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
BE
Bloom Energy Corp

Industrials
11.4K
New
$19.66 - $29.81 $223K - $338K
11.4K $223K
D
Dominion Energy, Inc

Utilities
3.92K
New
$52.85 - $57.43 $207K - $225K
3.92K $219K
PG
Procter & Gamble CO

Consumer Defensive
488
+ 1.01%
$158.56 - $176.26 $77.4K - $86K
48.8K $8.32M
EPD
Enterprise Products Partners L.P.

Energy
1.2K
+ 1.99%
$31.75 - $34.14 $38.1K - $41K
61.7K $2.11M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.09K
New
$49.78 - $53.19 $204K - $218K
4.09K $209K
NFG
National Fuel Gas CO

Energy
2.6K
New
$60.71 - $79.19 $158K - $206K
2.6K $205K
COF
Capital One Financial Corp

Financial Services
1.15K
New
$163.87 - $209.82 $188K - $240K
1.15K $205K
VEA
Vanguard Ftse Developed Market

ETFs
4.03K
New
$47.4 - $52.99 $191K - $213K
4.03K $204K
SLV
I Shares Silver Trust

ETFs
6.55K
New
$26.93 - $31.32 $176K - $205K
6.55K $203K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.72K
New
$68.32 - $75.06 $186K - $204K
2.72K $203K
WM
Waste Management Inc

Industrials
13
+ 0.2%
$200.54 - $233.78 $2.61K - $3.04K
6.54K $1.51M
GLD
Spdr Gold Trust

ETFs
293
+ 13.89%
$243.19 - $288.14 $71.3K - $84.4K
2.4K $692K
HOOD
Robinhood Markets, Inc.

Technology
2.78K
+ 20.18%
$35.63 - $65.28 $98.9K - $181K
16.5K $687K
AMGN
Amgen Inc

Healthcare
241
+ 12.46%
$258.59 - $327.36 $62.3K - $78.9K
2.18K $677K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
10.1K
New
$14.22 - $14.83 $144K - $150K
10.1K $146K
MPLX
Mplx LP

Energy
424
+ 2.0%
$47.88 - $54.65 $20.3K - $23.2K
21.7K $1.16M
JVA
Coffee Holding CO Inc

Consumer Defensive
37.7K
+ 107.59%
$3.24 - $9.57 $122K - $360K
72.7K $257K
QCOM
Qualcomm Inc

Technology
891
+ 1.31%
$151.94 - $175.86 $135K - $157K
69.1K $10.6M
HALO
Halozyme Therapeutics, Inc.

Healthcare
122
+ 1.57%
$47.74 - $65.16 $5.82K - $7.95K
7.87K $502K
ABR
Arbor Realty Trust Inc

Real Estate
10.9K
New
$11.68 - $13.98 $128K - $153K
10.9K $128K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.9K
+ 60.07%
N/A
5.06K $327K
OXLC
Oxford Lane Capital Corp.

Financial Services
30.2K
+ 48.43%
$4.3 - $5.17 $130K - $156K
92.6K $437K
CRWD
Crowd Strike Holdings, Inc.

Technology
224
+ 5.67%
$308.86 - $455.36 $69.2K - $102K
4.18K $1.47M
WEC
Wec Energy Group, Inc.

Utilities
15
+ 0.21%
$92.12 - $108.98 $1.38K - $1.63K
7.21K $785K
DE
Deere & CO

Industrials
15
+ 0.69%
$408.57 - $509.27 $6.13K - $7.64K
2.2K $1.03M
NEE
Nextera Energy Inc

Utilities
1.58K
+ 12.97%
$66.96 - $76.16 $105K - $120K
13.7K $972K
BSX
Boston Scientific Corp

Healthcare
266
+ 4.23%
$89.38 - $106.18 $23.8K - $28.2K
6.56K $661K
PEAK
Healthpeak Properties, Inc.

Real Estate
5.14K
+ 8.64%
N/A
64.6K $1.23M
ED
Consolidated Edison Inc

Utilities
25
+ 0.59%
$88.0 - $110.59 $2.2K - $2.76K
4.25K $469K
BRO
Brown & Brown, Inc.

Financial Services
18
+ 0.45%
$100.54 - $124.4 $1.81K - $2.24K
4.02K $500K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2
+ 0.57%
$1187.71 - $1432.58 $2.38K - $2.87K
352 $504K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
499
+ 7.07%
$507.05 - $563.67 $253K - $281K
7.56K $3.88M
KHC
Kraft Heinz CO

Consumer Defensive
2.85K
+ 12.16%
$28.51 - $32.22 $81.2K - $91.7K
26.3K $799K
LTC
Ltc Properties Inc

Real Estate
2K
+ 24.54%
$33.46 - $36.14 $66.9K - $72.3K
10.2K $359K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.45K
+ 2.69%
$27.01 - $28.54 $39.2K - $41.4K
55.4K $1.55M
PEP
Pepsico Inc

Consumer Defensive
614
+ 5.34%
$142.64 - $156.42 $87.6K - $96K
12.1K $1.82M
ADP
Automatic Data Processing Inc

Industrials
30
+ 0.71%
$286.85 - $318.64 $8.61K - $9.56K
4.27K $1.3M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
14K
New
$3.88 - $4.37 $54.3K - $61.2K
14K $61K
TMO
Thermo Fisher Scientific Inc.

Healthcare
149
+ 21.72%
$497.6 - $606.74 $74.1K - $90.4K
835 $415K
IDXX
Idexx Laboratories Inc

Healthcare
89
+ 2.93%
$406.29 - $469.04 $36.2K - $41.7K
3.13K $1.31M
SAN
Banco Santander, S.A.

Financial Services
1K
+ 4.37%
$4.46 - $7.14 $4.46K - $7.14K
23.9K $159K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
717
+ 34.37%
$102.49 - $119.96 $73.5K - $86K
2.8K $293K
VTR
Ventas, Inc.

Real Estate
200
+ 5.32%
$56.9 - $70.47 $11.4K - $14.1K
3.96K $272K
REG
Regency Centers Corp

Real Estate
698
+ 8.14%
$68.83 - $77.74 $48K - $54.3K
9.28K $684K
PBA
Pembina Pipeline Corp

Energy
500
+ 6.02%
$35.13 - $40.12 $17.6K - $20.1K
8.81K $352K
VNQ
Vanguard Specialized Funds Van

ETFs
423
+ 11.47%
$85.55 - $94.34 $36.2K - $39.9K
4.11K $372K
SCHW
Schwab Charles Corp

Financial Services
129
+ 1.64%
$71.24 - $83.64 $9.19K - $10.8K
7.99K $625K
TRGP
Targa Resources Corp.

Energy
5
+ 0.27%
$178.44 - $217.22 $892 - $1.09K
1.88K $376K
XYL
Xylem Inc.

Industrials
259
+ 8.95%
$114.02 - $132.04 $29.5K - $34.2K
3.15K $376K
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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