Sheaff Brock Investment Advisors, LLC Top Holdings and 13F Report (2025) About Sheaff Brock Investment Advisors, LLCInvestment ActivitySheaff Brock Investment Advisors, LLC has $1.09 billion in total holdings as of March 31, 2025.Sheaff Brock Investment Advisors, LLC owns shares of 460 different stocks, but just 100 companies or ETFs make up 80% of its holdings.Approximately 6.56% of the portfolio was purchased this quarter.About 11.53% of the portfolio was sold this quarter.This quarter, Sheaff Brock Investment Advisors, LLC has purchased 453 new stocks and bought additional shares in 167 stocks.Sheaff Brock Investment Advisors, LLC sold shares of 155 stocks and completely divested from 29 stocks this quarter.Largest Holdings Apple $115,450,643NVIDIA $73,037,868Eli Lilly and Company $25,726,019Microsoft $23,757,330Amazon.com $20,469,884 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $10,379,741 Holding783549108 - Ryder System $6,926,465 Holding204166102 - Commvault Systems $1,878,922 Holding218352102 - Corcept Therapeutics $951,339 Holding46090A887 - Invesco Ultra Short Duration ETF $877,100 Holding Largest Purchases this Quarter Invesco QQQ 33,004 shares (about $15.48M)Berkshire Hathaway 13 shares (about $10.38M)Ryder System 48,164 shares (about $6.93M)Visa 12,615 shares (about $4.42M)Johnson & Johnson 26,304 shares (about $4.36M) Largest Sales this Quarter NVIDIA 677,466 shares (about $73.42M)Lockheed Martin 13,004 shares (about $5.81M)Honeywell International 18,132 shares (about $3.84M)Apple 17,046 shares (about $3.79M)Merck & Co., Inc. 34,505 shares (about $3.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSheaff Brock Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$115,450,643$3,786,425 ▼-3.2%519,74410.6%Computer and TechnologyNVDANVIDIA$73,037,868$396,779 ▼-0.5%673,9056.7%Computer and TechnologyLLYEli Lilly and Company$25,726,019$901,059 ▼-3.4%31,1492.4%MedicalMSFTMicrosoft$23,757,330$79,207 ▼-0.3%63,2872.2%Computer and TechnologyAMZNAmazon.com$20,469,884$453,009 ▲2.3%107,5891.9%Retail/WholesaleIPDPDividend Performers ETF$19,248,691$128,489 ▼-0.7%1,008,2071.8%ETFIBMInternational Business Machines$16,498,386$84,545 ▼-0.5%66,3491.5%Computer and TechnologyQQQInvesco QQQ$15,851,335$15,476,200 ▲4,125.5%33,8041.5%FinanceORCLOracle$15,393,371$287,450 ▲1.9%110,1021.4%Computer and TechnologyMETAMeta Platforms$15,165,371$159,077 ▼-1.0%26,3121.