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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
94
22
30
5
10
7
65
16
28
SHEAFF BROCK INVESTMENT ADVISORS LLC

Time Period2018-12-31

Total Holdings478

Total Value ($x1000)636,238
Activities
New40

Increased148

Unchanged109

Decreased181

Sold Out87

Top 10 Stock Holdingstotal 24.57%
AAPL7.85

XOM2.43

CSCO2.35

VZ1.82

INTC1.82

 
JPM1.7

AMZN1.69

HD1.66

BA1.64

WBA1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
7.85%
COM
XOM
2.43%
COM
CSCO
2.35%
COM
VZ
1.82%
COM
INTC
1.82%
COM
JPM
1.7%
COM
AMZN
1.69%
COM
HD
1.66%
COM
BA
1.64%
COM
WBA
1.61%
COM
ABBV
1.55%
COM
UPS
1.5%
CL B
DIS
1.46%
COM DISNEY
MCD
1.38%
COM
TXN
1.38%
COM
AMGN
1.16%
COM
LMT
1.11%
COM
HOMB
1.09%
COM
SYY
1.08%
COM
BMY
1.04%
COM
OKE
0.96%
COM
PRU
0.89%
COM
KAR
0.89%
COM
KLAC
0.87%
COM
CVX
0.86%
COM
DFS
0.85%
COM
UTX
0.85%
COM
MSFT
0.84%
COM
T
0.82%
COM
CFG
0.81%
COM
SIRI
0.79%
COM
HPT
0.77%
COM SH BEN INT
BAC
0.77%
COM
FNF
0.74%
COM
UNH
0.74%
COM
FB
0.74%
CL A
TMK
0.68%
COM
MO
0.68%
COM
MA
0.67%
CL A
CAT
0.65%
COM
CME
0.65%
COM
PM
0.63%
COM
BRK.A
0.63%
CL A
BRK.B
0.62%
CL B NEW
AXP
0.61%
COM
V
0.61%
COM CL A
WMT
0.59%
COM
NFLX
0.58%
COM
GOOGL
0.58%
CAP STK CL A
TCBK
0.57%
COM
DWDP
0.57%
COM
NKE
0.55%
CL B
PFE
0.53%
COM
LLY
0.52%
COM
KO
0.5%
COM
JNJ
0.49%
COM
ROL
0.47%
COM
F
0.46%
COM PAR $0.01
GOOG
0.43%
CAP STK CL C
BABA
0.43%
SPONSORED ADS
DIA
0.42%
UT SER 1
MRK
0.41%
COM
SPY
0.4%
TR UNIT
ORCL
0.39%
COM
IBM
0.38%
COM
NVDA
0.36%
COM
MDT
0.36%
SHS
CELG
0.34%
COM
QCOM
0.33%
COM
TRV
0.33%
COM
C
0.33%
COM NEW
ACN
0.32%
SHS CLASS A
QQQ
0.28%
UNIT SER 1
CAH
0.27%
COM
PEP
0.27%
COM
GILD
0.26%
COM
EPD
0.26%
COM
ORI
0.26%
COM
CSX
0.26%
COM
RDS/B
0.26%
SPON ADR B
ACAD
0.25%
COM
COP
0.24%
COM
DG
0.23%
COM
SO
0.23%
COM
PG
0.22%
COM
DUK
0.22%
COM NEW
VTI
0.22%
TOTAL STK MKT
WFC
0.22%
COM
FITB
0.22%
COM
ETE
0.22%
COM UT LTD PTN
MMP
