Steele Capital Management, Inc. Incresed Positions in Q4 2024

Steele Capital Management, Inc.

  • $1.92 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
72.3K
+ 10.61%
$113.92 - $127.38 $8.23M - $9.2M
753K $86.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
652
+ 0.31%
$481.22 - $538.17 $314K - $351K
208K $107B
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.55M
+ 206.47%
$22.4 - $68.28 $57.1M - $174M
3.79M $87.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.78K
+ 1.36%
$521.84 - $558.82 $1.45M - $1.55M
207K $111B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
61.8K
+ 6.07%
$77.86 - $79.27 $4.81M - $4.9M
1.08M $84.2B
ICSH
Blackrock Ultra Short Term Bon

ETFs
65.6K
+ 41.67%
$50.35 - $50.69 $3.3M - $3.33M
223K $11.2B
VONG
Vanguard Russell 1000 Growth E

ETFs
11.7K
+ 4.09%
$95.27 - $107.82 $1.11M - $1.26M
298K $30.7B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
50.2K
+ 199.96%
$49.79 - $51.14 $2.5M - $2.57M
75.3K $3.78B
JCPB
J P Morgan Exchange Traded Fd

ETFs
73.1K
+ 16.25%
$46.07 - $48.17 $3.37M - $3.52M
523K $24.2B
FNDA
Schwab Fundamental U S Small C

ETFs
1.06M
+ 105.88%
$29.26 - $59.11 $31.1M - $62.7M
2.06M $61.3B
AIQ
Global X Funds Global X Artifi

ETFs
22K
+ 42.08%
$36.57 - $40.57 $804K - $892K
74.2K $2.87B
XLY
Select Sector Spdr Consumer Di

ETFs
1.23K
+ 4.79%
$194.8 - $239.43 $239K - $293K
26.8K $6.01B
VTV
Vanguard Value ETF

ETFs
6.56K
+ 10.64%
$168.32 - $181.87 $1.1M - $1.19M
68.2K $11.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.07K
+ 4.64%
$126.68 - $134.74 $643K - $684K
114K $14.6B
XLE
Energy Sector Spdr

ETFs
7.6K
+ 7.79%
$83.32 - $97.27 $633K - $739K
105K $9.01B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
14.9K
+ 33.3%
$24.94 - $26.14 $371K - $389K
59.6K $1.49B
SCHA
Schwab Strategic Tr Us Small C

ETFs
807K
+ 100.8%
$25.33 - $51.16 $20.4M - $41.3M
1.61M $41.6B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.1K
+ 23.62%
$53.94 - $58.15 $221K - $238K
21.5K $1.22B
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.7K
+ 3.83%
$57.53 - $60.83 $731K - $773K
344K $19.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
152K
+ 287.7%
$25.93 - $105.3 $3.94M - $16M
205K $5.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.69K
+ 2.69%
$174.22 - $187.62 $817K - $880K
179K $31.4B
FSCO
Fs Cr Opportunities Corp Com
14K
+ 34.15%
N/A
55K $375M
BAC
Bank Of America Corp

Financial Services
165
+ 0.78%
$39.22 - $47.77 $6.47K - $7.88K
21.4K $942M
HTLF
Heartland Financial Usa Inc

Financial Services
250
+ 2.44%
$54.47 - $69.06 $13.6K - $17.3K
10.5K $643M
T
At&T Inc.

Communication Services
8
+ 0.05%
$21.22 - $23.88 $170 - $191
14.9K $339M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
98.6K
+ 200.0%
$27.54 - $83.04 $2.72M - $8.19M
148K $4.1B
SCHV
Schwab Strategic Tr Us Large C

ETFs
76.5K
+ 195.81%
$25.79 - $80.4 $1.97M - $6.15M
116K $3.01B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5K
+ 2.41%
$91.94 - $100.02 $459K - $500K
212K $19.7B
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$105.51 - $125.37 $106 - $125
15.8K $1.7B
ABBV
Abb Vie Inc.

Healthcare
24
+ 0.18%
$164.99 - $203.87 $3.96K - $4.89K
13.6K $2.42B
IEMG
Ishares Inc

ETFs
1K
+ 1.29%
N/A
78.6K $4.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.5K
+ 2.73%
$71.75 - $75.11 $827K - $865K
434K $31.2B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
459
+ 0.23%
$73.19 - $81.02 $33.6K - $37.2K
198K $14.7B
VCIT
Vanguard Intermediate Term Cor

ETFs
6.39K
+ 1.67%
$80.13 - $83.77 $512K - $535K
389K $31.2B
FNDX
Schwab Fundamental U S Large C

ETFs
3.99M
+ 201.09%
$23.49 - $71.77 $93.8M - $287M
5.98M $142B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
813K
+ 198.16%
$26.93 - $84.95 $21.9M - $69.1M
1.22M $33.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.74K
+ 0.47%
$96.64 - $101.23 $361K - $379K
799K $77.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32.5K
+ 1.79%
$44.04 - $49.49 $1.43M - $1.61M
1.85M $81.6B
VEA
Vanguard Ftse Developed Market

ETFs
48K
+ 2.37%
$47.57 - $52.44 $2.28M - $2.52M
2.07M $99B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.26M
+ 98.7%
$18.41 - $40.87 $60M - $133M
6.56M $121B
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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