Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 32 | Q3 2023 | 13.6% |
AMAZON COM INC | 32 | Q3 2023 | 4.4% |
EXXON MOBIL CORP | 32 | Q3 2023 | 3.6% |
CISCO SYS INC | 32 | Q3 2023 | 2.4% |
HOME DEPOT INC | 32 | Q3 2023 | 1.7% |
JPMORGAN CHASE & CO | 32 | Q3 2023 | 1.7% |
MICROSOFT CORP | 32 | Q3 2023 | 2.1% |
UNITED PARCEL SERVICE INC | 32 | Q3 2023 | 2.0% |
META PLATFORMS INC | 32 | Q3 2023 | 2.3% |
DISNEY WALT CO | 32 | Q3 2023 | 1.5% |
View Sheaff Brock Investment Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR/A | 2022-06-02 |
13F-HR/A | 2022-06-02 |
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.