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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
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 3.16%
2.66%
$4.916M
50,929 shares@ $96.54 avg price
MBSFValued Advisers Tr
Recent Activity
Increased 0.92%
2.47%
$4.569M
179,878 shares@ $25.4 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.7%
2.38%
$4.388M
23,041 shares@ $190.44 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.34%
2.34%
$4.327M
7,391 shares@ $585.49 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.64%
2.01%
$3.709M
8,800 shares@ $421.5 avg price
SPHYSpdr Ser Tr
Recent Activity
Increased 17.47%
1.84%
$3.388M
144,372 shares@ $23.48 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
New Position
1.83%
$3.377M
34,837 shares@ $96.93 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.37%
1.76%
$3.253M
17,183 shares@ $189.3 avg price
DISDisney Walt Co
Recent Activity
Decreased -6.03%
1.65%
$3.049M
27,386 shares@ $111.36 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -1.43%
1.62%
$2.993M
50,908 shares@ $58.79 avg price