SHEAFF BROCK INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHOP | 5K | $510.15K |
 | MTB | 5K | $927.71K |
 | IP | 5K | $275.73K |
 | COST | 5K | $4.87M |
 | NTAP | 5K | $447.98K |
 | LH | 5K | $1.14M |
 | NEM | 5K | $232.90K |
 | FIX | 5K | $1.51M |
 | SNPS | 5K | $1.97M |
 | BK | 4K | $372.38K |
 | IT | 4K | $1.85M |
 | PCAR | 4K | $428.43K |
 | SUN | 4K | $254.05K |
 | AN | 4K | $707.27K |
 | PNC | 4K | $766.18K |
 | TWLO | 4K | $421.50K |
 | MAR | 4K | $1.02M |
 | ADP | 4K | $1.30M |
 | ED | 4K | $469.68K |
 | PSA | 4K | $1.26M |
Shopify Inc.
SHOP
Shares Held
5K
Value
$510.15K
M&T Bank Corporation
MTB
Shares Held
5K
Value
$927.71K
International Paper Company
IP
Shares Held
5K
Value
$275.73K
Costco Wholesale Corporation
COST
Shares Held
5K
Value
$4.87M
NetApp, Inc.
NTAP
Shares Held
5K
Value
$447.98K
Labcorp Holdings Inc.
LH
Shares Held
5K
Value
$1.14M
Newmont Corporation
NEM
Shares Held
5K
Value
$232.90K
Comfort Systems USA, Inc.
FIX
Shares Held
5K
Value
$1.51M
Synopsys, Inc.
SNPS
Shares Held
5K
Value
$1.97M
The Bank of New York Mellon Corporation
BK
Shares Held
4K
Value
$372.38K
Gartner, Inc.
IT
Shares Held
4K
Value
$1.85M
PACCAR Inc
PCAR
Shares Held
4K
Value
$428.43K
Sunoco LP
SUN
Shares Held
4K
Value
$254.05K
AutoNation, Inc.
AN
Shares Held
4K
Value
$707.27K
The PNC Financial Services Group, Inc.
PNC
Shares Held
4K
Value
$766.18K
Twilio Inc.
TWLO
Shares Held
4K
Value
$421.50K
Marriott International, Inc.
MAR
Shares Held
4K
Value
$1.02M
Automatic Data Processing, Inc.
ADP
Shares Held
4K
Value
$1.30M
Consolidated Edison, Inc.
ED
Shares Held
4K
Value
$469.68K
Public Storage
PSA
Shares Held
4K
Value
$1.26M