SC

Steele Capital Management, Inc.

13F
Steele Capital Management, Inc.
Last update 2025-04-16 79 Stocks (3 new)
Value $1.92 Bil Turnover 2 %
Countries:
Top Holdings: IVV(10.94%)FNDX(7.44%)SCHF(6.82%)VOO(5.61%)VEA(5.52%)
Summary Stock Picks Current Portfolio
Steele Capital Management, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
373,886
210,086.6
+1.38%
10.940
+0.15%
0.040
+19.31%
+6.82%
624,447.5
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
6,054,706
142,951.6
+1.26%
7.440
+0.09%
0.820
+15.13%
+5.74%
18,960.3
 
SCHF
Schwab International Equity ETF
6,618,602
130,915.9
+0.85%
6.820
+0.06%
0.300
+19.72%
+21.01%
49,261.6
 
VOO
Vanguard S&P 500 ETF
209,417
107,699.7
+1.37%
5.610
+0.08%
0.020
+19.71%
+7.47%
657,019.3
 
VEA
Vanguard FTSE Developed Markets ETF
2,087,755
106,120.6
+0.88%
5.520
+0.05%
0.070
+20.20%
+21.44%
158,634.1
 
QQQ
INVESCO QQQ Trust
209,970
98,609.3
+0.77%
5.130
+0.04%
0.030
+24.63%
+8.93%
356,737.8
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
1,138,031
89,836.2
+5.38%
4.680
+0.24%
0.250
+2.44%
+3.62%
34,938.6
 
SCHX
Schwab U.S. Large-Cap ETF
3,829,838
84,658.3
+1.18%
4.410
+0.05%
0.170
+19.95%
+7.54%
56,665.7
 
VWO
Vanguard FTSE Emerging Markets ETF
1,869,326
84,605.7
+0.87%
4.400
+0.04%
0.100
+18.75%
+13.20%
84,750.4
 
IJR
iShares Core S&P Small-Cap ETF
769,082
80,422.9
+2.11%
4.190
+0.09%
0.100
+21.07%
-1.00%
82,279.9
 

Steele Capital Management, Inc.'s Historical Top Holdings Breakdowns

Steele Capital Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.24%
●
77.7 ($78.41) 78.94
$79.11
0.89%
Add 5.38%
1,138,031
58,146
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.15%
●
554.06 ($590.51) 615.85
$628.85
6.49%
Add 1.38%
373,886
5,089
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+0.14%
●
100.34 ($100.51) 100.68
$100.47
-0.04%
Add 215.17%
37,546
25,633
SPYI
NEOS S&P 500 High Income ETF
2025-03-31
Add
Add
+0.13%
●
47.58 ($50.53) 52.44
$50.89
0.71%
Add 175.93%
81,400
51,900
XLE
The Energy Select Sector SPDR Fund
2025-03-31
Add
Add
+0.10%
●
85.7 ($90.17) 93.96
$88.73
-1.60%
Add 19.32%
125,479
20,321
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.09%
●
102.49 ($112.84) 119.96
$114.07
1.09%
Add 2.11%
769,082
15,906
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-03-31
Add
Add
+0.09%
●
23.03 ($24.17) 25.01
$25.04
3.60%
Add 1.26%
6,054,706
75,461
GOOG
Alphabet Inc
2025-03-31
New Buy
New Buy
+0.08%
●
156.06 ($183.12) 207.71
$178.70
-2.41%
New holding
10,205
10,205
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.08%
●
507.05 ($540.58) 563.67
$575.29
6.42%
Add 1.37%
209,417
2,822
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Add
Add
+0.08%
●
56.17 ($58.26) 59.71
$56.96
-2.23%
Add 7.45%
369,924
25,649

Steele Capital Management, Inc. Total Holding History ($B)

To

Steele Capital Management, Inc.'s Asset Allocation

To

Steele Capital Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Steele Capital Management, Inc.'s Hypothetical Growth since 2025-03-31

Steele Capital Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Steele Capital Management, Inc.'s Holdings Heat Map

Size field:

Steele Capital Management, Inc.'s Holdings Bubble Chart

Steele Capital Management, Inc. News

  • 1

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