Sheaff Brock Investment Advisors, LLC Reduced Holdings in Q1 2025

Sheaff Brock Investment Advisors, LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-17K
- 3.18%
$209.68 - $247.1 $3.57M - $4.21M
520K $115M
NVDA
Nvidia Corp

Technology
-3.66K
- 0.54%
$106.98 - $149.43 $392K - $547K
674K $73M
LMT
Lockheed Martin Corp

Industrials
-13K
- 76.65%
$423.19 - $506.29 $5.5M - $6.58M
3.96K $1.77M
AVGO
Broadcom Inc.

Technology
-7.23K
- 9.52%
$167.43 - $244.7 $1.21M - $1.77M
68.7K $11.5M
MRK
Merck & Co., Inc.

Healthcare
-34.5K
- 27.14%
$83.01 - $101.02 $2.86M - $3.49M
92.6K $8.31M
HON
Honeywell International Inc

Industrials
-18.1K
- 88.01%
$202.75 - $226.52 $3.68M - $4.11M
2.47K $523K
GOOGL
Alphabet Inc.

Communication Services
-8.12K
- 10.9%
$154.33 - $206.19 $1.25M - $1.68M
66.4K $10.3M
MSFT
Microsoft Corp

Technology
-211
- 0.33%
$375.39 - $447.2 $79.2K - $94.4K
63.3K $23.8M
GOOG
Alphabet Inc.

Communication Services
-7.76K
- 16.13%
$156.06 - $207.71 $1.21M - $1.61M
40.3K $6.3M
IRM
Iron Mountain Inc

Real Estate
-855
- 0.76%
$82.79 - $111.31 $70.8K - $95.2K
111K $9.58M
MRVL
Marvell Technology, Inc.

Technology
-550
- 1.44%
$61.57 - $126.06 $33.9K - $69.3K
37.7K $2.32M
HUBB
Hubbell Inc

Industrials
-43
- 0.2%
$330.91 - $456.86 $14.2K - $19.6K
21.4K $7.07M
MU
Micron Technology Inc

Technology
-15.4K
- 59.42%
$86.89 - $109.38 $1.34M - $1.69M
10.5K $916K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.42K
- 1.55%
$93.57 - $120.35 $133K - $171K
90.1K $8.62M
CMI
Cummins Inc

Industrials
-172
- 0.62%
$312.92 - $386.07 $53.8K - $66.4K
27.7K $8.67M
WFC
Wells Fargo & Company

Financial Services
-11.2K
- 32.94%
$66.78 - $81.42 $748K - $912K
22.8K $1.64M
TFC
Truist Financial Corp

Financial Services
-7.31K
- 3.65%
$39.48 - $48.15 $288K - $352K
193K $7.94M
PH
Parker Hannifin Corp

Industrials
-385
- 2.56%
$591.65 - $707.05 $228K - $272K
14.7K $8.91M
PSTG
Pure Storage, Inc.

Technology
-112
- 0.32%
$44.27 - $72.37 $4.96K - $8.11K
35.1K $1.55M
CAT
Caterpillar Inc

Industrials
-133
- 0.81%
$326.75 - $407.63 $43.5K - $54.2K
16.4K $5.4M
ABT
Abbott Laboratories

Healthcare
-5.83K
- 59.12%
$111.1 - $140.22 $648K - $818K
4.03K $534K
ADBE
Adobe Inc.

Technology
-329
- 4.88%
$377.84 - $464.11 $124K - $153K
6.41K $2.46M
SOUN
Soundhound Ai, Inc.

Technology
-16.4K
- 48.74%
$8.12 - $20.62 $133K - $338K
17.3K $140K
META
Meta Platforms, Inc.

Communication Services
-276
- 1.04%
$576.36 - $736.67 $159K - $203K
26.3K $15.2M
EME
Emcor Group, Inc.

Industrials
-35
- 0.62%
$361.16 - $535.99 $12.6K - $18.8K
5.61K $2.07M
TSCO
Tractor Supply CO

Consumer Cyclical
-10.4K
- 20.63%
$51.66 - $57.94 $538K - $604K
40.1K $2.21M
ET
Energy Transfer LP

Energy
-19.1K
- 18.28%
$17.26 - $21.08 $329K - $402K
85.3K $1.59M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-536
- 2.56%
$65.15 - $91.81 $34.9K - $49.2K
20.4K $1.33M
DLR
Digital Realty Trust, Inc.

Real Estate
-37
- 0.3%
$142.1 - $183.56 $5.26K - $6.79K
12.2K $1.75M
LEN
Lennar Corp

Consumer Cyclical
-1.99K
- 23.56%
$113.93 - $141.54 $227K - $282K
6.46K $740K
GMED
Globus Medical Inc

Healthcare
-119
- 0.3%
$69.68 - $93.32 $8.29K - $11.1K
39K $2.85M
CDNS
Cadence Design Systems Inc

Technology
-14
- 0.17%
$233.96 - $324.52 $3.28K - $4.54K
8.13K $2.07M
NFLX
Netflix Inc

Communication Services
-796
- 8.43%
$828.4 - $1058.6 $659K - $843K
8.64K $8.06M
DIS
Walt Disney CO

Communication Services
-245
- 0.95%
$96.87 - $114.0 $23.7K - $27.9K
25.5K $2.51M
USA
Liberty All Star Equity Fund

Financial Services
-33K
- 12.03%
$6.41 - $7.32 $212K - $242K
241K $1.58M
VTI
Vanguard Total Stock Market Et

ETFs
-209
- 1.28%
$271.18 - $303.12 $56.7K - $63.4K
16.1K $4.42M
IT
Gartner Inc

Technology
-24
- 0.54%
$418.25 - $548.38 $10K - $13.2K
4.41K $1.85M
IPDP
Listed Fds Tr Dividends Perfor
-6.73K
- 0.66%
$18.39 - $20.36 $124K - $137K
1.01M $19.2M
SSO
Proshares Ultra S&P 500

ETFs
-1.5K
- 12.0%
$80.57 - $100.21 $121K - $150K
11K $910K
IPPP
Listed Fds Tr Preferred Plus E
-1.45K
- 0.21%
$9.71 - $10.33 $14.1K - $14.9K
700K $6.8M
APP
App Lovin Corp

Technology
-457
- 24.09%
$238.08 - $510.13 $109K - $233K
1.44K $381K
EXP
Eagle Materials Inc

Basic Materials
-28
- 0.32%
$207.49 - $262.13 $5.81K - $7.34K
8.6K $1.91M
EQIX
Equinix Inc

Real Estate
-10
- 0.65%
$803.0 - $959.97 $8.03K - $9.6K
1.52K $1.24M
OKE
Oneok Inc

Energy
-828
- 0.81%
$89.57 - $109.85 $74.2K - $91K
102K $10.1M
WDAY
Workday, Inc.

Technology
-41
- 0.52%
$233.53 - $277.82 $9.57K - $11.4K
7.87K $1.84M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-17K
- 59.79%
$11.22 - $11.8 $191K - $201K
11.4K $128K
BX
Blackstone Inc.

Financial Services
-18
- 0.33%
$136.53 - $186.74 $2.46K - $3.36K
5.42K $756K
GWW
W.W. Grainger, Inc.

Industrials
-14
- 0.58%
$953.54 - $1132.42 $13.3K - $15.9K
2.4K $2.37M
PFE
Pfizer Inc

Healthcare
-3.7K
- 5.55%
$25.01 - $27.13 $92.5K - $100K
62.9K $1.59M
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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