0.22%
COM UNIT RP LP
NSC
0.21%
COM
GMED
0.21%
CL A
AME
0.21%
COM
MDLZ
0.21%
CL A
GLW
0.2%
COM
O
0.2%
COM
USA
0.2%
SH BEN INT
ALL
0.19%
COM
LW
0.19%
COM
SBUX
0.19%
COM
SXT
0.18%
COM
DLR
0.18%
COM
CNC
0.18%
COM
CMI
0.18%
COM
MTUM
0.17%
MSCI USAMOMFCT
PYPL
0.17%
COM
LH
0.16%
COM NEW
AJG
0.16%
COM
BBT
0.16%
COM
D
0.16%
COM
ES
0.16%
COM
TOT
0.16%
SPONSORED ADR
SPGI
0.16%
COM
ARCC
0.16%
COM
ADBE
0.16%
COM
CDNS
0.15%
COM
VTR
0.15%
COM
KHC
0.15%
COM
GE
0.15%
COM
TSS
0.15%
COM
CVS
0.15%
COM
PFF
0.15%
U.S. PFD STK ETF
ZBRA
0.15%
CL A
BMI
0.15%
COM
SNPS
0.15%
COM
SNA
0.15%
COM
PGR
0.15%
COM
MAR
0.14%
CL A
CDW
0.14%
COM
KMB
0.14%
COM
PRAH
0.14%
COM
ALSN
0.14%
COM
GAB
0.14%
COM
NOC
0.14%
COM
MAIN
0.14%
COM
CBG
0.14%
CL A
AMAT
0.14%
COM
CTAS
0.13%
COM
LVS
0.13%
COM
SHY
0.13%
1-3 YR TR BD ETF
BR
0.13%
COM
IDXX
0.13%
COM
PH
0.13%
COM
AEO
0.13%
COM
TRU
0.13%
COM
ODFL
0.13%
COM
HCC
0.13%
COM
PB
0.13%
COM
DRE
0.13%
COM NEW
BP
0.13%
SPONSORED ADR
PRI
0.13%
COM
BSV
0.12%
SHORT TRM BOND
AMX
0.12%
SPON ADR L SHS
PGTI
0.12%
COM
CCL
0.12%
PAIRED CTF
CTSH
0.12%
CL A
EHC
0.12%
COM
MU
0.12%
COM
PSEC
0.12%
COM
EXG
0.12%
COM
FL
0.12%
COM
MMM
0.12%
COM
RHI
0.12%
COM
HON
0.11%
COM
NTAP
0.11%
COM
PLAY
0.11%
COM
PMM
0.11%
COM
TGT
0.11%
COM
NEE
0.11%
COM
SPG
0.11%
COM
UNP
0.11%
COM
ABT
0.11%
COM
MPW
0.11%
COM
VOD
0.11%
SPNSR ADR NO PAR
RDS/A
0.11%
SPONS ADR A
VYM
0.11%
HIGH DIV YLD
SRE
0.11%
COM
EMR
0.11%
COM
DVY
0.1%
SELECT DIVID ETF
HUM
0.1%
COM
VO
0.1%
MID CAP ETF
ENB
0.1%
COM
HYG
0.1%
IBOXX HI YD ETF
MAS
0.1%
COM
HRS
0.1%
COM
PSX
0.1%
COM
MINT
0.1%
ENHAN SHRT MAT
SYK
0.1%
COM
ADP
0.1%
COM
ROK
0.1%
COM
DAL
0.1%
COM NEW
BIB
0.1%
PSHS ULT NASB
NLY
0.1%
COM
CL
0.1%
COM
DE
0.1%
COM
KMI
0.1%
COM
ED
0.1%
COM
HRL
0.09%
COM
PII
0.09%
COM
INTU
0.09%
COM
MRVL
0.09%
ORD
BOND
0.09%
TOTL RETN ETF
AGNC
0.09%
COM
COST
0.09%
COM
AEP
0.09%
COM
MTB
0.09%
COM
TY
0.09%
COM
BIIB
0.09%
COM
TXT
0.09%
COM
WM
0.09%
