Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sheaff Brock Investment Advisors, LLC (CIK 1666789) reported $1.09B across 443 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: AAPL ($115.5M, 10.59%), NVDA ($73.0M, 6.70%), LLY ($25.7M, 2.36%), MSFT ($23.8M, 2.18%), AMZN ($20.5M, 1.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $115.5M | 10.59% | 519,744 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $73.0M | 6.70% | 674,005 | Trimmed |
| 3 | LLY | ELI LILLY & CO | $25.7M | 2.36% | 31,149 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $23.8M | 2.18% | 63,287 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $20.5M | 1.88% | 107,589 | Added |
| 6 | IPDP | LISTED FD TR | $19.2M | 1.77% | 1.0M | Trimmed |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | $16.5M | 1.51% | 66,349 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $15.9M | 1.45% | 33,804 | Added |
| 9 | ORCL | ORACLE CORP | $15.4M | 1.41% | 110,102 | Added |
| 10 | META | META PLATFORMS INC | $15.2M | 1.39% | 26,312 | Trimmed |
| 11 | SPY | SPDR S&P 500 ETF TR | $12.7M | 1.17% | 22,746 | Added |
| 12 | ABBV | ABBVIE INC | $11.9M | 1.09% | 56,937 | Trimmed |
| 13 | AVGO | BROADCOM INC | $11.5M | 1.06% | 68,706 | Trimmed |
| 14 | KLAC | KLA CORP | $11.1M | 1.02% | 16,340 | Trimmed |
| 15 | QCOM | QUALCOMM INC | $10.6M | 0.97% | 69,066 | Added |
| 16 | AXP | AMERICAN EXPRESS CO | $10.6M | 0.97% | 39,350 | Added |
| 17 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $10.4M | 0.95% | 13 | New |
| 18 | GOOGL | ALPHABET INC | $10.3M | 0.94% | 66,381 | Trimmed |
| 19 | OKE | ONEOK INC NEW | $10.1M | 0.93% | 101,725 | Trimmed |
| 20 | HD | HOME DEPOT INC | $10.2M | 0.93% | 27,708 | Added |
| 21 | IRM | IRON MTN INC DEL | $9.6M | 0.88% | 111,304 | Trimmed |
| 22 | PLD | PROLOGIS INC. | $9.4M | 0.86% | 83,982 | Added |
| 23 | CSCO | CISCO SYS INC | $9.1M | 0.83% | 146,828 | Trimmed |
| 24 | PH | PARKER-HANNIFIN CORP | $8.9M | 0.82% | 14,657 | Trimmed |
| 25 | ACN | ACCENTURE PLC IRELAND | $8.8M | 0.81% | 28,309 | Added |
Source: SEC Form 13F filings · as of 2025-03-31