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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
56
+ 1.15%
$40.03 - $46.81 $2.24K - $2.62K
4.94K $201K
PANW
Palo Alto Networks Inc

Technology
325
+ 5.0%
$167.82 - $208.28 $54.5K - $67.7K
6.83K $1.16M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
9
+ 0.06%
$13.63 - $15.28 $123 - $138
14.5K $197K
ASML
Asml Holding Nv

Technology
13
+ 1.36%
$662.63 - $776.99 $8.61K - $10.1K
970 $642K
FDX
Fedex Corp

Industrials
25
+ 3.03%
$230.33 - $281.53 $5.76K - $7.04K
850 $207K
USB
Us Bancorp \De\

Financial Services
1.27K
+ 9.1%
$40.92 - $50.9 $52K - $64.6K
15.2K $642K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
9
+ 0.07%
$18.72 - $21.24 $168 - $191
12.2K $227K
HBAN
Huntington Bancshares Inc

Financial Services
500
+ 1.8%
$14.28 - $17.39 $7.14K - $8.7K
28.3K $425K
URA
Global X Uranium ETF

ETFs
200
+ 2.32%
$22.92 - $30.98 $4.58K - $6.2K
8.81K $201K
BIAF
Bio Affinity Technologies, Inc.

Healthcare
7.43K
+ 16.05%
$0.26 - $0.97 $1.93K - $7.21K
53.7K $13K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
2
+ 0.02%
$27.98 - $33.9 $56 - $67.8
8.08K $226K
AVPT
Ave Point, Inc.

Technology
1.12K
+ 4.89%
$13.5 - $19.8 $15.1K - $22.1K
24K $345K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2
+ 0.03%
$196.12 - $229.48 $392 - $459
6.98K $1.41M
SPYG
Spdr Portfolio

ETFs
418
+ 4.77%
$80.05 - $92.39 $33.5K - $38.6K
9.18K $737K
DHI
Horton D R Inc

Consumer Cyclical
98
+ 2.72%
$125.29 - $147.65 $12.3K - $14.5K
3.7K $469K
STZ
Constellation Brands, Inc.

Consumer Defensive
75
+ 5.88%
$161.05 - $222.93 $12.1K - $16.7K
1.35K $247K
PNC
Pnc Financial Services Group, Inc.

Financial Services
200
+ 4.81%
$168.84 - $202.89 $33.8K - $40.6K
4.36K $766K
APLE
Apple Hospitality Reit, Inc.

Real Estate
3.29K
+ 9.51%
$12.87 - $15.85 $42.4K - $52.2K
37.9K $489K
MSI
Motorola Solutions, Inc.

Technology
9
+ 0.47%
$411.73 - $482.1 $3.71K - $4.34K
1.93K $846K
MTB
M&T Bank Corp

Financial Services
2
+ 0.04%
$170.47 - $201.98 $341 - $404
5.19K $927K
NBIX
Neurocrine Biosciences Inc

Healthcare
120
+ 4.8%
$107.22 - $153.29 $12.9K - $18.4K
2.62K $289K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.14%
$165.25 - $224.62 $496 - $674
2.16K $358K
RF
Regions Financial Corp

Financial Services
1.01K
+ 1.93%
$20.84 - $24.77 $21K - $25K
53.3K $1.16M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
189
+ 6.11%
$96.88 - $148.78 $18.3K - $28.1K
3.28K $329K
NKE
Nike, Inc.

Consumer Cyclical
811
+ 7.8%
$63.29 - $81.72 $51.3K - $66.3K
11.2K $711K
INGR
Ingredion Inc

Consumer Defensive
325
+ 0.55%
$125.6 - $137.36 $40.8K - $44.6K
59K $7.98M
LVS
Las Vegas Sands Corp

Consumer Cyclical
117
+ 1.29%
$38.18 - $50.93 $4.47K - $5.96K
9.22K $356K
XLK
Technology Sector Spdr

ETFs
702
+ 6.89%
$206.38 - $242.18 $145K - $170K
10.9K $2.25M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 0.5%
$4295.4 - $5141.88 $8.59K - $10.3K
403 $1.86M
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 0.34%
$222.66 - $268.42 $8.91K - $10.7K
11.7K $2.73M
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.16%
$237.01 - $304.45 $1.66K - $2.13K
4.3K $1.02M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
25
+ 1.21%
$283.06 - $421.16 $7.08K - $10.5K
2.1K $593K
SNPS
Synopsys Inc

Technology
63
+ 1.39%
$428.58 - $551.54 $27K - $34.7K
4.61K $1.97M
AXON
Axon Enterprise, Inc.

Industrials
19
+ 0.54%
$496.65 - $710.01 $9.44K - $13.5K
3.56K $1.87M
ISRG
Intuitive Surgical Inc

Healthcare
12
+ 0.1%
$476.63 - $610.45 $5.72K - $7.33K
12K $5.95M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
165
+ 0.34%
$141.31 - $175.89 $23.3K - $29K
49.3K $7.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
357
+ 1.59%
$551.42 - $612.93 $197K - $219K
22.7K $12.7M
FIX
Comfort Systems Usa Inc

Industrials
23
+ 0.49%
$313.26 - $550.27 $7.2K - $12.7K
4.67K $1.51M
HD
Home Depot, Inc.

Consumer Cyclical
151
+ 0.55%
$347.25 - $424.87 $52.4K - $64.2K
27.7K $10.2M
UPS
United Parcel Service Inc

Industrials
391
+ 1.02%
$109.66 - $136.26 $42.9K - $53.3K
38.8K $4.26M
TQQQ
Proshares Ultrapro Qqq

ETFs
12
+ 0.05%
$57.3 - $90.39 $688 - $1.08K
26.5K $1.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.29K
+ 3.98%
$468.34 - $539.52 $606K - $698K
33.8K $15.9M
AXP
American Express CO

Financial Services
381
+ 0.98%
$255.39 - $325.87 $97.3K - $124K
39.4K $10.6M
ACN
Accenture PLC

Technology
185
+ 0.66%
$300.91 - $398.25 $55.7K - $73.7K
28.3K $8.83M
CRM
Salesforce, Inc.

Technology
1.39K
+ 5.91%
$268.36 - $359.95 $372K - $499K
24.9K $6.67M
DELL
Dell Technologies Inc.

Technology
663
+ 0.88%
$90.34 - $124.66 $59.9K - $82.6K
75.6K $6.89M
ORCL
Oracle Corp

Technology
2.06K
+ 1.9%
$139.81 - $186.47 $287K - $383K
110K $15.4M
AMZN
Amazon Com Inc

Consumer Cyclical
2.38K
+ 2.26%
$190.26 - $242.06 $453K - $576K
108K $20.5M
TSLA
Tesla, Inc.

Consumer Cyclical
938
+ 3.72%
$222.15 - $428.22 $208K - $402K
26.1K $6.78M
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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