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Brandie Giffin

@Sterneck Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$185.114MTotal holdings96
Assets growth rate0.14%Assets growth rate (2-Q avg)2.5%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sterneck Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Sterneck Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 185.114M in assets, with a quarterly growth rate of 0.14% and a 2-quarter average growth rate of 2.5%. The portfolio is managed by Brandie Giffin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KWEBKraneshares Trust
Recent Activity
Exited
0%
$4.155M
122,138 shares@ $34.03 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$703,254
33,298 shares@ $21.13 avg price
DFAXDimensional Etf Trust
Recent Activity
Exited
0%
$487,680
18,056 shares@ $27.01 avg price
CCitigroup Inc
Recent Activity
Exited
0%
$408,455
6,525 shares@ $62.6 avg price
PFFIshares Tr
Recent Activity
Exited
0%
$256,203
7,710 shares@ $33.23 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$254,916
4,054 shares@ $62.89 avg price
CECelanese Corp Del
Recent Activity
Exited
0%
$230,860
1,698 shares@ $135.96 avg price
VTVVanguard Index Fds
Recent Activity
Exited
0%
$205,280
1,176 shares@ $174.56 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$200,161
8,532 shares@ $23.47 avg price
VODVodafone Group Plc New
Recent Activity
Exited
0%
$179,568
17,921 shares@ $10.02 avg price