Sheaff Brock Investment Advisors, LLC Portfolio Holdings
Sheaff Brock Investment Advisors, LLC
- $1.07 Billion
- Q2 2024
Sheaff Brock Investment Advisors, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 450 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $116M, Nvidia Corp with a value of $88.4M, Eli Lilly & CO with a value of $31.2M, Microsoft Corp with a value of $28.8M, and Amazon Com Inc with a value of $21.4M.
Examining the 13F form we can see an decrease of $509M in the current position value, from $1.58B to 1.07B.
Below you can find more details about Sheaff Brock Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.07 Billion
Technology: $388 Million
Financial Services: $99.1 Million
Healthcare: $96.9 Million
Industrials: $93.8 Million
Consumer Cyclical: $82 Million
ETFs: $74.9 Million
Consumer Defensive: $59.8 Million
Communication Services: $51.1 Million
Other: $101 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 450
- Current Value $1.07 Billion
- Prior Value $1.58 Billion
- Filing
- Period Q2 2024
- Filing Date July 30, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 21 stocks
- Additional Purchases 73 stocks
- Sold out of 0 stocks
- Reduced holdings in 266 stocks