Steele Capital Management, Inc. Reduced Holdings in Q4 2024

Steele Capital Management, Inc.

  • $1.92 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-88.8K
- 58.64%
$45.38 - $46.88 $4.03M - $4.16M
62.6K $2.86B
ILCV
Ishares Morningstar Value ETF

ETFs
-4.14K
- 0.6%
$80.23 - $85.43 $332K - $354K
690K $55.9B
IDEV
Ishares Core Msci Intl Develop

ETFs
-554
- 0.41%
$64.18 - $70.42 $35.6K - $39K
135K $8.72B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-501
- 0.15%
$26.63 - $30.23 $13.3K - $15.1K
341K $9.07B
TFLO
Ishares Treasury Floating Rate

ETFs
-5.69K
- 16.02%
$50.37 - $50.63 $286K - $288K
29.8K $1.5B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.06K
- 16.74%
$65.67 - $69.79 $266K - $283K
20.2K $1.35B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-36
- 0.1%
$442.29 - $483.08 $15.9K - $17.4K
35.1K $15.9B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.05K
- 9.65%
$51.54 - $52.55 $209K - $213K
37.9K $1.96B
MSFT
Microsoft Corp

Technology
-267
- 1.86%
$406.35 - $454.46 $108K - $121K
14.1K $5.94B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-166
- 0.26%
$34.13 - $37.35 $5.67K - $6.2K
63.1K $2.15B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.7K
- 12.49%
$100.16 - $100.7 $170K - $171K
11.9K $1.2B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-5.98K
- 11.85%
$25.0 - $25.11 $150K - $150K
44.5K $1.11B
VBR
Vanguard Small Cap Value ETF

ETFs
-60
- 0.12%
$197.36 - $217.3 $11.8K - $13K
48.3K $9.57B
ISCV
Ishares Morningstar Small Cap

ETFs
-212
- 0.11%
$62.21 - $69.5 $13.2K - $14.7K
186K $11.8B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-605
- 0.35%
$75.22 - $82.17 $45.5K - $49.7K
174K $13.3B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-623
- 3.53%
$101.22 - $107.72 $63.1K - $67.1K
17K $1.74B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-135
- 0.4%
$563.99 - $620.12 $76.1K - $83.7K
34K $19.4B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.11K
- 10.07%
N/A
18.9K $454M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.29K
- 5.69%
$23.25 - $23.37 $29.9K - $30.1K
21.3K $497M
F
Ford Motor CO

Consumer Cyclical
-605
- 2.7%
$9.69 - $11.4 $5.86K - $6.9K
21.8K $216M
ISCG
Ishares Morningstar Small Cap

ETFs
-725
- 0.44%
$48.22 - $54.03 $35K - $39.2K
166K $8.2B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.56K
- 0.84%
$72.18 - $81.41 $113K - $127K
184K $13.9B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.71K
- 0.53%
$66.77 - $71.52 $114K - $122K
320K $22.1B
AMZN
Amazon Com Inc

Consumer Cyclical
-508
- 0.77%
$180.88 - $232.93 $91.9K - $118K
65.7K $14.4B
AAPL
Apple Inc.

Technology
-329
- 0.25%
$221.69 - $259.02 $72.9K - $85.2K
132K $33B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.33K
- 0.63%
$570.51 - $610.59 $1.33M - $1.42M
369K $217B
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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