Sterneck Capital Management, LLC Sells in Q3 2025

Sterneck Capital Management, LLC

  • $209 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
-17.4K
- 16.6%
$99.82 - $100.23 $1.74M - $1.75M
87.5K $8.77M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-6.09K
- 65.9%
$103.83 - $179.9 $632K - $1.1M
3.15K $563K
DIS
Walt Disney CO

Communication Services
-2.07K
- 8.8%
$112.25 - $124.0 $232K - $257K
21.5K $2.46M
UPS
United Parcel Service Inc

Industrials
-1.9K
- 12.92%
$82.58 - $105.54 $157K - $201K
12.8K $1.07M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-17.7K
- 34.77%
$13.1 - $13.58 $232K - $241K
33.3K $444K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-30.5K
- 10.26%
$42.67 - $46.91 $1.3M - $1.43M
267K $12.5M
GXO
Gxo Logistics, Inc.

Industrials
-4.97K
- 30.48%
$48.07 - $54.59 $239K - $271K
11.3K $599K
ENB
Enbridge Inc

Energy
-4.72K
- 38.2%
$43.79 - $50.46 $207K - $238K
7.64K $385K
CG
Carlyle Group Inc.

Financial Services
-3.9K
- 37.25%
$52.82 - $69.35 $206K - $270K
6.57K $411K
AMZN
Amazon Com Inc

Consumer Cyclical
-570
- 2.32%
$211.65 - $238.24 $121K - $136K
24K $5.26M
APD
Air Products & Chemicals, Inc.

Basic Materials
-300
- 18.75%
$265.78 - $299.3 $79.7K - $89.8K
1.3K $354K
GM
General Motors CO

Consumer Cyclical
-5.29K
- 27.57%
$48.89 - $61.24 $259K - $324K
13.9K $847K
FDX
Fedex Corp

Industrials
-500
- 20.09%
$217.1 - $243.2 $109K - $122K
1.99K $469K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-4.28K
- 28.22%
$18.58 - $19.75 $79.4K - $84.5K
10.9K $208K
META
Meta Platforms, Inc.

Communication Services
-64
- 0.89%
$695.21 - $791.73 $44.5K - $50.7K
7.15K $5.25M
AVEM
American Centy ETF Tr Avantis

ETFs
-5.64K
- 9.79%
$68.33 - $75.41 $385K - $425K
52K $3.9M
PNNT
Pennantpark Investment Corp

Financial Services
-5.07K
- 6.95%
$6.68 - $7.44 $33.8K - $37.7K
67.8K $455K
TT
Trane Technologies PLC

Industrials
-50
- 5.31%
$398.96 - $472.54 $19.9K - $23.6K
891 $375K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-410
- 1.46%
$50.53 - $50.82 $20.7K - $20.8K
27.7K $1.41M
XLF
Financial Sector Spdr

ETFs
-700
- 4.96%
$51.37 - $54.25 $36K - $38K
13.4K $721K
VZ
Verizon Communications Inc

Communication Services
-475
- 6.01%
$40.84 - $45.06 $19.4K - $21.4K
7.43K $326K
CSCO
Cisco Systems, Inc.

Technology
-101
- 1.82%
$66.2 - $71.79 $6.69K - $7.25K
5.44K $372K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-909
- 0.6%
$23.54 - $23.97 $21.4K - $21.8K
150K $3.6M
BA
Boeing CO

Industrials
-100
- 2.84%
$209.79 - $237.38 $21K - $23.7K
3.42K $737K
Star Hldgs
-642
- 5.76%
N/A
10.5K $0
Bgc Group Inc
-3.59K
- 9.94%
N/A
32.5K $0
CVX
Chevron Corp

Energy
-355
- 5.86%
$145.57 - $161.83 $51.7K - $57.4K
5.71K $886K
QCOM
Qualcomm Inc

Technology
-298
- 2.82%
$145.84 - $173.55 $43.5K - $51.7K
10.3K $1.71M
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
-9.08K
- 11.76%
$6.26 - $8.46 $56.8K - $76.8K
68.1K $575K
JPM
Jpmorgan Chase & CO

Financial Services
-28
- 0.55%
$282.78 - $316.06 $7.92K - $8.85K
5.11K $1.61M
AVDE
American Centy ETF Tr Avantis

ETFs
-144
- 0.41%
$73.24 - $79.04 $10.5K - $11.4K
34.6K $2.73M
PLTR
Palantir Technologies Inc.

Technology
-757
- 9.82%
$130.68 - $186.97 $98.9K - $142K
6.96K $1.27M
LRGF
Ishares Tr

ETFs
-341
- 0.36%
$64.13 - $69.24 $21.9K - $23.6K
93.3K $6.44M
GOOG
Alphabet Inc.

Communication Services
-600
- 2.69%
$175.16 - $255.24 $105K - $153K
21.7K $5.29M
AAPL
Apple Inc.

Technology
-1.73K
- 1.97%
$202.38 - $256.87 $351K - $445K
86.1K $21.9M
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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