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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
PLDPrologis Inc.
Recent Activity
Decreased -0.6%
0.92%
$10.459M
82,821 shares@ $126.29 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -3.46%
0.9%
$10.178M
16,109 shares@ $631.84 avg price
HUBBHubbell Inc
Recent Activity
Decreased -1.03%
0.88%
$10.013M
23,375 shares@ $428.36 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 0.11%
0.87%
$9.937M
28,113 shares@ $353.48 avg price
ALSNAllison Transmission Hldgs I
Recent Activity
Decreased -1.83%
0.85%
$9.652M
100,472 shares@ $96.08 avg price
OKEOneok Inc New
Recent Activity
Decreased -0.66%
0.84%
$9.543M
104,721 shares@ $91.13 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -6.18%
0.82%
$9.269M
15,853 shares@ $584.7 avg price
DELLDell Technologies Inc
Recent Activity
Increased 967.98%
0.81%
$9.187M
77,503 shares@ $118.55 avg price
CMICummins Inc
Recent Activity
Increased 0.09%
0.81%
$9.144M
28,242 shares@ $323.79 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 3.26%
0.77%
$8.719M
53,136 shares@ $164.09 avg price