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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Sterneck Capital Management LLC
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| CRD # | 111463 |
| SEC # | 801-45256 |
| CIK # | 1438574 |
| AUM | $218.7 MM (90% Disc, 100% US) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 816-531-2254 |
| Address | 4510 Belleview Avenue Kansas City, MO 64111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 843,560.0 | 8.1 | |
| VMOT | 7.7 | ||
| RSP | 6.5 | ||
| JPIN | 5.8 | ||
| SPY | 5.1 | ||
| JPUS | 4.9 | ||
| FPF | 1,300.0 | 4.2 | |
| SPEM | 3.0 | ||
| FB | 491,090.0 | 2.4 | |
| GILD | 82,070.0 | 2.4 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Sterneck Value & Opportunity LP | 9.4 | ||
| View All | ||||
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