Steele Capital Management, Inc. has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.79 Trillion distributed in 177 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 $182B, Schwab Strategic Tr Intl Eqty with a value of $164B, Schwab Fundamental U S Large C with a value of $133B, Invesco Qqq Trust, Series 1 with a value of $99.7B, and Schwab Strategic Tr Us Large C with a value of $83.2B.
Examining the 13F form we can see an increase of $50.6B in the current position value, from $1.74T to 1.79T.
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
$1.79 Trillion
Technology: $50.3 Billion
Financial Services: $24.2 Billion
Consumer Cyclical: $16.7 Billion
Healthcare: $6.8 Billion
Industrials: $6.08 Billion
Communication Services: $4.7 Billion
Consumer Defensive: $4.03 Billion
Energy: $2.87 Billion
Other: $2.96 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
