Steele Capital Management, Inc. Incresed Positions in Q1 2025

Steele Capital Management, Inc.

  • $1.92 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
55.8K
+ 0.85%
$18.36 - $20.51 $1.02M - $1.14M
6.62M $131B
VEA
Vanguard Ftse Developed Market

ETFs
18.3K
+ 0.88%
$47.4 - $52.99 $866K - $968K
2.09M $106B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
58.1K
+ 5.38%
$77.7 - $78.94 $4.52M - $4.59M
1.14M $89.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.1K
+ 0.87%
$42.5 - $46.71 $683K - $750K
1.87M $84.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
359
+ 1.02%
$442.66 - $534.52 $159K - $192K
35.4K $18.9B
XLE
Energy Sector Spdr

ETFs
20.3K
+ 19.32%
$85.7 - $93.96 $1.74M - $1.91M
125K $11.7B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
25.6K
+ 215.17%
$100.34 - $100.68 $2.57M - $2.58M
37.5K $3.78B
SPYI
Shp ETF Tr Neos S&P 500 High I
51.9K
+ 175.93%
N/A
81.4K $3.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.84K
+ 0.61%
$95.85 - $99.25 $464K - $480K
804K $79.5B
VTV
Vanguard Value ETF

ETFs
7.65K
+ 11.21%
$167.73 - $179.21 $1.28M - $1.37M
75.9K $13.1B
FNDX
Schwab Fundamental U S Large C

ETFs
75.5K
+ 1.26%
$23.03 - $25.01 $1.74M - $1.89M
6.05M $143B
ICSH
Blackrock Ultra Short Term Bon

ETFs
24.4K
+ 10.92%
$50.44 - $50.7 $1.23M - $1.24M
247K $12.5B
JEPI
J P Morgan Exchange Traded Fd

ETFs
25.6K
+ 7.45%
$56.17 - $59.71 $1.44M - $1.53M
370K $21.1B
TFLO
Ishares Treasury Floating Rate

ETFs
22K
+ 73.68%
$50.48 - $50.68 $1.11M - $1.11M
51.8K $2.62B
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.52K
+ 1.44%
$45.56 - $47.23 $343K - $355K
531K $25B
BND
Vanguard Bd Index Fd Inc Total

ETFs
829
+ 0.19%
$71.17 - $73.66 $59K - $61.1K
435K $31.9B
AIQ
Global X Funds Global X Artifi

ETFs
21.8K
+ 29.33%
$36.38 - $42.77 $792K - $931K
96K $3.49B
PLTR
Palantir Technologies Inc.

Technology
5.43K
+ 40.35%
$64.98 - $124.62 $353K - $676K
18.9K $1.59B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.26K
+ 30.83%
$100.56 - $108.28 $528K - $569K
22.3K $2.3B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
20.3K
+ 34.08%
$24.73 - $25.62 $503K - $521K
80K $2.04B
ABBV
Abb Vie Inc.

Healthcare
127
+ 0.93%
$169.2 - $216.66 $21.5K - $27.5K
13.8K $2.88B
ILCV
Ishares Morningstar Value ETF

ETFs
1.15K
+ 0.17%
$79.37 - $85.24 $91.6K - $98.4K
691K $56.3B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.77K
+ 1.55%
$126.11 - $135.06 $223K - $239K
116K $15B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
6.39K
+ 44.02%
$73.27 - $96.21 $468K - $614K
20.9K $1.53B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.84K
+ 2.14%
$169.43 - $182.84 $651K - $702K
183K $31.7B
IEMG
Ishares Inc

ETFs
1.75K
+ 2.23%
N/A
80.4K $4.34B
XOM
Exxon Mobil Corp

Energy
73
+ 0.46%
$105.44 - $118.93 $7.7K - $8.68K
15.9K $1.89B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.13K
+ 1.8%
$33.84 - $37.77 $38.4K - $42.8K
64.2K $2.34B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
7.5K
+ 24.75%
$23.13 - $23.41 $173K - $176K
37.8K $878M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.23K
+ 19.71%
$51.45 - $58.51 $218K - $247K
25.7K $1.33B
T
At&T Inc.

Communication Services
454
+ 3.05%
$21.56 - $28.28 $9.79K - $12.8K
15.3K $434M
FSCO
Fs Cr Opportunities Corp Com
5K
+ 9.09%
N/A
60K $423M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
290
+ 0.15%
$71.9 - $77.57 $20.9K - $22.5K
199K $14.7B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
61
+ 0.3%
$65.27 - $71.18 $3.98K - $4.34K
20.2K $1.34B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
500
+ 0.8%
$44.81 - $46.22 $22.4K - $23.1K
63.1K $2.84B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
585
+ 0.34%
$72.01 - $79.94 $42.1K - $46.8K
175K $12.9B
MSFT
Microsoft Corp

Technology
470
+ 3.33%
$375.39 - $447.2 $176K - $210K
14.6K $5.47B
SCHG
Schwab Strategic Tr Us Large C

ETFs
217
+ 0.11%
$24.91 - $29.02 $5.41K - $6.3K
205K $5.13B
XLY
Select Sector Spdr Consumer Di

ETFs
706
+ 2.64%
$192.6 - $233.2 $136K - $165K
27.5K $5.43B
ISCV
Ishares Morningstar Small Cap

ETFs
230
+ 0.12%
$58.11 - $66.0 $13.4K - $15.2K
186K $11B
NVDA
Nvidia Corp

Technology
2.43K
+ 2.09%
$106.98 - $149.43 $260K - $363K
119K $12.8B
SCHX
Schwab Strategic Tr Us Large C

ETFs
44.6K
+ 1.18%
$21.75 - $24.28 $971K - $1.08M
3.83M $84.7B
SCHA
Schwab Strategic Tr Us Small C

ETFs
16.1K
+ 1.0%
$23.16 - $27.04 $373K - $435K
1.62M $38.1B
AAPL
Apple Inc.

Technology
954
+ 0.72%
$209.68 - $247.1 $200K - $236K
133K $29.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.82K
+ 1.37%
$507.05 - $563.67 $1.43M - $1.59M
209K $108B
FNDA
Schwab Fundamental U S Small C

ETFs
22.6K
+ 1.1%
$26.87 - $30.99 $608K - $702K
2.09M $57.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.9K
+ 2.11%
$102.49 - $119.96 $1.63M - $1.91M
769K $80.4B
IVV
Ishares Core S&P 500 ETF

ETFs
5.09K
+ 1.38%
$554.06 - $615.85 $2.82M - $3.13M
374K $210B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.6K
+ 0.77%
$468.34 - $539.52 $749K - $863K
210K $98.6B
Activity Summary
Buys All Purchases 53 New Holdings 3 Increased Positions 50 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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