Steele Capital Management, Inc. Incresed Positions in Q2 2025

Steele Capital Management, Inc.

  • $2.08 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
656K
+ 40.43%
$20.42 - $25.3 $13.4M - $16.6M
2.28M $57.7B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
82K
+ 1.24%
$17.76 - $22.1 $1.46M - $1.81M
6.7M $148B
QQQ
Invesco Qqq Trust, Series 1

ETFs
67
+ 0.03%
$416.06 - $551.64 $27.9K - $37K
210K $116B
VEA
Vanguard Ftse Developed Market

ETFs
26.5K
+ 1.27%
$45.65 - $57.01 $1.21M - $1.51M
2.11M $121B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.09K
+ 0.52%
$456.74 - $568.03 $499K - $620K
211K $120B
SCHX
Schwab Strategic Tr Us Large C

ETFs
107K
+ 2.79%
$19.6 - $24.44 $2.09M - $2.61M
3.94M $96.3B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.5K
+ 1.2%
$39.89 - $49.46 $898K - $1.11M
1.89M $93.6B
NVDA
Nvidia Corp

Technology
915
+ 0.77%
$94.31 - $157.99 $86.3K - $145K
119K $18.9B
FNDX
Schwab Fundamental U S Large C

ETFs
5.47K
+ 0.09%
$20.84 - $24.54 $114K - $134K
6.06M $149B
VONG
Vanguard Russell 1000 Growth E

ETFs
234
+ 0.08%
$82.51 - $109.2 $19.3K - $25.6K
298K $32.5B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.25K
+ 2.59%
$58.41 - $72.69 $482K - $599K
326K $23.7B
VBR
Vanguard Small Cap Value ETF

ETFs
11.6K
+ 24.77%
$162.76 - $195.77 $1.89M - $2.28M
58.6K $11.5B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
25.3K
+ 2.22%
$77.94 - $79.5 $1.97M - $2.01M
1.16M $92.5B
ILCV
Ishares Morningstar Value ETF

ETFs
11.5K
+ 1.67%
$72.16 - $83.39 $832K - $962K
703K $58.6B
AMZN
Amazon Com Inc

Consumer Cyclical
371
+ 0.57%
$167.32 - $223.3 $62.1K - $82.8K
65.8K $14.4B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.03K
+ 1.11%
$152.93 - $181.74 $311K - $369K
185K $33.6B
MSFT
Microsoft Corp

Technology
257
+ 1.76%
$354.56 - $497.45 $91.1K - $128K
14.8K $7.37B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.31K
+ 1.26%
$63.36 - $80.23 $146K - $185K
186K $14.9B
PLTR
Palantir Technologies Inc.

Technology
4.19K
+ 22.2%
$74.01 - $144.25 $310K - $604K
23.1K $3.14B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.79K
+ 5.85%
$114.78 - $133.31 $779K - $905K
123K $16.4B
VTV
Vanguard Value ETF

ETFs
5.19K
+ 6.84%
$153.67 - $176.74 $798K - $918K
81.1K $14.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25K
+ 39.0%
$32.66 - $40.75 $818K - $1.02M
89.2K $3.61B
XLY
Select Sector Spdr Consumer Di

ETFs
3.33K
+ 12.09%
$176.34 - $218.59 $586K - $727K
30.8K $6.7B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.43K
+ 1.39%
$65.41 - $79.66 $159K - $194K
177K $14.1B
JCPB
J P Morgan Exchange Traded Fd

ETFs
24.1K
+ 4.54%
$45.9 - $47.2 $1.11M - $1.14M
555K $26.1B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.35K
+ 2.55%
$81.46 - $94.63 $436K - $507K
215K $20.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.83K
+ 0.85%
$96.84 - $99.46 $661K - $679K
810K $80.4B
ISCG
Ishares Morningstar Small Cap

ETFs
2.12K
+ 1.28%
$39.44 - $49.76 $83.7K - $106K
167K $8.33B
SPYI
Shp ETF Tr Neos S&P 500 High I
11.5K
+ 14.08%
N/A
92.9K $4.67B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.48K
+ 0.87%
$79.56 - $82.92 $277K - $288K
402K $33.3B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.12K
+ 22.95%
$91.62 - $109.97 $469K - $563K
27.4K $3.02B
IEMG
Ishares Inc

ETFs
3.73K
+ 4.64%
N/A
84.1K $5.05B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
3.24K
+ 1.63%
$65.1 - $75.98 $211K - $246K
202K $15.3B
ISCV
Ishares Morningstar Small Cap

ETFs
3.19K
+ 1.71%
$51.37 - $61.54 $164K - $196K
190K $11.6B
GOOG
Alphabet Inc.

Communication Services
225
+ 2.2%
$146.58 - $180.01 $33K - $40.5K
10.4K $1.85B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.99K
+ 9.49%
$43.63 - $45.4 $261K - $272K
69.1K $3.09B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.36K
+ 0.31%
$72.02 - $73.82 $98.2K - $101K
436K $32.1B
XLE
Energy Sector Spdr

ETFs
14.6K
+ 11.66%
$76.44 - $94.13 $1.12M - $1.38M
140K $11.9B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.05K
+ 5.67%
$51.68 - $52.76 $106K - $108K
38.3K $2.02B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.33K
+ 5.42%
$24.98 - $25.66 $108K - $111K
84.3K $2.16B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
47
+ 0.23%
$59.24 - $71.39 $2.78K - $3.36K
20.3K $1.44B
XOM
Exxon Mobil Corp

Energy
27
+ 0.17%
$99.93 - $119.04 $2.7K - $3.21K
15.9K $1.71B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.33K
+ 6.56%
$483.48 - $539.8 $1.13M - $1.26M
37.8K $18.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
373
+ 0.03%
$24.32 - $27.87 $9.07K - $10.4K
1.22M $32.4B
Activity Summary
Buys All Purchases 48 New Holdings 3 Increased Positions 45 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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