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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
WTWisdomtree Inc
Recent Activity
New Position
0.04%
$385,085
38,547 shares@ $10.0 avg price
BROBrown & Brown Inc
Recent Activity
New Position
0.04%
$381,352
3,681 shares@ $103.61 avg price
HOODRobinhood Mkts Inc
Recent Activity
New Position
0.03%
$288,418
12,315 shares@ $23.43 avg price
NEMNewmont Corp
Recent Activity
New Position
0.03%
$266,502
4,986 shares@ $53.46 avg price
PHMPulte Group Inc
Recent Activity
New Position
0.03%
$265,531
1,850 shares@ $143.54 avg price
8816⤦Tesla Inc
Recent Activity
New Position
0.03%
$261,630↑ Call
1,000 shares@ $261.63 avg price
IAUIshares Gold Tr
Recent Activity
New Position
0.03%
$260,925
5,250 shares@ $49.7 avg price
VTRVentas Inc
Recent Activity
New Position
0.03%
$241,129
3,760 shares@ $64.14 avg price
ABAlliancebernstein Hldg L P
Recent Activity
New Position
0.03%
$237,600
6,810 shares@ $34.89 avg price
ETNEaton Corp Plc
Recent Activity
New Position
0.03%
$229,357
692 shares@ $331.45 avg price