Top 50 Sheaff Brock Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.59% | 519.7K | $115.5M | -3.18%(-17.05K) | — | 2025-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.7% | 674.0K | $73.0M | -0.53%(-3.56K) | — | 2025-03-31 | |
| LLY | ELI LILLY & CO | 2.36% | 31.1K | $25.7M | -3.38%(-1.09K) | — | 2025-03-31 | |
| MSFT | MICROSOFT CORP | 2.18% | 63.3K | $23.8M | -0.33%(-211) | — | 2025-03-31 | |
| AMZN | AMAZON COM INC | 1.88% | 107.6K | $20.5M | +2.26%(+2.38K) | — | 2025-03-31 | |
| IPDP | LISTED FD TR | 1.77% | 1.01M | $19.2M | -0.66%(-6.73K) | — | 2025-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 1.51% | 66.3K | $16.5M | -0.51%(-340) | — | 2025-03-31 | |
| QQQ | INVESCO QQQ TR | 1.45% | 33.8K | $15.9M | +1.48%(+493) | — | 2025-03-31 | |
| ORCL | ORACLE CORP | 1.41% | 110.1K | $15.4M | +1.90%(+2.06K) | — | 2025-03-31 | |
| META | META PLATFORMS INC | 1.39% | 26.3K | $15.2M | -1.04%(-276) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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