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
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
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
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
TXN
Texas Instruments Inc

Technology
179
+ 0.44%
N/A
41K $7.98M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
1.9K
+ 4.44%
$11.64 - $12.49 $22.1K - $23.7K
44.7K $526K
BK
Bank Of New York Mellon Corp

Financial Services
40
+ 0.91%
$75.42 - $88.95 $3.02K - $3.56K
4.44K $372K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.5K
+ 11.14%
$57.21 - $65.8 $85.5K - $98.4K
14.9K $870K
NOC
Northrop Grumman Corp

Industrials
7
+ 1.02%
$433.45 - $513.82 $3.03K - $3.6K
693 $354K
CTRA
Coterra Energy Inc.

Energy
91
+ 1.08%
$25.51 - $29.83 $2.32K - $2.71K
8.53K $246K
VHT
Vanguard Health Care ETF

ETFs
78
+ 9.8%
$254.06 - $273.83 $19.8K - $21.4K
874 $231K
ARCC
Ares Capital Corp

Financial Services
594
+ 1.06%
$21.28 - $23.81 $12.6K - $14.1K
56.8K $1.26M
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.06%
$137.61 - $149.68 $275 - $299
3.25K $474K
AGNC
Agnc Investment Corp.

Real Estate
2K
+ 7.65%
$9.12 - $10.54 $18.3K - $21.1K
28.2K $269K
KMB
Kimberly Clark Corp

Consumer Defensive
18
+ 0.78%
$124.46 - $147.4 $2.24K - $2.65K
2.31K $328K
UNP
Union Pacific Corp

Industrials
39
+ 1.85%
$225.21 - $254.42 $8.78K - $9.92K
2.14K $506K
PAYX
Paychex Inc

Industrials
18
+ 1.24%
$136.06 - $154.52 $2.45K - $2.78K
1.47K $226K
C
Citigroup Inc

Financial Services
189
+ 1.13%
$67.23 - $84.63 $12.7K - $16K
16.9K $1.2M
DX
Dynex Capital Inc

Real Estate
16
+ 0.03%
$12.18 - $14.42 $195 - $231
61K $794K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
+ 0.47%
$1227.6 - $1458.46 $1.23K - $1.46K
214 $288K
RSP
Invesco S&P 500 Equal Weight E

ETFs
122
+ 5.08%
$169.43 - $182.84 $20.7K - $22.3K
2.52K $436K
OHI
Omega Healthcare Investors Inc

Real Estate
99
+ 0.22%
$35.7 - $38.33 $3.53K - $3.79K
44.2K $1.68M
PHK
Pimco High Income Fund

Financial Services
2.5K
+ 8.41%
$4.85 - $4.98 $12.1K - $12.5K
32.2K $157K
APD
Air Products & Chemicals, Inc.

Basic Materials
13
+ 0.83%
$283.24 - $338.07 $3.68K - $4.39K
1.57K $464K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
5K
+ 33.33%
$2.1 - $2.18 $10.5K - $10.9K
20K $42K
CMCSA
Comcast Corp

Communication Services
409
+ 4.08%
$33.19 - $38.23 $13.6K - $15.6K
10.4K $384K
JCI
Johnson Controls International PLC

Industrials
37
+ 1.1%
$76.12 - $90.6 $2.82K - $3.35K
3.4K $272K
WETF
Wisdom Tree Investments, Inc.

Financial Services
1.16K
+ 2.77%
N/A
42.9K $234K
NRZ
New Residential Investment Corp.

Real Estate
945
+ 8.77%
N/A
11.7K $85K
OLED
Universal Display Corp Pa

Technology
100
+ 6.9%
$139.48 - $161.59 $13.9K - $16.2K
1.55K $216K
DGRO
Ishares Core Dividend Growth E

ETFs
26
+ 0.36%
$60.46 - $64.42 $1.57K - $1.67K
7.22K $445K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1
+ 0.02%
$100.32 - $100.76 $100 - $101
4.65K $467K
ERC
Allspring Multi Sector Income Fund

Financial Services
22
+ 0.2%
$9.04 - $9.39 $199 - $207
11.1K $102K
Labcorp Holdings Inc
1
+ 0.02%
N/A
4.92K $0
Siriusxm Holdings Inc
169
+ 0.2%
N/A
86.2K $0
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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