Sheaff Brock Investment Advisors, LLC Top Holdings and 13F Report (2025) About Sheaff Brock Investment Advisors, LLCInvestment ActivitySheaff Brock Investment Advisors, LLC has $1.15 billion in total holdings as of December 31, 2024.Sheaff Brock Investment Advisors, LLC owns shares of 451 different stocks, but just 94 companies or ETFs make up 80% of its holdings.Approximately 5.46% of the portfolio was purchased this quarter.About 7.70% of the portfolio was sold this quarter.This quarter, Sheaff Brock Investment Advisors, LLC has purchased 460 new stocks and bought additional shares in 155 stocks.Sheaff Brock Investment Advisors, LLC sold shares of 160 stocks and completely divested from 41 stocks this quarter.Largest Holdings Apple $134,422,915NVIDIA $90,990,346Microsoft $26,764,358Eli Lilly and Company $24,889,538Amazon.com $23,081,584 Largest New Holdings this Quarter Baker Hughes $7,785,022 HoldingARISTA NETWORKS INC $3,800,132 HoldingComfort Systems USA $1,970,607 HoldingLAM RESEARCH CORP $1,537,272 HoldingQuest Diagnostics $1,074,878 Holding Largest Purchases this Quarter International Business Machines 50,777 shares (about $11.16M)Baker Hughes 189,786 shares (about $7.79M)ARISTA NETWORKS INC 34,381 shares (about $3.80M)Cisco Systems 61,697 shares (about $3.65M)Caterpillar 9,262 shares (about $3.36M) Largest Sales this Quarter Invesco QQQ 29,595 shares (about $15.13M)Target 33,752 shares (about $4.56M)Home Depot 11,212 shares (about $4.36M)Coca-Cola 58,904 shares (about $3.67M)Johnson & Johnson 25,272 shares (about $3.65M) 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$134,422,915$1,864,376 ▼-1.4%536,79011.7%Computer and TechnologyNVDANVIDIA$90,990,346$700,725 ▼-0.8%677,5667.9%Computer and TechnologyMSFTMicrosoft$26,764,358$248,685 ▼-0.9%63,4982.3%Computer and TechnologyLLYEli Lilly and Company$24,889,538$177,562 ▲0.7%32,2402.2%MedicalAMZNAmazon.com$23,081,584$137,558 ▼-0.6%105,2082.0%Retail/WholesaleIPDPDividend Performers ETF$19,494,407$469,796 ▲2.5%1,014,9371.7%ETFORCLOracle$18,004,730$1,925,686 ▼-9.7%108,0461.6%Computer and TechnologyAVGOBroadcom$17,604,422$628,986 ▼-3.4%75,9331.5%Computer and TechnologyQQQInvesco QQQ$16,620,537$1,081,759 ▲7.0%32,5111.4%FinanceMETAMeta Platforms$15,567,587$888,807 ▼-5.4%26,5881.4%Computer and TechnologyIBMInternational Business Machines$14,660,310$11,162,359 ▲319.1%66,6891.3%Computer and TechnologyGOOGLAlphabet$14,103,771$249,686 ▼-1.7%74,5051.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$13,121,891$1,929,983 ▲17.2%22,3891.1%FinanceMRKMerck & Co., Inc.