SHEAFF BROCK INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRWD | 4K | $1.47M |
 | SHEL | 4K | $304.63K |
 | ABT | 4K | $534.95K |
 | BRO | 4K | $500.46K |
 | CTSH | 4K | $306.92K |
 | PFBC | 4K | $334.64K |
 | LMT | 4K | $1.77M |
 | VTR | 4K | $272.29K |
 | ZS | 4K | $780.59K |
 | D | 4K | $219.51K |
 | YUM | 4K | $601.55K |
 | LRN | 4K | $481.96K |
 | UAL | 4K | $262.39K |
 | PSX | 4K | $465.15K |
 | AMAT | 4K | $546.43K |
 | RTX | 4K | $489.84K |
 | DHI | 4K | $469.87K |
 | GGG | 4K | $302.72K |
 | UBER | 4K | $263.10K |
 | AXON | 4K | $1.87M |
CrowdStrike Holdings, Inc.
CRWD
Shares Held
4K
Value
$1.47M
Shell plc
SHEL
Shares Held
4K
Value
$304.63K
Abbott Laboratories
ABT
Shares Held
4K
Value
$534.95K
Brown & Brown, Inc.
BRO
Shares Held
4K
Value
$500.46K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
4K
Value
$306.92K
Preferred Bank
PFBC
Shares Held
4K
Value
$334.64K
Lockheed Martin Corporation
LMT
Shares Held
4K
Value
$1.77M
Ventas, Inc.
VTR
Shares Held
4K
Value
$272.29K
Zscaler, Inc.
ZS
Shares Held
4K
Value
$780.59K
Dominion Energy, Inc.
D
Shares Held
4K
Value
$219.51K
Yum! Brands, Inc.
YUM
Shares Held
4K
Value
$601.55K
Stride, Inc.
LRN
Shares Held
4K
Value
$481.96K
United Airlines Holdings, Inc.
UAL
Shares Held
4K
Value
$262.39K
Phillips 66
PSX
Shares Held
4K
Value
$465.15K
Applied Materials, Inc.
AMAT
Shares Held
4K
Value
$546.43K
RTX Corporation
RTX
Shares Held
4K
Value
$489.84K
D.R. Horton, Inc.
DHI
Shares Held
4K
Value
$469.87K
Graco Inc.
GGG
Shares Held
4K
Value
$302.72K
Uber Technologies, Inc.
UBER
Shares Held
4K
Value
$263.10K
Axon Enterprise, Inc.
AXON
Shares Held
4K
Value
$1.87M