Steele Capital Management, Inc. Reduced Holdings in Q3 2024

Steele Capital Management, Inc.

  • $1.91 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-940K
- 22.15%
$36.98 - $41.55 $34.7M - $39M
3.3M $136B
ILCV
Ishares Morningstar Value ETF

ETFs
-123K
- 15.0%
$75.47 - $82.2 $9.25M - $10.1M
694K $57.4B
HTLF
Heartland Financial Usa Inc

Financial Services
-23.6K
- 69.72%
$43.37 - $58.97 $1.02M - $1.39M
10.2K $581M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.65K
- 2.43%
$161.02 - $200.0 $266K - $330K
66.2K $12.3B
FBMS
First Bancshares Inc

Financial Services
-24.4K
- 40.06%
$24.66 - $34.26 $602K - $836K
36.5K $1.17B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-24K
- 10.84%
$69.7 - $76.81 $1.68M - $1.85M
198K $15.3B
MSFT
Microsoft Corp

Technology
-75
- 0.52%
$395.15 - $467.56 $29.6K - $35.1K
14.4K $6.18B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.97K
- 6.99%
$92.63 - $105.69 $367K - $419K
52.8K $5.5B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-6.08K
- 3.86%
$45.6 - $46.83 $277K - $285K
151K $7.09B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.28K
- 5.15%
$51.02 - $52.74 $116K - $120K
41.9K $2.21B
BAC
Bank Of America Corp

Financial Services
-250
- 1.16%
$36.65 - $44.13 $9.16K - $11K
21.3K $844M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-83
- 0.58%
$23.88 - $24.01 $1.98K - $1.99K
14.3K $344M
IEMG
Ishares Inc

ETFs
-706
- 0.9%
$53.64 - $53.64 $37.9K - $37.9K
77.6K $4.46B
XLY
Select Sector Spdr Consumer Di

ETFs
-60
- 0.23%
$170.05 - $200.86 $10.2K - $12.1K
25.6K $5.12B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.69K
- 3.38%
$179.99 - $201.6 $305K - $341K
48.4K $9.71B
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.82K
- 1.32%
$63.46 - $71.43 $116K - $130K
136K $9.62B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-57.6K
- 4.46%
$61.11 - $67.85 $3.52M - $3.91M
1.24M $83.9B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.38K
- 1.55%
$25.45 - $29.53 $137K - $159K
341K $9.95B
ISCV
Ishares Morningstar Small Cap

ETFs
-4.17K
- 2.19%
$57.26 - $64.12 $239K - $267K
186K $11.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.35K
- 6.27%
$405.19 - $478.57 $952K - $1.12M
35.1K $16.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.6K
- 0.8%
$60.84 - $67.51 $158K - $175K
322K $21.7B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-235
- 0.68%
$523.84 - $572.02 $123K - $134K
34.1K $19.5B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-4.43K
- 2.09%
$87.56 - $95.49 $388K - $423K
207K $19.8B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-14.5K
- 3.41%
$77.02 - $85.06 $1.12M - $1.23M
410K $34.7B
AAPL
Apple Inc.

Technology
-910
- 0.68%
$207.23 - $234.82 $189K - $214K
132K $30.8B
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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