Stock Taper 
SHEAFF BROCK INVESTMENT ADVISORS, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bristol-Myers Squibb Company | BMY | 27.07K | $1.65M |
 Kinder Morgan, Inc. | KMI | 26.98K | $769.82K |
 Prospect Capital Corporation | PSEC | 26.54K | $108.79K |
 Meta Platforms, Inc. | META | 26.31K | $15.17M |
 The Kraft Heinz Company | KHC | 26.26K | $799.05K |
 Tesla, Inc. | TSLA | 26.14K | $6.78M |
 The Walt Disney Company | DIS | 25.46K | $2.51M |
 General Dynamics Corporation | GD | 25.32K | $6.9M |
 Brookdale Senior Living Inc. | BKD | 25K | $156.5K |
 Salesforce, Inc. | CRM | 24.87K | $6.67M |
 Compass Diversified | CODI | 24.6K | $459.28K |
 Annaly Capital Management, Inc. | NLY | 24.21K | $491.64K |
 American Healthcare REIT, Inc. | AHR | 23.98K | $726.72K |
 AvePoint, Inc. | AVPT | 23.96K | $346K |
 Banco Santander, S.A. | SAN | 23.86K | $159.87K |
 Visa Inc. | V | 23.31K | $8.17M |
 The Williams Companies, Inc. | WMB | 22.94K | $1.37M |
 Wells Fargo & Company | WFC | 22.8K | $1.64M |
 Cigna Corporation | CI | 22.78K | $7.49M |
 Essential Properties Realty Trust, Inc. | EPRT | 21.86K | $713.58K |