$105 Million is the total value of Sterneck Capital Management, LLC's 131 reported holdings in Q2 2012. The portfolio turnover from Q1 2012 to Q2 2012 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2012 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 4.1% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.7% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.7% |
| CITIGROUP INC | 42 | Q3 2023 | 1.7% |
| WELLS FARGO CO NEW | 42 | Q3 2023 | 1.8% |
| PFIZER INC | 42 | Q3 2023 | 2.2% |
| CHEVRON CORP NEW | 42 | Q3 2023 | 1.0% |
| DISNEY WALT CO | 42 | Q3 2023 | 1.8% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 1.3% |
| COCA COLA CO | 42 | Q3 2023 | 1.7% |
View Sterneck Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-25 |
View Sterneck Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.