Steele Capital Management, Inc. Portfolio Holdings

Steele Capital Management, Inc.

  • $1.92 Trillion
  • Q1 2025

Steele Capital Management, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.92 Trillion distributed in 79 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 $210B, Schwab Fundamental U S Large C with a value of $143B, Schwab Strategic Tr Intl Eqty with a value of $131B, Vanguard Index Fds S&P 500 ETF with a value of $108B, and Vanguard Ftse Developed Market with a value of $106B.

Examining the 13F form we can see an increase of $205M in the current position value, from $1.92T 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: $49.4 Billion
Financial Services: $20.9 Billion
Consumer Cyclical: $12.7 Billion
Healthcare: $2.88 Billion
Energy: $2.67 Billion
Communication Services: $2.03 Billion
Consumer Defensive: $1.17 Billion
ETFs: $0
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.94B
$1.17 Billion 0.06% of portfolio
37,500
Q1 2024 Reduced 0.27%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $1.92 Trillion
  • Prior Value $1.92 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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