Sheaff Brock Investment Advisors, LLC 13F Holdings Breakdown

CIK: 0001666789

Diversified strategyHigh-turnover traderContrarian

Total reported value

$1.1B

Reporting period: 2025-03-31 · Number of holdings: 461

Sheaff Brock Investment Advisors, LLC disclosed 461 holdings in its latest 13F filing for the period ending 2025-03-31, with total reported value of $1.1B and a quarterly turnover rate of 200.0%.

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Personality snowflake

Concentration: 8.69
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 91.55
Diversification: 100
Sizing Uniformity: 70.26

Sheaff Brock Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 46 equally-sized positions, well below its 461 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.97), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 57% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

New buy AAPL
New buy NVDA
New buy LLY
New buy MSFT
New buy AMZN
New buy IPDP

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 461 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	10.59%	+10.59%	NEW
2	NVDA	Nvidia CORP	Stock-Tech	6.70%	+6.70%	NEW
3	LLY	Eli Lilly & Co	Stock-Healthcare	2.36%	+2.36%	NEW
4	MSFT	Microsoft CORP	Stock-Tech	2.18%	+2.18%	NEW
5	AMZN	Amazon.com INC	Stock-Consumer Disc	1.88%	+1.88%	NEW
6	IPDP	Dividend Performers ETF	ETF-Other	1.77%	+1.77%	NEW
7	IBM	Intl Business Machines CORP	Stock-Tech	1.51%	+1.51%	NEW
8	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.45%	+1.45%	NEW
9	ORCL	Oracle CORP	Stock-Tech	1.41%	+1.41%	NEW
10	META	Meta Platforms Inc-class A	Stock-Comm Services	1.39%	+1.39%	NEW
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.17%	+1.17%	NEW
12	ABBV	Abbvie INC	Stock-Healthcare	1.09%	+1.09%	NEW
13	AVGO	Broadcom INC	Stock-Tech	1.06%	+1.06%	NEW
14	KLAC	Kla CORP	Stock-Tech	1.02%	+1.02%	NEW
15	QCOM	Qualcomm INC	Stock-Tech	0.97%	+0.97%	NEW
16	AXP	American Express Co	Stock-Financials	0.97%	+0.97%	NEW
17	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.95%	+0.95%	NEW
18	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.94%	+0.94%	NEW
19	HD	Home Depot INC	Stock-Consumer Disc	0.93%	+0.93%	NEW
20	OKE	Oneok INC	Stock-Energy	0.93%	+0.93%	NEW
21	IRM	Iron Mountain INC	Stock-Real Estate	0.88%	+0.88%	NEW
22	PLD	Prologis INC	Stock-Real Estate	0.86%	+0.86%	NEW
23	CSCO	Cisco Systems INC	Stock-Tech	0.83%	+0.83%	NEW
24	PH	Parker Hannifin CORP	Stock-Industrials	0.82%	+0.82%	NEW
25	ACN	Accenture plc	Stock-Tech	0.81%	+0.81%	NEW
26	BKR	Baker Hughes Co	Stock-Energy	0.80%	+0.80%	NEW
27	CMI	Cummins INC	Stock-Industrials	0.80%	+0.80%	NEW
28	ALSN	Allison Transmission Holding	Stock-Consumer Disc	0.79%	+0.79%	NEW
29	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.78%	+0.78%	NEW
30	UNH	Unitedhealth Group INC	Stock-Healthcare	0.77%	+0.77%	NEW
31	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.76%	+0.76%	NEW
32	MRK	Merck & Co. INC.	Stock-Healthcare	0.76%	+0.76%	NEW
33	XOM	Exxon Mobil CORP	Stock-Energy	0.76%	+0.76%	NEW
34	V	Visa Inc-class A Shares	Stock-Financials	0.75%	+0.75%	NEW
35	NFLX	Netflix INC	Stock-Comm Services	0.74%	+0.74%	NEW
36	INGR	Ingredion INC	Stock-Consumer Staples	0.73%	+0.73%	NEW
37	TFC	Truist Financial CORP	Stock-Financials	0.73%	+0.73%	NEW
38	CME	Cme Group INC	Stock-Financials	0.73%	+0.73%	NEW
39	ACT	Enact Holdings INC	Stock-Other	0.71%	+0.71%	NEW
40	BR	Broadridge Financial Solutio	Stock-Tech	0.71%	+0.71%	NEW
41	JPM	Jpmorgan Chase & Co	Stock-Financials	0.70%	+0.70%	NEW
42	CI	THE Cigna Group	Stock-Healthcare	0.69%	+0.69%	NEW
43	JNJ	Johnson & Johnson	Stock-Healthcare	0.68%	+0.68%	NEW
44	TXN	Texas Instruments INC	Stock-Tech	0.68%	+0.68%	NEW
45	GL	Globe Life INC	Stock-Financials	0.65%	+0.65%	NEW
46	PAG	Penske Automotive Group INC	Stock-Consumer Disc	0.65%	+0.65%	NEW
47	HUBB	Hubbell INC	Stock-Industrials	0.65%	+0.65%	NEW
48	R	Ryder System INC	Stock-Industrials	0.64%	+0.64%	NEW
49	GD	General Dynamics CORP	Stock-Industrials	0.63%	+0.63%	NEW
50	DELL	Dell Technologies -c	Stock-Tech	0.63%	+0.63%	NEW

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+4.5%

Performance Last 4 Quarters

+23.2%

Based on 76% of reported portfolio value with available pricing

Stdev: +13.4%
Beta: +1
Alpha: -1.1%
Max Drawdown: -9.9%
Annualized Perf: +17.8%
Batting Avg vs S&P: +44.4%
Sortino: +2.64
Stutzer: +0.38
Treynor: +0.17
Sterling: +1.02
Calmar: +1.8
Information Ratio: -0.36
Tracking Error: +3.1%
Stdev Down: +6.6%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +35.6%
Worst 12 Months: +8.6%
Efficiency Ratio: +0.53
Sharpe: +1.29
Stdev Sectors: +14.7%
Skewness: +0.16
Kurtosis: -0.04
Upside Potential: +4.37

