Sterneck Capital Management, LLC Incresed Positions in Q1 2025

Sterneck Capital Management, LLC

  • $179 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPIN
Jp Morgan Diversified Return I

ETFs
2.89K
+ 1.88%
$52.75 - $58.91 $152K - $170K
156K $8.98M
GBIL
Goldman Sachs Access Treasury

ETFs
5.53K
+ 5.44%
$99.85 - $100.19 $552K - $554K
107K $10.7M
GM
General Motors CO

Consumer Cyclical
8.08K
+ 150.96%
$45.22 - $54.92 $365K - $443K
13.4K $631K
GXO
Gxo Logistics, Inc.

Industrials
9.61K
+ 143.25%
$36.31 - $46.18 $349K - $444K
16.3K $637K
HON
Honeywell International Inc

Industrials
1.34K
+ 127.66%
$202.75 - $226.52 $272K - $304K
2.4K $507K
AVDE
American Centy ETF Tr Avantis

ETFs
906
+ 2.73%
$60.63 - $68.55 $54.9K - $62.1K
34K $2.28M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
18K
+ 52.2%
$13.1 - $13.52 $236K - $244K
52.6K $693K
AVEM
American Centy ETF Tr Avantis

ETFs
2.1K
+ 4.12%
$57.11 - $62.4 $120K - $131K
53K $3.2M
CVX
Chevron Corp

Energy
24
+ 0.4%
$146.71 - $167.97 $3.52K - $4.03K
6.01K $1.01M
CG
Carlyle Group Inc.

Financial Services
4K
+ 61.83%
$40.03 - $56.96 $160K - $228K
10.5K $456K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.42K
+ 3.75%
$23.32 - $23.84 $126K - $129K
150K $3.51M
JPUS
Jpmorgan Diversified Return Us

ETFs
1.03K
+ 1.28%
$111.89 - $119.08 $115K - $122K
81.6K $9.31M
MRK
Merck & Co., Inc.

Healthcare
1.4K
+ 63.1%
$83.01 - $101.02 $116K - $141K
3.61K $324K
UPS
United Parcel Service Inc

Industrials
2.27K
+ 17.72%
$109.66 - $136.26 $249K - $310K
15.1K $1.66M
PGF
Invesco Exchange Traded Fd Tr

ETFs
3.56K
+ 3.04%
$14.28 - $14.97 $50.8K - $53.3K
121K $1.74M
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
4.8K
+ 6.63%
$6.0 - $7.54 $28.8K - $36.2K
77.2K $488K
SLB
Schlumberger Limited

Energy
94
+ 1.39%
$38.4 - $43.74 $3.61K - $4.11K
6.85K $286K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.96K
+ 4.74%
$24.88 - $26.85 $48.8K - $52.7K
43.3K $1.1M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
270
+ 6.17%
$74.34 - $81.0 $20.1K - $21.9K
4.65K $351K
Valued Advisers Tr
16.2K
+ 9.0%
N/A
196K $0
BA
Boeing CO

Industrials
111
+ 3.71%
$148.15 - $186.25 $16.4K - $20.7K
3.1K $529K
Bgc Group Inc
300
+ 0.81%
N/A
37.3K $0
AHH
Armada Hoffler Properties, Inc.

Real Estate
32.7K
+ 35.77%
$7.5 - $10.2 $245K - $333K
124K $929K
HPQ
Hp Inc

Technology
185
+ 2.41%
$27.69 - $34.72 $5.12K - $6.42K
7.88K $218K
NVDA
Nvidia Corp

Technology
200
+ 5.71%
$106.98 - $149.43 $21.4K - $29.9K
3.71K $401K
SPY
Spdr S&P 500 ETF Trust

ETFs
128
+ 1.46%
$551.42 - $612.93 $70.6K - $78.5K
8.92K $4.99M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
505
+ 0.58%
$67.03 - $74.61 $33.9K - $37.7K
87.5K $5.91M
AVUV
American Centy ETF Tr Avantis

ETFs
526
+ 1.03%
$84.95 - $100.62 $44.7K - $52.9K
51.5K $4.47M
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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