Investor Details
| Filer Name: | SHEAFF BROCK INVESTMENT ADVISORS, LLC |
|---|---|
| CIK: | 1666789 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-30 |
| Number of Holdings: | 451 |
| Portfolio Value: | $1.15B |
Sheaff Brock Investment Advisors, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 536,790 | $134M | 11.69% | -1.4% | - |
| NVDA | US | NVIDIA CORP | 677,566 | $91M | 7.91% | -0.8% | - |
| MSFT | US | MICROSOFT CORP | 63,498 | $27M | 2.33% | -0.9% | - |
| LLY | US | ELI LILLY & CO | 32,240 | $25M | 2.16% | 0.7% | - |
| AMZN | US | AMAZON.COM INC | 105,208 | $23M | 2.01% | -0.6% | - |
| IPDP | US | DIVIDEND PERFORMERS ETF | 1,014,937 | $19M | 1.70% | 2.5% | - |
| ORCL | US | ORACLE CORP | 108,046 | $18M | 1.57% | -9.7% | - |
| AVGO | US | BROADCOM INC | 75,933 | $18M | 1.53% | -3.4% | - |
| QQQ | US | INVESCO QQQ TRUST SERIES 1 | 32,511 | $17M | 1.45% | -97.4% | - |
| META | US | META PLATFORMS INC-CLASS A | 26,588 | $16M | 1.35% | -5.4% | - |
| IBM | US | INTL BUSINESS MACHINES CORP | 66,689 | $15M | 1.27% | 319.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 74,505 | $14M | 1.23% | -1.7% | - |
| SPY | US | SPDR S&P 500 ETF TRUST | 22,389 | $13M | 1.14% | 17.2% | - |
| MRK | US | MERCK & CO. INC. | 127,124 | $13M | 1.10% | 3.6% | - |
| IRM | US | IRON MOUNTAIN INC | 112,159 | $12M | 1.03% | -4.8% | - |
| AXP | US | AMERICAN EXPRESS CO | 38,969 | $12M | 1.01% | -1.2% | - |
| ABBV | US | ABBVIE INC | 60,772 | $11M | 0.94% | -0.4% | - |
| HD | US | HOME DEPOT INC | 27,557 | $11M | 0.93% | -28.9% | - |
| QCOM | US | QUALCOMM INC | 68,175 | $10M | 0.91% | 0.4% | - |
| OKE | US | ONEOK INC | 102,553 | $10M | 0.90% | -2.1% | - |