SHEAFF BROCK INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ISRG | 12K | $5.95M |
 | SONO | 12K | $128.04K |
 | CTAS | 12K | $2.46M |
 | CVLT | 12K | $1.88M |
 | RITM | 12K | $134.25K |
 | LOW | 12K | $2.73M |
 | CARR | 12K | $733.22K |
 | BE | 11K | $223.14K |
 | AVXL | 11K | $96.53K |
 | NKE | 11K | $711.80K |
 | DUK | 11K | $1.34M |
 | ABR | 11K | $128.52K |
 | CCL | 11K | $212.21K |
 | BP | 11K | $363.84K |
 | DOW | 11K | $372.04K |
 | TRMB | 11K | $694.58K |
 | MU | 11K | $916.44K |
 | MCD | 10K | $3.27M |
 | CMCSA | 10K | $384.68K |
 | HRZN | 10K | $96.13K |
Intuitive Surgical, Inc.
ISRG
Shares Held
12K
Value
$5.95M
Sonos, Inc.
SONO
Shares Held
12K
Value
$128.04K
Cintas Corporation
CTAS
Shares Held
12K
Value
$2.46M
Commvault Systems, Inc.
CVLT
Shares Held
12K
Value
$1.88M
Rithm Capital Corp.
RITM
Shares Held
12K
Value
$134.25K
Lowe's Companies, Inc.
LOW
Shares Held
12K
Value
$2.73M
Carrier Global Corporation
CARR
Shares Held
12K
Value
$733.22K
Bloom Energy Corporation
BE
Shares Held
11K
Value
$223.14K
Anavex Life Sciences Corp.
AVXL
Shares Held
11K
Value
$96.53K
NIKE, Inc.
NKE
Shares Held
11K
Value
$711.80K
Duke Energy Corporation
DUK
Shares Held
11K
Value
$1.34M
Arbor Realty Trust, Inc.
ABR
Shares Held
11K
Value
$128.52K
Carnival Corporation & plc
CCL
Shares Held
11K
Value
$212.21K
BP p.l.c.
BP
Shares Held
11K
Value
$363.84K
Dow Inc.
DOW
Shares Held
11K
Value
$372.04K
Trimble Inc.
TRMB
Shares Held
11K
Value
$694.58K
Micron Technology, Inc.
MU
Shares Held
11K
Value
$916.44K
McDonald's Corporation
MCD
Shares Held
10K
Value
$3.27M
Comcast Corporation
CMCSA
Shares Held
10K
Value
$384.68K
Horizon Technology Finance Corporation
HRZN
Shares Held
10K
Value
$96.13K