Steele Capital Management, Inc. Purchases in Q2 2024

Steele Capital Management, Inc.

  • $1.79 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
263K
+ 25.54%
$58.7 - $64.78 $15.4M - $17M
1.29M $83.2B
IVV
Ishares Core S&P 500 ETF

ETFs
5.66K
+ 1.73%
$497.53 - $549.64 $2.82M - $3.11M
332K $182B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2K
+ 1.27%
$455.1 - $504.28 $908K - $1.01M
159K $80B
NVDA
Nvidia Corp

Technology
100K
+ 948.44%
$118.11 - $1224.4 $11.9M - $123M
111K $13.7B
VONG
Vanguard Russell 1000 Growth E

ETFs
5.76K
+ 2.15%
$81.38 - $94.58 $469K - $545K
273K $25.7B
ICSH
Blackrock Ultra Short Term Bon

ETFs
33.1K
+ 26.8%
$50.32 - $50.55 $1.67M - $1.68M
157K $7.92B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
20.4K
New
$57.33 - $65.34 $1.17M - $1.33M
20.4K $1.3B
JEPI
J P Morgan Exchange Traded Fd

ETFs
28.9K
+ 9.78%
$55.45 - $57.39 $1.6M - $1.66M
325K $18.4B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.2K
+ 1.55%
$76.35 - $77.35 $1.16M - $1.18M
998K $77.1B
HTLF
Heartland Financial Usa Inc

Financial Services
22.3K
+ 193.92%
$33.01 - $45.44 $737K - $1.01M
33.8K $1.5B
VTV
Vanguard Value ETF

ETFs
6.31K
+ 13.25%
$154.57 - $163.65 $976K - $1.03M
54K $8.71B
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.53K
+ 5.85%
$159.21 - $168.37 $1.52M - $1.61M
173K $28.3B
JCPB
J P Morgan Exchange Traded Fd

ETFs
18.3K
+ 4.99%
$45.27 - $46.67 $830K - $856K
386K $17.9B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.83K
+ 8.11%
$114.71 - $121.51 $898K - $951K
104K $12.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
837
+ 1.5%
$87.04 - $101.61 $72.9K - $85K
56.8K $5.73B
MUB
Ishares National Muni Bond ETF

ETFs
4.59K
New
$105.37 - $107.16 $484K - $492K
4.59K $489M
MSFT
Microsoft Corp

Technology
229
+ 1.61%
$389.33 - $452.85 $89.2K - $104K
14.4K $6.45B
AIQ
Global X Funds Global X Artifi

ETFs
12.1K
+ 70.67%
$31.46 - $35.95 $379K - $433K
29.1K $1.04B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.47K
+ 115.75%
$199.21 - $276.76 $293K - $407K
2.74K $714M
IEMG
Ishares Inc

ETFs
5.15K
+ 7.04%
$50.02 - $54.95 $258K - $283K
78.3K $4.19B
VGT
Vanguard Information Technolog

ETFs
470
New
$479.9 - $588.82 $226K - $277K
470 $271M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.25K
+ 57.96%
$50.84 - $55.56 $216K - $236K
11.6K $643M
MO
Altria Group, Inc.

Consumer Defensive
5.13K
New
$40.75 - $46.83 $209K - $240K
5.13K $239M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.5K
+ 97.09%
$112.55 - $149.03 $169K - $224K
3.05K $446M
KO
Coca Cola CO

Consumer Defensive
3.69K
New
$58.06 - $64.15 $214K - $237K
3.69K $237M
AVGO
Broadcom Inc.

Technology
141
New
$1204.71 - $1828.87 $170K - $258K
141 $226M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.67K
+ 29.28%
$24.54 - $25.28 $213K - $219K
38.3K $960M
ORCL
Oracle Corp

Technology
1.49K
New
$113.75 - $144.64 $170K - $216K
1.49K $211M
SOXX
Ishares Semiconductor ETF

ETFs
221
+ 4.17%
$198.39 - $259.28 $43.8K - $57.3K
5.52K $1.36B
VCIT
Vanguard Intermediate Term Cor

ETFs
4.56K
+ 1.27%
$77.99 - $80.49 $356K - $367K
364K $29.1B
TQQQ
Proshares Ultrapro Qqq

ETFs
1K
+ 28.94%
$49.48 - $76.9 $49.5K - $76.9K
4.46K $330M
GOOGL
Alphabet Inc.

Communication Services
40
+ 1.17%
$150.53 - $185.41 $6.02K - $7.42K
3.47K $632M
COST
Costco Wholesale Corp

Consumer Defensive
57
+ 11.95%
$704.88 - $870.75 $40.2K - $49.6K
534 $454M
ITA
Ishares Tr

ETFs
740
+ 18.11%
$127.05 - $137.39 $94K - $102K
4.83K $637M
GLD
Spdr Gold Trust

ETFs
300
+ 14.89%
$207.82 - $224.56 $62.3K - $67.4K
2.32K $498M
IBB
Ishares Biotechnology ETF

ETFs
595
+ 15.97%
$124.64 - $139.96 $74.2K - $83.3K
4.32K $593M
PM
Philip Morris International Inc.

Consumer Defensive
478
+ 17.48%
$88.6 - $104.24 $42.4K - $49.8K
3.21K $330M
VUG
Vanguard Growth ETF

ETFs
95
+ 8.03%
$322.46 - $377.11 $30.6K - $35.8K
1.28K $478M
FNDA
Schwab Fundamental U S Small C

ETFs
33.8K
+ 3.58%
$52.82 - $57.21 $1.78M - $1.93M
976K $53.8B
FNDX
Schwab Fundamental U S Large C

ETFs
3.8K
+ 0.19%
$63.87 - $67.55 $243K - $257K
1.98M $133B
WMT
Walmart Inc.

Consumer Defensive
111
+ 1.33%
$58.85 - $68.9 $6.53K - $7.65K
8.45K $572M
SGHT
Sight Sciences, Inc.

Healthcare
10K
New
$5.13 - $7.15 $51.3K - $71.5K
10K $66.7M
IYW
Ishares Dj Us Tech ETF

ETFs
284
+ 18.61%
$124.75 - $153.46 $35.4K - $43.6K
1.81K $272M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.02K
+ 13.21%
$50.47 - $51.43 $51.3K - $52.3K
8.71K $445M
JPM
Jpmorgan Chase & CO

Financial Services
139
+ 1.68%
$180.08 - $204.79 $25K - $28.5K
8.42K $1.7B
T
At&T Inc.

Communication Services
346
+ 2.38%
$16.09 - $19.11 $5.57K - $6.61K
14.9K $284M
Graniteshares ETF Tr
10K
New
N/A
10K $22.1M
LNT
Alliant Energy Corp

Utilities
334
+ 5.5%
$47.4 - $52.12 $15.8K - $17.4K
6.41K $326M
IYH
Ishares Tr

ETFs
350
+ 7.45%
$58.05 - $61.75 $20.3K - $21.6K
5.05K $309M
Activity Summary
Buys All Purchases 78 New Holdings 9 Increased Positions 69 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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