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Brad Stark

@Sheaff Brock Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.143BTotal holdings455
Assets growth rate6.02%Assets growth rate (2-Q avg)-13.03%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sheaff Brock Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 455 positions.

Assets under management

The assets under management (AUM) of Sheaff Brock Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.143B in assets, with a quarterly growth rate of 6.02% and a 2-quarter average growth rate of -13.03%. The portfolio is managed by Brad Stark, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.26%
11.1%
$126.807M
544,235 shares@ $233.01 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.6%
7.26%
$82.917M
682,784 shares@ $121.44 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -7.1%
2.49%
$28.359M
32,010 shares@ $885.95 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.48%
2.42%
$27.577M
64,088 shares@ $430.3 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.64%
1.79%
$20.38M
119,602 shares@ $170.41 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -4.62%
1.73%
$19.72M
105,835 shares@ $186.34 avg price
IPDPListed Fd Tr
Recent Activity
Decreased -1.07%
1.7%
$19.374M
990,478 shares@ $19.56 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.03%
1.41%
$16.089M
28,106 shares@ $572.44 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.31%
1.38%
$15.709M
38,769 shares@ $405.21 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.18%
1.3%
$14.835M
30,395 shares@ $488.07 avg price