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
MCD
Mcdonalds Corp

Consumer Cyclical
-816
- 7.24%
$279.74 - $321.29 $228K - $262K
10.5K $3.27M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-206
- 2.93%
$39.18 - $43.52 $8.07K - $8.97K
6.83K $285K
Ge Healthcare Technologies I
-1.03K
- 28.0%
N/A
2.64K $0
Arista Networks Inc
-858
- 2.5%
N/A
33.5K $0
Ge Vernova Inc
-225
- 12.63%
N/A
1.56K $0
Arm Holdings PLC
-400
- 17.39%
N/A
1.9K $0
BMY
Bristol Myers Squibb CO

Healthcare
-2.05K
- 7.03%
$53.9 - $63.11 $110K - $129K
27.1K $1.65M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-12
- 0.07%
$8.29 - $8.97 $99.5 - $108
18.2K $156K
YUM
Yum Brands Inc

Consumer Cyclical
-599
- 13.55%
$123.25 - $162.53 $73.8K - $97.4K
3.82K $601K
CL
Colgate Palmolive CO

Consumer Defensive
-55
- 0.7%
$85.68 - $97.5 $4.71K - $5.36K
7.75K $726K
GTY
Getty Realty Corp

Real Estate
-56
- 0.26%
$29.11 - $31.4 $1.63K - $1.76K
21.3K $665K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-2.54K
- 9.22%
$9.19 - $12.93 $23.3K - $32.8K
25K $279K
KMI
Kinder Morgan, Inc.

Energy
-151
- 0.56%
$26.1 - $31.22 $3.94K - $4.71K
27K $769K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-81
- 0.37%
$30.51 - $32.85 $2.47K - $2.66K
21.9K $713K
SO
Southern CO

Utilities
-1.52K
- 8.66%
$80.96 - $92.96 $123K - $141K
16K $1.47M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-37
- 0.46%
$35.35 - $42.74 $1.31K - $1.58K
7.99K $330K
CSCO
Cisco Systems, Inc.

Technology
-5.54K
- 3.64%
$58.74 - $64.87 $326K - $360K
147K $9.06M
RTX
Raytheon Technologies Corp

Industrials
-188
- 4.84%
$114.1 - $135.66 $21.5K - $25.5K
3.7K $489K
SBUX
Starbucks Corp

Consumer Cyclical
-253
- 2.56%
$91.75 - $115.81 $23.2K - $29.3K
9.64K $945K
VLO
Valero Energy Corp

Energy
-66
- 1.04%
$121.76 - $142.99 $8.04K - $9.44K
6.27K $827K
XLE
Energy Sector Spdr

ETFs
-82
- 0.95%
$85.7 - $93.96 $7.03K - $7.7K
8.52K $795K
EXLS
Exl Service Holdings, Inc.

Technology
-1.36K
- 2.99%
$44.13 - $51.8 $59.9K - $70.3K
44K $2.08M
NTNX
Nutanix, Inc.

Technology
-600
- 4.32%
$61.28 - $77.44 $36.8K - $46.5K
13.3K $928K
INTC
Intel Corp

Technology
-257
- 0.76%
$19.1 - $27.39 $4.91K - $7.04K
33.6K $763K
INVH
Invitation Homes Inc.

Real Estate
-81
- 0.23%
$30.28 - $34.85 $2.45K - $2.82K
35.3K $1.23M
MAA
Mid America Apartment Communities Inc.

Real Estate
-24
- 0.3%
$146.9 - $170.92 $3.53K - $4.1K
8.06K $1.35M
EGP
Eastgroup Properties Inc

Real Estate
-20
- 0.29%
$155.63 - $187.46 $3.11K - $3.75K
6.96K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
-266
- 0.84%
$225.19 - $279.95 $59.9K - $74.5K
31.3K $7.67M
DUK
Duke Energy Corp

Utilities
-337
- 2.98%
$105.87 - $121.97 $35.7K - $41.1K
11K $1.34M
MO
Altria Group, Inc.

Consumer Defensive
-8.63K
- 10.28%
$50.81 - $60.02 $438K - $518K
75.3K $4.52M
VICI
Vici Properties Inc.

Real Estate
-95
- 0.23%
$28.21 - $32.68 $2.68K - $3.1K
41.2K $1.34M
MA
Mastercard Inc

Financial Services
-5
- 0.08%
$504.67 - $576.31 $2.52K - $2.88K
6.48K $3.55M
UNH
Unitedhealth Group Inc

Healthcare
-133
- 0.82%
$461.52 - $548.18 $61.4K - $72.9K
16K $8.38M
GE
General Electric CO

Industrials
-388
- 4.34%
$168.59 - $212.13 $65.4K - $82.3K
8.54K $1.71M
CTAS
Cintas Corp

Industrials
-132
- 1.09%
$182.09 - $208.14 $24K - $27.5K
12K $2.46M
T
At&T Inc.

Communication Services
-3.42K
- 5.39%
$21.56 - $28.28 $73.6K - $96.6K
60K $1.7M
TW
Tradeweb Markets Inc.

Financial Services
-243
- 1.33%
$123.42 - $148.46 $30K - $36.1K
18.1K $2.69M
VZ
Verizon Communications Inc

Communication Services
-109
- 0.2%
$37.81 - $46.49 $4.12K - $5.07K
54.8K $2.49M
TRV
Travelers Companies, Inc.

Financial Services
-444
- 2.42%
$232.43 - $265.13 $103K - $118K
17.9K $4.73M
WELL
Welltower Inc.

Real Estate
-1.03K
- 5.82%
$124.05 - $156.86 $127K - $161K
16.6K $2.54M
BR
Broadridge Financial Solutions, Inc.

Technology
-59
- 0.19%
$221.46 - $244.83 $13.1K - $14.4K
31.8K $7.72M
XOM
Exxon Mobil Corp

Energy
-1.85K
- 2.58%
$105.44 - $118.93 $195K - $219K
69.5K $8.27M
CVX
Chevron Corp

Energy
-782
- 2.32%
$146.71 - $167.97 $115K - $131K
32.9K $5.51M
KLAC
Kla Corp

Technology
-61
- 0.37%
$636.62 - $777.63 $38.8K - $47.4K
16.3K $11.1M
LLY
Eli Lilly & CO

Healthcare
-1.09K
- 3.38%
$725.72 - $929.72 $792K - $1.01M
31.1K $25.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
-48
- 0.32%
$275.89 - $345.24 $13.2K - $16.6K
15K $5.16M
ABBV
Abb Vie Inc.

Healthcare
-3.84K
- 6.31%
$169.2 - $216.66 $649K - $831K
56.9K $11.9M
IBM
International Business Machines Corp

Technology
-340
- 0.51%
$217.4 - $264.74 $73.9K - $90K
66.3K $16.5M
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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