Sheaff Brock Investment Advisors, LLC Portfolio Holdings
Sheaff Brock Investment Advisors, LLC
- $1.14 Billion
- Q4 2024
Sheaff Brock Investment Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 452 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $134M, Nvidia Corp with a value of $91M, Microsoft Corp with a value of $26.8M, Eli Lilly & CO with a value of $24.9M, and Amazon Com Inc with a value of $23.1M.
Examining the 13F form we can see an increase of $5.8M in the current position value, from $1.13B to 1.14B.
Below you can find more details about Sheaff Brock Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
Technology: $417 Million
Financial Services: $120 Million
Industrials: $96.9 Million
Healthcare: $95 Million
Consumer Cyclical: $88.9 Million
ETFs: $87.5 Million
Communication Services: $55.1 Million
Real Estate: $49 Million
Other: $100 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 452
- Current Value $1.14 Billion
- Prior Value $1.13 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 32 stocks
- Additional Purchases 155 stocks
- Sold out of 0 stocks
- Reduced holdings in 155 stocks