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-03-31	461	$1.1B	100	1AAPL 2NVDA 3LLY Top holdings2025-03-31 1.AAPL 2.NVDA 3.LLY 4.MSFT 5.AMZN 6.IPDP 7.IBM 8.QQQ 9.ORCL 10.META
2024-12-31	452	$1.2B	0	1AAPL 2NVDA 3MSFT Top holdings2024-12-31 1.AAPL 2.NVDA 3.MSFT 4.LLY 5.AMZN 6.IPDP 7.ORCL 8.AVGO 9.QQQ 10.META
2024-09-30	455	$1.1B	0	1AAPL 2NVDA 3LLY Top holdings2024-09-30 1.AAPL 2.NVDA 3.LLY 4.MSFT 5.ORCL 6.AMZN 7.IPDP 8.META 9.HD 10.QQQ
2024-06-30	450	$1.1B	0	1AAPL 2NVDA 3LLY Top holdings2024-06-30 1.AAPL 2.NVDA 3.LLY 4.MSFT 5.AMZN 6.IPDP 7.ORCL 8.MRK 9.QQQ 10.META
2024-03-31	509	$1.6B	0	1SPY 2NVDA 3AAPL Top holdings2024-03-31 1.SPY 2.NVDA 3.AAPL 4.LLY 5.MSFT 6.AMZN 7.IPDP 8.QQQ 9.HD 10.CSCO
2023-12-31	481	$1.3B	0	1SPY 2AAPL 3NVDA Top holdings2023-12-31 1.SPY 2.AAPL 3.NVDA 4.MSFT 5.LLY 6.AMZN 7.IPDP 8.CSCO 9.HD 10.JPM
2023-09-30	459	$1.1B	0	1AAPL 2SPY 3NVDA Top holdings2023-09-30 1.AAPL 2.SPY 3.NVDA 4.MSFT 5.LLY 6.AMZN 7.CSCO 8.APA 9.IPDP 10.MRK
2023-06-30	491	$1.2B	0	1AAPL 2SPY 3NVDA Top holdings2023-06-30 1.AAPL 2.SPY 3.NVDA 4.MSFT 5.LLY 6.AMZN 7.CSCO 8.IPDP 9.ORCL 10.APA
2023-03-31	516	$1.1B	0	1AAPL 2SPY 3MSFT Top holdings2023-03-31 1.AAPL 2.SPY 3.MSFT 4.NVDA 5.CSCO 6.LLY 7.IPDP 8.APA 9.JPM 10.AMZN
2022-12-31	509	$1.0B	0	1SPY 2AAPL 3APA Top holdings2022-12-31 1.SPY 2.AAPL 3.APA 4.MSFT 5.DVY 6.LLY 7.CSCO 8.COP 9.ABBV 10.HD
2022-09-30	496	$930.9M	0	1AAPL 2SPY 3AMZN Top holdings2022-09-30 1.AAPL 2.SPY 3.AMZN 4.MSFT 5.LLY 6.JNJ 7.CSCO 8.IPDP 9.HD 10.ABBV
2022-06-30	497	$1.2B	0	1SPY 2AAPL 3MSFT Top holdings2022-06-30 1.SPY 2.AAPL 3.MSFT 4.NVDA 5.LLY 6.AMZN 7.JNJ 8.IPDP 9.CSCO 10.ABBV
2022-03-31	536	$1.4B	0	1SPY 2AAPL 3AMZN Top holdings2022-03-31 1.SPY 2.AAPL 3.AMZN 4.NVDA 5.GOOG 6.MSFT 7.CSCO 8.IPDP 9.LLY 10.JPM
2021-12-31	543	$1.5B	0	1SPY 2AAPL 3AMZN Top holdings2021-12-31 1.SPY 2.AAPL 3.AMZN 4.NVDA 5.GOOG 6.MSFT 7.CSCO 8.JPM 9.LLY 10.QCOM
2021-09-30	549	$1.4B	0	1SPY 2AAPL 3AMZN Top holdings2021-09-30 1.SPY 2.AAPL 3.AMZN 4.MSFT 5.NVDA 6.JPM 7.CSCO 8.HD 9.DIS 10.JNJ
2021-06-30	523	$1.4B	0	1SPY 2AAPL 3AMZN Top holdings2021-06-30 1.SPY 2.AAPL 3.AMZN 4.MSFT 5.NVDA 6.CSCO 7.JPM 8.JNJ 9.DIS 10.LLY
2021-03-31	501	$1.3B	0	1SPY 2AAPL 3AMZN Top holdings2021-03-31 1.SPY 2.AAPL 3.AMZN 4.CSCO 5.DIS 6.JNJ 7.MSFT 8.NVDA 9.HD 10.JPM
2020-12-31	483	$1.2B	20	1SPY 2AAPL 3AMZN Top holdings2020-12-31 1.SPY 2.AAPL 3.AMZN 4.DIS 5.JPM 6.CSCO 7.MSFT 8.QCOM 9.HD 10.NVDA
2020-09-30	463	$1.1B	19	1SPY 2AAPL 3AMZN Top holdings2020-09-30 1.SPY 2.AAPL 3.AMZN 4.CSCO 5.MSFT 6.HD 7.NVDA 8.DIS 9.PG 10.VZ
