Sheaff Brock Investment Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Indianapolis, IN
CIK
0001666789
All SEC filings
View on sec.gov
Holdings Value, Excluding Options
Quarter Holdings Value, Excl. Options ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 460 1,089,524 AAPL, NVDA, LLY, MSFT 13F-HR 5/7/2025 000166678925000004
Q4 2024 451 1,149,063 AAPL, NVDA, MSFT, LLY 13F-HR 1/30/2025 000166678925000001
Q3 2024 455 1,140,984 AAPL, NVDA, LLY, MSFT 13F-HR 11/6/2024 000166678924000007
Q2 2024 449 1,077,565 AAPL, NVDA, LLY, MSFT 13F-HR 7/30/2024 000166678924000004
Q1 2024 509 1,255,641 SPY puts, NVDA, AAPL, LLY 13F-HR 5/14/2024 000166678924000003
Q4 2023 481 1,114,791 SPY puts, AAPL, NVDA, MSFT 13F-HR 2/8/2024 000166678924000001
Q3 2023 459 993,830 AAPL, SPY puts, NVDA, MSFT 13F-HR 11/8/2023 000166678923000004
Q2 2023 491 1,039,120 AAPL, SPY puts, NVDA, MSFT 13F-HR 8/8/2023 000166678923000003
Q1 2023 516 961,083 AAPL, SPY puts, MSFT, NVDA 13F-HR 5/1/2023 000166678923000002
Q4 2022 509 900,592 SPY puts, AAPL, APA, MSFT 13F-HR 2/13/2023 000117266123000686
Q3 2022 496 821,026 AAPL, SPY puts, AMZN, MSFT 13F-HR 11/3/2022 000160658722002126
Q2 2022 497 867,478 SPY puts, AAPL, MSFT, NVDA 13F-HR 8/2/2022 000160658722001572
Q1 2022 536 1,122,842 SPY puts, AAPL, AMZN, NVDA RESTATEMENT 5/16/2022 000160658722001198
Q4 2021 543 1,154,803 SPY puts, AAPL, AMZN, NVDA RESTATEMENT 6/2/2022 000160658722001252
Q3 2021 549 1,025,823 SPY puts, AAPL, AMZN, NVDA RESTATEMENT 6/2/2022 000160658722001251
Q2 2021 523 1,048,789 SPY puts, AAPL, AMZN, MSFT RESTATEMENT 6/2/2022 000160658722001248
Q1 2021 501 937,609 SPY puts, AAPL, AMZN, CSCO RESTATEMENT 6/2/2022 000160658722001247
Q4 2020 483 905,362 SPY puts, AAPL, AMZN, DIS 13F-HR 2/1/2021 000160658721000136
Q3 2020 463 805,474 SPY puts, AAPL, AMZN, CSCO 13F-HR 10/30/2020 000160658720001151
Q2 2020 456 711,996 SPY puts, AAPL, AMZN, CSCO 13F-HR 8/7/2020 000160658720000872
Q1 2020 414 556,969 SPY puts, AAPL, CSCO, VZ 13F-HR 4/30/2020 000160658720000545
Q4 2019 477 782,746 SPY puts, AAPL, XOM, CSCO 13F-HR 1/29/2020 000160658720000136
Q3 2019 466 721,554 SPY puts, AAPL, XOM, CSCO 13F-HR 10/28/2019 000160658719000922
Q2 2019 492 714,692 SPY puts, AAPL, XOM, AMZN 13F-HR 7/31/2019 000160658719000713
Q1 2019 513 745,437 SPY puts, AAPL, XOM, CSCO 13F-HR 4/29/2019 000160658719000433
Q4 2018 478 635,172 AAPL, XOM, CSCO, VZ 13F-HR 1/28/2019 000160658719000085
Q3 2018 525 790,234 SPY calls, SPY puts, AAPL, XOM 13F-HR 11/9/2018 000160658718000845
Q2 2018 542 760,655 SPY puts, AAPL, XOM, AMZN 13F-HR 7/31/2018 000160658718000567
Q1 2018 551 743,467 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