Sheaff Brock Investment Advisors, LLC Portfolio Holdings
Sheaff Brock Investment Advisors, LLC
- $1.58 Billion
- Q1 2024
Sheaff Brock Investment Advisors, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.58 Billion distributed in 509 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $156M, Apple Inc. with a value of $133M, Eli Lilly & CO with a value of $28.5M, Microsoft Corp with a value of $25.8M, and Amazon Com Inc with a value of $22M.
Examining the 13F form we can see an increase of $292M in the current position value, from $1.29B to 1.58B.
Below you can find more details about Sheaff Brock Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.58 Billion
Technology: $483 Million
ETFs: $400 Million
Financial Services: $126 Million
Industrials: $113 Million
Healthcare: $106 Million
Consumer Cyclical: $94.4 Million
Consumer Defensive: $72.5 Million
Communication Services: $52.7 Million
Other: $108 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 509
- Current Value $1.58 Billion
- Prior Value $1.29 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 44 stocks
- Additional Purchases 165 stocks
- Sold out of 0 stocks
- Reduced holdings in 175 stocks