DOSSIER · 13F-HR · Q1 2025

Sheaff Brock Investment Advisors, LLC

$1.1B in tracked AUM across 461 positions as of Q1 2025.

SB
CIK 0001666789 · last filed Mar 31, 2025
Total AUM
$1.1B
as of Q1 2025
Holdings
461
positions
Whale Score
40
40
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2025

Sheaff Brock Investment Advisors, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$1.1B 5.2%
461 positionsLocked
2024Q4Dec 31
$1.2B 0.6%
452 positionsLocked
2024Q3Sep 30
$1.1B 6.0%
455 positionsLocked
2024Q2Jun 30
$1.1B 32.1%
450 positionsLocked
2024Q1Mar 31
$1.6B 22.8%
509 positionsLocked
2023Q4Dec 31
$1.3B 17.0%
481 positionsLocked
2023Q3Sep 30
$1.1B 7.0%
459 positionsLocked
2023Q2Jun 30
$1.2B 9.2%
491 positionsLocked
2023Q1Mar 31
$1.1B 7.2%
516 positionsLocked
2022Q4Dec 31
$1.0B 8.9%
509 positionsLocked
2022Q3Sep 30
$931M 22.3%
496 positionsLocked
2022Q2Jun 30
$1.2B 16.7%
497 positionsLocked
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