Sterneck Capital Management, LLC Purchases in Q3 2025

Sterneck Capital Management, LLC

  • $209 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
57.4K
New
$44.34 - $45.94 $2.54M - $2.64M
57.4K $2.62M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
80.8K
+ 183.43%
$25.43 - $27.31 $2.05M - $2.21M
125K $3.41M
AVUS
American Centy ETF Tr Avantis

ETFs
18K
+ 50.07%
$101.2 - $109.16 $1.82M - $1.96M
53.9K $5.86M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.93K
+ 1.96%
$181.56 - $190.33 $350K - $366K
100K $19M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.13K
+ 4.6%
$74.93 - $80.73 $309K - $333K
94K $7.58M
JPUS
Jpmorgan Diversified Return Us

ETFs
1.64K
+ 1.94%
$117.71 - $125.02 $193K - $205K
86.4K $10.7M
AVUV
American Centy ETF Tr Avantis

ETFs
1.66K
+ 2.96%
$90.37 - $102.12 $150K - $169K
57.5K $5.73M
JPIN
Jp Morgan Diversified Return I

ETFs
3.44K
+ 2.13%
$63.14 - $67.96 $217K - $234K
165K $11M
SPY
Spdr S&P 500 ETF Trust

ETFs
141
+ 1.45%
$617.65 - $666.84 $87.1K - $94K
9.83K $6.55M
HCA
Hca Healthcare, Inc.

Healthcare
1.2K
New
$334.32 - $426.2 $400K - $510K
1.2K $510K
OTIS
Otis Worldwide Corp

Industrials
3.09K
New
$84.93 - $101.07 $262K - $312K
3.09K $282K
KHC
Kraft Heinz CO

Consumer Defensive
9.61K
New
$25.63 - $28.94 $246K - $278K
9.61K $250K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.03K
New
$89.32 - $107.82 $181K - $218K
2.03K $218K
HPQ
Hp Inc

Technology
7.44K
New
$24.45 - $29.35 $182K - $218K
7.44K $202K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.36K
New
$30.67 - $32.13 $195K - $204K
6.36K $201K
CLF
Cleveland Cliffs Inc.

Basic Materials
400
+ 1.1%
$8.12 - $12.84 $3.25K - $5.14K
36.9K $450K
PGF
Invesco Exchange Traded Fd Tr

ETFs
6.44K
+ 5.34%
$14.11 - $14.94 $90.9K - $96.2K
127K $1.86M
OGN
Organon & Co.

Healthcare
6.6K
+ 14.01%
$8.4 - $10.85 $55.4K - $71.6K
53.7K $573K
NVDA
Nvidia Corp

Technology
18
+ 0.47%
$153.3 - $186.58 $2.76K - $3.36K
3.85K $718K
ORCC
Owl Rock Capital Corp

Financial Services
5.27K
+ 24.82%
N/A
26.5K $354K
PFE
Pfizer Inc

Healthcare
709
+ 2.17%
$23.29 - $25.88 $16.5K - $18.3K
33.3K $849K
AHH
Armada Hoffler Properties, Inc.

Real Estate
3.16K
+ 2.39%
$6.69 - $7.56 $21.1K - $23.9K
135K $947K
PH
Parker Hannifin Corp

Industrials
12
+ 2.39%
$697.13 - $769.67 $8.37K - $9.24K
514 $389K
SLB
Schlumberger Limited

Energy
519
+ 7.58%
$32.37 - $37.31 $16.8K - $19.4K
7.37K $253K
Qxo Inc
19.3K
New
N/A
19.3K $0
Kenvue Inc
4.59K
+ 12.36%
N/A
41.7K $0
Valued Advisers Tr
3.81K
+ 2.09%
N/A
186K $0
IBM
International Business Machines Corp

Technology
560
+ 4.31%
$234.77 - $292.47 $131K - $164K
13.6K $3.83M
KD
Kyndryl Holdings, Inc.

Technology
3.77K
+ 20.01%
$28.94 - $43.41 $109K - $163K
22.6K $678K
Activity Summary
Buys All Purchases 30 New Holdings 9 Increased Positions 21 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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