SB

Sheaff Brock Investment Advisors, LLC

13F
Sheaff Brock Investment Advisors, LLC
Last update 2025-01-30 451 Stocks (29 new)
Value $1.15 Bil Turnover 5 %
Countries:
Top Holdings: AAPL(11.69%)NVDA(7.91%)MSFT(2.33%)LLY(2.16%)AMZN(2.01%)
Summary Stock Picks Current Portfolio
Sheaff Brock Investment Adviso... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
536,790
134,422.9
-1.37%
11.690
-0.15%
0.000
-5.96%
-16.34%
3,143,819.4
Hardware
NVDA 		NVIDIA Corp
677,566
90,990.4
-0.76%
7.910
-0.06%
0.000
-22.16%
-17.33%
2,708,644.0
Semiconductors
MSFT 		Microsoft Corp
63,498
26,764.4
-0.92%
2.330
-0.02%
0.000
-11.58%
-6.85%
2,913,005.9
Software
LLY 		Eli Lilly and Co
32,240
24,889.5
+0.72%
2.160
+0.02%
0.000
+12.82%
+14.78%
794,307.3
Drug Manufacturers
AMZN 		Amazon.com Inc
105,208
23,081.6
-0.59%
2.010
-0.01%
0.000
-19.53%
-13.86%
2,005,630.7
Retail - Cyclical
IPDP 		Dividend Performers ETF
1,014,937
19,494.4
+2.47%
1.700
+0.04%
92.270
-10.18%
-5.50%
19.9
 
ORCL 		Oracle Corp
108,046
18,004.7
-9.66%
1.570
-0.17%
0.000
-24.30%
-16.39%
388,358.4
Software
AVGO 		Broadcom Inc
75,933
17,604.4
-3.45%
1.530
-0.04%
0.000
-21.17%
-16.80%
904,231.8
Semiconductors
QQQ 		INVESCO QQQ Trust
32,511
16,620.5
+6.96%
1.450
+0.09%
0.010
-10.78%
-7.56%
302,981.8
 
META 		Meta Platforms Inc
26,588
15,567.6
-5.40%
1.350
-0.08%
0.000
-15.40%
-6.45%
1,381,555.5
Interactive Media

Sheaff Brock Investment Advisors, LLC's Historical Top Holdings Breakdowns

Sheaff Brock Investment Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBM 		International Business Machines Corp2024-12-31Add
+0.97%
●
204.9 ($222.76) 238.04
$232.41
4.33%
Add 319.11%
66,689
50,777
BKR 		Baker Hughes Co2024-12-31New Buy
+0.68%
●
35.98 ($40.39) 44.88
$36.45
-9.75%
New holding
189,786
189,786
PPG 		PPG Industries Inc2024-12-31Sold Out
-0.53%
●
119.09 ($124.97) 131.36
$102.57
-17.92%
Sold Out
0
-46,010
TGT 		Target Corp2024-12-31Reduce
-0.46%
●
121.59 ($143.18) 160.69
$96.58
-32.55%
Reduce -95.17%
1,712
-33,752
HD 		The Home Depot Inc2024-12-31Reduce
-0.40%
●
385.02 ($408.53) 431.37
$357.58
-12.47%
Reduce -28.92%
27,557
-11,212
KO 		Coca-Cola Co2024-12-31Reduce
-0.37%
●
61.74 ($65.17) 71.01
$71.91
10.34%
Reduce -50.69%
57,310
-58,904
JNJ 		Johnson & Johnson2024-12-31Reduce
-0.36%
●
143.34 ($154.85) 165.86
$154.58
-0.17%
Reduce -58.01%
18,296
-25,272
CSCO 		Cisco Systems Inc2024-12-31Add
+0.32%
●
52.43 ($57.18) 60.02
$56.71
-0.82%
Add 68.04%
152,372
61,697
CAT 		Caterpillar Inc2024-12-31Add
+0.29%
●
360.37 ($387.75) 416.88
$306.45
-20.97%
Add 127.96%
16,500
9,262
FIX 		Comfort Systems USA Inc2024-12-31New Buy
+0.17%
●
370.5 ($439.85) 504.12
$397.43
-9.64%
New holding
4,647
4,647

Sheaff Brock Investment Advisors, LLC Total Holding History ($B)

To

Sheaff Brock Investment Advisors, LLC's Asset Allocation

To

Sheaff Brock Investment Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sheaff Brock Investment Advisors, LLC's Hypothetical Growth since 2024-12-31

Sheaff Brock Investment Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sheaff Brock Investment Advisors, LLC's Holdings Heat Map

Size field:

Sheaff Brock Investment Advisors, LLC's Holdings Bubble Chart

Sheaff Brock Investment Advisors, LLC News

  • 1

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