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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
IRMIron Mtn Inc Del
Recent Activity
Decreased -15.22%
1.23%
$14.006M
117,863 shares@ $118.83 avg price
MRKMerck & Co Inc
Recent Activity
Increased 4.46%
1.22%
$13.938M
122,734 shares@ $113.57 avg price
AVGOBroadcom Inc
Recent Activity
Increased 821.03%
1.19%
$13.566M
78,646 shares@ $172.5 avg price
KLACKla Corp
Recent Activity
Decreased -1.73%
1.11%
$12.662M
16,350 shares@ $774.41 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 14.78%
1.11%
$12.575M
75,824 shares@ $165.85 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.46%
1.06%
$12.052M
61,029 shares@ $197.48 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -0.59%
1.02%
$11.554M
19,766 shares@ $584.56 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.63%
1.02%
$11.542M
67,877 shares@ $170.05 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.38%
0.96%
$10.956M
19,096 shares@ $573.75 avg price
AXPAmerican Express Co
Recent Activity
Decreased -1.11%
0.94%
$10.696M
39,439 shares@ $271.2 avg price