
SHEAFF BROCK INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | RF | 53K | $1.16M |
![]() | WMT | 53K | $4.65M |
![]() | PAG | 49K | $7.10M |
![]() | PG | 49K | $8.32M |
![]() | R | 48K | $6.93M |
![]() | AFG | 46K | $6.10M |
![]() | JNJ | 45K | $7.40M |
![]() | OHI | 44K | $1.68M |
![]() | EXLS | 44K | $2.08M |
![]() | CDP | 44K | $1.20M |
![]() | PM | 43K | $6.85M |
![]() | WT | 43K | $382.74K |
![]() | VICI | 41K | $1.34M |
![]() | TXN | 41K | $7.37M |
![]() | GOOG | 40K | $6.30M |
![]() | TSCO | 40K | $2.21M |
![]() | AXP | 39K | $10.59M |
![]() | GMED | 39K | $2.85M |
![]() | UPS | 39K | $4.26M |
![]() | BXMT | 38K | $764.74K |

Regions Financial Corporation
RF
Shares Held
53K
Value
$1.16M

Walmart Inc.
WMT
Shares Held
53K
Value
$4.65M

Penske Automotive Group, Inc.
PAG
Shares Held
49K
Value
$7.10M

The Procter & Gamble Company
PG
Shares Held
49K
Value
$8.32M

Ryder System, Inc.
R
Shares Held
48K
Value
$6.93M

American Financial Group, Inc.
AFG
Shares Held
46K
Value
$6.10M

Johnson & Johnson
JNJ
Shares Held
45K
Value
$7.40M

Omega Healthcare Investors, Inc.
OHI
Shares Held
44K
Value
$1.68M

ExlService Holdings, Inc.
EXLS
Shares Held
44K
Value
$2.08M

COPT Defense Properties
CDP
Shares Held
44K
Value
$1.20M

Philip Morris International Inc.
PM
Shares Held
43K
Value
$6.85M

WisdomTree, Inc.
WT
Shares Held
43K
Value
$382.74K

VICI Properties Inc.
VICI
Shares Held
41K
Value
$1.34M

Texas Instruments Incorporated
TXN
Shares Held
41K
Value
$7.37M

Alphabet Inc.
GOOG
Shares Held
40K
Value
$6.30M

Tractor Supply Company
TSCO
Shares Held
40K
Value
$2.21M

American Express Company
AXP
Shares Held
39K
Value
$10.59M

Globus Medical, Inc.
GMED
Shares Held
39K
Value
$2.85M

United Parcel Service, Inc.
UPS
Shares Held
39K
Value
$4.26M

Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
38K
Value
$764.74K
