Sheaff Brock Investment Advisors, LLC New Holdings in Q1 2025

Sheaff Brock Investment Advisors, LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
13
New
$663000.0 - $801950.0 $8.62M - $10.4M
13 $10.4M
R
Ryder System Inc

Industrials
48.2K
New
$136.38 - $170.92 $6.57M - $8.23M
48.2K $6.93M
CVLT
Commvault Systems Inc

Technology
11.9K
New
$146.82 - $187.9 $1.75M - $2.24M
11.9K $1.88M
CORT
Corcept Therapeutics Inc

Healthcare
8.33K
New
$49.85 - $114.22 $415K - $951K
8.33K $951K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
17.5K
New
$50.03 - $50.27 $876K - $880K
17.5K $877K
TRMB
Trimble Inc.

Technology
10.6K
New
$65.52 - $77.49 $693K - $820K
10.6K $694K
APH
Amphenol Corp

Technology
9.8K
New
$61.62 - $78.55 $604K - $770K
9.8K $642K
DOCU
Docusign, Inc.

Technology
6.95K
New
$74.7 - $97.7 $519K - $679K
6.95K $565K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
20.4K
New
$19.53 - $25.74 $399K - $525K
20.4K $494K
LRN
Stride, Inc.

Consumer Defensive
3.81K
New
$106.34 - $142.28 $405K - $542K
3.81K $481K
CELH
Celsius Holdings, Inc.

Consumer Defensive
9.9K
New
$21.28 - $35.62 $211K - $353K
9.9K $352K
UBER
Uber Technologies, Inc

Technology
3.61K
New
$63.17 - $81.49 $228K - $294K
3.61K $263K
GILD
Gilead Sciences, Inc.

Healthcare
2.3K
New
$89.14 - $117.41 $205K - $270K
2.3K $257K
SUN
Sunoco LP

Energy
4.38K
New
$51.29 - $59.25 $224K - $259K
4.38K $254K
IR
Ingersoll Rand Inc.

Industrials
3.17K
New
$79.44 - $94.23 $251K - $298K
3.17K $253K
CCI
Crown Castle International Corp

Real Estate
2.37K
New
$84.33 - $106.39 $200K - $252K
2.37K $247K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.12K
New
$56.17 - $59.71 $231K - $246K
4.12K $235K
NEM
Newmont Corp

Basic Materials
4.82K
New
$37.79 - $48.39 $182K - $233K
4.82K $232K
FNF
Fidelity National Financial, Inc.

Financial Services
3.52K
New
$54.25 - $65.27 $191K - $229K
3.52K $228K
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
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
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.72K
New
$68.32 - $75.06 $186K - $204K
2.72K $203K
SLV
I Shares Silver Trust

ETFs
6.55K
New
$26.93 - $31.32 $176K - $205K
6.55K $203K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
10.1K
New
$14.22 - $14.83 $144K - $150K
10.1K $146K
ABR
Arbor Realty Trust Inc

Real Estate
10.9K
New
$11.68 - $13.98 $128K - $153K
10.9K $128K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
14K
New
$3.88 - $4.37 $54.3K - $61.2K
14K $61K
Nuveen Cr Strategies Income
12.7K
New
N/A
12.7K $0
SKYHWS
Sky Harbour Group Corp Wt Exp
10K
New
N/A
10K $0
Nano Nuclear Energy Inc
7.57K
New
N/A
7.57K $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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