COM
SSO
0.09%
PSHS ULT S&P 500
HCN
0.09%
COM
MPLX
0.09%
PRN
FISV
0.09%
COM
AMD
0.08%
COM
NRZ
0.08%
COM NEW
RSP
0.08%
S&P500 EQL WGT
HCP
0.08%
COM
CMCSA
0.08%
CL A
SEND
0.08%
COM
RF
0.08%
COM
CI
0.08%
COM
SQ
0.08%
CL A
TOWN
0.08%
COM
ADM
0.08%
COM
LOW
0.08%
COM
JPG
0.08%
COM
KRG
0.08%
COM NEW
BKNG
0.08%
COM
EL
0.08%
CL A
CBS
0.07%
CL B
BX
0.07%
COM UNIT LTD
TJX
0.07%
COM
QLD
0.07%
PSHS ULTRA QQQ
EXAS
0.07%
COM
MATW
0.07%
CL A
HCA
0.07%
COM
VOO
0.07%
SHS
PNC
0.07%
COM
BIDU
0.07%
SPON ADR REP A
SPLK
0.07%
COM
GS
0.07%
COM
WPC
0.07%
COM
MPC
0.07%
COM
FANG
0.07%
COM
TRTN
0.07%
CL A
CGC
0.07%
COM
GM
0.07%
COM
PFE
0.07%
CALL
CRM
0.07%
COM
BDJ
0.07%
COM
LRCX
0.07%
COM
THW
0.07%
SHS
FUSB
0.07%
COM
HYT
0.07%
COM
AMT
0.07%
COM
ISRG
0.07%
COM NEW
IJR
0.07%
CORE S&P SCP ETF
EAD
0.06%
COM SHS
ATHN
0.06%
COM
USB
0.06%
COM NEW
XLE
0.06%
SBI INT-ENERGY
RPM
0.06%
COM
JHB
0.06%
COM
PCAR
0.06%
COM
VLO
0.06%
COM
UYG
0.06%
ULTRA FNCLS NEW
VBK
0.06%
SML CP GRW ETF
VBR
0.06%
SM CP VAL ETF
MPA
0.06%
COM
LQD
0.06%
IBOXX INV CP ETF
AFL
0.06%
COM
VWO
0.06%
FTSE EMR MKT ETF
VOT
0.06%
MCAP GR IDXVIP
MDY
0.06%
UTSER1 S&PDCRP
VB
0.06%
SMALL CP ETF
DTE
0.06%
COM
AEE
0.06%
COM
EWA
0.06%
MSCI AUST ETF
PHK
0.06%
COM SHS
EXC
0.06%
COM
XLF
0.06%
SBI INT-FINL
PLD
0.06%
COM
VIG
0.06%
DIV APP ETF
LRY
0.05%
SH BEN INT
PDCE
0.05%
COM
YUM
0.05%
COM
HBAN
0.05%
COM
NKSH
0.05%
COM
CTL
0.05%
COM
AAL
0.05%
COM
GGG
0.05%
COM
LNG
0.05%
COM NEW
PSA
0.05%
COM
CII
0.05%
COM
MHI
0.05%
COM SHS
HES
0.05%
COM
TLP
0.05%
COM UNIT L P
NZF
0.05%
COM SH BEN INT
STOR
0.05%
COM
AVB
0.05%
COM
EQR
0.05%
SH BEN INT
SCHD
0.05%
US DIVIDEND EQ
ITW
0.05%
COM
AVGO
0.05%
COM
MIDD
0.05%
COM
VER
0.05%
COM
CUBE
0.05%
COM
IBB
0.05%
NASDQ BIOTEC ETF
CAG
0.05%
COM
RWO
0.05%
DJ GLB RL ES ETF
DOC
0.05%
COM
WMB
0.05%
COM
UBA
0.05%
CL A
GIS
0.05%
COM
TSLA
0.05%
COM
COLL
0.05%
COM
XHR
0.05%
COM
PEB
0.05%
COM
RTN
0.05%
COM NEW
XEL
0.05%