2020-06-30	456	$1.0B	37	1SPY 2AAPL 3AMZN Top holdings2020-06-30 1.SPY 2.AAPL 3.AMZN 4.CSCO 5.MSFT 6.HD 7.INTC 8.VZ 9.JPM 10.DIS
2020-03-31	414	$755.9M	37	1SPY 2AAPL 3CSCO Top holdings2020-03-31 1.SPY 2.AAPL 3.CSCO 4.VZ 5.INTC 6.AMZN 7.HD 8.JPM 9.BMY 10.ABBV
2019-12-31	477	$1.0B	20	1SPY 2AAPL 3XOM Top holdings2019-12-31 1.SPY 2.AAPL 3.XOM 4.CSCO 5.INTC 6.JPM 7.AMZN 8.VZ 9.DIS 10.BMY
2019-09-30	466	$924.4M	17	1SPY 2AAPL 3XOM Top holdings2019-09-30 1.SPY 2.AAPL 3.XOM 4.CSCO 5.JPM 6.BA 7.HD 8.AMZN 9.VZ 10.TXN
2019-06-30	496	$930.3M	35	1SPY 2AAPL 3XOM Top holdings2019-06-30 1.SPY 2.AAPL 3.XOM 4.AMZN 5.CSCO 6.BA 7.HD 8.JPM 9.VZ 10.DIS
2019-03-31	513	$821.9M	32	1SPY 2AAPL 3XOM Top holdings2019-03-31 1.SPY 2.AAPL 3.XOM 4.CSCO 5.AMZN 6.INTC 7.HD 8.VZ 9.BA 10.JPM
2018-12-31	478	$636.2M	58	1AAPL 2XOM 3CSCO Top holdings2018-12-31 1.AAPL 2.XOM 3.CSCO 4.VZ 5.INTC 6.JPM 7.AMZN 8.HD 9.BA 10.WBA
2018-09-30	529	$1.1B	16	1SPY 2AAPL 3AMZN Top holdings2018-09-30 1.SPY 2.AAPL 3.AMZN 4.XOM 5.BA 6.JPM 7.HD 8.INTC 9.UPS 10.PFE
2018-06-30	549	$1.0B	20	1SPY 2AAPL 3AMZN Top holdings2018-06-30 1.SPY 2.AAPL 3.AMZN 4.XOM 5.BA 6.JPM 7.HD 8.TXN 9.INTC 10.UPS
2018-03-31	557	$966.3M	43	1SPY 2AAPL 3XOM Top holdings2018-03-31 1.SPY 2.AAPL 3.XOM 4.BA 5.AMZN 6.INTC 7.JPM 8.T 9.HD 10.TXN
2017-12-31	529	$771.2M	18	1AAPL 2XOM 3META Top holdings2017-12-31 1.AAPL 2.XOM 3.META 4.T 5.BA 6.UPS 7.JPM 8.INTC 9.WMT 10.HD
2017-09-30	567	$761.1M	24	1AAPL 2XOM 3T Top holdings2017-09-30 1.AAPL 2.XOM 3.T 4.META 5.UPS 6.BA 7.HOMB 8.JPM 9.ABBV 10.DD
2017-06-30	606	$759.5M	25	1AAPL 2XOM 3META Top holdings2017-06-30 1.AAPL 2.XOM 3.META 4.UPS 5.BA 6.HOMB 7.JPM 8.DIS 9.HD 10.INTC
2017-03-31	603	$769.0M	24	1AAPL 2XOM 3META Top holdings2017-03-31 1.AAPL 2.XOM 3.META 4.DIS 5.HOMB 6.IBM 7.VZ 8.UPS 9.BA 10.INTC
2016-12-31	618	$790.6M	26	1AAPL 2XOM 3META Top holdings2016-12-31 1.AAPL 2.XOM 3.META 4.VZ 5.HOMB 6.UPS 7.IBM 8.DIS 9.INTC 10.PFE
2016-09-30	701	$749.2M	22	1AAPL 2XOM 3META Top holdings2016-09-30 1.AAPL 2.XOM 3.META 4.UPS 5.VZ 6.INTC 7.T 8.JNJ 9.IBM 10.DIS
2016-06-30	764	$788.0M	24	1AAPL 2XOM 3UPS Top holdings2016-06-30 1.AAPL 2.XOM 3.UPS 4.META 5.VZ 6.T 7.JNJ 8.IBM 9.DIS 10.INTC
2016-03-31	797	$814.4M	31	1AAPL 2XOM 3T Top holdings2016-03-31 1.AAPL 2.XOM 3.T 4.META 5.VZ 6.MSFT 7.IBM 8.UPS 9.DIS 10.INTC
2015-12-31	855	$882.9M	0	1AAPL 2XOM 3T Top holdings2015-12-31 1.AAPL 2.XOM 3.T 4.VZ 5.MSFT 6.INTC 7.META 8.JNJ 9.DIS 10.JPM

