Steele Capital Management, Inc.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "FNDA",
  "ABBV",
  "VONG",
  "T",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FSCO",
  null,
  null,
  null,
  "MSFT",
  "IJR",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  null,
  "NVDA",
  "PLTR",
  null,
  "FNDX",
  null,
  null,
  "SCHX",
  null,
  null,
  "SPDW",
  null,
  null,
  "SPLG",
  null,
  "VWO",
  "VCIT",
  null,
  null,
  "VYM",
  "F",
  null,
  null,
  "AMZN",
  null,
  null,
  "VEA",
  null,
  "VTEB",
  "BND",
  "VBR",
  "VOO",
  "VTV",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "IUSV",
  "BAC",
  "BRK-B",
  "DAR",
  null,
  "RSP",
  "QQQ",
  null,
  "EPD",
  "MDY",
  "GOOG",
  "XOM",
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 79
Total Value: 1920993191
Accession Number: 0001646695-25-000003
Form Type: 13F-HR
CIK: 0001646695
Manager Name: Steele Capital Management, Inc.

Data Enrichment

52% identified

41 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

79 positions • $1,920,993.191K total value

79 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

Shares:14.6K

Value:$5.5M

81369Y407

Shares:27.5K

Value:$5.4M

808524300

SCHG|808524300

Shares:204.9K

Value:$5.1M

46434G103

IEMG|46434G103

Shares:80.4K

Value:$4.3M

78433H303

Shares:81.4K

Value:$3.9M

808524508

Shares:147.9K

Value:$3.9M

46436E718

Shares:37.5K

Value:$3.8M

922907746

VTEB|922907746

Shares:75.3K

Value:$3.7M

37954Y632

Shares:96.0K

Value:$3.5M

808524409

Shares:113.8K

Value:$3.0M

AbbVie Inc.

ABBV|00287Y109

Shares:13.8K

Value:$2.9M

78468R721

Shares:63.1K

Value:$2.8M

46434V860

Shares:51.8K

Value:$2.6M

78463X889

SPDW|78463X889

Shares:64.2K

Value:$2.3M

46137V449

Shares:22.3K

Value:$2.3M

78464A649

Shares:80.0K

Value:$2.0M

464288646

Shares:36.2K

Value:$1.9M

EXXON MOBIL CORP

XOM|30231G102

Shares:15.9K

Value:$1.9M

Alphabet Inc.

GOOG|02079K107

Shares:10.2K

Value:$1.6M

Palantir Technologies Inc.

PLTR|69608A108

Shares:18.9K

Value:$1.6M

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	14.6K	QoQ +3.33% (-470) YoY +2.51% (-357)	All Managers (Combined)	$5.5M	QoQ -7.96% (-$473.3K) YoY -8.52% (-$509.7K)
(cusip81369Y407)✕	27.5K	QoQ +2.63% (-706) YoY +1.18% (+321)	All Managers (Combined)	$5.4M	QoQ -9.66% (-$581.0K) YoY +8.64% (+$432.0K)
(SCHGcusip808524300)	204.9K	QoQ +0.10% (-217) YoY +266.38% (-149.0K)	All Managers (Combined)	$5.1M	QoQ -10.05% (-$573.8K) YoY -1.05% (-$54.6K)
(IEMGcusip46434G103)	80.4K	QoQ +2.22% (+1.7K) YoY +9.83% (+7.2K)	All Managers (Combined)	$4.3M	QoQ +5.65% (+$232.0K) YoY +14.87% (+$561.7K)
(cusip78433H303)✕	81.4K	QoQ +175.93% (+51.9K) YoY NEW(+81.4K)	All Managers (Combined)	$3.9M	QoQ +160.02% (+$2.4M) YoY NEW(+$3.9M)
(cusip808524508)✕	147.9K	QoQ 0.00% (-0) YoY +197.28% (-98.1K)	All Managers (Combined)	$3.9M	QoQ -5.44% (-$223.3K) YoY -4.34% (-$176.1K)
(cusip46436E718)✕	37.5K	QoQ +215.16% (+25.6K) YoY +188.15% (+24.5K)	All Managers (Combined)	$3.8M	QoQ +216.27% (+$2.6M) YoY +188.02% (+$2.5M)
(VTEBcusip922907746)	75.3K	QoQ 0.00% (-0) YoY +243.77% (+53.4K)	All Managers (Combined)	$3.7M	QoQ -1.01% (-$38.4K) YoY +237.12% (+$2.6M)
(cusip37954Y632)✕	96.0K	QoQ +29.32% (+21.8K) YoY +462.97% (+78.9K)	All Managers (Combined)	$3.5M	QoQ +21.73% (+$623.4K) YoY +503.09% (+$2.9M)
(cusip808524409)✕	113.8K	QoQ -1.55% (-1.8K) YoY +156.83% (-69.5K)	All Managers (Combined)	$3.0M	QoQ +0.37% (-$11.2K) YoY -10.15% (-$341.8K)
Abbvie Inc.(ABBVcusip00287Y109)	13.8K	QoQ +0.93% (+127) YoY +1.05% (+144)	All Managers (Combined)	$2.9M	QoQ +19.00% (+$460.7K) YoY +16.27% (+$403.7K)
(cusip78468R721)✕	63.1K	QoQ +0.79% (-500) YoY -60.02% (-94.7K)	All Managers (Combined)	$2.8M	QoQ -0.41% (-$11.9K) YoY -61.23% (-$4.5M)
(cusip46434V860)✕	51.8K	QoQ +73.68% (+22.0K) YoY +71.86% (+21.6K)	All Managers (Combined)	$2.6M	QoQ +74.34% (+$1.1M) YoY +71.76% (+$1.1M)
(SPDWcusip78463X889)	64.2K	QoQ +1.79% (+1.1K) YoY +3.82% (+2.4K)	All Managers (Combined)	$2.3M	QoQ +8.59% (+$185.0K) YoY +5.47% (+$121.2K)
(cusip46137V449)✕	22.3K	QoQ +30.82% (+5.3K) YoY +23.95% (+4.3K)	All Managers (Combined)	$2.3M	QoQ +31.86% (+$555.5K) YoY +34.66% (+$591.8K)
(cusip78464A649)✕	80.0K	QoQ +34.07% (+20.3K) YoY +170.02% (+50.3K)	All Managers (Combined)	$2.0M	QoQ +37.02% (+$551.8K) YoY +172.80% (+$1.3M)
(cusip464288646)✕	36.2K	QoQ -4.37% (-1.7K) YoY -18.88% (-8.4K)	All Managers (Combined)	$1.9M	QoQ -3.13% (-$61.4K) YoY -17.16% (-$393.3K)
Exxon Mobil Corp(XOMcusip30231G102)	15.9K	QoQ +0.46% (+73) YoY +0.70% (+111)	All Managers (Combined)	$1.9M	QoQ +11.06% (+$188.2K) YoY +3.03% (+$55.6K)
Alphabet Inc.(GOOGcusip02079K107)	10.2K	QoQ NEW(+10.2K) YoY +31.43% (+2.4K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY +34.86% (+$412.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	18.9K	QoQ +40.35% (+5.4K) YoY NEW(+18.9K)	All Managers (Combined)	$1.6M	QoQ +56.62% (+$576.0K) YoY NEW(+$1.6M)