Stock Taper 
SHEAFF BROCK INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The TJX Companies, Inc. | TJX | 16.13K | $1.96M |
 The Southern Company | SO | 16.01K | $1.47M |
 UnitedHealth Group Incorporated | UNH | 16.01K | $8.38M |
 Medallion Financial Corp. | MFIN | 16K | $139.36K |
 U.S. Bancorp | USB | 15.23K | $642.84K |
 CSX Corporation | CSX | 15.17K | $446.54K |
 The Boeing Company | BA | 15.12K | $2.58M |
 Arthur J. Gallagher & Co. | AJG | 14.95K | $5.16M |
 Parker-Hannifin Corporation | PH | 14.66K | $8.91M |
 NextEra Energy, Inc. | NEE | 13.72K | $972.47K |
 Centene Corp. | CNC | 13.5K | $819.59K |
 Fortinet, Inc. | FTNT | 13.35K | $1.29M |
 Nutanix, Inc. | NTNX | 13.3K | $928.47K |
 Kite Realty Group Trust | KRG | 13.11K | $293.27K |
 Enbridge Inc. | ENB | 12.75K | $564.91K |
 Digital Realty Trust, Inc. | DLR | 12.2K | $1.75M |
 Tri-Continental Corporation | TY | 12.19K | $373.83K |
 PepsiCo, Inc. | PEP | 12.12K | $1.82M |
 Intuitive Surgical, Inc. | ISRG | 12.02K | $5.95M |
 Sonos, Inc. | SONO | 12K | $128.04K |