SB

Sheaff Brock Investment Advisors, LLC

13F
Sheaff Brock Investment Advisors, LLC
Last update 2025-05-07 460 Stocks (33 new)
Value $1.09 Bil Turnover 5 %
Countries:
Top Holdings: AAPL(10.59%)NVDA(6.70%)LLY(2.36%)MSFT(2.18%)AMZN(1.88%)
Summary Stock Picks Current Portfolio
Sheaff Brock Investment Adviso... Top Holdings of 2025-03-31 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
519,744
115,450.6
-3.18%
10.590
-0.37%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
NVDA 		NVIDIA Corp
673,905
73,037.9
-0.54%
6.700
-0.04%
0.000
+28.18%
+5.54%
3,456,204.6
Semiconductors
LLY 		Eli Lilly and Co
31,149
25,726.0
-3.38%
2.360
-0.07%
0.000
-15.48%
+0.10%
691,148.7
Drug Manufacturers
MSFT 		Microsoft Corp
63,287
23,757.3
-0.33%
2.180
-0.01%
0.000
+18.73%
+12.03%
3,496,120.0
Software
AMZN 		Amazon.com Inc
107,589
20,469.9
+2.26%
1.880
+0.04%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
IPDP 		Dividend Performers ETF
1,008,207
19,248.7
-0.66%
1.770
-0.01%
91.660
+4.12%
+5.64%
22.1
 
IBM 		International Business Machines Corp
66,349
16,498.4
-0.51%
1.510
-0.01%
0.010
+8.83%
+23.94%
249,886.9
Software
QQQ 		INVESCO QQQ Trust
33,804
15,851.3
+3.98%
1.450
+0.06%
0.010
+8.71%
+3.81%
337,188.1
 
ORCL 		Oracle Corp
110,102
15,393.4
+1.90%
1.410
+0.03%
0.000
+15.70%
+5.06%
487,992.8
Software
META 		Meta Platforms Inc
26,312
15,165.4
-1.04%
1.390
-0.01%
0.000
+11.21%
+19.27%
1,754,271.3
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
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.95%
●
663000 ($729331) 801950
$740,395.50
1.52%
New holding
13
13
R 		Ryder System Inc2025-03-31New Buy
+0.64%
●
136.38 ($155.72) 170.92
$150.59
-3.29%
New holding
48,164
48,164
LMT 		Lockheed Martin Corp2025-03-31Reduce
-0.55%
●
423.19 ($460.32) 506.29
$481.69
4.64%
Reduce -76.65%
3,961
-13,004
V 		Visa Inc2025-03-31Add
+0.41%
●
306.92 ($338.38) 362.71
$370.22
9.41%
Add 117.95%
23,310
12,615
JNJ 		Johnson & Johnson2025-03-31Add
+0.40%
●
142.06 ($156.47) 167.7
$155.03
-0.92%
Add 143.77%
44,600
26,304
AAPL 		Apple Inc2025-03-31Reduce
-0.37%
●
209.68 ($231.67) 247.1
$203.92
-11.98%
Reduce -3.18%
519,744
-17,046
HON 		Honeywell International Inc2025-03-31Reduce
-0.35%
●
202.75 ($214.7) 226.52
$228.78
6.56%
Reduce -88.01%
2,471
-18,132
MRK 		Merck & Co Inc2025-03-31Reduce
-0.30%
●
83.01 ($93.37) 101.02
$78.97
-15.42%
Reduce -27.14%
92,619
-34,505
CVLT 		CommVault Systems Inc2025-03-31New Buy
+0.17%
●
146.82 ($164.53) 187.9
$188.57
14.61%
New holding
11,910
11,910
CSL 		Carlisle Companies Inc2025-03-31Sold Out
-0.17%
●
326.43 ($358.4) 408.24
$377.96
5.46%
Sold Out
0
-5,381

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 2025-03-31

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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