Sterneck Capital Management, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $179 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.3M, Invesco S&P 500 Equal Weight E with a value of $17.6M, Spdr Ser Tr Fds Spdr Portfolio with a value of $12.1M, Jpmorgan Diversified Return Us with a value of $9.79M, and Jp Morgan Diversified Return I with a value of $9.01M.
Examining the 13F form we can see an increase of $7.2M in the current position value, from $172M to 179M.
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.
Portfolio value
$179 Million
ETFs: $97.3 Million
Technology: $32.7 Million
Communication Services: $15 Million
Consumer Cyclical: $10.4 Million
Financial Services: $8.64 Million
Industrials: $4.33 Million
Healthcare: $3.75 Million
Energy: $2.9 Million
Other: $3.74 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
