Stock Taper 
SHEAFF BROCK INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cognizant Technology Solutions Corporation | CTSH | 4.01K | $306.92K |
 Preferred Bank | PFBC | 4K | $334.64K |
 Lockheed Martin Corporation | LMT | 3.96K | $1.77M |
 Ventas, Inc. | VTR | 3.96K | $272.29K |
 Zscaler, Inc. | ZS | 3.93K | $780.59K |
 Dominion Energy, Inc. | D | 3.92K | $219.51K |
 Yum! Brands, Inc. | YUM | 3.82K | $601.55K |
 Stride, Inc. | LRN | 3.81K | $481.96K |
 United Airlines Holdings, Inc. | UAL | 3.8K | $262.39K |
 Phillips 66 | PSX | 3.77K | $465.15K |
 Applied Materials, Inc. | AMAT | 3.77K | $546.43K |
 RTX Corporation | RTX | 3.7K | $489.84K |
 D.R. Horton, Inc. | DHI | 3.7K | $469.87K |
 Graco Inc. | GGG | 3.63K | $302.72K |
 Uber Technologies, Inc. | UBER | 3.61K | $263.1K |
 Axon Enterprise, Inc. | AXON | 3.56K | $1.87M |
 Fidelity National Financial, Inc. | FNF | 3.52K | $228.76K |
 Madrigal Pharmaceuticals, Inc. | MDGL | 3.5K | $1.16M |
 Ares Management Corporation | ARES | 3.49K | $511.52K |
 Alexandria Real Estate Equities, Inc. | ARE | 3.41K | $315.37K |