Steele Capital Management, Inc. Incresed Positions in Q3 2024

Steele Capital Management, Inc.

  • $1.91 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
755K
+ 59.55%
$47.6 - $53.31 $35.9M - $40.2M
2.02M $107B
IVV
Ishares Core S&P 500 ETF

ETFs
39.1K
+ 11.79%
$520.18 - $576.82 $20.4M - $22.6M
371K $214B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
44.5K
+ 27.94%
$475.2 - $527.7 $21.2M - $23.5M
204K $108B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
83.4K
+ 4.8%
$41.9 - $48.26 $3.5M - $4.03M
1.82M $87.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26.9K
+ 4.12%
$105.53 - $118.34 $2.84M - $3.19M
681K $79.6B
FNDX
Schwab Fundamental U S Large C

ETFs
9.95K
+ 0.5%
$65.36 - $71.76 $650K - $714K
1.99M $143B
BND
Vanguard Bd Index Fd Inc Total

ETFs
90K
+ 27.09%
$71.45 - $75.64 $6.43M - $6.81M
422K $31.7B
SCHA
Schwab Strategic Tr Us Small C

ETFs
82.4K
+ 11.47%
$46.9 - $51.96 $3.86M - $4.28M
800K $41.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27.9K
+ 3.63%
$96.25 - $101.98 $2.68M - $2.84M
795K $80.5B
FNDA
Schwab Fundamental U S Small C

ETFs
26.5K
+ 2.72%
$54.26 - $60.01 $1.44M - $1.59M
1M $59.7B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.8K
+ 1.99%
$76.94 - $79.54 $1.53M - $1.58M
1.02M $80.9B
VCIT
Vanguard Intermediate Term Cor

ETFs
18.6K
+ 5.12%
$79.29 - $84.02 $1.48M - $1.57M
382K $32B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.83K
+ 1.06%
$162.83 - $179.16 $298K - $328K
174K $31.2B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
22.2K
+ 13.57%
$65.15 - $72.97 $1.45M - $1.62M
186K $13.6B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
19.9K
+ 12.86%
$68.79 - $76.02 $1.37M - $1.51M
175K $13.3B
VTV
Vanguard Value ETF

ETFs
7.68K
+ 14.23%
$159.75 - $174.57 $1.23M - $1.34M
61.7K $10.8B
VONG
Vanguard Russell 1000 Growth E

ETFs
12.6K
+ 4.62%
$85.48 - $98.39 $1.08M - $1.24M
286K $27.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
55
+ 0.03%
$434.77 - $502.96 $23.9K - $27.7K
208K $102B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.95K
+ 4.74%
$117.9 - $128.2 $583K - $634K
109K $14B
ISCG
Ishares Morningstar Small Cap

ETFs
22.2K
+ 15.36%
$44.24 - $49.07 $980K - $1.09M
166K $8.17B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.85K
+ 2.11%
$54.98 - $59.51 $377K - $408K
332K $19.7B
AIQ
Global X Funds Global X Artifi

ETFs
23.1K
+ 79.52%
$31.85 - $37.36 $737K - $865K
52.2K $1.94B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
20.1K
+ 66.23%
$24.78 - $25.11 $498K - $505K
50.5K $1.27B
TFLO
Ishares Treasury Floating Rate

ETFs
7.46K
+ 26.62%
$50.42 - $50.66 $376K - $378K
35.5K $1.8B
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.1%
$163.84 - $199.33 $2.29K - $2.79K
13.6K $2.69B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.81K
+ 18.67%
$61.47 - $67.36 $234K - $257K
24.2K $1.63B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.78K
+ 49.86%
$49.7 - $56.11 $287K - $324K
17.4K $953M
NVDA
Nvidia Corp

Technology
4.43K
+ 3.99%
$98.91 - $134.91 $438K - $597K
115K $14B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.32K
+ 20.5%
$100.3 - $100.74 $232K - $233K
13.6K $1.37B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.46K
+ 16.87%
$24.86 - $26.33 $160K - $170K
44.7K $1.17B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3K
+ 13.57%
$49.93 - $51.15 $150K - $153K
25.1K $1.28B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
272
+ 0.43%
$33.74 - $37.96 $9.18K - $10.3K
63.2K $2.37B
EPD
Enterprise Products Partners L.P.

Energy
5K
+ 26.53%
$27.88 - $30.0 $139K - $150K
23.8K $694M
FSCO
Fs Cr Opportunities Corp Com
16K
+ 64.0%
N/A
41K $260M
IBHE
Ishares Ibonds 2025 Term High

ETFs
3.02K
+ 6.62%
$23.03 - $23.3 $69.6K - $70.4K
48.7K $1.13B
ICSH
Blackrock Ultra Short Term Bon

ETFs
637
+ 0.41%
$50.32 - $50.75 $32.1K - $32.3K
157K $7.99B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2K
+ 19.22%
$25.38 - $26.27 $50.8K - $52.5K
12.4K $326M
T
At&T Inc.

Communication Services
9
+ 0.06%
$18.21 - $22.28 $164 - $201
14.9K $327M
XOM
Exxon Mobil Corp

Energy
2
+ 0.01%
$109.72 - $119.0 $219 - $238
15.8K $1.85B
F
Ford Motor CO

Consumer Cyclical
4.94K
+ 28.3%
$9.71 - $14.55 $47.9K - $71.8K
22.4K $236M
XLE
Energy Sector Spdr

ETFs
34
+ 0.03%
$84.35 - $93.39 $2.87K - $3.18K
97.6K $8.57B
Activity Summary
Buys All Purchases 42 New Holdings 0 Increased Positions 42 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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