Steele Capital Management, Inc. holdings history

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189 is the total number of securities Steele Capital Management, Inc. has owned. The longest Steele Capital Management, Inc. has owned a single stock is 3 quarters.

Steele Capital Management, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR339.50%9.83%10.14%Q4 2023Q2 20243
SCHF SCHWAB STRATEGIC TR339.14%9.58%10.13%Q4 2023Q2 20243
FNDX SCHWAB STRATEGIC TR337.42%7.60%7.73%Q4 2023Q2 20243
QQQ INVESCO QQQ TR335.37%5.49%5.56%Q4 2023Q2 20243
VCSH VANGUARD SCOTTSDALE FDS334.30%4.50%4.82%Q4 2023Q2 20243
AGG ISHARES TR334.16%4.42%4.70%Q4 2023Q2 20243
VWO VANGUARD INTL EQUITY I...334.09%4.17%4.24%Q4 2023Q2 20243
IJR ISHARES TR333.89%4.04%4.12%Q4 2023Q2 20243
SCHX SCHWAB STRATEGIC TR333.67%4.02%4.64%Q4 2023Q2 20243
VOO VANGUARD INDEX FDS332.96%3.92%4.46%Q4 2023Q2 20243
ILCV ISHARES TR333.48%3.64%3.83%Q4 2023Q2 20243
VEA VANGUARD TAX-MANAGED FDS333.49%3.61%3.71%Q4 2023Q2 20243
FNDA SCHWAB STRATEGIC TR333.00%3.12%3.28%Q4 2023Q2 20243
SCHA SCHWAB STRATEGIC TR331.91%2.06%2.23%Q4 2023Q2 20243
SCHD SCHWAB STRATEGIC TR331.86%1.99%2.07%Q4 2023Q2 20243
VCIT VANGUARD SCOTTSDALE FDS331.62%1.69%1.80%Q4 2023Q2 20243
AAPL APPLE INC331.32%1.52%1.68%Q4 2023Q2 20243
BND VANGUARD BD INDEX FDS331.34%1.37%1.39%Q4 2023Q2 20243
VONG VANGUARD SCOTTSDALE FDS331.30%1.36%1.43%Q4 2023Q2 20243
SPLG SPDR SER TR331.13%1.18%1.24%Q4 2023Q2 20243
IUSV ISHARES TR331.04%1.13%1.22%Q4 2023Q2 20243
MDY SPDR S&P MIDCAP 400 ET...331.03%1.12%1.18%Q4 2023Q2 20243
RSP INVESCO EXCHANGE TRADE...330.09%1.09%1.59%Q4 2023Q2 20243
JEPI J P MORGAN EXCHANGE TR...330.98%1.00%1.03%Q4 2023Q2 20243
JCPB J P MORGAN EXCHANGE TR...330.96%0.98%1.00%Q4 2023Q2 20243
IMCV ISHARES TR330.87%0.93%1.00%Q4 2023Q2 20243
BRKB BERKSHIRE HATHAWAY INC...330.84%0.86%0.90%Q4 2023Q2 20243
AMZN AMAZON COM INC330.67%0.70%0.73%Q4 2023Q2 20243
ISCV ISHARES TR330.62%0.68%0.75%Q4 2023Q2 20243
VYM VANGUARD WHITEHALL FDS330.65%0.67%0.69%Q4 2023Q2 20243
IMCG ISHARES TR330.62%0.67%0.71%Q4 2023Q2 20243
IMCB ISHARES TR330.61%0.65%0.69%Q4 2023Q2 20243
VBR VANGUARD INDEX FDS330.51%0.57%0.66%Q4 2023Q2 20243
IDEV ISHARES TR330.50%0.55%0.62%Q4 2023Q2 20243
NVDA NVIDIA CORPORATION330.34%0.55%0.76%Q4 2023Q2 20243
SCHE SCHWAB STRATEGIC TR330.51%0.54%0.58%Q4 2023Q2 20243
XLE SELECT SECTOR SPDR TR330.50%0.51%0.53%Q4 2023Q2 20243
TFI SPDR SER TR330.40%0.44%0.50%Q4 2023Q2 20243
ISCG ISHARES TR330.37%0.40%0.43%Q4 2023Q2 20243
MSFT MICROSOFT CORP330.32%0.34%0.36%Q4 2023Q2 20243
SCHG SCHWAB STRATEGIC TR330.30%0.32%0.33%Q4 2023Q2 20243
VTV VANGUARD INDEX FDS330.01%0.32%0.49%Q4 2023Q2 20243
XLY SELECT SECTOR SPDR TR330.26%0.28%0.29%Q4 2023Q2 20243
