Steele Capital Management, Inc. Incresed Positions in Q4 2025

Steele Capital Management, Inc.

  • $2.33 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
165K
+ 2.52%
$23.02 - $24.23 $3.8M - $4M
6.73M $162B
VEA
Vanguard Ftse Developed Market

ETFs
59.4K
+ 2.9%
$59.18 - $62.09 $3.51M - $3.69M
2.11M $132B
IVV
Ishares Core S&P 500 ETF

ETFs
2.35K
+ 0.63%
$656.2 - $690.71 $1.54M - $1.62M
377K $258B
FNDX
Schwab Fundamental U S Large C

ETFs
62.3K
+ 1.03%
$25.68 - $26.95 $1.6M - $1.68M
6.11M $166B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
55.9K
+ 6.37%
$99.87 - $101.27 $5.58M - $5.66M
933K $93.2B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
58K
+ 5.25%
$79.55 - $80.13 $4.62M - $4.65M
1.16M $92.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.35K
+ 1.09%
$600.51 - $631.95 $1.41M - $1.49M
219K $137B
SCHX
Schwab Strategic Tr Us Large C

ETFs
69.5K
+ 1.77%
$25.85 - $27.19 $1.8M - $1.89M
3.99M $107B
ILCV
Ishares Morningstar Value ETF

ETFs
6.82K
+ 1.03%
$88.05 - $93.43 $601K - $637K
670K $63.2B
FNDA
Schwab Fundamental U S Small C

ETFs
81.7K
+ 4.16%
$29.85 - $31.55 $2.44M - $2.58M
2.05M $64.5B
VTV
Vanguard Value ETF

ETFs
9.52K
+ 10.17%
$182.87 - $189.72 $1.74M - $1.81M
103K $19.7B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
52K
+ 2.89%
$52.54 - $55.77 $2.73M - $2.9M
1.85M $99.6B
SPYI
Shp ETF Tr Neos S&P 500 High I
34.2K
+ 27.13%
N/A
160K $8.41B
ICSH
Blackrock Ultra Short Term Bon

ETFs
35.2K
+ 8.69%
$50.56 - $50.76 $1.78M - $1.79M
441K $22.3B
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.2K
+ 0.67%
$27.17 - $28.65 $412K - $434K
2.27M $64.8B
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.27K
+ 2.78%
$185.12 - $192.11 $976K - $1.01M
195K $37.3B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
12K
+ 55.42%
$128.96 - $165.33 $1.55M - $1.99M
33.7K $4.18B
AIQ
Global X Funds Global X Artifi

ETFs
18.3K
+ 9.8%
$48.93 - $53.56 $897K - $982K
205K $10.5B
ITA
Ishares Tr

ETFs
4.5K
+ 27.31%
$205.04 - $218.9 $923K - $985K
21K $4.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.79K
+ 3.63%
$137.47 - $143.13 $658K - $685K
137K $19.6B
VONG
Vanguard Russell 1000 Growth E

ETFs
2.83K
+ 0.95%
$118.2 - $126.51 $334K - $357K
302K $36.7B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.59K
+ 1.27%
$77.94 - $81.16 $202K - $210K
207K $17B
ISCV
Ishares Morningstar Small Cap

ETFs
2.21K
+ 1.19%
$64.34 - $67.85 $142K - $150K
187K $12.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.32K
+ 1.51%
$74.09 - $75.1 $616K - $625K
559K $41.4B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.55K
+ 15.5%
$49.98 - $50.59 $377K - $382K
56.3K $2.83B
VBR
Vanguard Small Cap Value ETF

ETFs
1.23K
+ 2.4%
$201.42 - $211.15 $247K - $259K
52.3K $11.1B
IEMG
Ishares Inc

ETFs
3K
+ 4.05%
N/A
77.1K $5.18B
ISCG
Ishares Morningstar Small Cap

ETFs
1.43K
+ 0.81%
$53.29 - $56.31 $76.2K - $80.5K
178K $9.88B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.32K
+ 2.25%
$28.9 - $30.17 $96K - $100K
151K $4.55B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
348
+ 0.41%
$42.26 - $44.28 $14.7K - $15.4K
86.2K $3.83B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.19K
+ 1.17%
$80.91 - $83.82 $177K - $184K
189K $15.7B
XOM
Exxon Mobil Corp

Energy
2
+ 0.01%
$110.64 - $119.78 $221 - $240
15.9K $1.91B
PLTR
Palantir Technologies Inc.

Technology
1.34K
+ 5.03%
$172.14 - $207.18 $231K - $278K
28K $4.97B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.07%
$112.85 - $117.98 $2.26K - $2.36K
27.4K $3.24B
BAC
Bank Of America Corp

Financial Services
330
+ 1.72%
$48.65 - $54.11 $16.1K - $17.9K
19.5K $1.07B
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.01%
$211.96 - $244.38 $212 - $244
13.2K $3.01B
UMBF
Umb Financial Corp

Financial Services
4
+ 0.03%
$106.28 - $119.99 $425 - $480
12.4K $1.43B
T
At&T Inc.

Communication Services
8
+ 0.06%
$24.44 - $27.55 $196 - $220
14.2K $352M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.25K
+ 0.32%
$83.45 - $84.82 $188K - $191K
707K $59.2B
XLY
Select Sector Spdr Consumer Di

ETFs
30.6K
+ 97.83%
$228.75 - $242.18 $7M - $7.41M
61.9K $7.39B
XLE
Energy Sector Spdr

ETFs
133K
+ 95.14%
$85.22 - $92.02 $11.3M - $12.2M
272K $12.2B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.48K
+ 0.74%
$80.06 - $83.68 $119K - $124K
203K $16.2B
MSFT
Microsoft Corp

Technology
34
+ 0.24%
$496.82 - $542.07 $16.9K - $18.4K
14.2K $6.89B
Activity Summary
Buys All Purchases 47 New Holdings 3 Increased Positions 44 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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