Holding changes this quarter

Sheaff Brock Investment Advisors, LLC's most significant position changes for 2025-03-31: New buy: Apple INC (AAPL); New buy: Nvidia CORP (NVDA); New buy: Eli Lilly & Co (LLY); New buy: Microsoft CORP (MSFT); New buy: Amazon.com INC (AMZN).

Position changes disclosed by Sheaff Brock Investment Advisors, LLC for the quarter ending 2025-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AAPL	Apple INC	—	NEW	New buy
2	NVDA	Nvidia CORP	—	NEW	New buy
3	LLY	Eli Lilly & Co	—	NEW	New buy
4	MSFT	Microsoft CORP	—	NEW	New buy
5	AMZN	Amazon.com INC	—	NEW	New buy
6	IPDP	Dividend Performers ETF	—	NEW	New buy
7	IBM	Intl Business Machines CORP	—	NEW	New buy
8	QQQ	Invesco Qqq Trust Series 1	—	NEW	New buy
9	ORCL	Oracle CORP	—	NEW	New buy
10	META	Meta Platforms Inc-class A	—	NEW	New buy
11	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	New buy
12	ABBV	Abbvie INC	—	NEW	New buy
13	AVGO	Broadcom INC	—	NEW	New buy
14	KLAC	Kla CORP	—	NEW	New buy
15	QCOM	Qualcomm INC	—	NEW	New buy
16	AXP	American Express Co	—	NEW	New buy
17	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	New buy
18	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
19	HD	Home Depot INC	—	NEW	New buy
20	OKE	Oneok INC	—	NEW	New buy
21	IRM	Iron Mountain INC	—	NEW	New buy
22	PLD	Prologis INC	—	NEW	New buy
23	CSCO	Cisco Systems INC	—	NEW	New buy
24	PH	Parker Hannifin CORP	—	NEW	New buy
25	ACN	Accenture plc	—	NEW	New buy
26	BKR	Baker Hughes Co	—	NEW	New buy
27	CMI	Cummins INC	—	NEW	New buy
28	ALSN	Allison Transmission Holding	—	NEW	New buy
29	DIA	Ss Spdr Dow Jones Indus Avg	—	NEW	New buy
30	UNH	Unitedhealth Group INC	—	NEW	New buy
31	PG	Procter & Gamble Co/the	—	NEW	New buy
32	MRK	Merck & Co. INC.	—	NEW	New buy
33	XOM	Exxon Mobil CORP	—	NEW	New buy
34	V	Visa Inc-class A Shares	—	NEW	New buy
35	NFLX	Netflix INC	—	NEW	New buy
36	INGR	Ingredion INC	—	NEW	New buy
37	TFC	Truist Financial CORP	—	NEW	New buy
38	CME	Cme Group INC	—	NEW	New buy
39	ACT	Enact Holdings INC	—	NEW	New buy
40	BR	Broadridge Financial Solutio	—	NEW	New buy
41	JPM	Jpmorgan Chase & Co	—	NEW	New buy
42	CI	THE Cigna Group	—	NEW	New buy
43	JNJ	Johnson & Johnson	—	NEW	New buy
44	TXN	Texas Instruments INC	—	NEW	New buy
45	GL	Globe Life INC	—	NEW	New buy
46	PAG	Penske Automotive Group INC	—	NEW	New buy
47	HUBB	Hubbell INC	—	NEW	New buy
48	R	Ryder System INC	—	NEW	New buy
49	GD	General Dynamics CORP	—	NEW	New buy
50	DELL	Dell Technologies -c	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-01-30	13F-HR	View on EDGAR
2024-09-30	2024-11-06	13F-HR	View on EDGAR
2024-06-30	2024-07-30	13F-HR	View on EDGAR
2024-03-31	2024-05-14	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-08	13F-HR	View on EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-01	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-03	13F-HR	View on EDGAR
2022-06-30	2022-08-02	13F-HR	View on EDGAR
2022-03-31	2022-05-16	Amendment	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-06-02	Amendment	View on EDGAR
2021-12-31	2022-02-03	13F-HR	View on EDGAR
2021-09-30	2022-06-02	Amendment	View on EDGAR
2021-09-30	2021-11-03	13F-HR	View on EDGAR
2021-06-30	2022-06-02	Amendment	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2022-06-02	Amendment	View on EDGAR
2021-03-31	2021-05-11	13F-HR	View on EDGAR
2020-12-31	2021-02-01	13F-HR	View on EDGAR
2020-09-30	2020-10-30	13F-HR	View on EDGAR
2020-06-30	2020-08-07	13F-HR	View on EDGAR
2020-03-31	2020-04-30	13F-HR	View on EDGAR
2019-12-31	2020-01-29	13F-HR	View on EDGAR
2019-09-30	2019-10-28	13F-HR	View on EDGAR
2019-06-30	2019-07-31	13F-HR	View on EDGAR
2019-03-31	2019-04-29	13F-HR	View on EDGAR
2018-12-31	2019-01-28	13F-HR	View on EDGAR
2018-09-30	2018-11-09	13F-HR	View on EDGAR
2018-06-30	2018-07-31	13F-HR	View on EDGAR
2018-03-31	2018-05-03	13F-HR	View on EDGAR
2017-12-31	2018-02-12	13F-HR	View on EDGAR
2017-09-30	2017-11-13	13F-HR	View on EDGAR
2017-06-30	2017-08-09	13F-HR	View on EDGAR
2017-03-31	2017-05-02	13F-HR	View on EDGAR
2016-12-31	2017-01-24	13F-HR	View on EDGAR
2016-09-30	2016-11-08	13F-HR	View on EDGAR
2016-06-30	2016-08-05	13F-HR	View on EDGAR
2016-03-31	2016-04-25	13F-HR	View on EDGAR
2015-12-31	2016-02-17	13F-HR	View on EDGAR

FAQ

What is Sheaff Brock Investment Advisors, LLC and what type of investor is it?

Sheaff Brock Investment Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-03-31), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 461 disclosed positions.

What are Sheaff Brock Investment Advisors, LLC's largest equity positions?

Based on the latest 13F filing, Sheaff Brock Investment Advisors, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $115.5M (10.6%) 2. Nvidia CORP (NVDA) — $73.0M (6.7%) 3. Eli Lilly & Co (LLY) — $25.7M (2.4%) 4. Microsoft CORP (MSFT) — $23.8M (2.2%) 5. Amazon.com INC (AMZN) — $20.5M (1.9%)

What changes did Sheaff Brock Investment Advisors, LLC make in its most recent portfolio filing?

In the latest quarter, Sheaff Brock Investment Advisors, LLC was primarily adding exposure — initiating 50 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Apple INC (AAPL); New buy: Nvidia CORP (NVDA); New buy: Eli Lilly & Co (LLY); New buy: Microsoft CORP (MSFT); New buy: Amazon.com INC (AMZN)

What sectors does Sheaff Brock Investment Advisors, LLC focus on?

