Sheaff Brock Investment Advisors, LLC Incresed Positions in Q1 2025

Sheaff Brock Investment Advisors, LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.44K
+ 163.01%
$100.34 - $100.68 $646K - $648K
10.4K $1.05M
PLTR
Palantir Technologies Inc.

Technology
5.25K
+ 35.56%
$64.98 - $124.62 $341K - $655K
20K $1.69M
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
DFS
Discover Financial Services

Financial Services
2.9K
+ 137.64%
$152.99 - $203.25 $444K - $589K
5.01K $854K
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
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
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
O
Realty Income Corp

Real Estate
1.97K
+ 6.5%
$51.67 - $58.49 $102K - $115K
32.3K $1.87M
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
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
VEEV
Veeva Systems Inc

Healthcare
36
+ 0.4%
$210.58 - $246.8 $7.58K - $8.88K
8.95K $2.07M
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
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
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
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
Track This Portfolio

Track Sheaff Brock Investment Advisors, LLC Portfolio

Follow Sheaff Brock Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheaff Brock Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sheaff Brock Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email