Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Steele Capital Management Inc.
  City: DUBUQUE
  State: IA
  Zip: 52001
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,741,364,000
  Total Value Change : $204,944,000
  Securities Held Change : 12
   
All Securities Held : 177
  New Positions : 16
  Closed Positions : 4
  Increased Positions : 65
  Unchanged Positions : 43
  Decreased Positions : 53

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AIQ)1 Year Chart         AIQ Alliance Healthcare Services 85 New $33.36 $579,000 17,050 0.03% 579,000 17,050 0.046    Medical Laboratories ...
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 114 New $0.00 $398,000 7,333 0.02% 398,000 7,333 0.008    N/A
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 125 New $262.45 $341,000 1,260 0.02% 341,000 1,260 0.002    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 133 New $210.16 $294,000 1,414 0.02% 294,000 1,414 0    Closed - End Fund - E...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 137 New $208.63 $286,000 1,270 0.02% 286,000 1,270 0.001    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 145 New $250.22 $258,000 990 0.01% 258,000 990 0.002    Closed - End Fund - E...
   (DIS)1 Year Chart         DIS Walt Disney Co 146 New $103.91 $256,000 2,094 0.01% 256,000 2,094 0    Entertainment - Diver...
   (CAT)1 Year Chart         CAT Caterpillar Inc 153 New $338.52 $234,000 637 0.01% 234,000 637 0    Farm & Construction M...
   (TGT)1 Year Chart         TGT Target Corp 159 New $156.16 $218,000 1,229 0.01% 218,000 1,229 0    Discount, Variety Stores
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 160 New $204.05 $217,000 1,279 0.01% 217,000 1,279 0    Communication Equipment
   (TQQQ)1 Year Chart         TQQQ Proshares Ultrapro Qqq Etf 164 New $62.53 $213,000 3,455 0.01% 213,000 3,455 0.006    Closed - End Fund - Debt
   (SYK)1 Year Chart         SYK Stryker Corp 166 New $341.09 $209,000 583 0.01% 209,000 583 0    Medical Instruments &...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 168 New $166.90 $207,000 1,145 0.01% 207,000 1,145 0    Semiconductor- Broad...
   (SPXL)1 Year Chart         SPXL Direxion Daily Large Cap Bu... 167 New $133.30 $207,000 1,545 0.01% 207,000 1,545 0.006    Closed - End Fund - Debt
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 169 New $138.63 $206,000 1,526 0.01% 206,000 1,526 0.001    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 170 New $164.54 $204,000 1,259 0.01% 204,000 1,259 0    Cleaning Products

      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results