Sheaff Brock Investment Advisors, LLC Incresed Positions in Q4 2024

Sheaff Brock Investment Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
50.8K
+ 319.11%
$204.9 - $238.04 $10.4M - $12.1M
66.7K $14.7M
CSCO
Cisco Systems, Inc.

Technology
61.7K
+ 68.04%
$52.45 - $60.02 $3.24M - $3.7M
152K $9.02M
TSLA
Tesla, Inc.

Consumer Cyclical
382
+ 1.54%
$213.65 - $479.86 $81.6K - $183K
25.2K $10.2M
CAT
Caterpillar Inc

Industrials
9.26K
+ 127.96%
$360.37 - $416.88 $3.34M - $3.86M
16.5K $5.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.29K
+ 17.24%
$567.81 - $607.81 $1.87M - $2M
22.4K $13.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.12K
+ 6.96%
$481.22 - $538.17 $1.02M - $1.14M
32.5K $16.6M
NFLX
Netflix Inc

Communication Services
36
+ 0.38%
$687.65 - $936.56 $24.8K - $33.7K
9.44K $8.41M
WFC
Wells Fargo & Company

Financial Services
12.3K
+ 56.82%
$54.98 - $77.35 $677K - $953K
34K $2.39M
AXON
Axon Enterprise, Inc.

Industrials
13
+ 0.37%
$399.22 - $689.78 $5.19K - $8.97K
3.54K $2.11M
SOUN
Soundhound Ai, Inc.

Technology
20.2K
+ 149.88%
$4.51 - $24.23 $91K - $489K
33.7K $667K
HON
Honeywell International Inc

Industrials
543
+ 2.71%
$202.84 - $236.0 $110K - $128K
20.6K $4.65M
IVV
Ishares Core S&P 500 ETF

ETFs
832
+ 125.68%
$570.51 - $610.59 $475K - $508K
1.49K $879K
PHM
Pultegroup Inc

Consumer Cyclical
5.05K
+ 272.97%
$108.86 - $149.04 $550K - $753K
6.9K $751K
ABT
Abbott Laboratories

Healthcare
4K
+ 68.22%
$111.93 - $119.39 $448K - $478K
9.87K $1.12M
GMED
Globus Medical Inc

Healthcare
88
+ 0.23%
$69.79 - $85.61 $6.14K - $7.53K
39.1K $3.23M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.3K
+ 53.36%
$91.29 - $91.8 $393K - $395K
12.4K $1.13M
ET
Energy Transfer LP

Energy
892
+ 0.86%
$16.05 - $19.86 $14.3K - $17.7K
104K $2.05M
CME
Cme Group Inc.

Financial Services
122
+ 0.41%
$221.17 - $246.02 $27K - $30K
29.7K $6.91M
XLK
Technology Sector Spdr

ETFs
1.23K
+ 13.68%
$220.26 - $241.44 $270K - $296K
10.2K $2.37M
TSCO
Tractor Supply CO

Consumer Cyclical
42.4K
+ 525.45%
$52.59 - $303.74 $2.23M - $12.9M
50.5K $2.68M
EXLS
Exl Service Holdings, Inc.

Technology
8
+ 0.02%
$38.1 - $47.02 $305 - $376
45.4K $2.02M
SPYG
Spdr Portfolio

ETFs
2.85K
+ 48.11%
$81.74 - $91.38 $233K - $260K
8.76K $770K
CRWD
Crowd Strike Holdings, Inc.

Technology
121
+ 3.16%
$275.15 - $388.2 $33.3K - $47K
3.95K $1.35M
CDNS
Cadence Design Systems Inc

Technology
104
+ 1.29%
$249.1 - $324.54 $25.9K - $33.8K
8.15K $2.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
645
+ 7.95%
$442.29 - $483.08 $285K - $312K
8.76K $3.97M
HOOD
Robinhood Markets, Inc.

Technology
1.44K
+ 11.65%
$22.33 - $43.2 $32K - $62K
13.8K $512K
VTI
Vanguard Total Stock Market Et

ETFs
350
+ 2.19%
$280.04 - $302.45 $98K - $106K
16.3K $4.72M
TQQQ
Proshares Ultrapro Qqq

ETFs
408
+ 1.56%
$69.42 - $93.29 $28.3K - $38.1K
26.5K $2.1M
VUG
Vanguard Growth ETF

ETFs
312
+ 13.25%
$378.79 - $428.11 $118K - $134K
2.67K $1.09M
VO
Vanguard Mid Cap ETF

ETFs
701
+ 25.42%
$261.5 - $284.63 $183K - $200K
3.46K $913K
WMB
Williams Companies, Inc.

Energy
864
+ 5.36%
$46.37 - $59.74 $40.1K - $51.6K
17K $919K
EPD
Enterprise Products Partners L.P.

Energy
1.39K
+ 2.36%
$28.66 - $34.43 $39.9K - $47.9K
60.5K $1.9M
VV
Vanguard Large Cap ETF

ETFs
502
+ 9.9%
$260.27 - $280.65 $131K - $141K
5.58K $1.5M
MAR
Marriott International Inc

Consumer Cyclical
127
+ 3.05%
$246.06 - $292.59 $31.2K - $37.2K
4.29K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
154
+ 2.23%
$521.84 - $558.82 $80.4K - $86.1K
7.06K $3.8M
DFS
Discover Financial Services

Financial Services
610
+ 40.75%
$136.3 - $182.67 $83.1K - $111K
2.11K $364K
FTNT
Fortinet, Inc.

Technology
114
+ 1.38%
$76.49 - $99.21 $8.72K - $11.3K
8.35K $788K
C
Citigroup Inc

Financial Services
300
+ 1.83%
$61.31 - $72.5 $18.4K - $21.8K
16.7K $1.17M
KMI
Kinder Morgan, Inc.

Energy
112
+ 0.41%
$22.59 - $28.54 $2.53K - $3.2K
27.1K $743K
MPLX
Mplx LP

Energy
1.53K
+ 7.78%
$43.77 - $51.66 $67.1K - $79.1K
21.2K $1.02M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.25K
+ 46.3%
$100.16 - $100.7 $125K - $126K
3.95K $396K
IPDP
Listed Fds Tr Dividends Perfor
24.5K
+ 2.47%
$19.21 - $21.05 $470K - $515K
1.01M $19.5M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
21.3K
+ 22.46%
$8.17 - $8.66 $174K - $184K
116K $948K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.68K
+ 39.72%
$66.77 - $71.52 $112K - $120K
5.92K $408K
NOW
Service Now, Inc.

Technology
22
+ 3.83%
$867.18 - $1148.42 $19.1K - $25.3K
596 $631K
MO
Altria Group, Inc.

Consumer Defensive
220
+ 0.26%
$49.06 - $57.74 $10.8K - $12.7K
83.9K $4.39M
WDAY
Workday, Inc.

Technology
29
+ 0.37%
$233.85 - $279.91 $6.78K - $8.12K
7.91K $2.04M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
400
+ 10.67%
$101.51 - $140.63 $40.6K - $56.3K
4.15K $520K
FAS
Direxion Daily Financial Bull

ETFs
19
+ 0.38%
$126.08 - $182.0 $2.4K - $3.46K
5.07K $765K
Activity Summary
Buys All Purchases 187 New Holdings 32 Increased Positions 155 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 2 Puts 3
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