$12,646,254$436,716 ▲3.6%127,1241.1%MedicalIRMIron Mountain$11,789,030$599,547 ▼-4.8%112,1591.0%Business ServicesAXPAmerican Express$11,565,748$139,493 ▼-1.2%38,9691.0%FinanceABBVAbbVie$10,799,123$45,669 ▼-0.4%60,7720.9%MedicalHDHome Depot$10,719,573$4,361,427 ▼-28.9%27,5570.9%Retail/WholesaleQCOMQUALCOMM$10,473,063$45,779 ▲0.4%68,1750.9%Computer and TechnologyKLACKLA$10,334,896$32,137 ▲0.3%16,4010.9%Computer and TechnologyOKEONEOK$10,296,357$217,668 ▼-2.1%102,5530.9%Oils/EnergyTSLATesla$10,179,238$154,268 ▲1.5%25,2060.9%Auto/Tires/TrucksACNAccenture$9,893,649$3,870 ▲0.0%28,1240.9%Computer and TechnologyALSNAllison Transmission$9,885,383$971,562 ▼-8.9%91,4810.9%Auto/Tires/TrucksCMICummins$9,702,590$142,577 ▼-1.4%27,8330.8%Auto/Tires/TrucksPHParker-Hannifin$9,566,884$678,624 ▼-6.6%15,0420.8%Industrial ProductsGOOGAlphabet$9,159,576$42,278 ▼-0.5%48,0970.8%Computer and TechnologyCSCOCisco Systems$9,020,406$3,652,456 ▲68.0%152,3720.8%Computer and TechnologyHUBBHubbell$8,973,881$817,673 ▼-8.4%21,4230.8%Industrial ProductsTFCTruist Financial$8,684,438$131,962 ▼-1.5%200,1950.8%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$8,668,643$39,146 ▲0.5%20,3730.8%FinancePLDPrologis$8,657,465$96,716 ▼-1.1%81,9060.8%FinanceDELLDell Technologies$8,637,699$293,747 ▼-3.3%74,9540.8%Computer and TechnologyNFLXNetflix$8,411,387$32,088 ▲0.4%9,4370.7%Consumer DiscretionaryLMTLockheed Martin$8,243,808$1,361,091 ▼-14.2%16,9650.7%AerospaceUNHUnitedHealth Group$8,164,625$145,183 ▲1.8%16,1400.7%MedicalPGProcter & Gamble$8,100,726$18,777 ▼-0.2%48,3190.7%Consumer StaplesINGRIngredion$8,075,873$58,050 ▼-0.7%58,7080.7%Consumer StaplesCRMSalesforce$7,849,657$904,019 ▼-10.3%23,4790.7%Computer and TechnologyBKRBaker Hughes$7,785,022$7,785,022 ▲New Holding189,7860.7%Oils/EnergyXOMExxon Mobil$7,677,984$21,084 ▼-0.3%71,3770.7%Oils/EnergyTXNTexas Instruments$7,652,285$2,438 ▲0.0%40,8100.7%Computer and TechnologyJPMJPMorgan Chase & Co.$7,555,257$457,611 ▼-5.7%31,5180.7%FinancePAGPenske Automotive Group$7,493,722$39,177 ▼-0.5%49,1590.7%Retail/WholesaleBRBroadridge Financial Solutions$7,209,445$14,470 ▼-0.2%31,8880.6%Business ServicesIPPPPreferred-Plus ETF$6,998,626$149,396 ▲2.2%701,8490.6%ETFACTEnact$6,987,086$87,879 ▼-1.2%215,7840.6%FinanceCMECME Group$6,905,971$28,332 ▲0.4%29,7380.6%FinanceGDGeneral Dynamics$6,526,911$28,720 ▼-0.4%24,7710.6%AerospaceISRGIntuitive Surgical$6,268,740$10,439 ▼-0.2%12,0100.5%MedicalCIThe Cigna Group$6,166,345$17,396 ▼-0.3%22,3310.5%MedicalAFGAmerican Financial Group$6,098,794$56,004 ▼-0.9%44,5400.5%FinanceGLGlobe Life$6,042,572$44,608 ▼-0.7%54,1840.5%FinanceCATCaterpillar$5,985,606$3,359,920 ▲128.0%16,5000.5%Industrial ProductsAMDAdvanced Micro Devices$5,232,382$1,185,916 ▼-18.5%43,3180.5%Computer and TechnologyPMPhilip Morris International$5,183,897$12,516 ▲0.2%43,0740.5%Consumer StaplesCVXChevron$4,879,500$36,500 ▼-0.7%33,6890.4%Oils/EnergyUPSUnited Parcel Service$4,840,321$282,084 ▼-5.5%38,3850.4%TransportationTCBKTriCo Bancshares$4,786,8980.0%109,5400.4%FinanceVTIVanguard