Steele Capital Management, Inc. Portfolio Holdings

Steele Capital Management, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.91 Trillion distributed in 75 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 $214B, Schwab Fundamental U S Large C with a value of $143B, Schwab Strategic Tr Intl Eqty with a value of $136B, Vanguard Index Fds S&P 500 ETF with a value of $108B, and Vanguard Ftse Developed Market with a value of $107B.

Examining the 13F form we can see an increase of $121B in the current position value, from $1.79T to 1.91T.

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.