Sheaff Brock Investment Advisors, LLC Incresed Positions in Q4 2024

Sheaff Brock Investment Advisors, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
452
+ 12.24%
$216.13 - $242.4 $97.7K - $110K
4.15K $915K
VB
Vanguard Small Cap ETF

ETFs
376
+ 42.58%
$233.76 - $261.58 $87.9K - $98.4K
1.26K $302K
CNM
Core & Main, Inc.

Industrials
752
+ 9.3%
$41.91 - $55.78 $31.5K - $41.9K
8.84K $449K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
92
+ 0.45%
$417.69 - $450.94 $38.4K - $41.5K
20.4K $8.67M
NBIX
Neurocrine Biosciences Inc

Healthcare
261
+ 11.66%
$111.62 - $139.44 $29.1K - $36.4K
2.5K $341K
MAIN
Main Street Capital Corp

Financial Services
25
+ 0.3%
$49.95 - $58.58 $1.25K - $1.46K
8.48K $496K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
178
+ 2.62%
$201.32 - $217.44 $35.8K - $38.7K
6.98K $1.44M
PANW
Palo Alto Networks Inc

Technology
3.23K
+ 98.53%
$181.96 - $405.9 $587K - $1.31M
6.5K $1.18M
ARCC
Ares Capital Corp

Financial Services
512
+ 0.92%
$20.74 - $22.27 $10.6K - $11.4K
56.2K $1.23M
MTB
M&T Bank Corp

Financial Services
63
+ 1.23%
$172.48 - $221.95 $10.9K - $14K
5.19K $975K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
39
+ 1.84%
$172.07 - $207.36 $6.71K - $8.09K
2.16K $425K
TRGP
Targa Resources Corp.

Energy
5
+ 0.27%
$150.58 - $207.69 $753 - $1.04K
1.88K $334K
MSI
Motorola Solutions, Inc.

Technology
72
+ 3.89%
$449.08 - $504.6 $32.3K - $36.3K
1.93K $889K
GLD
Spdr Gold Trust

ETFs
240
+ 12.83%
$236.59 - $257.5 $56.8K - $61.8K
2.11K $510K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
8.78K
+ 25.82%
$11.48 - $12.95 $101K - $114K
42.8K $491K
CPRT
Copart Inc

Consumer Cyclical
308
+ 4.53%
$51.36 - $63.8 $15.8K - $19.7K
7.11K $407K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37.1K
+ 219.91%
$26.93 - $84.95 $999K - $3.15M
54K $1.47M
AJG
Arthur J. Gallagher & Co.

Financial Services
37
+ 0.25%
$278.49 - $315.16 $10.3K - $11.7K
15K $4.26M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.09K
+ 12.62%
$8.24 - $11.07 $25.4K - $34.2K
27.5K $256K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1K
+ 14.24%
$34.25 - $37.94 $34.3K - $37.9K
8.02K $291K
ENB
Enbridge Inc

Energy
251
+ 2.01%
$40.4 - $43.92 $10.1K - $11K
12.7K $540K
ESEA
Euroseas Ltd.

Industrials
3.6K
+ 46.09%
$33.09 - $50.4 $119K - $181K
11.4K $413K
YUM
Yum Brands Inc

Consumer Cyclical
372
+ 9.19%
$130.36 - $139.54 $48.5K - $51.9K
4.42K $593K
BRO
Brown & Brown, Inc.

Financial Services
324
+ 8.8%
$100.93 - $113.42 $32.7K - $36.7K
4.01K $408K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
375
+ 2.87%
$61.68 - $67.87 $23.1K - $25.5K
13.4K $836K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.44K
+ 12.26%
$13.54 - $14.25 $19.5K - $20.5K
13.2K $184K
SCHX
Schwab Strategic Tr Us Large C

ETFs
25.2K
+ 200.0%
$22.4 - $68.28 $564K - $1.72M
37.8K $876K
COP
Conocophillips

Energy
641
+ 9.01%
$95.12 - $114.72 $61K - $73.5K
7.76K $769K
LTC
Ltc Properties Inc

Real Estate
1K
+ 13.99%
$34.42 - $39.44 $34.4K - $39.4K
8.15K $281K
TY
Tri Continental Corp

Financial Services
990
+ 8.82%
$31.01 - $34.67 $30.7K - $34.3K
12.2K $386K
WETF
Wisdom Tree Investments, Inc.

Financial Services
3.21K
+ 8.32%
N/A
41.8K $227K
DE
Deere & CO

Industrials
2
+ 0.09%
$389.45 - $466.0 $779 - $932
2.19K $925K
XLF
Financial Sector Spdr

ETFs
3
+ 0.07%
$44.89 - $51.34 $135 - $154
4.47K $215K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.59%
$198.04 - $221.51 $1.19K - $1.33K
1.02K $215K
RF
Regions Financial Corp

Financial Services
25
+ 0.05%
$22.45 - $27.47 $561 - $687
52.3K $1.23M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
21
+ 0.15%
$14.26 - $15.2 $299 - $319
14.5K $217K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
700
+ 3.61%
$9.1 - $9.51 $6.37K - $6.66K
20.1K $187K
VIG
Vanguard Dividend Appreciation

ETFs
45
+ 1.45%
N/A
3.15K $573K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
14
+ 0.12%
$19.62 - $21.98 $275 - $308
12.1K $252K
MEDP
Medpace Holdings, Inc.

Healthcare
39
+ 0.71%
$308.93 - $363.58 $12K - $14.2K
5.52K $1.83M
DSX
Diana Shipping Inc.

Industrials
6.5K
+ 43.12%
$1.74 - $2.54 $11.3K - $16.5K
21.6K $42K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
3
+ 0.02%
$14.65 - $15.8 $44 - $47.4
13.4K $202K
TXN
Texas Instruments Inc

Technology
13
+ 0.03%
N/A
40.8K $7.94M
SVOL
Simplify ETF Simplify Volatili

ETFs
600
+ 6.38%
$20.4 - $21.93 $12.2K - $13.2K
10K $207K
BIAF
Bio Affinity Technologies, Inc.

Healthcare
26.3K
+ 131.52%
$0.88 - $2.18 $23.1K - $57.3K
46.3K $42K
Labcorp Holdings Inc
25
+ 0.51%
N/A
4.92K $0
Jacobs Solutions Inc
800
+ 12.88%
N/A
7.01K $0
Siriusxm Holdings Inc
1
+ 0.0%
N/A
86.1K $0
Linde PLC
18
+ 2.56%
N/A
722 $0
Activity Summary
Buys All Purchases 187 New Holdings 32 Increased Positions 155 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 2 Puts 3
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