Sheaff Brock Investment Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 51.3% • Health Care: 13.1% • Financials: 8.8% • Consumer Discretionary: 8.0% • Communication Services: 7.9% • Consumer Staples: 5.1%

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CIK 0001512073

Total reported value

$212.4M

123 stks

2026-03-31

Concentration25.4

Portfolio Stability13.6

Sector conviction100.0

5 of the top 5 holdings overlap, including Nvidia CORP

View detail

Riverpark Capital Management LLC

CIK 0001614704

Total reported value

$51.7M

36 stks

2025-12-31

Stale — no recent filing

Concentration14.7

Portfolio Stability10.5

Sector conviction66.2

5 of the top 5 holdings overlap, including Apple INC

View detail

Fox Hill Wealth Management

CIK 0002016110

Total reported value

$207.9M

117 stks

2026-03-31

Concentration9.5

Portfolio Stability25.6

Sector conviction60.3

5 of the top 5 holdings overlap, including Microsoft CORP

View detail

Sheaff Brock Investment Advisors, LLC 13F Holdings Breakdown

CIK: 0001666789

Diversified strategyHigh-turnover traderContrarian

Total reported value

$1.1B

Reporting period: 2025-03-31 · Number of holdings: 461

Sheaff Brock Investment Advisors, LLC disclosed 461 holdings in its latest 13F filing for the period ending 2025-03-31, with total reported value of $1.1B and a quarterly turnover rate of 200.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 8.69
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 91.55
Diversification: 100
Sizing Uniformity: 70.26

Position sizes vary widely across the portfolio (a coefficient of variation of 2.97), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

New buy AAPL
New buy NVDA
New buy LLY
New buy MSFT
New buy AMZN
New buy IPDP

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 461 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	10.59%	+10.59%	NEW
2	NVDA	Nvidia CORP	Stock-Tech	6.70%	+6.70%	NEW
3	LLY	Eli Lilly & Co	Stock-Healthcare	2.36%	+2.36%	NEW
4	MSFT	Microsoft CORP	Stock-Tech	2.18%	+2.18%	NEW
5	AMZN	Amazon.com INC	Stock-Consumer Disc	1.88%	+1.88%	NEW
6	IPDP	Dividend Performers ETF	ETF-Other	1.77%	+1.77%	NEW
7	IBM	Intl Business Machines CORP	Stock-Tech	1.51%	+1.51%	NEW
8	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.45%	+1.45%	NEW
9	ORCL	Oracle CORP	Stock-Tech	1.41%	+1.41%	NEW
10	META	Meta Platforms Inc-class A	Stock-Comm Services	1.39%	+1.39%	NEW
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.17%	+1.17%	NEW
12	ABBV	Abbvie INC	Stock-Healthcare	1.09%	+1.09%	NEW
13	AVGO	Broadcom INC	Stock-Tech	1.06%	+1.06%	NEW
14	KLAC	Kla CORP	Stock-Tech	1.02%	+1.02%	NEW
15	QCOM	Qualcomm INC	Stock-Tech	0.97%	+0.97%	NEW
16	AXP	American Express Co	Stock-Financials	0.97%	+0.97%	NEW
17	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.95%	+0.95%	NEW
18	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.94%	+0.94%	NEW
19	HD	Home Depot INC	Stock-Consumer Disc	0.93%	+0.93%	NEW
20	OKE	Oneok INC	Stock-Energy	0.93%	+0.93%	NEW
21	IRM	Iron Mountain INC	Stock-Real Estate	0.88%	+0.88%	NEW
22	PLD	Prologis INC	Stock-Real Estate	0.86%	+0.86%	NEW
23	CSCO	Cisco Systems INC	Stock-Tech	0.83%	+0.83%	NEW
24	PH	Parker Hannifin CORP	Stock-Industrials	0.82%	+0.82%	NEW
25	ACN	Accenture plc	Stock-Tech	0.81%	+0.81%	NEW
26	BKR	Baker Hughes Co	Stock-Energy	0.80%	+0.80%	NEW
27	CMI	Cummins INC	Stock-Industrials	0.80%	+0.80%	NEW
28	ALSN	Allison Transmission Holding	Stock-Consumer Disc	0.79%	+0.79%	NEW
29	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.78%	+0.78%	NEW
30	UNH	Unitedhealth Group INC	Stock-Healthcare	0.77%	+0.77%	NEW
31	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.76%	+0.76%	NEW
32	MRK	Merck & Co. INC.	Stock-Healthcare	0.76%	+0.76%	NEW
33	XOM	Exxon Mobil CORP	Stock-Energy	0.76%	+0.76%	NEW
34	V	Visa Inc-class A Shares	Stock-Financials	0.75%	+0.75%	NEW
35	NFLX	Netflix INC	Stock-Comm Services	0.74%	+0.74%	NEW
36	INGR	Ingredion INC	Stock-Consumer Staples	0.73%	+0.73%	NEW
37	TFC	Truist Financial CORP	Stock-Financials	0.73%	+0.73%	NEW
38	CME	Cme Group INC	Stock-Financials	0.73%	+0.73%	NEW
39	ACT	Enact Holdings INC	Stock-Other	0.71%	+0.71%	NEW
40	BR	Broadridge Financial Solutio	Stock-Tech	0.71%	+0.71%	NEW
41	JPM	Jpmorgan Chase & Co	Stock-Financials	0.70%	+0.70%	NEW
42	CI	THE Cigna Group	Stock-Healthcare	0.69%	+0.69%	NEW
43	JNJ	Johnson & Johnson	Stock-Healthcare	0.68%	+0.68%	NEW
44	TXN	Texas Instruments INC	Stock-Tech	0.68%	+0.68%	NEW
45	GL	Globe Life INC	Stock-Financials	0.65%	+0.65%	NEW
46	PAG	Penske Automotive Group INC	Stock-Consumer Disc	0.65%	+0.65%	NEW
47	HUBB	Hubbell INC	Stock-Industrials	0.65%	+0.65%	NEW
48	R	Ryder System INC	Stock-Industrials	0.64%	+0.64%	NEW
49	GD	General Dynamics CORP	Stock-Industrials	0.63%	+0.63%	NEW
50	DELL	Dell Technologies -c	Stock-Tech	0.63%	+0.63%	NEW

