SHEAFF BROCK INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KLAC | 16K | $11.11M |
 | TJX | 16K | $1.96M |
 | SO | 16K | $1.47M |
 | UNH | 16K | $8.38M |
 | MFIN | 16K | $139.36K |
 | USB | 15K | $642.84K |
 | CSX | 15K | $446.54K |
 | BA | 15K | $2.58M |
 | AJG | 15K | $5.16M |
 | PH | 15K | $8.91M |
 | NEE | 14K | $972.47K |
 | CNC | 14K | $819.59K |
 | FTNT | 13K | $1.29M |
 | NTNX | 13K | $928.47K |
 | KRG | 13K | $293.27K |
 | ELP | 13K | $95.03K |
 | ENB | 13K | $564.91K |
 | DLR | 12K | $1.75M |
 | TY | 12K | $373.83K |
 | PEP | 12K | $1.82M |
KLA Corporation
KLAC
Shares Held
16K
Value
$11.11M
The TJX Companies, Inc.
TJX
Shares Held
16K
Value
$1.96M
The Southern Company
SO
Shares Held
16K
Value
$1.47M
UnitedHealth Group Incorporated
UNH
Shares Held
16K
Value
$8.38M
Medallion Financial Corp.
MFIN
Shares Held
16K
Value
$139.36K
U.S. Bancorp
USB
Shares Held
15K
Value
$642.84K
CSX Corporation
CSX
Shares Held
15K
Value
$446.54K
The Boeing Company
BA
Shares Held
15K
Value
$2.58M
Arthur J. Gallagher & Co.
AJG
Shares Held
15K
Value
$5.16M
Parker-Hannifin Corporation
PH
Shares Held
15K
Value
$8.91M
NextEra Energy, Inc.
NEE
Shares Held
14K
Value
$972.47K
Centene Corporation
CNC
Shares Held
14K
Value
$819.59K
Fortinet, Inc.
FTNT
Shares Held
13K
Value
$1.29M
Nutanix, Inc.
NTNX
Shares Held
13K
Value
$928.47K
Kite Realty Group Trust
KRG
Shares Held
13K
Value
$293.27K
Companhia Paranaense de Energia - COPEL
ELP
Shares Held
13K
Value
$95.03K
Enbridge Inc.
ENB
Shares Held
13K
Value
$564.91K
Digital Realty Trust, Inc.
DLR
Shares Held
12K
Value
$1.75M
Tri-Continental Corporation
TY
Shares Held
12K
Value
$373.83K
PepsiCo, Inc.
PEP
Shares Held
12K
Value
$1.82M