO

Industrials
415
+ 13.37%
$136.59 - $217.51 $56.7K - $90.3K
3.52K $737K
NVDA
Nvidia Corp

Technology
130
+ 3.51%
$94.31 - $157.99 $12.3K - $20.5K
3.84K $605K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.35K
+ 0.9%
$22.4 - $23.8 $30.2K - $32.1K
151K $3.6M
WFC
Wells Fargo & Company

Financial Services
419
+ 6.99%
$60.98 - $80.12 $25.6K - $33.6K
6.42K $513K
ORCC
Owl Rock Capital Corp

Financial Services
5.66K
+ 36.37%
N/A
21.2K $284K
PNNT
Pennantpark Investment Corp

Financial Services
9K
+ 14.09%
$5.91 - $7.08 $53.2K - $63.7K
72.9K $498K
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.02%
$53.19 - $69.38 $53.2 - $69.4
5.54K $384K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
733
+ 1.69%
$24.61 - $25.89 $18K - $19K
44.1K $1.13M
Kenvue Inc
9.06K
+ 32.24%
N/A
37.1K $0
FDX
Fedex Corp

Industrials
124
+ 5.24%
$198.07 - $245.17 $24.6K - $30.4K
2.49K $565K
AHH
Armada Hoffler Properties, Inc.

Real Estate
8.01K
+ 6.46%
$6.37 - $7.42 $51K - $59.4K
132K $906K
CVX
Chevron Corp

Energy
50
+ 0.83%
$133.73 - $168.51 $6.69K - $8.43K
6.06K $868K
Activity Summary
Buys All Purchases 33 New Holdings 9 Increased Positions 24 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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