Sheaff Brock Investment Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$1.08B
Signature - Title
Brad Stark - Compliance Manager
Location
8801 River Crossing Blvd, Suite 100, Indianapolis, IN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 447 $1.08B +$96.9M -$168M -$71.2M AAPL, NVDA, LLY, MSFT, AMZN 13F-HR 7/30/2024, 12:42 PM
Q1 2024 496 $1.26B +$114M -$105M +$8.93M NVDA, AAPL, LLY, MSFT, AMZN 13F-HR 5/14/2024, 04:17 PM
Q4 2023 481 $1.29B +$83.1M -$57.1M +$26M AAPL, NVDA, MSFT, LLY, AMZN 13F-HR 2/8/2024, 02:37 PM
Q3 2023 501 $1.1B +$47.2M -$82.8M -$35.6M AAPL, SPY, NVDA, MSFT, LLY 13F-HR 11/8/2023, 03:10 PM
Q2 2023 490 $1.19B +$186M -$32.6M +$153M AAPL, SPY, NVDA, MSFT, LLY 13F-HR 8/8/2023, 03:08 PM
Q1 2023 516 $1.09B +$56.4M -$37.1M +$19.4M AAPL, SPY, MSFT, NVDA, CSCO 13F-HR 5/1/2023, 03:10 PM
Q4 2022 509 $1.01B +$186M -$43.7M +$143M SPY, AAPL, APA, MSFT, DVY 13F-HR 2/13/2023, 08:40 AM
Q3 2022 495 $931M +$60.9M -$235M -$174M AAPL, SPY, AMZN, MSFT, LLY 13F-HR 11/3/2022, 04:42 PM
Q2 2022 497 $1.2B +$377M -$61.7M +$315M SPY, AAPL, MSFT, NVDA, LLY 13F-HR 8/2/2022, 01:57 PM
Q1 2022 536 $1.44B +$97.7M -$63.4M +$34.3M SPY, AAPL, AMZN, NVDA, GOOG Restatement 5/16/2022, 01:13 PM
Q4 2021 541 $1.49B +$86.7M -$83.5M +$3.2M SPY, AAPL, AMZN, NVDA, GOOG Restatement 6/2/2022, 04:03 PM
Q3 2021 538 $1.03B +$74.6M -$76.2M -$1.65M AAPL, AMZN, NVDA, MSFT, JPM Restatement 6/2/2022, 04:01 PM
Q2 2021 516 $1.05B +$87.4M -$50.1M +$37.3M AAPL, AMZN, MSFT, NVDA, CSCO Restatement 6/2/2022, 03:06 PM
Q1 2021 489 $938M +$67.3M -$76.5M -$9.23M AAPL, AMZN, CSCO, DIS, JNJ Restatement 6/2/2022, 03:05 PM
Q4 2020 480 $1.19B +$72.3M -$90.7M -$18.4M SPY, AAPL, AMZN, DIS, JPM 13F-HR 2/1/2021, 11:27 AM
Q3 2020 461 $1.08B +$176M -$72.7M +$104M SPY, AAPL, AMZN, CSCO, MSFT 13F-HR 10/30/2020, 09:22 AM
Q2 2020 453 $1.01B +$159M -$44M +$115M SPY, AAPL, AMZN, CSCO, MSFT 13F-HR 8/7/2020, 09:35 AM
Q1 2020 412 $755M +$37.2M -$47M -$9.83M SPY, AAPL, CSCO, VZ, INTC 13F-HR 4/30/2020, 01:44 PM
Q4 2019 476 $1.03B +$78.5M -$34.6M +$43.8M SPY, AAPL, XOM, CSCO, INTC 13F-HR 1/29/2020, 01:50 PM
Q3 2019 464 $923M +$54.3M -$47.1M +$7.26M SPY, AAPL, XOM, CSCO, JPM 13F-HR 10/28/2019, 09:47 AM
Q2 2019 491 $930M +$189M -$52.5M +$136M SPY, AAPL, XOM, AMZN, CSCO 13F-HR 7/31/2019, 10:10 AM
Q1 2019 509 $821M +$135M -$22.5M +$112M SPY, AAPL, XOM, CSCO, AMZN 13F-HR 4/29/2019, 03:59 PM
Q4 2018 475 $636M +$44.2M -$50.4M -$6.22M AAPL, XOM, CSCO, VZ, INTC 13F-HR 1/28/2019, 12:16 PM
Q3 2018 523 $1.06B +$232M -$229M +$2.84M SPY, SPY, AAPL, XOM, AMZN 13F-HR 11/9/2018, 08:39 AM
Q2 2018 540 $1.02B +$98.7M -$34.7M +$64.1M SPY, AAPL, XOM, AMZN, BA 13F-HR 7/31/2018, 02:11 PM
Q1 2018 550 $965M +$278M -$41.6M +$236M SPY, AAPL, XOM, BA, INTC 13F-HR 5/3/2018, 12:13 PM
Q4 2017 527 $771M +$38.8M -$47M -$8.26M AAPL, XOM, META, T, BA 13F-HR 2/12/2018, 02:25 PM
Q3 2017 567 $761M +$67.2M -$45.9M +$21.3M AAPL, XOM, T, META, UPS 13F-HR 11/13/2017, 04:11 PM
Q2 2017 605 $759M +$76.3M -$58.1M +$18.2M AAPL, XOM, META, UPS, BA 13F-HR 8/9/2017, 03:19 PM
Q1 2017 597 $768M +$62.1M -$89.7M -$27.6M AAPL, XOM, META, DIS, HOMB 13F-HR 5/2/2017, 09:13 AM
Q4 2016 608 $790M +$97.1M -$65.9M +$31.2M AAPL, XOM, META, VZ, HOMB 13F-HR 1/24/2017, 12:11 PM
Q3 2016 556 $749M +$44.7M -$68.7M -$24M AAPL, XOM, META, UPS, VZ 13F-HR 11/8/2016, 11:37 AM
Q2 2016 593 $787M +$69.4M -$61.1M +$8.31M AAPL, XOM, UPS, META, VZ 13F-HR 8/5/2016, 11:49 AM
Q1 2016 623 $814M +$80.3M -$73.3M +$6.97M AAPL, XOM, T, META, VZ 13F-HR 4/25/2016, 02:10 PM
Q4 2015 667 $883M AAPL, XOM, T, VZ, MSFT 13F-HR 2/16/2016, 08:25 PM