Steele Capital Management, Inc. Portfolio Holdings

Steele Capital Management, Inc.

  • $1.91 Trillion
  • Q3 2024

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.

Portfolio value $1.91 Trillion
Technology: $51 Billion
Financial Services: $18.8 Billion
Consumer Cyclical: $12.6 Billion
Healthcare: $2.69 Billion
Energy: $2.55 Billion
Consumer Defensive: $1.39 Billion
Communication Services: $327 Million
ETFs: $0
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.5B
$694 Million 0.04% of portfolio
23,847
Q3 2024 Added 26.53%
$164B
$327 Million 0.02% of portfolio
14,869
Q3 2024 Added 0.06%
$39.6B
$236 Million 0.01% of portfolio
22,375
Q3 2024 Added 28.3%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $1.91 Trillion
  • Prior Value $1.79 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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