ICSH ISHARES TR330.02%0.28%0.44%Q4 2023Q2 20243
IGSB ISHARES TR330.13%0.24%0.47%Q4 2023Q2 20243
SCHM SCHWAB STRATEGIC TR330.22%0.23%0.24%Q4 2023Q2 20243
DE DEERE & CO330.20%0.23%0.26%Q4 2023Q2 20243
IEMG ISHARES INC330.22%0.23%0.24%Q4 2023Q2 20243
SCHV SCHWAB STRATEGIC TR330.18%0.19%0.21%Q4 2023Q2 20243
ABBV ABBVIE INC330.13%0.14%0.14%Q4 2023Q2 20243
SPDW SPDR INDEX SHS FDS330.12%0.13%0.14%Q4 2023Q2 20243
XOM EXXON MOBIL CORP330.10%0.10%0.10%Q4 2023Q2 20243
EQWL INVESCO EXCHANGE TRADE...330.09%0.10%0.11%Q4 2023Q2 20243
DAR DARLING INGREDIENTS INC330.08%0.10%0.12%Q4 2023Q2 20243
FBMS FIRST BANCSHARES INC MS330.09%0.10%0.12%Q4 2023Q2 20243
VTI VANGUARD INDEX FDS330.10%0.10%0.10%Q4 2023Q2 20243
JPM JPMORGAN CHASE & CO.330.10%0.10%0.10%Q4 2023Q2 20243
TFLO ISHARES TR330.08%0.09%0.10%Q4 2023Q2 20243
SGOV ISHARES TR330.06%0.07%0.08%Q4 2023Q2 20243
GOOG ALPHABET INC330.07%0.07%0.08%Q4 2023Q2 20243
IBHD ISHARES TR330.07%0.07%0.08%Q4 2023Q2 20243
SOXX ISHARES TR330.06%0.07%0.08%Q4 2023Q2 20243
VTEB VANGUARD MUN BD FDS330.06%0.06%0.06%Q4 2023Q2 20243
IBHE ISHARES TR330.06%0.06%0.07%Q4 2023Q2 20243
BA BOEING CO330.04%0.06%0.10%Q4 2023Q2 20243
ABT ABBOTT LABS330.05%0.06%0.07%Q4 2023Q2 20243
TSLA TESLA INC330.05%0.06%0.07%Q4 2023Q2 20243
SPY SPDR S&P 500 ETF TR330.06%0.06%0.06%Q4 2023Q2 20243
FB META PLATFORMS INC330.05%0.06%0.06%Q4 2023Q2 20243
SPAB SPDR SER TR330.04%0.06%0.07%Q4 2023Q2 20243
ACWI ISHARES TR330.05%0.05%0.06%Q4 2023Q2 20243
SUB ISHARES TR330.05%0.05%0.06%Q4 2023Q2 20243
VPU VANGUARD WORLD FDS330.05%0.05%0.06%Q4 2023Q2 20243
BAC BANK AMERICA CORP330.05%0.05%0.05%Q4 2023Q2 20243
HTLF HEARTLAND FINL USA INC330.02%0.05%0.08%Q4 2023Q2 20243
IBDQ ISHARES TR330.04%0.04%0.05%Q4 2023Q2 20243
VIG VANGUARD SPECIALIZED F...330.04%0.04%0.04%Q4 2023Q2 20243
NKE NIKE INC330.01%0.04%0.07%Q4 2023Q2 20243
MCK MCKESSON CORP330.04%0.04%0.04%Q4 2023Q2 20243
XLF SELECT SECTOR SPDR TR330.04%0.04%0.04%Q4 2023Q2 20243
MCD MCDONALDS CORP330.04%0.04%0.05%Q4 2023Q2 20243
NFLX NETFLIX INC330.04%0.04%0.04%Q4 2023Q2 20243
V VISA INC330.04%0.04%0.04%Q4 2023Q2 20243
AIG AMERICAN INTL GROUP INC330.04%0.04%0.04%Q4 2023Q2 20243
IBTF ISHARES TR330.03%0.04%0.05%Q4 2023Q2 20243
FSLR FIRST SOLAR INC330.03%0.04%0.04%Q4 2023Q2 20243
VOT VANGUARD INDEX FDS330.03%0.03%0.04%Q4 2023Q2 20243
PEP PEPSICO INC330.03%0.03%0.04%Q4 2023Q2 20243
PFG PRINCIPAL FINANCIAL GR...330.03%0.03%0.04%Q4 2023Q2 20243
UNH UNITEDHEALTH GROUP INC330.03%0.03%0.04%Q4 2023Q2 20243
NEE NEXTERA ENERGY INC330.03%0.03%0.03%Q4 2023Q2 20243
IBB ISHARES TR330.03%0.03%0.03%Q4 2023Q2 20243
SUN SUNOCO LP/SUNOCO FIN CORP330.03%0.03%0.04%Q4 2023Q2 20243
ITA ISHARES TR330.03%0.03%0.04%Q4 2023Q2 20243
GOOGL ALPHABET INC330.03%0.03%0.04%Q4 2023Q2 20243
