Sheaff Brock Investment Advisors, LLC Purchases in Q1 2025

Sheaff Brock Investment Advisors, LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
13
New
$663000.0 - $801950.0 $8.62M - $10.4M
13 $10.4M
R
Ryder System Inc

Industrials
48.2K
New
$136.38 - $170.92 $6.57M - $8.23M
48.2K $6.93M
V
Visa Inc.

Financial Services
12.6K
+ 117.95%
$306.92 - $362.71 $3.87M - $4.58M
23.3K $8.17M
JNJ
Johnson & Johnson

Healthcare
26.3K
+ 143.77%
$142.06 - $167.7 $3.74M - $4.41M
44.6K $7.4M
CVLT
Commvault Systems Inc

Technology
11.9K
New
$146.82 - $187.9 $1.75M - $2.24M
11.9K $1.88M
PM
Philip Morris International Inc.

Consumer Defensive
109
+ 0.25%
$117.15 - $158.79 $12.8K - $17.3K
43.2K $6.85M
CI
Cigna Corp

Healthcare
449
+ 2.01%
$274.49 - $329.0 $123K - $148K
22.8K $7.49M
CME
Cme Group Inc.

Financial Services
86
+ 0.29%
$225.82 - $266.54 $19.4K - $22.9K
29.8K $7.91M
BKR
Baker Hughes CO

Energy
9.76K
+ 5.14%
$41.16 - $48.85 $402K - $477K
200K $8.77M
CORT
Corcept Therapeutics Inc

Healthcare
8.33K
New
$49.85 - $114.22 $415K - $951K
8.33K $951K
ACT
Enact Holdings, Inc.

Financial Services
6.74K
+ 3.12%
$31.15 - $35.03 $210K - $236K
223K $7.73M
PLD
Prologis, Inc.

Real Estate
2.08K
+ 2.53%
$103.59 - $124.04 $215K - $258K
84K $9.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.19%
$442.66 - $534.52 $7.53K - $9.09K
8.78K $4.68M
TRMB
Trimble Inc.

Technology
10.6K
New
$65.52 - $77.49 $693K - $820K
10.6K $694K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.44K
+ 163.01%
$100.34 - $100.68 $646K - $648K
10.4K $1.05M
APH
Amphenol Corp

Technology
9.8K
New
$61.62 - $78.55 $604K - $770K
9.8K $642K
KO
Coca Cola CO

Consumer Defensive
970
+ 1.69%
$60.81 - $72.32 $59K - $70.2K
58.3K $4.17M
PLTR
Palantir Technologies Inc.

Technology
5.25K
+ 35.56%
$64.98 - $124.62 $341K - $655K
20K $1.69M
DOCU
Docusign, Inc.

Technology
6.95K
New
$74.7 - $97.7 $519K - $679K
6.95K $565K
IVV
Ishares Core S&P 500 ETF

ETFs
988
+ 66.13%
$554.06 - $615.85 $547K - $608K
2.48K $1.39M
FTNT
Fortinet, Inc.

Technology
5.01K
+ 60.0%
$92.49 - $114.57 $463K - $574K
13.4K $1.29M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
20.4K
New
$19.53 - $25.74 $399K - $525K
20.4K $494K
DFS
Discover Financial Services

Financial Services
2.9K
+ 137.64%
$152.99 - $203.25 $444K - $589K
5.01K $854K
LRN
Stride, Inc.

Consumer Defensive
3.81K
New
$106.34 - $142.28 $405K - $542K
3.81K $481K
TJX
Tjx Companies Inc

Consumer Cyclical
3.64K
+ 29.12%
$112.81 - $126.16 $410K - $459K
16.1K $1.96M
WMB
Williams Companies, Inc.

Energy
5.95K
+ 35.02%
$54.02 - $61.09 $321K - $363K
22.9K $1.37M
IAU
Ishares Gold Trust

ETFs
6.35K
+ 120.95%
$49.74 - $58.96 $316K - $374K
11.6K $683K
PGR
Progressive Corp

Financial Services
52
+ 0.6%
$235.61 - $291.22 $12.3K - $15.1K
8.66K $2.45M
GD
General Dynamics Corp

Industrials
549
+ 2.22%
$241.94 - $272.58 $133K - $150K
25.3K $6.9M
PTC
Ptc Inc.

Technology
2.4K
New
$153.3 - $193.48 $368K - $464K
2.4K $371K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.88K
+ 31.39%
$91.45 - $91.75 $355K - $356K
16.2K $1.49M
WMT
Walmart Inc.

Consumer Defensive
5.43K
+ 11.4%
$84.5 - $105.05 $458K - $570K
53K $4.65M
CELH
Celsius Holdings, Inc.

Consumer Defensive
9.9K
New
$21.28 - $35.62 $211K - $353K
9.9K $352K
MPC
Marathon Petroleum Corp

Energy
2.16K
+ 36.43%
$134.72 - $159.03 $291K - $343K
8.08K $1.18M
STLD
Steel Dynamics Inc

Basic Materials
3.52K
+ 60.2%
N/A
9.37K $918K
ARES
Ares Management Corp

Financial Services
2.34K
+ 202.6%
$140.19 - $198.28 $327K - $463K
3.49K $511K
MDLZ
Mondelez International, Inc.

Consumer Defensive
850
+ 2.87%
$56.12 - $68.15 $47.7K - $57.9K
30.4K $2.07M
AMT
American Tower Corp

Real Estate
306
+ 5.31%
$173.46 - $217.6 $53.1K - $66.6K
6.07K $1.32M
UBER
Uber Technologies, Inc

Technology
3.61K
New
$63.17 - $81.49 $228K - $294K
3.61K $263K
GILD
Gilead Sciences, Inc.

Healthcare
2.3K
New
$89.14 - $117.41 $205K - $270K
2.3K $257K
SUN
Sunoco LP

Energy
4.38K
New
$51.29 - $59.25 $224K - $259K
4.38K $254K
IR
Ingersoll Rand Inc.

Industrials
3.17K
New
$79.44 - $94.23 $251K - $298K
3.17K $253K
O
Realty Income Corp

Real Estate
1.97K
+ 6.5%
$51.67 - $58.49 $102K - $115K
32.3K $1.87M
CCI
Crown Castle International Corp

Real Estate
2.37K
New
$84.33 - $106.39 $200K - $252K
2.37K $247K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
316
+ 27.77%
$402.49 - $513.76 $127K - $162K
1.45K $704K
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 1.98%
$890.62 - $1076.86 $89.1K - $108K
5.15K $4.87M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.12K
New
$56.17 - $59.71 $231K - $246K
4.12K $235K
NEM
Newmont Corp

Basic Materials
4.82K
New
$37.79 - $48.39 $182K - $233K
4.82K $232K
FNF
Fidelity National Financial, Inc.

Financial Services
3.52K
New
$54.25 - $65.27 $191K - $229K
3.52K $228K
Activity Summary
Buys All Purchases 200 New Holdings 34 Increased Positions 166 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 3 Puts 4
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