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+4.5%

Performance Last 4 Quarters

+23.2%

Based on 76% of reported portfolio value with available pricing

Stdev: +13.4%
Beta: +1
Alpha: -1.1%
Max Drawdown: -9.9%
Annualized Perf: +17.8%
Batting Avg vs S&P: +44.4%
Sortino: +2.64
Stutzer: +0.38
Treynor: +0.17
Sterling: +1.02
Calmar: +1.8
Information Ratio: -0.36
Tracking Error: +3.1%
Stdev Down: +6.6%
Winning Months %: +58.3%
Losing Months %: +41.7%
Best 12 Months: +35.6%
Worst 12 Months: +8.6%
Efficiency Ratio: +0.53
Sharpe: +1.29
Stdev Sectors: +14.7%
Skewness: +0.16
Kurtosis: -0.04
Upside Potential: +4.37

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-03-31	461	$1.1B	100	1AAPL 2NVDA 3LLY Top holdings2025-03-31 1.AAPL 2.NVDA 3.LLY 4.MSFT 5.AMZN 6.IPDP 7.IBM 8.QQQ 9.ORCL 10.META
2024-12-31	452	$1.2B	0	1AAPL 2NVDA 3MSFT Top holdings2024-12-31 1.AAPL 2.NVDA 3.MSFT 4.LLY 5.AMZN 6.IPDP 7.ORCL 8.AVGO 9.QQQ 10.META
2024-09-30	455	$1.1B	0	1AAPL 2NVDA 3LLY Top holdings2024-09-30 1.AAPL 2.NVDA 3.LLY 4.MSFT 5.ORCL 6.AMZN 7.IPDP 8.META 9.HD 10.QQQ
2024-06-30	450	$1.1B	0	1AAPL 2NVDA 3LLY Top holdings2024-06-30 1.AAPL 2.NVDA 3.LLY 4.MSFT 5.AMZN 6.IPDP 7.ORCL 8.MRK 9.QQQ 10.META
2024-03-31	509	$1.6B	0	1SPY 2NVDA 3AAPL Top holdings2024-03-31 1.SPY 2.NVDA 3.AAPL 4.LLY 5.MSFT 6.AMZN 7.IPDP 8.QQQ 9.HD 10.CSCO
2023-12-31	481	$1.3B	0	1SPY 2AAPL 3NVDA Top holdings2023-12-31 1.SPY 2.AAPL 3.NVDA 4.MSFT 5.LLY 6.AMZN 7.IPDP 8.CSCO 9.HD 10.JPM
2023-09-30	459	$1.1B	0	1AAPL 2SPY 3NVDA Top holdings2023-09-30 1.AAPL 2.SPY 3.NVDA 4.MSFT 5.LLY 6.AMZN 7.CSCO 8.APA 9.IPDP 10.MRK
2023-06-30	491	$1.2B	0	1AAPL 2SPY 3NVDA Top holdings2023-06-30 1.AAPL 2.SPY 3.NVDA 4.MSFT 5.LLY 6.AMZN 7.CSCO 8.IPDP 9.ORCL 10.APA
2023-03-31	516	$1.1B	0	1AAPL 2SPY 3MSFT Top holdings2023-03-31 1.AAPL 2.SPY 3.MSFT 4.NVDA 5.CSCO 6.LLY 7.IPDP 8.APA 9.JPM 10.AMZN
2022-12-31	509	$1.0B	0	1SPY 2AAPL 3APA Top holdings2022-12-31 1.SPY 2.AAPL 3.APA 4.MSFT 5.DVY 6.LLY 7.CSCO 8.COP 9.ABBV 10.HD
2022-09-30	496	$930.9M	0	1AAPL 2SPY 3AMZN Top holdings2022-09-30 1.AAPL 2.SPY 3.AMZN 4.MSFT 5.LLY 6.JNJ 7.CSCO 8.IPDP 9.HD 10.ABBV
2022-06-30	497	$1.2B	0	1SPY 2AAPL 3MSFT Top holdings2022-06-30 1.SPY 2.AAPL 3.MSFT 4.NVDA 5.LLY 6.AMZN 7.JNJ 8.IPDP 9.CSCO 10.ABBV
2022-03-31	536	$1.4B	0	1SPY 2AAPL 3AMZN Top holdings2022-03-31 1.SPY 2.AAPL 3.AMZN 4.NVDA 5.GOOG 6.MSFT 7.CSCO 8.IPDP 9.LLY 10.JPM
2021-12-31	543	$1.5B	0	1SPY 2AAPL 3AMZN Top holdings2021-12-31 1.SPY 2.AAPL 3.AMZN 4.NVDA 5.GOOG 6.MSFT 7.CSCO 8.JPM 9.LLY 10.QCOM
2021-09-30	549	$1.4B	0	1SPY 2AAPL 3AMZN Top holdings2021-09-30 1.SPY 2.AAPL 3.AMZN 4.MSFT 5.NVDA 6.JPM 7.CSCO 8.HD 9.DIS 10.JNJ
2021-06-30	523	$1.4B	0	1SPY 2AAPL 3AMZN Top holdings2021-06-30 1.SPY 2.AAPL 3.AMZN 4.MSFT 5.NVDA 6.CSCO 7.JPM 8.JNJ 9.DIS 10.LLY