EPD ENTERPRISE PRODS PARTN...330.03%0.03%0.03%Q4 2023Q2 20243
IBDR ISHARES TR330.03%0.03%0.03%Q4 2023Q2 20243
UNP UNION PAC CORP330.03%0.03%0.03%Q4 2023Q2 20243
XLP SELECT SECTOR SPDR TR330.03%0.03%0.03%Q4 2023Q2 20243
WMT WALMART INC330.03%0.03%0.03%Q4 2023Q2 20243
TMO THERMO FISHER SCIENTIF...330.03%0.03%0.03%Q4 2023Q2 20243
WFC WELLS FARGO CO NEW330.02%0.03%0.03%Q4 2023Q2 20243
SLYV SPDR SER TR330.02%0.03%0.03%Q4 2023Q2 20243
GLD SPDR GOLD TR330.02%0.03%0.03%Q4 2023Q2 20243
VXUS VANGUARD STAR FDS330.02%0.03%0.03%Q4 2023Q2 20243
ABNB AIRBNB INC330.02%0.03%0.03%Q4 2023Q2 20243
VDE VANGUARD WORLD FDS330.02%0.03%0.03%Q4 2023Q2 20243
HD HOME DEPOT INC330.02%0.02%0.03%Q4 2023Q2 20243
USB US BANCORP DEL330.02%0.02%0.03%Q4 2023Q2 20243
FMB FIRST TR EXCH TRADED F...330.02%0.02%0.03%Q4 2023Q2 20243
ABC CENCORA INC330.02%0.02%0.02%Q4 2023Q2 20243
DIMENSIONAL ETF TRUST330.02%0.02%0.02%Q4 2023Q2 20243
VUG VANGUARD INDEX FDS330.02%0.02%0.03%Q4 2023Q2 20243
COST COSTCO WHSL CORP NEW330.02%0.02%0.02%Q4 2023Q2 20243
IBTE ISHARES TR330.02%0.02%0.03%Q4 2023Q2 20243
INTC INTEL CORP330.02%0.02%0.03%Q4 2023Q2 20243
XLU SELECT SECTOR SPDR TR330.02%0.02%0.02%Q4 2023Q2 20243
AMGN AMGEN INC330.02%0.02%0.02%Q4 2023Q2 20243
SPG SIMON PPTY GROUP INC NEW330.02%0.02%0.02%Q4 2023Q2 20243
MRK MERCK & CO INC330.02%0.02%0.02%Q4 2023Q2 20243
MMM 3M CO330.02%0.02%0.02%Q4 2023Q2 20243
CSCO CISCO SYS INC330.02%0.02%0.02%Q4 2023Q2 20243
SLYG SPDR SER TR330.02%0.02%0.02%Q4 2023Q2 20243
STEM STEM INC330.01%0.02%0.03%Q4 2023Q2 20243
URI UNITED RENTALS INC330.02%0.02%0.02%Q4 2023Q2 20243
EFX EQUIFAX INC330.02%0.02%0.02%Q4 2023Q2 20243
LNT ALLIANT ENERGY CORP330.02%0.02%0.02%Q4 2023Q2 20243
DFAC DIMENSIONAL ETF TRUST330.02%0.02%0.02%Q4 2023Q2 20243
MDLZ MONDELEZ INTL INC330.02%0.02%0.02%Q4 2023Q2 20243
PM PHILIP MORRIS INTL INC330.02%0.02%0.02%Q4 2023Q2 20243
IWS ISHARES TR330.02%0.02%0.02%Q4 2023Q2 20243
CASY CASEYS GEN STORES INC330.02%0.02%0.02%Q4 2023Q2 20243
VOOV VANGUARD ADMIRAL FDS INC330.02%0.02%0.02%Q4 2023Q2 20243
IWN ISHARES TR330.02%0.02%0.02%Q4 2023Q2 20243
VZ VERIZON COMMUNICATIONS...330.02%0.02%0.02%Q4 2023Q2 20243
IYH ISHARES TR330.02%0.02%0.02%Q4 2023Q2 20243
JNJ JOHNSON & JOHNSON330.01%0.02%0.02%Q4 2023Q2 20243
IWF ISHARES TR330.02%0.02%0.02%Q4 2023Q2 20243
T AT&T INC330.02%0.02%0.02%Q4 2023Q2 20243
BSV VANGUARD BD INDEX FDS330.02%0.02%0.02%Q4 2023Q2 20243
HYMB SPDR SER TR330.02%0.02%0.02%Q4 2023Q2 20243
NEAR ISHARES U S ETF TR330.01%0.02%0.02%Q4 2023Q2 20243
DHR DANAHER CORPORATION330.01%0.01%0.02%Q4 2023Q2 20243
ISHARES TR330.01%0.01%0.02%Q4 2023Q2 20243
SHOO MADDEN STEVEN LTD330.01%0.01%0.02%Q4 2023Q2 20243
F FORD MTR CO DEL330.01%0.01%0.02%Q4 2023Q2 20243
