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Showing Q1 2025 data
Sheaff Brock Investment Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Sheaff Brock Investment Advisors, LLC
•CIK: 1666789•Filing: Q1 2025
**Sheaff Brock Investment Advisors, LLC** manages $1.1B across a diversified portfolio of 451 positions. The firm maintains significant exposure to mega-cap technology and healthcare names, with top holdings including AAPL at $115.5M and NVDA at $73.0M. Further notable allocations include LLY ($25.7M), MSFT ($23.8M), and AMZN ($20.5M). This concentration suggests a conviction-driven approach targeting established market leaders.
Total AUM
$1.1B
QoQ Performance
-5.4%
Positions
401
Top 10 Concentration
34.1%
Latest Filing
Q1 2025
Top Holdings Allocation
AAPL
NVDA
AAPL10.7%
NVDA6.7%
LLY2.4%
MSFT2.2%
AMZN1.9%
LISTED1.8%
IBM1.5%
NDQ1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.7%
Technology33.8%
Healthcare7.3%
Consumer5.7%
Financial5.2%
ETF1.8%
Real Estate1.8%
Communication1.4%
🚪 Exited Positionssold since Q4 2024
+245 more exited positions
Changes from Q4 2024
NEW6 new positions
↑81 increased
↓94 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023