SHEAFF BROCK INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMI | 28K | $8.67M |
 | BMY | 27K | $1.65M |
 | KMI | 27K | $769.82K |
 | PSEC | 27K | $108.79K |
 | META | 26K | $15.17M |
 | KHC | 26K | $799.05K |
 | TSLA | 26K | $6.78M |
 | DIS | 25K | $2.51M |
 | GD | 25K | $6.90M |
 | BKD | 25K | $156.50K |
 | CRM | 25K | $6.67M |
 | CODI | 25K | $459.28K |
 | NLY | 24K | $491.64K |
 | AHR | 24K | $726.72K |
 | AVPT | 24K | $346.00K |
 | SAN | 24K | $159.87K |
 | V | 23K | $8.17M |
 | WMB | 23K | $1.37M |
 | WFC | 23K | $1.64M |
 | CI | 23K | $7.49M |
Cummins Inc.
CMI
Shares Held
28K
Value
$8.67M
Bristol-Myers Squibb Company
BMY
Shares Held
27K
Value
$1.65M
Kinder Morgan, Inc.
KMI
Shares Held
27K
Value
$769.82K
Prospect Capital Corporation
PSEC
Shares Held
27K
Value
$108.79K
Meta Platforms, Inc.
META
Shares Held
26K
Value
$15.17M
The Kraft Heinz Company
KHC
Shares Held
26K
Value
$799.05K
Tesla, Inc.
TSLA
Shares Held
26K
Value
$6.78M
The Walt Disney Company
DIS
Shares Held
25K
Value
$2.51M
General Dynamics Corporation
GD
Shares Held
25K
Value
$6.90M
Brookdale Senior Living Inc.
BKD
Shares Held
25K
Value
$156.50K
Salesforce, Inc.
CRM
Shares Held
25K
Value
$6.67M
Compass Diversified
CODI
Shares Held
25K
Value
$459.28K
Annaly Capital Management, Inc.
NLY
Shares Held
24K
Value
$491.64K
American Healthcare REIT, Inc.
AHR
Shares Held
24K
Value
$726.72K
AvePoint, Inc.
AVPT
Shares Held
24K
Value
$346.00K
Banco Santander, S.A.
SAN
Shares Held
24K
Value
$159.87K
Visa Inc.
V
Shares Held
23K
Value
$8.17M
The Williams Companies, Inc.
WMB
Shares Held
23K
Value
$1.37M
Wells Fargo & Company
WFC
Shares Held
23K
Value
$1.64M
Cigna Corporation
CI
Shares Held
23K
Value
$7.49M