HYBB ISHARES TR330.01%0.01%0.01%Q4 2023Q2 20243
DFAT DIMENSIONAL ETF TRUST330.01%0.01%0.01%Q4 2023Q2 20243
ITW ILLINOIS TOOL WKS INC330.01%0.01%0.01%Q4 2023Q2 20243
IWD ISHARES TR330.01%0.01%0.01%Q4 2023Q2 20243
SCHW SCHWAB CHARLES CORP330.01%0.01%0.01%Q4 2023Q2 20243
DSL DOUBLELINE INCOME SOLU...330.01%0.01%0.01%Q4 2023Q2 20243
RQI COHEN & STEERS QUALITY...330.01%0.01%0.01%Q4 2023Q2 20243
FS CREDIT OPPORTUNITIE...330.01%0.01%0.01%Q4 2023Q2 20243
SOFI SOFI TECHNOLOGIES INC330.00%0.01%0.01%Q4 2023Q2 20243
RUMBLE INC330.00%0.00%0.00%Q4 2023Q2 20243
AIQ GLOBAL X FDS220.03%0.05%0.06%Q1 2024Q2 20242
SCHZ SCHWAB STRATEGIC TR220.02%0.03%0.04%Q4 2023Q1 20242
JETS ETF SER SOLUTIONS220.02%0.03%0.04%Q4 2023Q1 20242
J P MORGAN EXCHANGE TR...220.02%0.03%0.04%Q1 2024Q2 20242
SMH VANECK ETF TRUST220.02%0.03%0.04%Q1 2024Q2 20242
VHT VANGUARD WORLD FD220.02%0.02%0.02%Q1 2024Q2 20242
SPXL DIREXION SHS ETF TR220.01%0.02%0.02%Q1 2024Q2 20242
XLK SELECT SECTOR SPDR TR220.02%0.02%0.02%Q1 2024Q2 20242
SBUX STARBUCKS CORP220.01%0.02%0.02%Q4 2023Q1 20242
TQQQ PROSHARES TR220.01%0.02%0.02%Q1 2024Q2 20242
VBK VANGUARD INDEX FDS220.01%0.01%0.02%Q1 2024Q2 20242
MDT MEDTRONIC PLC220.01%0.01%0.02%Q4 2023Q1 20242
MO ALTRIA GROUP INC110.01%0.01%0.02%Q4 2023Q2 20242
IYW ISHARES TR220.01%0.01%0.02%Q1 2024Q2 20242
DIS DISNEY WALT CO220.01%0.01%0.02%Q1 2024Q2 20242
QCOM QUALCOMM INC220.01%0.01%0.01%Q1 2024Q2 20242
CAT CATERPILLAR INC220.01%0.01%0.01%Q1 2024Q2 20242
WAT WATERS CORP220.01%0.01%0.01%Q4 2023Q1 20242
SPHQ INVESCO EXCHANGE TRADE...110.07%0.07%0.07%Q2 2024Q2 20241
WMS ADVANCED DRAIN SYS INC...110.03%0.03%0.03%Q4 2023Q4 20231
MUB ISHARES TR110.03%0.03%0.03%Q2 2024Q2 20241
SPYV SPDR SER TR110.02%0.02%0.02%Q4 2023Q4 20231
VGT VANGUARD WORLD FD110.02%0.02%0.02%Q2 2024Q2 20241
CBU COMMUNITY BK SYS INC110.01%0.01%0.01%Q4 2023Q4 20231
AVGO BROADCOM INC110.01%0.01%0.01%Q2 2024Q2 20241
KO COCA COLA CO110.01%0.01%0.01%Q2 2024Q2 20241
TGT TARGET CORP110.01%0.01%0.01%Q1 2024Q1 20241
SYK STRYKER CORPORATION110.01%0.01%0.01%Q1 2024Q1 20241
ORCL ORACLE CORP110.01%0.01%0.01%Q2 2024Q2 20241
PG PROCTER AND GAMBLE CO110.01%0.01%0.01%Q1 2024Q1 20241
AMD ADVANCED MICRO DEVICES...110.01%0.01%0.01%Q1 2024Q1 20241
SIGHT SCIENCES INC110.00%0.00%0.00%Q2 2024Q2 20241
GRANITESHARES ETF TR110.00%0.00%0.00%Q2 2024Q2 20241
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The securities at the top of the list , including ISHARES TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Steele Capital Management, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Steele Capital Management, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Steele Capital Management, Inc. owns currently or has owned in the past.