Sheaff Brock Investment Advisors, LLC Portfolio Holdings
Sheaff Brock Investment Advisors, LLC
- $1.08 Billion
- Q1 2025
Sheaff Brock Investment Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 461 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $115M, Nvidia Corp with a value of $73M, Eli Lilly & CO with a value of $25.7M, Microsoft Corp with a value of $23.8M, and Amazon Com Inc with a value of $20.5M.
Examining the 13F form we can see an decrease of $58.4M in the current position value, from $1.14B to 1.08B.
Below you can find more details about Sheaff Brock Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.08 Billion
Technology: $364 Million
Financial Services: $138 Million
Healthcare: $97.2 Million
ETFs: $85.3 Million
Industrials: $84.8 Million
Consumer Cyclical: $79.1 Million
Consumer Defensive: $49.4 Million
Real Estate: $48.7 Million
Other: $105 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 461
- Current Value $1.08 Billion
- Prior Value $1.14 Billion
- Filing
- Period Q1 2025
- Filing Date May 07, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 34 stocks
- Additional Purchases 166 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks