Stock Taper

SHEAFF BROCK INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
UnitedHealth Group IncorporatedUNH16.01K$8.38M
The Southern CompanySO16.01K$1.47M
The TJX Companies, Inc.TJX16.13K$1.96M
KLA CorporationKLAC16.34K$11.11M
Caterpillar Inc.CAT16.37K$5.4M
Robinhood Markets, Inc.HOOD16.52K$687.77K
Welltower Inc.WELL16.59K$2.54M
Simon Property Group, Inc.SPG16.85K$2.8M
Citigroup Inc.C16.88K$1.2M
SoundHound AI, Inc.SOUN17.25K$140.07K
The Travelers Companies, Inc.TRV17.88K$4.73M
Tradeweb Markets Inc.TW18.09K$2.69M
TowneBankTOWN19K$649.61K
AMETEK, Inc.AME19.26K$3.32M
Palantir Technologies Inc.PLTR20.02K$1.69M
CP CATALYST PHARMACEUTICALS INCCPRX20.41K$494.82K
PayPal Holdings, Inc.PYPL20.44K$1.33M
Sensient Technologies CorporationSXT21.04K$1.57M
Getty Realty Corp.GTY21.35K$665.63K
Hubbell IncorporatedHUBB21.38K$7.07M