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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
KRKroger Co
Recent Activity
Exited
0%
$5.794M
116,041 shares@ $49.94 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$2.453M
866,704 shares@ $2.84 avg price
LECOLincoln Elec Hldgs Inc
Recent Activity
Exited
0%
$1.65M
8,747 shares@ $188.65 avg price
CELHCelsius Hldgs Inc
Recent Activity
Exited
0%
$1.529M
26,785 shares@ $57.1 avg price
GDDYGodaddy Inc
Recent Activity
Exited
0%
$824,289
5,900 shares@ $139.71 avg price
AFLAflac Inc
Recent Activity
Exited
0%
$655,922
7,344 shares@ $89.32 avg price
STXSeagate Technology Hldngs Pl
Recent Activity
Exited
0%
$461,032
4,464 shares@ $103.28 avg price
BBYBest Buy Inc
Recent Activity
Exited
0%
$440,416
5,225 shares@ $84.3 avg price
CINFCincinnati Finl Corp
Recent Activity
Exited
0%
$425,160
3,600 shares@ $118.1 avg price
ABNBAirbnb Inc
Recent Activity
Exited
0%
$390,243
2,574 shares@ $151.61 avg price