Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STERNECK CAPITAL MANAGEMENT LLC 11-13-2023 09-30-2023 91 149,670,815
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $16,843,339 98,378 0.01 0.01 -2,449 -2.43 09-30-2023
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 2 $14,621,199 103,191 0.01 0.01 -5,680 -5.22 09-30-2023
SPDR INDEX SHS FDS PORTFOLIO EMG MK 3 $10,546,894 314,176 0.01 0.01 -6,400 -2.00 09-30-2023
J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER 4 $6,976,052 74,271 0.00 0.00 254 0.34 09-30-2023
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