Top 50 Sterneck Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.71% | 85.2K | $21.6M | -0.31%(-264) | $48.49(+486.03%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 8.95% | 103.9K | $19.9M | +2.14%(+2.17K) | $115.32(+76.24%) | 2026-03-31 | |
| JPIN | J P MORGAN EXCHANGE TRADED F | 5.51% | 172.2K | $12.3M | +1.86%(+3.15K) | $56.42(+30.79%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 5.48% | 260.3K | $12.2M | -1.18%(-3.12K) | $36.17(+42.73%) | 2026-03-31 | |
| JPUS | J P MORGAN EXCHANGE TRADED F | 5.39% | 92.1K | $12.0M | +3.48%(+3.10K) | $81.61(+67.58%) | 2026-03-31 | |
| GBIL | GOLDMAN SACHS ETF TR | 3.64% | 80.9K | $8.1M | -2.55%(-2.12K) | $100.15(-0.21%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 3.63% | 102.2K | $8.1M | +4.77%(+4.66K) | $46.55(+88.76%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.31% | 66.3K | $7.4M | +3.95%(+2.52K) | $101.11(+21.76%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.19% | 10.9K | $7.1M | +4.24%(+444) | $394.01(+83.69%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.1% | 62.4K | $6.9M | +2.92%(+1.77K) | $66.97(+79.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.37% | +45.72% |
| Top 20 Holdings Unweighted | +14.87% | +51.57% |
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