Sheaff Brock Investment Advisors, LLC Portfolio Holdings
Sheaff Brock Investment Advisors, LLC
- $1.13 Billion
- Q3 2024
Sheaff Brock Investment Advisors, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 455 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $127M, Nvidia Corp with a value of $82.9M, Eli Lilly & CO with a value of $28.4M, Microsoft Corp with a value of $27.6M, and Oracle Corp with a value of $20.4M.
Examining the 13F form we can see an increase of $58.6M in the current position value, from $1.07B to 1.13B.
Below you can find more details about Sheaff Brock Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.13 Billion
Technology: $395 Million
Financial Services: $116 Million
Healthcare: $107 Million
Industrials: $98.7 Million
Consumer Cyclical: $89 Million
ETFs: $80.3 Million
Real Estate: $57.1 Million
Consumer Defensive: $56.6 Million
Other: $104 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 455
- Current Value $1.13 Billion
- Prior Value $1.07 Billion
- Filing
- Period Q3 2024
- Filing Date November 06, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 32 stocks
- Additional Purchases 161 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks