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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
96
23
33
5
11
7
67
19
31
SHEAFF BROCK INVESTMENT ADVISORS LLC

Time Period2019-03-31

Total Holdings513

Total Value ($x1000)821,894
Activities
New59

Increased176

Unchanged126

Decreased152

Sold Out24

Top 10 Stock Holdingstotal 23.64%
AAPL7.74

XOM2.99

CSCO2.3

AMZN1.87

INTC1.61

 
HD1.51

VZ1.47

BA1.47

JPM1.35

UPS1.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.2%
PUT
AAPL
7.74%
COM
XOM
2.99%
COM
CSCO
2.3%
COM
AMZN
1.87%
COM
INTC
1.61%
COM
HD
1.51%
COM
VZ
1.47%
COM
BA
1.47%
COM
JPM
1.35%
COM
UPS
1.33%
CL B
DIS
1.2%
COM DISNEY
WBA
1.19%
COM
TXN
1.17%
COM
ABBV
1.04%
COM
LMT
0.98%
COM
OKE
0.95%
COM
HOMB
0.91%
COM
SYY
0.88%
COM
KLAC
0.88%
COM
AMGN
0.86%
COM
DFS
0.82%
COM
MSFT
0.8%
COM
UTX
0.79%
COM
FB
0.78%
CL A
PRU
0.77%
COM
RF
0.75%
COM
CVX
0.75%
COM
BMY
0.75%
COM
KAR
0.73%
COM
T
0.71%
COM
IBM
0.7%
COM
CFG
0.69%
COM
MINT
0.67%
ENHAN SHRT MAT
FNF
0.66%
COM
BAC
0.65%
COM
HPT
0.65%
COM SH BEN INT
MA
0.64%
CL A
PM
0.62%
COM
SIRI
0.61%
COM
MO
0.6%
COM
CAT
0.58%
COM
TMK
0.57%
COM
AXP
0.57%
COM
V
0.56%
COM CL A
NFLX
0.53%
COM
TCBK
0.52%
COM
NKE
0.51%
CL B
DWDP
0.5%
COM
GOOGL
0.49%
CAP STK CL A
BRK.A
0.48%
CL A
BRK.B
0.48%
CL B NEW
LLY
0.46%
COM
PFE
0.45%
COM
BABA
0.45%
SPONSORED ADS
CME
0.44%
COM
NVDA
0.43%
COM
ROL
0.42%
COM
F
0.41%
COM PAR $0.01
DIA
0.41%
UT SER 1
JNJ
0.39%
COM
KO
0.38%
COM
GOOG
0.38%
CAP STK CL C
CELG
0.37%
COM
SPY
0.36%
TR UNIT
ORCL
0.35%
COM
ACAD
0.33%
COM
CAH
0.33%
COM
TRV
0.33%
COM
UNH
0.32%
COM
MRK
0.31%
COM
C
0.3%
COM NEW
BP
0.29%
SPONSORED ADR
WMT
0.28%
COM
QQQ
0.28%
UNIT SER 1
MDT
0.27%
SHS
QCOM
0.27%
COM
MCD
0.27%
COM
MTUM
0.26%
MSCI USAMOMFCT
EPD
0.25%
COM
CSX
0.24%
COM
GLW
0.23%
COM
ACN
0.23%
SHS CLASS A
PEP
0.23%
COM
VTI
0.22%
TOTAL STK MKT
SO
0.22%
COM
FITB
0.21%
COM
ORI
0.21%
COM
NSC
0.21%
COM
AME
0.2%
COM
DG
0.2%
COM
MDLZ
0.2%
CL A
ETE
0.19%
COM UT LTD PTN
PG
0.19%
COM
GMED
0.19%
CL A
WFC
0.19%
COM
GILD
0.19%
COM
O
0.18%
COM
MMP
0.18%
COM UNIT RP LP
SXT
0.17%
COM
ALL
0.17%
COM
SBUX
0.17%
COM
PYPL
0.17%
COM
DUK
0.16%
COM NEW
COP
0.16%
COM
CMI
0.16%
COM
DLR
0.16%
COM
GE
0.16%
COM
LH
0.15%
COM NEW
SPGI
0.15%
COM
SNPS
0.15%
COM
CGC
0.14%
COM
USA
0.14%
SH BEN INT
CDNS
0.14%
COM
AMAT
0.14%
COM
ES
0.14%
COM
ZBRA
0.14%
CL A
BBT
0.14%
COM
ARCC
0.14%
COM
VTR
0.14%
COM
AJG
0.13%
COM
ENB
0.13%
COM
UWT
0.13%
LEVERAGD ETN S&P
TOT
0.13%
SPONSORED ADR
GAB
0.13%
COM
PRAH
0.13%
COM
TSS
0.13%
COM
CDW
0.13%
COM
CNC
0.13%
COM
PGR
0.13%
COM
BMI
0.13%
COM
CBG
0.13%
CL A
LVS
0.13%
COM
MAR
0.13%
CL A
BAH
0.12%
CL A
D
0.12%
COM
HCC
0.12%
COM
IDXX
0.12%
COM
TWLO
0.12%
CL A
CTAS
0.12%
COM
PRI
0.12%
COM
LRCX
0.12%
COM
DRE
0.12%
COM NEW
NOC
0.12%
COM
PFF
0.12%
U.S. PFD STK ETF
SNA
0.12%
COM
ODFL
0.12%
COM
MAIN
0.12%
COM
ADBE
0.12%
COM
TRU
0.12%
COM
AEO
0.12%
COM
PH
0.11%
COM
MU
0.11%
COM
ALSN
0.11%
COM
AMD
0.11%
COM
PB
0.11%
COM
BR
0.11%
COM
MTOR
0.11%
COM
MPW
0.11%
COM
LPLA
0.1%
COM
CTSH
0.1%
CL A
TGT
0.1%
COM
RHI
0.1%
COM
BIB
0.1%
PSHS ULT NASB
NTAP
0.1%
COM
FL
0.1%
COM
MAS
0.1%
COM
EXG
0.1%
COM
UNP
0.1%
COM
KHC
0.1%
COM
CVS
0.1%
COM
PLAY
0.1%
COM
SRE
0.1%
COM
PSEC
0.1%
COM
ABT
0.1%
COM
INTU
0.1%
COM
SPG
0.1%
COM
MMM
0.1%
COM
PMM
0.1%
COM
CCL
0.1%
PAIRED CTF
AMX
0.1%
SPON ADR L SHS
NEE
0.09%
COM
KMI
0.09%
COM
ADP
0.09%
COM
RDS/A
0.09%
SPONS ADR A
VO
0.09%
MID CAP ETF
COST
0.09%
COM
CI
0.09%
COM
VYM
0.09%
HIGH DIV YLD
SQ
0.09%
CL A
HRS
0.09%
COM
PPG
0.09%
COM
ROK
0.09%
COM
DVY
0.09%
SELECT DIVID ETF
MRVL
0.09%
ORD
EMR
0.09%
COM
HON
0.09%
COM
SSO
0.09%
PSHS ULT S&P 500
HYG
0.08%
IBOXX HI YD ETF
CL
0.08%
COM
LUV
0.08%
COM
FISV
0.08%
COM
PII
0.08%
COM
WM
0.08%
COM
NLY
0.08%
COM
VOD
0.08%
SPNSR ADR NO PAR
AEP
0.08%
COM
TY
0.08%
COM
DE
0.08%
COM
NRZ
0.08%
COM NEW
HCP
0.08%
COM
DAL
0.08%
COM NEW
RSP
0.08%
S&P500 EQL WGT
MTB
0.08%
COM
QLD
0.08%
PSHS ULTRA QQQ
HCN
0.08%
COM
FAS
0.08%
DLY FIN BULL NEW
HUM
0.08%
COM
MPLX
0.07%
PRN
CMCSA
0.07%
CL A
FDX
0.07%
COM
XLU
0.07%
SBI INT-UTILS
TXT
0.07%
COM
BOND
0.07%
TOTL RETN ETF
HRL
0.07%
COM
VFC
0.07%
COM
EXAS
0.07%
COM
KRG
0.07%
COM NEW
CRM
0.07%
COM
AGNC
0.07%
COM
WPC
0.07%
COM
GM
0.07%
COM
TJX
0.07%
COM
SYK
0.07%
COM
AMT
0.07%
COM
KMB
0.07%
COM
SPLK
0.07%
COM
LOW
0.07%
COM
FUSB
0.06%
COM
JPG
0.06%
COM
GS
0.06%
COM
THW
0.06%
SHS
TOWN
0.06%
COM
ADM
0.06%
COM
BX
0.06%
COM UNIT LTD
ED
0.06%
COM
VBR
0.06%
SM CP VAL ETF
BKNG
0.06%
COM
IJR
0.06%
CORE S&P SCP ETF
UYG
0.06%
ULTRA FNCLS NEW
VLO
0.06%
COM
FANG
0.06%
COM
EL
0.06%
CL A
PDCE
0.06%
COM
PNC
0.06%
COM
HCA
0.06%
COM
ISRG
0.06%
COM NEW
PLD
0.06%
COM
BDJ
0.06%
COM
XLE
0.06%
SBI INT-ENERGY
PSX
0.06%
COM
VBK
0.06%
SML CP GRW ETF
MPC
0.06%
COM
HYT
0.06%
COM
PCAR
0.06%
COM
HES
0.05%
COM
EAD
0.05%
COM SHS
CAG
0.05%
COM
VOT
0.05%
MCAP GR IDXVIP
RDS/B
0.05%
SPON ADR B
JHB
0.05%
COM
OMER
0.05%
COM
USB
0.05%
COM NEW
XHR
0.05%
COM
STOR
0.05%
COM
MATW
0.05%
CL A
TRTN
0.05%
CL A
VB
0.05%
SMALL CP ETF
MDY
0.05%
UTSER1 S&PDCRP
VWO
0.05%
FTSE EMR MKT ETF
LRY
0.05%
SH BEN INT
WMB
0.05%
COM
AVB
0.05%
COM
BIIB
0.05%
COM
UCO
0.05%
II ULTA BLMBG 2017
MIDD
0.05%
COM
DTE
0.05%
COM
AFL
0.05%
COM
MPA
0.05%
COM
AEE
0.05%
COM
EQR
0.05%
SH BEN INT
VER
0.05%
COM
GIS
0.05%
COM
NKSH
0.05%
COM
PHK
0.05%
COM SHS
EWA
0.05%
MSCI AUST ETF
BIDU
0.05%
SPON ADR REP A
DOC
0.05%
COM
PSA
0.05%
COM
RPM
0.05%
COM
LQD
0.05%
IBOXX INV CP ETF
VIG
0.05%
DIV APP ETF
LNG
0.05%
COM NEW
EXC
0.05%
COM
CUBE
0.05%
COM
XLF
0.05%
SBI INT-FINL
PEB
0.05%
COM
ROKU
0.05%
CL A
IBB
0.05%
NASDQ BIOTEC ETF
HST
0.05%
COM
NZF
0.05%
COM SH BEN INT
UBA
0.04%
CL A
CII
0.04%
COM
HBAN
0.04%
COM
SCHV
0.04%
US LCAP VA ETF
SCHD
0.04%
US DIVIDEND EQ
RWO
0.04%
DJ GLB RL ES ETF
MHI
0.04%
COM SHS
STX
0.04%
SHS
YUM
0.04%
COM
AAL
0.04%
COM
TNA
0.04%
DLY SMCAP BULL3X
SLB
0.04%
COM
AVGO
0.04%
COM
XLI
0.04%
SBI INT-INDS
VOO
0.04%
SHS
LW
0.04%
COM
WEC
0.04%
COM
SCHC
0.04%
INTL SCEQT ETF
AIG
0.04%
COM NEW
XEL
0.04%
COM
STZ
0.04%
CL A
COLL
0.04%
COM
NYMT
0.04%
COM PAR $.02
BPL
0.04%
UNIT LTD PARTN
PIM
0.04%
SH BEN INT
IP
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
ITW
0.04%
COM
HAL
0.04%
COM
ANET
0.04%
COM
CMA
0.04%
COM
PBA
0.04%
COM
SWKS
0.04%
COM
VKQ
0.04%
COM
IEP
0.04%
DEPOSITARY UNIT
FRA
0.04%
COM
IJT
0.03%
SP SMCP600GR ETF
IJH
0.03%
CORE S&P MCP ETF
KSS
0.03%
COM
CCI
0.03%
COM
XLK
0.03%
TECHNOLOGY
MNK
0.03%
SHS
ICE
0.03%
COM
HIO
0.03%
COM
APC
0.03%
COM
NAD
0.03%
COM
AGG
0.03%
CORE TOTUSBD ETF
APD
0.03%
COM
OHI
0.03%
COM
GGN
0.03%
COM SH BEN INT
CLX
0.03%
COM
CTL
0.03%
COM
VNQ
0.03%
REIT ETF
RTN
0.03%
COM NEW
ETW
0.03%
COM
STWD
0.03%
COM
GRX
0.03%
SHS
FUN
0.03%
PRN
PPT
0.03%
SH BEN INT
MGK
0.03%
MEGA GRWTH IND
MFA
0.03%
COM
PFLT
0.03%
COM
ATVI
0.03%
COM
GPOR
0.03%
COM NEW
WDC
0.03%
COM
OXY
0.03%
COM
PEY
0.03%
HIG YLD EQ DIV
XLE
0.03%
CALL
NS
0.03%
UNIT COM
LEG
0.03%
COM
LYFT
0.03%
CL A COM
AABA
0.03%
COM
FE
0.03%
COM
PUTW
0.03%
CBOE S&P 500
TOTL
0.03%
SPDR TR TACTIC
EBAY
0.03%
COM
PGF
0.03%
FINL PFD ETF
ERC
0.03%
COM SHS
TD
0.03%
COM NEW
MET
0.03%
COM
SLCA
0.03%
COM
JPZ
0.03%
COM
NVG
0.03%
COM
CLF
0.03%
COM
PHB
0.03%
FNDMNTL HY CRP
PGX
0.03%
PFD ETF
STLD
0.03%
COM
XBI
0.03%
S&P BIOTECH
ULTA
0.03%
COM
V
0.03%
CALL
PSP
0.03%
GBL LISTED PVT
PACW
0.03%
COM
VXF
0.03%
EXTEND MKT ETF
OLED
0.03%
COM
EEM
0.03%
MSCI EMG MKT ETF
AAXN
0.03%
COM
BK
0.03%
COM
LIN
0.03%
COM
XLV
0.03%
SBI HEALTHCARE
SCHE
0.03%
EMRG MKTEQ ETF
TTWO
0.03%
COM
UTG
0.03%
COM SH BEN INT
SJNK
0.03%
SHT TRM HGH YLD
KMX
0.03%
COM
NEA
0.03%
COM
RQI
0.03%
COM
GGG
0.03%
COM
UL
0.03%
SPON ADR NEW
FLO
0.03%
COM
MMT
0.03%
SH BEN INT
ORAN
0.03%
SPONSORED ADR
PWOD
0.03%
COM
CXE
0.02%
SH BEN INT
FLOT
0.02%
FLTG RATE BD ETF
BIV
0.02%
