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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
AAPLApple Inc
Recent Activity
Decreased -0.78%
12.3%
$22.759M
90,882 shares@ $250.42 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.52%
9.14%
$16.907M
96,487 shares@ $175.23 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 0.47%
6.13%
$11.331M
295,298 shares@ $38.37 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Increased 13.83%
5.49%
$10.155M
101,635 shares@ $99.92 avg price
JPUSJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.51%
4.97%
$9.194M
80,568 shares@ $114.11 avg price
JPINJ P Morgan Exchange Traded F
Recent Activity
Increased 2.22%
4.44%
$8.21M
153,283 shares@ $53.57 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -2.81%
3.36%
$6.212M
86,969 shares@ $71.43 avg price
LRGFIshares Tr
Recent Activity
Decreased -0.57%
3.08%
$5.683M
94,173 shares@ $60.36 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -4.28%
3.07%
$5.68M
25,890 shares@ $219.39 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.19%
2.79%
$5.15M
8,788 shares@ $586.08 avg price