Sterneck Capital Management, LLC Incresed Positions in Q4 2024

Sterneck Capital Management, LLC

  • $180 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
12.3K
+ 13.83%
$99.85 - $100.22 $1.23M - $1.24M
102K $10.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
21.5K
+ 17.46%
$23.29 - $23.93 $500K - $514K
144K $3.39M
PFE
Pfizer Inc

Healthcare
14.1K
+ 76.16%
$24.8 - $30.19 $350K - $426K
32.6K $865K
PGF
Invesco Exchange Traded Fd Tr

ETFs
24.9K
+ 27.02%
$14.4 - $15.83 $359K - $395K
117K $1.7M
NVDA
Nvidia Corp

Technology
1.27K
+ 56.54%
$117.0 - $148.88 $148K - $188K
3.51K $470K
AVUV
American Centy ETF Tr Avantis

ETFs
1.56K
+ 3.15%
$94.37 - $106.41 $147K - $166K
50.9K $4.92M
JPM
Jpmorgan Chase & CO

Financial Services
93
+ 1.79%
$205.18 - $250.29 $19.1K - $23.3K
5.3K $1.27M
PNNT
Pennantpark Investment Corp

Financial Services
20.8K
+ 44.04%
$6.64 - $7.08 $138K - $147K
67.9K $480K
META
Meta Platforms, Inc.

Communication Services
25
+ 0.34%
$554.08 - $632.68 $13.9K - $15.8K
7.39K $4.36M
TT
Trane Technologies PLC

Industrials
400
+ 62.02%
$369.35 - $419.14 $148K - $168K
1.05K $385K
SPY
Spdr S&P 500 ETF Trust

ETFs
16
+ 0.18%
$567.81 - $607.81 $9.08K - $9.72K
8.79K $5.15M
AXP
American Express CO

Financial Services
302
+ 31.62%
$267.35 - $305.57 $80.7K - $92.3K
1.26K $373K
BA
Boeing CO

Industrials
66
+ 2.26%
$138.14 - $180.72 $9.12K - $11.9K
2.99K $529K
PH
Parker Hannifin Corp

Industrials
128
+ 34.22%
$621.74 - $709.46 $79.6K - $90.8K
502 $319K
AHH
Armada Hoffler Properties, Inc.

Real Estate
12.6K
+ 15.93%
$10.06 - $11.26 $126K - $141K
91.3K $934K
APA
Apa Corp

Energy
1.73K
+ 18.11%
$20.47 - $27.07 $35.3K - $46.7K
11.3K $260K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
2.6K
+ 8.13%
$13.12 - $13.68 $34.1K - $35.6K
34.6K $460K
MSFT
Microsoft Corp

Technology
226
+ 2.64%
$406.35 - $454.46 $91.8K - $103K
8.8K $3.71M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
227
+ 5.47%
$76.72 - $82.83 $17.4K - $18.8K
4.38K $337K
PEP
Pepsico Inc

Consumer Defensive
257
+ 18.56%
$151.29 - $176.1 $38.9K - $45.3K
1.64K $249K
GXO
Gxo Logistics, Inc.

Industrials
1.2K
+ 21.79%
$41.93 - $63.02 $50.3K - $75.6K
6.71K $291K
Bgc Group Inc
17.6K
+ 90.51%
N/A
37K $0
Valued Advisers Tr
1.63K
+ 0.91%
N/A
180K $0
ZTS
Zoetis Inc.

Healthcare
240
+ 12.1%
$162.24 - $194.42 $38.9K - $46.7K
2.22K $362K
LLY
Eli Lilly & CO

Healthcare
4
+ 1.28%
$727.2 - $932.06 $2.91K - $3.73K
316 $243K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
9.36K
+ 14.85%
$6.13 - $10.24 $57.4K - $95.9K
72.4K $459K
AVDE
American Centy ETF Tr Avantis

ETFs
470
+ 1.44%
$60.9 - $66.69 $28.6K - $31.3K
33.1K $2.03M
JPIN
Jp Morgan Diversified Return I

ETFs
3.32K
+ 2.21%
$53.56 - $59.9 $178K - $199K
153K $8.21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.37K
+ 0.47%
$38.37 - $42.82 $52.6K - $58.7K
295K $11.3M
Activity Summary
Buys All Purchases 42 New Holdings 12 Increased Positions 30 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sterneck Capital Management, LLC Portfolio

Follow Sterneck Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterneck Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterneck Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email