| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 35 | Q2 2024 | 13.6% |
| AMAZON COM INC | 35 | Q2 2024 | 4.4% |
| EXXON MOBIL CORP | 35 | Q2 2024 | 3.6% |
| MICROSOFT CORP | 35 | Q2 2024 | 2.7% |
| CISCO SYS INC | 35 | Q2 2024 | 2.4% |
| HOME DEPOT INC | 35 | Q2 2024 | 1.7% |
| JPMORGAN CHASE & CO. | 35 | Q2 2024 | 1.7% |
| META PLATFORMS INC | 35 | Q2 2024 | 2.3% |
| UNITED PARCEL SERVICE INC | 35 | Q2 2024 | 2.0% |
| ABBVIE INC | 35 | Q2 2024 | 1.6% |
View Sheaff Brock Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-30 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-02 |
View Sheaff Brock Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.