Sheaff Brock Investment Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Indianapolis, IN
CIK
0001666789
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 481 1,292,580 SPY puts, AAPL, NVDA, MSFT 13F-HR 2/8/2024 000166678924000001
Q3 2023 459 1,104,440 AAPL, SPY puts, NVDA, MSFT 13F-HR 11/8/2023 000166678923000004
Q2 2023 491 1,187,516 AAPL, SPY puts, NVDA, MSFT 13F-HR 8/8/2023 000166678923000003
Q1 2023 516 1,087,524 AAPL, SPY puts, MSFT, NVDA 13F-HR 5/1/2023 000166678923000002
Q4 2022 509 1,014,176 SPY puts, AAPL, APA, MSFT 13F-HR 2/13/2023 000117266123000686
Q3 2022 496 930,879 AAPL, SPY puts, AMZN, MSFT 13F-HR 11/3/2022 000160658722002126
Q2 2022 497 1,197,704 SPY puts, AAPL, MSFT, NVDA 13F-HR 8/2/2022 000160658722001572
Q1 2022 536 1,437,057 SPY puts, AAPL, AMZN, NVDA RESTATEMENT 5/16/2022 000160658722001198
Q4 2021 543 1,494,260 SPY puts, AAPL, AMZN, NVDA RESTATEMENT 6/2/2022 000160658722001252
Q3 2021 549 1,361,393 SPY puts, AAPL, AMZN, NVDA RESTATEMENT 6/2/2022 000160658722001251
Q2 2021 523 1,389,664 SPY puts, AAPL, AMZN, MSFT RESTATEMENT 6/2/2022 000160658722001248
Q1 2021 501 1,269,318 SPY puts, AAPL, AMZN, CSCO RESTATEMENT 6/2/2022 000160658722001247
Q4 2020 483 1,194,125 SPY puts, AAPL, AMZN, DIS 13F-HR 2/1/2021 000160658721000136
Q3 2020 463 1,085,414 SPY puts, AAPL, AMZN, CSCO 13F-HR 10/30/2020 000160658720001151
Q2 2020 456 1,010,420 SPY puts, AAPL, AMZN, CSCO 13F-HR 8/7/2020 000160658720000872
Q1 2020 414 755,927 SPY puts, AAPL, CSCO, VZ 13F-HR 4/30/2020 000160658720000545
Q4 2019 477 1,029,494 SPY puts, AAPL, XOM, CSCO 13F-HR 1/29/2020 000160658720000136
Q3 2019 466 924,405 SPY puts, AAPL, XOM, CSCO 13F-HR 10/28/2019 000160658719000922
Q2 2019 492 930,256 SPY puts, AAPL, XOM, AMZN 13F-HR 7/31/2019 000160658719000713
Q1 2019 513 821,894 SPY puts, AAPL, XOM, CSCO 13F-HR 4/29/2019 000160658719000433
Q4 2018 478 636,238 AAPL, XOM, CSCO, VZ 13F-HR 1/28/2019 000160658719000085
Q3 2018 525 1,058,177 SPY calls, SPY puts, AAPL, XOM 13F-HR 11/9/2018 000160658718000845
Q2 2018 542 1,023,918 SPY puts, AAPL, XOM, AMZN 13F-HR 7/31/2018 000160658718000567
Q1 2018 551 966,296 SPY puts, AAPL, XOM, BA 13F-HR 5/3/2018 000160658718000377
Q4 2017 529 771,176 AAPL, XOM, META, T 13F-HR 2/12/2018 000160658718000184
Q3 2017 567 761,135 AAPL, XOM, T, META 13F-HR 11/13/2017 000160658717000689
Q2 2017 606 759,542 AAPL, XOM, META, UPS 13F-HR 8/9/2017 000160658717000483
Q1 2017 598 768,972 AAPL, XOM, META, DIS 13F-HR 5/2/2017 000160658717000260
Q4 2016 610 790,568 AAPL, XOM, META, VZ 13F-HR 1/24/2017 000160658717000039
Q3 2016 557 749,230 AAPL, XOM, META, UPS 13F-HR 11/8/2016 000160658716000834
Q2 2016 597 788,041 AAPL, XOM, UPS, META 13F-HR 8/5/2016 000166678916000004
Q1 2016 624 814,387 AAPL, XOM, T, META 13F-HR 4/25/2016 000160658716000547
Q4 2015 669 882,937 AAPL, XOM, T, VZ 13F-HR 2/17/2016 000160658716000491
Additional filings from Sheaff Brock Investment Advisors, LLC that have since been restated