Steele Capital Management, Inc. Portfolio Holdings

Steele Capital Management, Inc.

  • $1.92 Trillion
  • Q4 2024

Steele Capital Management, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.92 Trillion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $217B, Schwab Fundamental U S Large C with a value of $142B, Schwab Strategic Tr Intl Eqty with a value of $121B, Vanguard Index Fds S&P 500 ETF with a value of $111B, and Invesco Qqq Trust, Series 1 with a value of $107B.

Examining the 13F form we can see an increase of $7.51B in the current position value, from $1.91T to 1.92T.

Steele Capital Management, Inc. is based out at Dubuque, IA

Below you can find more details about Steele Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.92 Trillion
Technology: $55.6 Billion
Financial Services: $18.8 Billion
Consumer Cyclical: $14.6 Billion
Energy: $2.45 Billion
Healthcare: $2.42 Billion
Consumer Defensive: $1.26 Billion
Communication Services: $339 Million
ETFs: $0
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$162B
$1.02 Billion 0.05% of portfolio
13,449
Q4 2024 New
$71B
$748 Million 0.04% of portfolio
23,847
Q3 2024 Added 26.53%
$169B
$339 Million 0.02% of portfolio
14,877
Q4 2024 Added 0.05%
$39.8B
$216 Million 0.01% of portfolio
21,770
Q4 2024 Reduced 2.7%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $1.92 Trillion
  • Prior Value $1.91 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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