Sterneck Capital Management, LLC Sells in Q1 2025

Sterneck Capital Management, LLC

  • $179 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.57K
- 2.83%
$209.68 - $247.1 $540K - $636K
88.3K $19.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.16K
- 4.48%
$190.26 - $242.06 $221K - $281K
24.7K $4.71M
GOOG
Alphabet Inc.

Communication Services
-324
- 1.41%
$156.06 - $207.71 $50.6K - $67.3K
22.7K $3.55M
GOOGL
Alphabet Inc.

Communication Services
-240
- 1.4%
$154.33 - $206.19 $37K - $49.5K
16.9K $2.61M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-11.2K
- 52.6%
$80.53 - $147.57 $904K - $1.66M
10.1K $1.34M
MSFT
Microsoft Corp

Technology
-34
- 0.39%
$375.39 - $447.2 $12.8K - $15.2K
8.77K $3.29M
DIS
Walt Disney CO

Communication Services
-167
- 0.61%
$96.87 - $114.0 $16.2K - $19K
27.2K $2.69M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1
- -0.0%
$169.43 - $182.84 $169 - $183
96.5K $16.6M
LRGF
Ishares Tr

ETFs
-359
- 0.38%
$56.95 - $63.95 $20.4K - $23K
93.8K $5.4M
AVUS
American Centy ETF Tr Avantis

ETFs
-127
- 0.36%
$90.7 - $101.57 $11.5K - $12.9K
34.7K $3.19M
KD
Kyndryl Holdings, Inc.

Technology
-2.78K
- 12.86%
$31.32 - $43.45 $87K - $121K
18.8K $589K
WFC
Wells Fargo & Company

Financial Services
-1.2K
- 16.68%
$66.78 - $81.42 $80.1K - $97.7K
6K $430K
EPD
Enterprise Products Partners L.P.

Energy
-2K
- 22.22%
$31.75 - $34.14 $63.5K - $68.3K
7K $238K
WMT
Walmart Inc.

Consumer Defensive
-388
- 10.96%
$84.5 - $105.05 $32.8K - $40.8K
3.15K $276K
GEO
Geo Group Inc

Real Estate
-2K
- 15.02%
$22.92 - $35.35 $45.8K - $70.7K
11.3K $331K
QCOM
Qualcomm Inc

Technology
-235
- 2.13%
$151.94 - $175.86 $35.7K - $41.3K
10.8K $1.66M
PNNT
Pennantpark Investment Corp

Financial Services
-4.04K
- 5.94%
$6.78 - $7.27 $27.4K - $29.4K
63.9K $451K
ORCC
Owl Rock Capital Corp

Financial Services
-1.38K
- 8.16%
N/A
15.6K $208K
PLTR
Palantir Technologies Inc.

Technology
-1.2K
- 11.77%
$64.98 - $124.62 $78K - $150K
9K $759K
BMY
Bristol Myers Squibb CO

Healthcare
-540
- 8.91%
$53.9 - $63.11 $29.1K - $34.1K
5.52K $336K
ALLY
Ally Financial Inc.

Financial Services
-300
- 2.71%
$32.99 - $40.09 $9.9K - $12K
10.8K $392K
CSCO
Cisco Systems, Inc.

Technology
-278
- 4.78%
$58.74 - $64.87 $16.3K - $18K
5.54K $342K
Kenvue Inc
-1.93K
- 6.44%
N/A
28.1K $0
Star Hldgs
-609
- 4.9%
N/A
11.8K $0
XLF
Financial Sector Spdr

ETFs
-175
- 1.21%
$47.32 - $52.19 $8.28K - $9.13K
14.3K $702K
LLY
Eli Lilly & CO

Healthcare
-12
- 3.8%
$725.72 - $929.72 $8.71K - $11.2K
304 $251K
JPM
Jpmorgan Chase & CO

Financial Services
-39
- 0.74%
$225.19 - $279.95 $8.78K - $10.9K
5.26K $1.29M
VZ
Verizon Communications Inc

Communication Services
-230
- 2.83%
$37.81 - $46.49 $8.7K - $10.7K
7.91K $358K
WMB
Williams Companies, Inc.

Energy
-383
- 2.3%
$54.02 - $61.09 $20.7K - $23.4K
16.3K $972K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.4K
- 0.47%
$37.07 - $40.63 $51.8K - $56.8K
294K $11.6M
IBM
International Business Machines Corp

Technology
-269
- 2.01%
$217.4 - $264.74 $58.5K - $71.2K
13.1K $3.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 0.93%
$442.66 - $534.52 $24.3K - $29.4K
5.89K $3.09M
Activity Summary
Buys All Purchases 36 New Holdings 7 Increased Positions 29 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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