Total Stock Market ETF$4,722,831$101,435 ▲2.2%16,2960.4%ETFHONHoneywell International$4,653,966$122,657 ▲2.7%20,6030.4%Multi-Sector ConglomeratesCOSTCostco Wholesale$4,630,163$31,155 ▼-0.7%5,0530.4%Retail/WholesaleTRVTravelers Companies$4,412,781$40,710 ▼-0.9%18,3190.4%FinanceMOAltria Group$4,386,966$11,504 ▲0.3%83,8970.4%Consumer StaplesWMTWalmart$4,300,582$27,647 ▼-0.6%47,5990.4%Retail/WholesaleAJGArthur J. Gallagher & Co.$4,258,034$10,502 ▲0.2%15,0010.4%FinanceMRVLMarvell Technology$4,224,934$540,101 ▼-11.3%38,2520.4%Computer and TechnologyBRK.BBerkshire Hathaway$3,971,640$292,366 ▲7.9%8,7620.3%FinanceVOOVanguard S&P 500 ETF$3,803,775$82,972 ▲2.2%7,0600.3%ETFARISTA NETWORKS INC$3,800,132$3,800,132 ▲New Holding34,3810.3%COM SHSKOCoca-Cola$3,568,141$3,667,384 ▼-50.7%57,3100.3%Consumer StaplesAMEAMETEK$3,472,1690.0%19,2620.3%Computer and TechnologyMAMastercard$3,416,2950.0%6,4880.3%Business ServicesVVisa$3,379,922$8,533 ▼-0.3%10,6950.3%Business ServicesBACBank of America$3,286,497$153,078 ▼-4.5%74,7780.3%FinanceMCDMcDonald's$3,269,427$84,939 ▼-2.5%11,2780.3%Retail/WholesaleGMEDGlobus Medical$3,234,954$7,278 ▲0.2%39,1120.3%MedicalADBEAdobe$2,995,365$92,493 ▲3.2%6,7360.3%Computer and TechnologySPGSimon Property Group$2,947,547$30,998 ▼-1.0%17,1160.3%FinanceLOWLowe's Companies$2,881,978$8,638 ▲0.3%11,6770.3%Retail/WholesaleDISWalt Disney$2,862,521$63,359 ▼-2.2%25,7070.2%Consumer DiscretionaryFFord Motor$2,752,914$19,127 ▼-0.7%278,0720.2%Auto/Tires/TrucksTSCOTractor Supply$2,680,118$2,251,605 ▲525.4%50,5110.2%Retail/WholesaleBABoeing$2,676,380$38,939 ▼-1.4%15,1210.2%AerospaceJNJJohnson & Johnson$2,645,994$3,654,873 ▼-58.0%18,2960.2%MedicalEMEEMCOR Group$2,563,337$57,195 ▼-2.2%5,6470.2%ConstructionGWWW.W. Grainger$2,542,255$40,052 ▼-1.6%2,4120.2%Industrial ProductsCDNSCadence Design Systems$2,448,149$31,248 ▲1.3%8,1480.2%Computer and TechnologyLPLALPL Financial$2,408,753$410,438 ▼-14.6%7,3770.2%FinanceTWTradeweb Markets$2,399,764$13,747 ▼-0.6%18,3300.2%FinanceWFCWells Fargo & Company$2,388,146$865,281 ▲56.8%34,0000.2%FinanceXLKTechnology Select Sector SPDR Fund$2,369,711$285,082 ▲13.7%10,1910.2%ETFWELLWelltower$2,219,515$188,793 ▼-7.8%17,6110.2%FinanceCTASCintas$2,214,449$4,933 ▼-0.2%12,1210.2%Business ServicesSNPSSynopsys$2,204,506$22,327 ▲1.0%4,5420.2%Computer and TechnologyVZVerizon Communications$2,196,958$68,143 ▲3.2%54,9380.2%Computer and TechnologyMUMicron Technology$2,187,130$221,844 ▼-9.2%25,9880.2%Computer and TechnologyDLRDigital Realty Trust$2,169,723$441,534 ▼-16.9%12,2360.2%FinancePSTGPure Storage$2,162,644$252,969 ▼-10.5%35,2050.2%Computer and TechnologyITGartner$2,145,718$2,422 ▼-0.1%4,4290.2%Business ServicesShowing largest 100 holdings. View all holdings. 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