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$12,723,730$199,700 ▲1.6%22,7461.2%FinanceABBVAbbVie$11,929,353$803,503 ▼-6.3%56,9371.1%MedicalAVGOBroadcom$11,503,440$1,210,016 ▼-9.5%68,7061.1%Computer and TechnologyKLACKLA$11,107,622$41,467 ▼-0.4%16,3401.0%Computer and TechnologyQCOMQUALCOMM$10,609,277$136,867 ▲1.3%69,0661.0%Computer and TechnologyAXPAmerican Express$10,587,158$102,508 ▲1.0%39,3501.0%FinanceBRK.ABerkshire Hathaway$10,379,741$10,379,741 ▲New Holding131.0%FinanceGOOGLAlphabet$10,265,235$1,256,305 ▼-10.9%66,3810.9%Computer and TechnologyHDHome Depot$10,154,649$55,340 ▲0.5%27,7080.9%Retail/WholesaleOKEONEOK$10,093,194$82,154 ▼-0.8%101,7250.9%EnergyIRMIron Mountain$9,576,560$73,564 ▼-0.8%111,3040.9%Business ServicesPLDPrologis$9,388,346$232,076 ▲2.5%83,9820.9%FinanceCSCOCisco Systems$9,060,736$342,119 ▼-3.6%146,8280.8%Computer and TechnologyPHParker-Hannifin$8,909,371$234,025 ▼-2.6%14,6570.8%IndustrialsACNAccenture$8,833,458$57,727 ▲0.7%28,3090.8%Computer and TechnologyBKRBaker Hughes$8,770,028$428,951 ▲5.1%199,5460.8%EnergyCMICummins$8,670,168$53,912 ▼-0.6%27,6610.8%Auto/Tires/TrucksALSNAllison Transmission$8,616,304$135,660 ▼-1.6%90,0630.8%Auto/Tires/TrucksDIASPDR Dow Jones Industrial Average ETF Trust$8,550,095$4,199 ▼0.0%20,3630.8%FinanceUNHUnitedHealth Group$8,383,854$69,660 ▼-0.8%16,0070.8%MedicalPGProcter & Gamble$8,317,707$83,165 ▲1.0%48,8070.8%Consumer StaplesMRKMerck & Co., Inc.$8,313,450$3,097,157 ▼-27.1%92,6190.8%MedicalXOMExxon Mobil$8,269,404$219,425 ▼-2.6%69,5320.8%EnergyVVisa$8,169,345$4,421,119 ▲118.0%23,3100.7%Business ServicesNFLXNetflix$8,057,992$742,294 ▼-8.4%8,6410.7%Consumer DiscretionaryINGRIngredion$7,981,852$43,943 ▲0.6%59,0330.7%Consumer StaplesTFCTruist Financial$7,937,330$300,683 ▼-3.6%192,8880.7%FinanceCMECME Group$7,911,960$22,815 ▲0.3%29,8240.7%FinanceACTEnact$7,732,543$234,041 ▲3.1%222,5190.7%FinanceBRBroadridge Financial Solutions$7,717,260$14,305 ▼-0.2%31,8290.7%Business ServicesJPMJPMorgan Chase & Co.$7,666,233$65,251 ▼-0.8%31,2520.7%FinanceCIThe Cigna Group$7,494,707$147,723 ▲2.0%22,7800.7%MedicalJNJJohnson & Johnson$7,396,432$4,362,236 ▲143.8%44,6000.7%MedicalTXNTexas Instruments$7,365,735$32,166 ▲0.4%40,9890.7%Computer and TechnologyGLGlobe Life$7,137,0840.0%54,1840.7%FinancePAGPenske Automotive Group$7,101,676$23,757 ▲0.3%49,3240.7%Retail/WholesaleHUBBHubbell$7,074,936$14,229 ▼-0.2%21,3800.6%IndustrialsRRyder System$6,926,465$6,926,465 ▲New Holding48,1640.6%TransportationGDGeneral Dynamics$6,901,821$149,648 ▲2.2%25,3200.6%AerospaceDELLDell Technologies$6,892,490$60,432 ▲0.9%75,6170.6%Computer and TechnologyPMPhilip Morris International$6,854,362$17,301 ▲0.3%43,1830.6%Consumer StaplesIPPPPreferred-Plus ETF$6,803,142$14,055 ▼-0.2%700,4020.6%ETFTSLATesla$6,775,509$243,093 ▲3.7%26,1440.6%Auto/Tires/TrucksCRMSalesforce$6,673,028$372,215 ▲5.9%24,8660.6%Computer and TechnologyGOOGAlphabet$6,302,487$1,211,722 ▼-16.1%40,3410.6%Computer and TechnologyAFGAmerican Financial Group$6,095,047$245,210 ▲4.2%46,4070.6%FinanceISRGIntuitive Surgical$5,954,136$5,943 ▲0.1%12,0220.5%MedicalCVXChevron$5,504,994$130,820 ▼-2.3%32,9070.5%EnergyCATCaterpillar$5,397,879$43,864 ▼-0.8%16,3670.5%IndustrialsAJGArthur J. Gallagher & Co.