Sterneck Capital Management, LLC Sells in Q4 2024

Sterneck Capital Management, LLC

  • $180 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.71K
- 14.8%
$82.28 - $117.52 $305K - $436K
21.3K $1.81M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.49K
- 1.52%
$174.22 - $187.62 $260K - $280K
96.5K $16.9M
JPUS
Jpmorgan Diversified Return Us

ETFs
-1.24K
- 1.52%
$114.05 - $123.77 $142K - $154K
80.6K $9.19M
AVEM
American Centy ETF Tr Avantis

ETFs
-740
- 1.43%
$58.59 - $66.14 $43.4K - $48.9K
50.9K $2.99M
QCOM
Qualcomm Inc

Technology
-587
- 5.05%
$150.4 - $178.04 $88.3K - $105K
11K $1.7M
UPS
United Parcel Service Inc

Industrials
-470
- 3.53%
$122.65 - $138.35 $57.6K - $65K
12.8K $1.62M
IWV
Ishares Russell 3000 ETF

ETFs
-485
- 40.38%
$323.08 - $349.08 $157K - $169K
716 $239K
CSCO
Cisco Systems, Inc.

Technology
-3.32K
- 36.31%
$52.45 - $60.02 $174K - $199K
5.82K $344K
IBM
International Business Machines Corp

Technology
-523
- 3.76%
$204.9 - $238.04 $107K - $124K
13.4K $2.94M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-1.62K
- 3.77%
$26.01 - $28.19 $42.1K - $45.7K
41.4K $1.08M
CVX
Chevron Corp

Energy
-519
- 7.97%
$141.15 - $162.53 $73.3K - $84.4K
5.99K $867K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-78
- 1.3%
$442.29 - $483.08 $34.5K - $37.7K
5.94K $2.69M
CLF
Cleveland Cliffs Inc.

Basic Materials
-600
- 3.08%
$9.24 - $13.94 $5.54K - $8.36K
18.9K $177K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.52K
- 2.82%
$69.3 - $74.3 $175K - $187K
87K $6.21M
HTZWW
Hertz Global Hldgs Inc New
-22.4K
- 40.94%
$1.79 - $2.88 $40K - $64.4K
32.2K $69K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-985
- 5.7%
$17.87 - $19.48 $17.6K - $19.2K
16.3K $293K
XLF
Financial Sector Spdr

ETFs
-1.66K
- 10.29%
$44.89 - $51.34 $74.4K - $85.1K
14.4K $698K
HPQ
Hp Inc

Technology
-168
- 2.14%
$32.46 - $39.3 $5.45K - $6.6K
7.69K $250K
GEO
Geo Group Inc

Real Estate
-15.9K
- 54.38%
$12.83 - $29.2 $204K - $463K
13.3K $372K
Star Hldgs
-855
- 6.44%
N/A
12.4K $0
Kenvue Inc
-1.91K
- 5.97%
N/A
30K $0
CG
Carlyle Group Inc.

Financial Services
-950
- 12.8%
$43.2 - $54.81 $41K - $52.1K
6.47K $326K
WMB
Williams Companies, Inc.

Energy
-1.96K
- 10.52%
$46.37 - $59.74 $90.8K - $117K
16.7K $901K
LRGF
Ishares Tr

ETFs
-549
- 0.58%
$58.25 - $63.26 $32K - $34.7K
94.2K $5.68M
KD
Kyndryl Holdings, Inc.

Technology
-4.1K
- 15.96%
$22.43 - $35.79 $92K - $147K
21.6K $747K
DIS
Walt Disney CO

Communication Services
-1.76K
- 6.04%
$92.39 - $117.6 $163K - $207K
27.4K $3.05M
GOOGL
Alphabet Inc.

Communication Services
-240
- 1.38%
$161.86 - $196.66 $38.8K - $47.2K
17.2K $3.25M
PLTR
Palantir Technologies Inc.

Technology
-386
- 3.65%
$36.46 - $82.38 $14.1K - $31.8K
10.2K $771K
GOOG
Alphabet Inc.

Communication Services
-163
- 0.7%
$163.08 - $198.16 $26.6K - $32.3K
23K $4.39M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.16K
- 4.29%
$180.88 - $232.93 $210K - $270K
25.9K $5.68M
AAPL
Apple Inc.

Technology
-716
- 0.78%
$221.69 - $259.02 $159K - $185K
90.9K $22.8M
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