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
APD
Air Products & Chemicals, Inc.

Basic Materials
39
+ 2.56%
$285.5 - $335.62 $11.1K - $13.1K
1.56K $452K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10
+ 0.21%
$44.33 - $49.55 $443 - $496
4.89K $219K
EAD
Allspring Income Opportunities Fund

Financial Services
109
+ 0.67%
$6.76 - $7.2 $737 - $785
16.4K $112K
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.2K
+ 206.27%
$25.79 - $80.4 $339K - $1.06M
19.5K $509K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
25
+ 0.65%
$101.77 - $113.02 $2.54K - $2.83K
3.85K $406K
RTX
Raytheon Technologies Corp

Industrials
118
+ 3.13%
$114.45 - $127.21 $13.5K - $15K
3.89K $449K
OXLC
Oxford Lane Capital Corp.

Financial Services
100
+ 0.16%
$5.05 - $5.45 $505 - $545
62.4K $316K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4
+ 0.17%
$174.22 - $187.62 $697 - $750
2.4K $420K
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$60.73 - $64.94 $60.7 - $64.9
7.19K $441K
SAN
Banco Santander, S.A.

Financial Services
500
+ 2.24%
$4.49 - $5.05 $2.25K - $2.53K
22.9K $104K
WEC
Wec Energy Group, Inc.

Utilities
14
+ 0.19%
$92.94 - $101.82 $1.3K - $1.43K
7.19K $676K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
35
+ 0.06%
$8.36 - $8.71 $293 - $305
59.4K $500K
XLE
Energy Sector Spdr

ETFs
19
+ 0.22%
$83.32 - $97.27 $1.58K - $1.85K
8.6K $736K
XLV
Select Sector Spdr Fund Health

ETFs
204
+ 6.7%
$136.28 - $154.74 $27.8K - $31.6K
3.25K $446K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4
+ 0.06%
$40.06 - $45.21 $160 - $181
7.03K $286K
VALE
Vale S.A.

Basic Materials
100
+ 0.96%
$8.74 - $11.78 $874 - $1.18K
10.5K $93K
PMM
Putnam Managed Municipal Income Trust

Financial Services
1.5K
+ 2.18%
$5.97 - $6.52 $8.96K - $9.78K
70.2K $418K
PM
Philip Morris International Inc.

Consumer Defensive
104
+ 0.24%
$118.38 - $133.06 $12.3K - $13.8K
43.1K $5.18M
XYL
Xylem Inc.

Industrials
160
+ 5.85%
$116.02 - $137.45 $18.6K - $22K
2.9K $335K
HALO
Halozyme Therapeutics, Inc.

Healthcare
629
+ 8.84%
$42.57 - $61.09 $26.8K - $38.4K
7.75K $370K
STZ
Constellation Brands, Inc.

Consumer Defensive
20
+ 1.59%
$219.66 - $257.62 $4.39K - $5.15K
1.28K $281K
ASML
Asml Holding Nv

Technology
108
+ 12.72%
$658.43 - $872.27 $71.1K - $94.2K
957 $663K
ACN
Accenture PLC

Technology
11
+ 0.04%
$343.9 - $376.86 $3.78K - $4.15K
28.1K $9.89M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
624
+ 1.66%
$17.41 - $19.29 $10.9K - $12K
38.2K $665K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
29
+ 2.61%
$396.64 - $516.74 $11.5K - $15K
1.14K $458K
HUM
Humana Inc

Healthcare
6
+ 0.63%
$233.89 - $304.18 $1.4K - $1.83K
956 $242K
CROX
Crocs, Inc.

Consumer Cyclical
313
+ 11.54%
$96.51 - $141.93 $30.2K - $44.4K
3.03K $331K
OLED
Universal Display Corp Pa

Technology
150
+ 11.54%
$146.2 - $213.81 $21.9K - $32.1K
1.45K $211K
NVO
Novo Nordisk A S

Healthcare
557
+ 16.05%
$85.0 - $120.04 $47.3K - $66.9K
4.03K $346K
SNPS
Synopsys Inc

Technology
46
+ 1.02%
$485.36 - $588.0 $22.3K - $27K
4.54K $2.2M
PSX
Phillips 66

Energy
8
+ 0.19%
$110.35 - $138.93 $883 - $1.11K
4.17K $475K
SO
Southern CO

Utilities
580
+ 3.42%
$81.5 - $94.15 $47.3K - $54.6K
17.5K $1.44M
AMGN
Amgen Inc

Healthcare
100
+ 5.45%
$258.78 - $328.31 $25.9K - $32.8K
1.93K $504K
KHC
Kraft Heinz CO

Consumer Defensive
307
+ 1.33%
$30.1 - $36.02 $9.24K - $11.1K
23.4K $718K
DOW
Dow Inc.

Basic Materials
1.57K
+ 14.26%
$39.1 - $55.34 $61.2K - $86.6K
12.5K $503K
INVH
Invitation Homes Inc.

Real Estate
408
+ 1.17%
$31.4 - $34.69 $12.8K - $14.2K
35.4K $1.13M
IPPP
Listed Fds Tr Preferred Plus E
15K
+ 2.18%
$9.94 - $10.6 $149K - $159K
702K $7.04M
MPC
Marathon Petroleum Corp

Energy
29
+ 0.49%
$131.65 - $174.84 $3.82K - $5.07K
5.92K $825K
VICI
Vici Properties Inc.

Real Estate
372
+ 0.91%
$28.27 - $33.19 $10.5K - $12.3K
41.3K $1.21M
EGP
Eastgroup Properties Inc

Real Estate
10
+ 0.14%
$158.74 - $185.14 $1.59K - $1.85K
6.98K $1.12M
VZ
Verizon Communications Inc

Communication Services
1.7K
+ 3.2%
$39.6 - $45.21 $67.5K - $77K
54.9K $2.2M
GE
General Electric CO

Industrials
2
+ 0.02%
$159.95 - $194.23 $320 - $388
8.93K $1.49M
IDXX
Idexx Laboratories Inc

Healthcare
51
+ 1.71%
$406.92 - $495.42 $20.8K - $25.3K
3.04K $1.26M
LOW
Lowes Companies Inc

Consumer Cyclical
35
+ 0.3%
$244.52 - $284.07 $8.56K - $9.94K
11.7K $2.88M
ADBE
Adobe Inc.

Technology
208
+ 3.19%
$437.39 - $552.96 $91K - $115K
6.74K $3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
116
+ 0.39%
$59.25 - $72.99 $6.87K - $8.47K
29.6K $1.77M
LEN
Lennar Corp

Consumer Cyclical
4
+ 0.05%
$136.2 - $188.96 $545 - $756
8.45K $1.15M
CSL
Carlisle Companies Inc

Industrials
4
+ 0.07%
$368.67 - $480.91 $1.47K - $1.92K
5.38K $1.98M
BLD
Top Build Corp

Industrials
40
+ 0.75%
$308.96 - $414.77 $12.4K - $16.6K
5.4K $1.68M
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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