$5,162,378$16,572 ▼-0.3%14,9530.5%FinanceCOSTCostco Wholesale$4,873,350$94,573 ▲2.0%5,1530.4%Retail/WholesaleTRVTravelers Companies$4,727,192$117,419 ▼-2.4%17,8750.4%FinanceBRK.BBerkshire Hathaway$4,675,521$9,054 ▲0.2%8,7790.4%FinanceWMTWalmart$4,654,990$476,262 ▲11.4%53,0240.4%Retail/WholesaleMOAltria Group$4,517,816$517,671 ▼-10.3%75,2720.4%Consumer StaplesVTIVanguard Total Stock Market ETF$4,421,237$57,440 ▼-1.3%16,0870.4%ETFTCBKTriCo Bancshares$4,378,3140.0%109,5400.4%FinanceUPSUnited Parcel Service$4,264,935$43,006 ▲1.0%38,7760.4%TransportationKOCoca-Cola$4,174,037$69,472 ▲1.7%58,2800.4%Consumer StaplesVOOVanguard S&P 500 ETF$3,884,682$256,443 ▲7.1%7,5590.4%ETFMAMastercard$3,553,436$2,741 ▼-0.1%6,4830.3%Business ServicesAMEAMETEK$3,315,7610.0%19,2620.3%Computer and TechnologyMCDMcDonald's$3,267,970$254,890 ▼-7.2%10,4620.3%Retail/WholesaleAMDAdvanced Micro Devices$3,160,694$1,289,798 ▼-29.0%30,7640.3%Computer and TechnologyBACBank of America$3,120,323$167 ▼0.0%74,7740.3%FinanceGMEDGlobus Medical$2,854,288$8,711 ▼-0.3%38,9930.3%MedicalSPGSimon Property Group$2,798,419$44,177 ▼-1.6%16,8500.3%FinanceLOWLowe's Companies$2,732,696$9,329 ▲0.3%11,7170.3%Retail/WholesaleTWTradeweb Markets$2,685,199$36,076 ▼-1.3%18,0870.2%FinanceFFord Motor$2,614,027$175,033 ▼-6.3%260,6210.2%Auto/Tires/TrucksARISTA NETWORKS INC$2,597,363$66,478 ▼-2.5%33,5230.2%COM SHSBABoeing$2,578,851$2,408,303 ▲1,412.1%15,1210.2%AerospaceWELLWelltower$2,541,194$157,044 ▼-5.8%16,5860.2%FinanceDISWalt Disney$2,513,149$24,182 ▼-1.0%25,4620.2%Consumer DiscretionaryVZVerizon Communications$2,487,058$4,944 ▼-0.2%54,8290.2%Computer and TechnologyCTASCintas$2,464,086$27,130 ▼-1.1%11,9890.2%Business ServicesADBEAdobe$2,457,277$126,181 ▼-4.9%6,4070.2%Computer and TechnologyPGRProgressive$2,451,150$14,717 ▲0.6%8,6610.2%FinanceGWWW.W. Grainger$2,368,758$13,829 ▼-0.6%2,3980.2%IndustrialsLPLALPL Financial$2,355,519$57,907 ▼-2.4%7,2000.2%FinanceMRVLMarvell Technology$2,321,315$33,864 ▼-1.4%37,7020.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,249,275$144,955 ▲6.9%10,8930.2%ETFTSCOTractor Supply$2,209,051$574,082 ▼-20.6%40,0920.2%Retail/WholesaleEPDEnterprise Products Partners$2,106,192$41,002 ▲2.0%61,6930.2%EnergyEXLSExlService$2,079,554$64,064 ▼-3.0%44,0490.2%Business ServicesEMEEMCOR Group$2,074,509$12,938 ▼-0.6%5,6120.2%ConstructionVEEVVeeva Systems$2,072,626$8,339 ▲0.4%8,9480.2%MedicalCDNSCadence Design Systems$2,068,721$3,561 ▼-0.2%8,1340.2%Computer and TechnologyMDLZMondelez International$2,065,712$57,673 ▲2.9%30,4450.2%Consumer StaplesSNPSSynopsys$1,974,855$27,018 ▲1.4%4,6050.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. 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