Steele Capital Management, Inc. Portfolio Holdings by Sector

Steele Capital Management, Inc.

$1.92 Trillion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Consumer Electronics \| Technology AAPL 1 stocks	$29.5 Million 1.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$18.9 Million 0.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$12.8 Million 0.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$12.5 Million 0.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$7.06 Million 0.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$2.88 Million 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1.89 Million 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$1.59 Million 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive DAR 1 stocks	$1.17 Million 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FBMS 1 stocks	$1.15 Million 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$839,084 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$779,151 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$433,558 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$213,341 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IVV FNDX SCHF VOO VEA QQQ VCSH SCHX 62 stocks	$0 95.22% of portfolio	42	15	2	-	0 Calls 0 Puts

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