INTERMED TERM
PANW
0.02%
COM
FAX
0.02%
COM
TPX
0.02%
COM
GHY
0.02%
COM
CPB
0.02%
COM
BND
0.02%
TOTAL BND MRKT
VOOG
0.02%
500 GRTH IDX F
APTV
0.02%
SHS
ARR
0.02%
COM NEW
AWF
0.02%
COM
XON
0.02%
COM
BBF
0.02%
SH BEN INT
HYI
0.02%
COM
DNP
0.02%
COM
AMLP
0.02%
ALERIAN MLP
CHI
0.02%
SH BEN INT
SRCI
0.02%
COM
TEVA
0.02%
ADR
CHW
0.02%
COM
NE
0.02%
SHS USD
TAXI
0.02%
COM
PMO
0.02%
SH BEN INT
DGII
0.02%
COM
FCX
0.02%
COM
EOI
0.02%
COM
AOD
0.02%
COM SH BEN INT
GE
0.02%
CALL
JPS
0.02%
COM
HYB
0.02%
COM NEW
BOE
0.02%
COM
GGT
0.02%
COM
TCPC
0.02%
COM
BLE
0.02%
COM
CRZO
0.02%
COM
BKD
0.02%
COM
BWG
0.02%
COM
CLM
0.02%
COM PAR $0.001
REI
0.02%
COM
OCSL
0.01%
COM
TGTX
0.01%
COM
NOK
0.01%
SPONSORED ADR
CX
0.01%
SPON ADR NEW
ETJ
0.01%
COM
CRESY
0.01%
SPONSORED ADR
CHK
0.01%
COM
PFN
0.01%
COM
PNNT
0.01%
COM
RIG
0.01%
REG SHS
ACB
0.01%
COM
GPM
0.01%
COM
LL
0.01%
COM
LL
0.01%
CALL
BBDC
0.01%
COM
CMO
0.01%
COM NO PAR
FSM
0.01%
COM
WPG
0.01%
COM
NCV
0.01%
COM
SAN
0.01%
ADR
OXSQ
0.01%
COM
RAD
0.01%
COM
NRO
0.01%
COM
HEXO
0.01%
COM
APYX
0.01%
COM
NOK
0.01%
CALL
JVA
0.01%
COM
EMX
0.01%
COM
PER
0.01%
COM UNIT BEN INT
ANH
0.01%
COM
AKS
0.01%
COM
TRQ
0.01%
COM
SDT
0.01%
UNIT BEN INT
CBL
< 0.01%
COM
BTG
< 0.01%
COM
EGI
< 0.01%
COM
DHY
< 0.01%
SH BEN INT
DNN
< 0.01%
COM
TAT
< 0.01%
SHS NEW
TCON
< 0.01%
COM
SDR
< 0.01%
SH BEN INT
KGJI
< 0.01%
COM NEW
UPL
< 0.01%
COM NEW
RVLT
< 0.01%
COM NEW
RWLK
< 0.01%
SHS
OBE
< 0.01%
COM
CFRX
< 0.01%
COM
BTG
< 0.01%
CALL
TLT
< 0.01%
CALL
SHY
0.13%
1-3 YR TR BD ETF
BSV
0.12%
SHORT TRM BOND
PGTI
0.12%
COM
EHC
0.12%
COM
SEND
0.08%
COM
CBS
0.07%
CL B
PFE
0.07%
CALL
ATHN
0.06%
COM
TLP
0.05%
COM UNIT L P
TSLA
0.05%
COM
DPZ
0.04%
COM
MBFI
0.04%
COM
STZ
0.04%
CALL
UTX
0.03%
CALL
CIM
0.03%
COM NEW
RGSE
0.02%
CL A 2017
OIA
0.01%
COM
ESNC
0.01%
COM
CPLP
0.01%
COM UNIT LP
BXE
< 0.01%
COM NEW
SXE
< 0.01%
PRN
B2GOLD C...
< 0.01%
CALL
SPY
< 0.01%
CALL
LL
< 0.01%
CALL