§ 13F · FUND PROFILE
Sheaff Brock Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 461Turnover · — · Q1Filed · May 7, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 7, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 520K | $115.5T | 10.6% | — |
| 2 | NVDA | NVIDIA CORPORATION | 674K | $73.0T | 6.7% | — |
| 3 | LLY | ELI LILLY & CO | 31K | $25.7T | 2.4% | — |
| 4 | MSFT | MICROSOFT CORP | 63K | $23.8T | 2.2% | — |
| 5 | AMZN | AMAZON COM INC | 108K | $20.5T | 1.9% | — |
| 6 | IPDP | LISTED FD TR | 1.01M | $19.2T | 1.8% | — |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | 66K | $16.5T | 1.5% | — |
| 8 | QQQ | INVESCO QQQ TR | 34K | $15.9T | 1.5% | — |
| 9 | ORCL | ORACLE CORP | 110K | $15.4T | 1.4% | — |
| 10 | META | META PLATFORMS INC | 26K | $15.2T | 1.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHEAFF SIGNAL
AC read
Sheaff Brock Investment Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed