test

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
ACTEnact Hldgs Inc
Recent Activity
New Position
0.7%
$7.938M
218,498 shares@ $36.34 avg price
ISRGIntuitive Surgical Inc
Recent Activity
New Position
0.52%
$5.91M
12,030 shares@ $491.28 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.18%
$2.036M
86,069 shares@ $23.66 avg price
CRUSCirrus Logic Inc
Recent Activity
New Position
0.16%
$1.752M
14,109 shares@ $124.22 avg price
CARRCarrier Global Corporation
Recent Activity
New Position
0.1%
$1.068M
13,265 shares@ $80.5 avg price
0010⤦Aflac Inc
Recent Activity
New Position
0.08%
$821,095
7,344 shares@ $111.81 avg price
BXMTBlackstone Mtg Tr Inc
Recent Activity
New Position
0.07%
$715,024
37,613 shares@ $19.02 avg price
7846⤦Spdr S&p 500 Etf Tr
Recent Activity
New Position
0.06%
$573,760↓ Put
1,000 shares@ $573.76 avg price
4609⤦Invesco Qqq Tr
Recent Activity
New Position
0.05%
$488,070↓ Put
1,000 shares@ $488.07 avg price
CBRECbre Group Inc
Recent Activity
New Position
0.04%
$398,336
3,200 shares@ $124.48 avg price