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
PWR
Quanta Services, Inc.

Industrials
-136
- 6.13%
$236.71 - $358.03 $32.2K - $48.7K
2.08K $529K
BAC
Bank Of America Corp

Financial Services
-4
- 0.01%
$39.61 - $47.74 $158 - $191
74.8K $3.12M
NOW
Service Now, Inc.

Technology
-5
- 0.84%
$783.83 - $1170.39 $3.92K - $5.85K
591 $470K
MEDP
Medpace Holdings, Inc.

Healthcare
-23
- 0.42%
$304.69 - $360.97 $7.01K - $8.3K
5.49K $1.67M
NTAP
Net App, Inc.

Technology
-100
- 1.92%
$87.84 - $126.3 $8.78K - $12.6K
5.1K $447K
ALL
Allstate Corp

Financial Services
-1.4K
- 14.79%
$180.99 - $210.18 $253K - $294K
8.07K $1.67M
SPG
Simon Property Group Inc

Real Estate
-266
- 1.55%
$159.48 - $187.78 $42.4K - $49.9K
16.9K $2.8M
VV
Vanguard Large Cap ETF

ETFs
-300
- 5.38%
$253.32 - $282.66 $76K - $84.8K
5.28K $1.36M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.47K
- 10.54%
$51.45 - $58.51 $75.4K - $85.8K
12.4K $644K
F
Ford Motor CO

Consumer Cyclical
-17.5K
- 6.28%
$9.12 - $10.43 $159K - $182K
261K $2.61M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-10
- 0.05%
$408.78 - $448.82 $4.09K - $4.49K
20.4K $8.55M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-18
- 0.2%
$161.13 - $209.29 $2.9K - $3.77K
9.12K $1.51M
PEG
Public Service Enterprise Group Inc

Utilities
-1.09K
- 27.23%
$78.2 - $90.39 $85.1K - $98.3K
2.91K $239K
VGT
Vanguard Information Technolog

ETFs
-92
- 15.57%
$542.38 - $646.34 $49.9K - $59.5K
499 $270K
IWM
Ishares Russell 2000 ETF

ETFs
-33
- 0.8%
$198.1 - $229.79 $6.54K - $7.58K
4.11K $820K
SHOP
Shopify Inc.

Technology
-240
- 4.3%
$90.59 - $129.31 $21.7K - $31K
5.34K $510K
JBHT
Hunt J B Transport Services Inc

Industrials
-100
- 3.33%
$146.12 - $186.55 $14.6K - $18.7K
2.9K $429K
AMAT
Applied Materials Inc

Technology
-97
- 2.51%
$145.06 - $195.51 $14.1K - $19K
3.77K $546K
CSX
Csx Corp

Industrials
-969
- 6.0%
$29.11 - $33.67 $28.2K - $32.6K
15.2K $446K
AVXL
Anavex Life Sciences Corp.

Healthcare
-4.5K
- 28.57%
$7.85 - $13.46 $35.3K - $60.6K
11.3K $96K
VIG
Vanguard Dividend Appreciation

ETFs
-354
- 11.24%
N/A
2.8K $509K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-53
- 3.35%
$211.47 - $267.17 $11.2K - $14.2K
1.53K $323K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-177
- 2.4%
$308.87 - $383.33 $54.7K - $67.8K
7.2K $2.36M
DOCS
Doximity, Inc.

Healthcare
-1.66K
- 17.21%
$49.71 - $83.14 $82.4K - $138K
7.97K $462K
PHM
Pultegroup Inc

Consumer Cyclical
-100
- 1.45%
$101.09 - $118.51 $10.1K - $11.9K
6.8K $699K
PFF
Ishares Trust Ishares Pfd And

ETFs
-509
- 1.02%
$30.73 - $32.26 $15.6K - $16.4K
49.3K $1.52M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.25K
- 11.52%
$25.77 - $27.6 $58K - $62.1K
17.3K $459K
FISV
Fiserv Inc

Technology
-400
- 30.19%
N/A
925 $115K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-685
- 9.91%
$77.7 - $78.94 $53.2K - $54.1K
6.22K $491K
MS
Morgan Stanley

Financial Services
-119
- 3.61%
$111.68 - $141.08 $13.3K - $16.8K
3.18K $371K
AVB
Avalonbay Communities Inc

Real Estate
-52
- 0.9%
$207.86 - $228.08 $10.8K - $11.9K
5.75K $1.23M
BLD
Top Build Corp

Industrials
-8
- 0.15%
$295.17 - $354.82 $2.36K - $2.84K
5.39K $1.64M
MMM
3 M CO

Industrials
-534
- 22.0%
$129.7 - $155.12 $69.3K - $82.8K
1.89K $278K
DVY
Ishares Tr

ETFs
-350
- 7.69%
$128.58 - $138.1 $45K - $48.3K
4.2K $564K
VO
Vanguard Mid Cap ETF

ETFs
-49
- 1.42%
$251.87 - $277.95 $12.3K - $13.6K
3.41K $881K
FCX
Freeport Mcmoran Inc

Basic Materials
-795
- 10.37%
$34.5 - $43.01 $27.4K - $34.2K
6.87K $260K
USRT
Ishares Core U.S. Reit ETF

ETFs
-500
- 9.8%
$55.14 - $60.29 $27.6K - $30.1K
4.6K $264K
CNM
Core & Main, Inc.

Industrials
-50
- 0.57%
$46.27 - $57.26 $2.31K - $2.86K
8.79K $424K
MDT
Medtronic PLC

Healthcare
-1.37K
- 12.73%
$79.84 - $94.5 $109K - $129K
9.39K $843K
PSEC
Prospect Capital Corp

Financial Services
-1.97K
- 6.92%
$4.1 - $4.45 $8.09K - $8.78K
26.5K $108K
TY
Tri Continental Corp

Financial Services
-20
- 0.16%
$30.4 - $32.91 $608 - $658
12.2K $373K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-10
- 0.08%
$12.94 - $14.29 $129 - $143
13.2K $173K
PSX
Phillips 66

Energy
-404
- 9.69%
$113.93 - $131.55 $46K - $53.1K
3.77K $465K
OFC
Corporate Office Properties Trust

Real Estate
-344
- 0.78%
N/A
44K $1.06M
CTSH
Cognizant Technology Solutions Corp

Technology
-63
- 1.55%
$75.32 - $90.7 $4.75K - $5.71K
4.01K $306K
NG
Novagold Resources Inc

Basic Materials
-300
- 2.85%
$2.92 - $3.57 $876 - $1.07K
10.2K $29K
COP
Conocophillips

Energy
-470
- 6.06%
$88.6 - $105.85 $41.6K - $49.7K
7.29K $765K
PSA
Public Storage

Real Estate
-10
- 0.24%
$288.99 - $313.98 $2.89K - $3.14K
4.22K $1.26M
XLF
Financial Sector Spdr

ETFs
-229
- 5.13%
$47.32 - $52.19 $10.8K - $12K
4.24K $211K
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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