Sterneck Capital Management, LLC - Portfolio overview

Sterneck Capital Management, LLC has 125 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 9.49%
2. RSP - INVESCO EXCHANGE TRADED FD T, 8.74%
3. JPIN - J P MORGAN EXCHANGE TRADED F, 5.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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