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CIK: 0001666789
Total reported value
$1.1B
$1.1B
446 檔
27.5%
As reported in its official Q4 2024 Form 13F filing, Sheaff Brock Investment Advisors, LLC's tracked investment portfolio stood at $1.1B with 446 total positions.
During Q4 2024, Sheaff Brock Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 446 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.69% | +10.59% | NEW | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.91% | +6.70% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | +2.18% | NEW | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.16% | +2.36% | NEW | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +1.88% | NEW | |
| 6 | IPDP | Dividend Performers ETF | ETF-Other | 1.70% | +1.77% | NEW | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 1.57% | +1.41% | NEW | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.53% | +1.06% | NEW | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.48% | +1.45% | NEW | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | +1.39% | NEW | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 1.27% | +1.51% | NEW | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.94% | NEW | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +1.17% | NEW | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.10% | +0.76% | NEW | |
| 15 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.03% | +0.88% | NEW | |
| 16 | AXP | American Express Co | Stock-Financials | 1.01% | +0.97% | NEW | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +1.09% | NEW | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | +0.93% | NEW | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 0.91% | +0.97% | NEW | |
| 20 | KLAC | Kla CORP | Stock-Tech | 0.90% | +1.02% | NEW | |
| 21 | OKE | Oneok Inc | Stock-Energy | 0.90% | +0.93% | NEW | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | — | +1.54% | |
| 23 | ACN | Accenture plc | Stock-Tech | 0.86% | +0.81% | NEW | |
| 24 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.86% | +0.79% | NEW | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 0.84% | +0.80% | NEW | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 0.83% | +0.82% | NEW | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | — | -0.46% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.83% | NEW | |
| 29 | HUBB | Hubbell Inc | Stock-Industrials | 0.78% | +0.65% | NEW | |
| 30 | TFC | Truist Financial CORP | Stock-Financials | 0.76% | +0.73% | NEW | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.75% | +0.78% | NEW | |
| 32 | PLD | Prologis Inc | Stock-Real Estate | 0.75% | +0.86% | NEW | |
| 33 | DELL | Dell Technologies -c | Stock-Tech | 0.75% | +0.63% | NEW | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | +0.74% | NEW | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.72% | — | -14.17% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | +0.77% | NEW | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | +0.76% | NEW | |
| 38 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.70% | +0.73% | NEW | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.68% | — | -10.33% | |
| 40 | BKR | Baker Hughes Co | Stock-Energy | 0.68% | +0.80% | NEW | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | +0.76% | NEW | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.67% | +0.68% | NEW | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.70% | NEW | |
| 44 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 0.65% | +0.65% | NEW | |
| 45 | BR | Broadridge Financial Solutio | Stock-Tech | 0.63% | +0.71% | NEW | |
| 46 | ✓ | Listed Fd Tr | Stock-Other | 0.61% | — | +2.18% | |
| 47 | ACT | Enact Holdings Inc | Stock-Other | 0.61% | +0.71% | NEW | |
| 48 | CME | Cme Group Inc | Stock-Financials | 0.60% | +0.73% | NEW | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.57% | +0.63% | NEW | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.55% | — | -0.17% |
According to official SEC Form 13F filings, Sheaff Brock Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 446 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 27.5% of total reported equity market value during Q4 2024.
During Q4 2024, Sheaff Brock Investment Advisors, LLC's top holdings by market value included AAPL (11.7%)、NVDA (7.9%)、MSFT (2.3%). The largest single position, AAPL, represented 11.7% of total portfolio value.
In Q4 2024, Sheaff Brock Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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