Steele Capital Management, Inc. Sells in Q2 2024

Steele Capital Management, Inc.

  • $1.79 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-13.5K
- 1.73%
$95.11 - $97.92 $1.28M - $1.32M
767K $74.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-13.4K
- 3.06%
$75.81 - $80.15 $1.02M - $1.07M
425K $33.4B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.53K
- 4.27%
$516.55 - $556.17 $791K - $852K
34.4K $18.5B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.11K
- 0.29%
$45.24 - $49.04 $95.6K - $104K
718K $34.2B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-5.94K
- 2.73%
$85.39 - $90.42 $507K - $537K
212K $18.7B
ILCV
Ishares Morningstar Value ETF

ETFs
-3.6K
- 0.44%
$73.1 - $77.24 $263K - $278K
817K $62.3B
ISCV
Ishares Morningstar Small Cap

ETFs
-1.1K
- 0.57%
$56.09 - $60.92 $61.7K - $67K
190K $11B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.66K
- 1.0%
$65.46 - $70.15 $108K - $116K
164K $11.1B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-995
- 0.45%
$68.22 - $72.74 $67.9K - $72.4K
222K $15.6B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-865
- 0.56%
$68.23 - $72.35 $59K - $62.6K
155K $10.9B
VBR
Vanguard Small Cap Value ETF

ETFs
-1
- -0.0%
$177.65 - $191.11 $178 - $191
50K $9.19B
DE
Deere & CO

Industrials
-102
- 1.04%
$364.98 - $414.02 $37.2K - $42.2K
9.72K $3.64B
XLE
Energy Sector Spdr

ETFs
-824
- 0.84%
$88.04 - $98.08 $72.5K - $80.8K
97.5K $8.89B
XLY
Select Sector Spdr Consumer Di

ETFs
-1.55K
- 5.7%
$169.76 - $184.45 $263K - $286K
25.6K $4.67B
BA
Boeing CO

Industrials
-1.3K
- 27.32%
$164.33 - $191.42 $214K - $249K
3.46K $630M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-974
- 0.29%
$70.55 - $72.66 $68.7K - $70.8K
332K $23.9B
IDEV
Ishares Core Msci Intl Develop

ETFs
-815
- 0.59%
$64.09 - $68.74 $52.2K - $56K
138K $9.04B
ISCG
Ishares Morningstar Small Cap

ETFs
-1.57K
- 1.07%
$42.78 - $46.46 $67K - $72.8K
144K $6.56B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-450
- 0.9%
$75.69 - $81.19 $34.1K - $36.5K
49.3K $3.85B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.73K
- 13.29%
$100.29 - $100.75 $174K - $174K
11.3K $1.14B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.45K
- 3.27%
$71.74 - $75.86 $104K - $110K
42.9K $3.19B
ABBV
Abb Vie Inc.

Healthcare
-21
- 0.15%
$154.79 - $180.76 $3.25K - $3.8K
13.6K $2.33B
ABT
Abbott Laboratories

Healthcare
-400
- 4.16%
$100.73 - $112.44 $40.3K - $45K
9.22K $958M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-398
- 0.25%
$45.15 - $46.21 $18K - $18.4K
157K $7.2B
INTC
Intel Corp

Technology
-55
- 0.63%
$29.85 - $44.52 $1.64K - $2.45K
8.74K $271M
TFLO
Ishares Treasury Floating Rate

ETFs
-2.09K
- 6.94%
$50.44 - $50.7 $105K - $106K
28K $1.42B
SUB
Ishares Short Term National Mu

ETFs
-962
- 10.83%
$104.04 - $104.8 $100K - $101K
7.92K $828M
WFC
Wells Fargo & Company

Financial Services
-1.78K
- 19.65%
$56.41 - $62.34 $100K - $111K
7.26K $431M
PFG
Principal Financial Group Inc

Financial Services
-172
- 2.3%
$76.66 - $86.01 $13.2K - $14.8K
7.32K $574M
UNP
Union Pacific Corp

Industrials
-75
- 3.48%
$221.38 - $247.4 $16.6K - $18.6K
2.08K $471M
ABNB
Airbnb, Inc.

Consumer Cyclical
-100
- 3.34%
$141.04 - $165.42 $14.1K - $16.5K
2.9K $439M
MMM
3 M CO

Industrials
-404
- 11.84%
$90.54 - $105.26 $36.6K - $42.5K
3.01K $307M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-254
- 4.39%
$76.01 - $82.53 $19.3K - $21K
5.54K $434M
PEP
Pepsico Inc

Consumer Defensive
-6
- 0.18%
$163.33 - $183.11 $980 - $1.1K
3.32K $547M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-322
- 1.79%
$90.17 - $95.04 $29K - $30.6K
17.7K $1.67B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-455
- 1.02%
$50.64 - $51.3 $23K - $23.3K
44.2K $2.27B
XLF
Financial Sector Spdr

ETFs
-75
- 0.43%
$39.59 - $42.49 $2.97K - $3.19K
17.5K $719M
F
Ford Motor CO

Consumer Cyclical
-100
- 0.57%
$11.56 - $13.65 $1.16K - $1.37K
17.4K $219M
XLU
Utilities Sector Spdr

ETFs
-50
- 0.92%
$62.77 - $72.87 $3.14K - $3.64K
5.4K $368M
META
Meta Platforms, Inc.

Communication Services
-62
- 2.76%
$430.17 - $527.34 $26.7K - $32.7K
2.18K $1.1B
VPU
Vanguard Utilities ETF

ETFs
-98
- 1.74%
$136.04 - $157.94 $13.3K - $15.5K
5.55K $826M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.3%
$495.16 - $548.49 $2.97K - $3.29K
1.99K $1.09B
TSLA
Tesla, Inc.

Consumer Cyclical
-31
- 0.6%
$142.05 - $197.88 $4.4K - $6.13K
5.13K $1.02B
FSLR
First Solar, Inc.

Technology
-308
- 9.24%
$166.73 - $300.71 $51.4K - $92.6K
3.03K $682M
GOOG
Alphabet Inc.

Communication Services
-50
- 0.64%
$151.94 - $186.86 $7.6K - $9.34K
7.71K $1.41B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.28K
- 0.65%
$24.67 - $27.2 $56.3K - $62K
346K $9.21B
AMZN
Amazon Com Inc

Consumer Cyclical
-770
- 1.12%
$173.67 - $197.85 $134K - $152K
67.9K $13.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.5K
- 0.14%
$40.83 - $44.89 $102K - $112K
1.74M $76B
AAPL
Apple Inc.

Technology
-1.01K
- 0.75%
$165.0 - $216.67 $166K - $219K
133K $28B
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
Track This Portfolio

Track Steele Capital Management, Inc. Portfolio

Follow Steele Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steele Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steele Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email