StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Sheaff Brock Investment Advisors, Llc reports $1.09B in US-listed equity holdings across 461 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.6%), NVDA (6.7%) and LLY (2.4%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sheaff Brock Investment Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1666789). View Sheaff Brock Investment Advisors, Llc’s 13F filings on SEC