StockDrifts LogoStockDrifts

Sterneck Capital Management, Llc

Portfolio Manager
Sterneck Capital Management, LLC
Performance
-2.60% (2026 Q1)
AUM (13F)
$222.70M
# of Holdings
116
Performance Rank
Allocation (Top 20)
72.69%

Sterneck Capital Management, Llc Holdings Map

Top 50 Sterneck Capital Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
9.71%85.2K$21.6M
-0.31%(-264)
2025-Q1: 88.3K shares2025-Q2: 87.9K shares2025-Q3: 86.1K shares2025-Q4: 85.5K shares2026-Q1: 85.2K shares
$48.49(+486.03%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
8.95%103.9K$19.9M
+2.14%(+2.17K)
2025-Q1: 96.5K shares2025-Q2: 98.0K shares2025-Q3: 100.0K shares2025-Q4: 101.7K shares2026-Q1: 103.9K shares
$115.32(+76.24%)
2026-03-31
JPIN
J P MORGAN EXCHANGE TRADED F
5.51%172.2K$12.3M
+1.86%(+3.15K)
2025-Q1: 156.2K shares2025-Q2: 161.8K shares2025-Q3: 165.3K shares2025-Q4: 169.1K shares2026-Q1: 172.2K shares
$56.42(+30.79%)
2026-03-31
SPEM
SPDR INDEX SHS FDS
5.48%260.3K$12.2M
-1.18%(-3.12K)
2025-Q1: 293.9K shares2025-Q2: 297.6K shares2025-Q3: 267.0K shares2025-Q4: 263.4K shares2026-Q1: 260.3K shares
$36.17(+42.73%)
2026-03-31
JPUS
J P MORGAN EXCHANGE TRADED F
5.39%92.1K$12.0M
+3.48%(+3.10K)
2025-Q1: 81.6K shares2025-Q2: 84.8K shares2025-Q3: 86.4K shares2025-Q4: 89.0K shares2026-Q1: 92.1K shares
$81.61(+67.58%)
2026-03-31
GBIL
GOLDMAN SACHS ETF TR
3.64%80.9K$8.1M
-2.55%(-2.12K)
2025-Q1: 107.2K shares2025-Q2: 104.9K shares2025-Q3: 87.5K shares2025-Q4: 83.1K shares2026-Q1: 80.9K shares
$100.15(-0.21%)
2026-03-31
SPTM
SPDR SERIES TRUST
3.63%102.2K$8.1M
+4.77%(+4.66K)
2025-Q1: 87.5K shares2025-Q2: 89.8K shares2025-Q3: 94.0K shares2025-Q4: 97.5K shares2026-Q1: 102.2K shares
$46.55(+88.76%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
3.31%66.3K$7.4M
+3.95%(+2.52K)
2025-Q1: 34.7K shares2025-Q2: 35.9K shares2025-Q3: 53.9K shares2025-Q4: 63.8K shares2026-Q1: 66.3K shares
$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)
2025-Q1: 8.9K shares2025-Q2: 9.7K shares2025-Q3: 9.8K shares2025-Q4: 10.5K shares2026-Q1: 10.9K shares
$394.01(+83.69%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
3.1%62.4K$6.9M
+2.92%(+1.77K)
2025-Q1: 51.5K shares2025-Q2: 55.9K shares2025-Q3: 57.5K shares2025-Q4: 60.6K shares2026-Q1: 62.4K shares
$66.97(+79.43%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Sterneck Capital Management, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all