2021-03-31	501	$1.3B	0	1SPY 2AAPL 3AMZN Top holdings2021-03-31 1.SPY 2.AAPL 3.AMZN 4.CSCO 5.DIS 6.JNJ 7.MSFT 8.NVDA 9.HD 10.JPM
2020-12-31	483	$1.2B	20	1SPY 2AAPL 3AMZN Top holdings2020-12-31 1.SPY 2.AAPL 3.AMZN 4.DIS 5.JPM 6.CSCO 7.MSFT 8.QCOM 9.HD 10.NVDA
2020-09-30	463	$1.1B	19	1SPY 2AAPL 3AMZN Top holdings2020-09-30 1.SPY 2.AAPL 3.AMZN 4.CSCO 5.MSFT 6.HD 7.NVDA 8.DIS 9.PG 10.VZ
2020-06-30	456	$1.0B	37	1SPY 2AAPL 3AMZN Top holdings2020-06-30 1.SPY 2.AAPL 3.AMZN 4.CSCO 5.MSFT 6.HD 7.INTC 8.VZ 9.JPM 10.DIS
2020-03-31	414	$755.9M	37	1SPY 2AAPL 3CSCO Top holdings2020-03-31 1.SPY 2.AAPL 3.CSCO 4.VZ 5.INTC 6.AMZN 7.HD 8.JPM 9.BMY 10.ABBV
2019-12-31	477	$1.0B	20	1SPY 2AAPL 3XOM Top holdings2019-12-31 1.SPY 2.AAPL 3.XOM 4.CSCO 5.INTC 6.JPM 7.AMZN 8.VZ 9.DIS 10.BMY
2019-09-30	466	$924.4M	17	1SPY 2AAPL 3XOM Top holdings2019-09-30 1.SPY 2.AAPL 3.XOM 4.CSCO 5.JPM 6.BA 7.HD 8.AMZN 9.VZ 10.TXN
2019-06-30	496	$930.3M	35	1SPY 2AAPL 3XOM Top holdings2019-06-30 1.SPY 2.AAPL 3.XOM 4.AMZN 5.CSCO 6.BA 7.HD 8.JPM 9.VZ 10.DIS
2019-03-31	513	$821.9M	32	1SPY 2AAPL 3XOM Top holdings2019-03-31 1.SPY 2.AAPL 3.XOM 4.CSCO 5.AMZN 6.INTC 7.HD 8.VZ 9.BA 10.JPM
2018-12-31	478	$636.2M	58	1AAPL 2XOM 3CSCO Top holdings2018-12-31 1.AAPL 2.XOM 3.CSCO 4.VZ 5.INTC 6.JPM 7.AMZN 8.HD 9.BA 10.WBA
2018-09-30	529	$1.1B	16	1SPY 2AAPL 3AMZN Top holdings2018-09-30 1.SPY 2.AAPL 3.AMZN 4.XOM 5.BA 6.JPM 7.HD 8.INTC 9.UPS 10.PFE
2018-06-30	549	$1.0B	20	1SPY 2AAPL 3AMZN Top holdings2018-06-30 1.SPY 2.AAPL 3.AMZN 4.XOM 5.BA 6.JPM 7.HD 8.TXN 9.INTC 10.UPS
2018-03-31	557	$966.3M	43	1SPY 2AAPL 3XOM Top holdings2018-03-31 1.SPY 2.AAPL 3.XOM 4.BA 5.AMZN 6.INTC 7.JPM 8.T 9.HD 10.TXN
2017-12-31	529	$771.2M	18	1AAPL 2XOM 3META Top holdings2017-12-31 1.AAPL 2.XOM 3.META 4.T 5.BA 6.UPS 7.JPM 8.INTC 9.WMT 10.HD
2017-09-30	567	$761.1M	24	1AAPL 2XOM 3T Top holdings2017-09-30 1.AAPL 2.XOM 3.T 4.META 5.UPS 6.BA 7.HOMB 8.JPM 9.ABBV 10.DD
2017-06-30	606	$759.5M	25	1AAPL 2XOM 3META Top holdings2017-06-30 1.AAPL 2.XOM 3.META 4.UPS 5.BA 6.HOMB 7.JPM 8.DIS 9.HD 10.INTC
2017-03-31	603	$769.0M	24	1AAPL 2XOM 3META Top holdings2017-03-31 1.AAPL 2.XOM 3.META 4.DIS 5.HOMB 6.IBM 7.VZ 8.UPS 9.BA 10.INTC
2016-12-31	618	$790.6M	26	1AAPL 2XOM 3META Top holdings2016-12-31 1.AAPL 2.XOM 3.META 4.VZ 5.HOMB 6.UPS 7.IBM 8.DIS 9.INTC 10.PFE
2016-09-30	701	$749.2M	22	1AAPL 2XOM 3META Top holdings2016-09-30 1.AAPL 2.XOM 3.META 4.UPS 5.VZ 6.INTC 7.T 8.JNJ 9.IBM 10.DIS
2016-06-30	764	$788.0M	24	1AAPL 2XOM 3UPS Top holdings2016-06-30 1.AAPL 2.XOM 3.UPS 4.META 5.VZ 6.T 7.JNJ 8.IBM 9.DIS 10.INTC
2016-03-31	797	$814.4M	31	1AAPL 2XOM 3T Top holdings2016-03-31 1.AAPL 2.XOM 3.T 4.META 5.VZ 6.MSFT 7.IBM 8.UPS 9.DIS 10.INTC
2015-12-31	855	$882.9M	0	1AAPL 2XOM 3T Top holdings2015-12-31 1.AAPL 2.XOM 3.T 4.VZ 5.MSFT 6.INTC 7.META 8.JNJ 9.DIS 10.JPM

