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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
DBMFLitman Gregory Fds Tr
Recent Activity
Decreased -3.76%
0.59%
$1.082M
41,357 shares@ $26.17 avg price
CHDChurch & Dwight Co Inc
Recent Activity
0.56%
$1.037M
9,900 shares@ $104.71 avg price
TRVTravelers Companies Inc
Recent Activity
0.53%
$963,560
4,000 shares@ $240.89 avg price
AHHArmada Hoffler Pptys Inc
Recent Activity
Increased 15.94%
0.51%
$934,101
91,310 shares@ $10.23 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -10.52%
0.49%
$901,206
16,652 shares@ $54.12 avg price
CVXChevron Corp New
Recent Activity
Decreased -7.97%
0.47%
$867,463
5,989 shares@ $144.85 avg price
PFEPfizer Inc
Recent Activity
Increased 76.16%
0.47%
$865,674
32,630 shares@ $26.54 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -3.64%
0.42%
$771,123
10,196 shares@ $75.63 avg price
KDKyndryl Hldgs Inc
Recent Activity
Decreased -15.95%
0.41%
$747,256
21,597 shares@ $34.6 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -10.28%
0.38%
$698,279
14,448 shares@ $48.34 avg price