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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
IBMInternational Business Machs
Recent Activity
Decreased -3.76%
1.59%
$2.942M
13,382 shares@ $219.84 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.29%
1.46%
$2.693M
5,942 shares@ $453.29 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 1.44%
1.1%
$2.034M
33,136 shares@ $61.38 avg price
AZOAutozone Inc
Recent Activity
1.04%
$1.921M
600 shares@ $3202.0 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Decreased -14.8%
0.98%
$1.81M
21,345 shares@ $84.8 avg price
PGFInvesco Exchange Traded Fd T
Recent Activity
Increased 27.03%
0.93%
$1.705M
117,173 shares@ $14.55 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -5.04%
0.92%
$1.697M
11,044 shares@ $153.63 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
0.9%
$1.665M
3,200 shares@ $520.23 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -3.53%
0.88%
$1.618M
12,834 shares@ $126.11 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.79%
0.69%
$1.27M
5,299 shares@ $239.72 avg price