Holding changes this quarter

Position changes disclosed by Sheaff Brock Investment Advisors, LLC for the quarter ending 2025-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AAPL	Apple INC	—	NEW	New buy
2	NVDA	Nvidia CORP	—	NEW	New buy
3	LLY	Eli Lilly & Co	—	NEW	New buy
4	MSFT	Microsoft CORP	—	NEW	New buy
5	AMZN	Amazon.com INC	—	NEW	New buy
6	IPDP	Dividend Performers ETF	—	NEW	New buy
7	IBM	Intl Business Machines CORP	—	NEW	New buy
8	QQQ	Invesco Qqq Trust Series 1	—	NEW	New buy
9	ORCL	Oracle CORP	—	NEW	New buy
10	META	Meta Platforms Inc-class A	—	NEW	New buy
11	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	New buy
12	ABBV	Abbvie INC	—	NEW	New buy
13	AVGO	Broadcom INC	—	NEW	New buy
14	KLAC	Kla CORP	—	NEW	New buy
15	QCOM	Qualcomm INC	—	NEW	New buy
16	AXP	American Express Co	—	NEW	New buy
17	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	New buy
18	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
19	HD	Home Depot INC	—	NEW	New buy
20	OKE	Oneok INC	—	NEW	New buy
21	IRM	Iron Mountain INC	—	NEW	New buy
22	PLD	Prologis INC	—	NEW	New buy
23	CSCO	Cisco Systems INC	—	NEW	New buy
24	PH	Parker Hannifin CORP	—	NEW	New buy
25	ACN	Accenture plc	—	NEW	New buy
26	BKR	Baker Hughes Co	—	NEW	New buy
27	CMI	Cummins INC	—	NEW	New buy
28	ALSN	Allison Transmission Holding	—	NEW	New buy
29	DIA	Ss Spdr Dow Jones Indus Avg	—	NEW	New buy
30	UNH	Unitedhealth Group INC	—	NEW	New buy
31	PG	Procter & Gamble Co/the	—	NEW	New buy
32	MRK	Merck & Co. INC.	—	NEW	New buy
33	XOM	Exxon Mobil CORP	—	NEW	New buy
34	V	Visa Inc-class A Shares	—	NEW	New buy
35	NFLX	Netflix INC	—	NEW	New buy
36	INGR	Ingredion INC	—	NEW	New buy
37	TFC	Truist Financial CORP	—	NEW	New buy
38	CME	Cme Group INC	—	NEW	New buy
39	ACT	Enact Holdings INC	—	NEW	New buy
40	BR	Broadridge Financial Solutio	—	NEW	New buy
41	JPM	Jpmorgan Chase & Co	—	NEW	New buy
42	CI	THE Cigna Group	—	NEW	New buy
43	JNJ	Johnson & Johnson	—	NEW	New buy
44	TXN	Texas Instruments INC	—	NEW	New buy
45	GL	Globe Life INC	—	NEW	New buy
46	PAG	Penske Automotive Group INC	—	NEW	New buy
47	HUBB	Hubbell INC	—	NEW	New buy
48	R	Ryder System INC	—	NEW	New buy
49	GD	General Dynamics CORP	—	NEW	New buy
50	DELL	Dell Technologies -c	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-01-30	13F-HR	View on EDGAR
2024-09-30	2024-11-06	13F-HR	View on EDGAR
2024-06-30	2024-07-30	13F-HR	View on EDGAR
2024-03-31	2024-05-14	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-08	13F-HR	View on EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-01	13F-HR	View on EDGAR
2022-12-31	2023-02-13	13F-HR	View on EDGAR
2022-09-30	2022-11-03	13F-HR	View on EDGAR
2022-06-30	2022-08-02	13F-HR	View on EDGAR
2022-03-31	2022-05-16	Amendment	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-06-02	Amendment	View on EDGAR
2021-12-31	2022-02-03	13F-HR	View on EDGAR
2021-09-30	2022-06-02	Amendment	View on EDGAR
2021-09-30	2021-11-03	13F-HR	View on EDGAR
2021-06-30	2022-06-02	Amendment	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2022-06-02	Amendment	View on EDGAR
2021-03-31	2021-05-11	13F-HR	View on EDGAR
2020-12-31	2021-02-01	13F-HR	View on EDGAR
2020-09-30	2020-10-30	13F-HR	View on EDGAR
2020-06-30	2020-08-07	13F-HR	View on EDGAR
2020-03-31	2020-04-30	13F-HR	View on EDGAR
2019-12-31	2020-01-29	13F-HR	View on EDGAR
2019-09-30	2019-10-28	13F-HR	View on EDGAR
2019-06-30	2019-07-31	13F-HR	View on EDGAR
2019-03-31	2019-04-29	13F-HR	View on EDGAR
2018-12-31	2019-01-28	13F-HR	View on EDGAR
2018-09-30	2018-11-09	13F-HR	View on EDGAR
2018-06-30	2018-07-31	13F-HR	View on EDGAR
2018-03-31	2018-05-03	13F-HR	View on EDGAR
2017-12-31	2018-02-12	13F-HR	View on EDGAR
2017-09-30	2017-11-13	13F-HR	View on EDGAR
2017-06-30	2017-08-09	13F-HR	View on EDGAR
2017-03-31	2017-05-02	13F-HR	View on EDGAR
2016-12-31	2017-01-24	13F-HR	View on EDGAR
2016-09-30	2016-11-08	13F-HR	View on EDGAR
2016-06-30	2016-08-05	13F-HR	View on EDGAR
2016-03-31	2016-04-25	13F-HR	View on EDGAR
2015-12-31	2016-02-17	13F-HR	View on EDGAR