COM
AIG
0.05%
COM NEW
HST
0.05%
COM
XLI
0.05%
SBI INT-INDS
SCHV
0.05%
US LCAP VA ETF
SCHC
0.04%
INTL SCEQT ETF
KSS
0.04%
COM
STX
0.04%
SHS
FRA
0.04%
COM
PIM
0.04%
SH BEN INT
XLK
0.04%
TECHNOLOGY
WEC
0.04%
COM
CMA
0.04%
COM
OMER
0.04%
COM
VKQ
0.04%
COM
HAL
0.04%
COM
ATVI
0.04%
COM
APC
0.04%
COM
AGG
0.04%
CORE TOTUSBD ETF
PEY
0.04%
HIG YLD EQ DIV
OHI
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
NYMT
0.04%
COM PAR $.02
DPZ
0.04%
COM
CLX
0.04%
COM
MBFI
0.04%
COM
FUN
0.04%
PRN
HIO
0.04%
COM
ETW
0.04%
COM
IJT
0.04%
SP SMCP600GR ETF
NAD
0.04%
COM
BPL
0.04%
UNIT LTD PARTN
SLB
0.04%
COM
TTWO
0.04%
COM
XON
0.04%
COM
GRX
0.04%
SHS
STZ
0.04%
CALL
PPT
0.04%
SH BEN INT
CCI
0.04%
COM
PBA
0.04%
COM
TOTL
0.04%
SPDR TR TACTIC
TNA
0.04%
DLY SMCAP BULL3X
VNQ
0.04%
REIT ETF
PFLT
0.04%
COM
IP
0.04%
COM
APD
0.04%
COM
PUTW
0.04%
CBOE S&P 500
PGF
0.04%
FINL PFD ETF
MGK
0.04%
MEGA GRWTH IND
PHB
0.04%
FNDMNTL HY CRP
ERC
0.04%
COM SHS
IEP
0.04%
DEPOSITARY UNIT
IJH
0.04%
CORE S&P MCP ETF
MET
0.03%
COM
FE
0.03%
COM
ORAN
0.03%
SPONSORED ADR
MFA
0.03%
COM
OXY
0.03%
COM
TD
0.03%
COM NEW
XLV
0.03%
SBI HEALTHCARE
JPZ
0.03%
COM
BK
0.03%
COM
UTX
0.03%
CALL
MNK
0.03%
SHS
LEG
0.03%
COM
EEM
0.03%
MSCI EMG MKT ETF
SJNK
0.03%
SHT TRM HGH YLD
WDC
0.03%
COM
PACW
0.03%
COM
SWKS
0.03%
COM
PSP
0.03%
GBL LISTED PVT
STZ
0.03%
CL A
PWOD
0.03%
COM
FLOT
0.03%
FLTG RATE BD ETF
FDX
0.03%
COM
LIN
0.03%
COM
NEA
0.03%
COM
CIM
0.03%
COM NEW
MMT
0.03%
SH BEN INT
GHY
0.03%
COM
CXE
0.03%
SH BEN INT
FLO
0.03%
COM
NVG
0.03%
COM
FAX
0.03%
COM
BBF
0.03%
SH BEN INT
RQI
0.03%
COM
DNP
0.03%
COM
HYI
0.03%
COM
SRCI
0.03%
COM
AMLP
0.03%
ALERIAN MLP
CHI
0.03%
SH BEN INT
PMO
0.03%
SH BEN INT
AWF
0.02%
COM
EOI
0.02%
COM
CHW
0.02%
COM
AOD
0.02%
COM SH BEN INT
HYB
0.02%
COM NEW
BKD
0.02%
COM
DGII
0.02%
COM
BOE
0.02%
COM
RGSE
0.02%
CL A 2017
BLE
0.02%
COM
GGT
0.02%
COM
CLF
0.02%
COM
BWG
0.02%
COM
NOK
0.02%
SPONSORED ADR
CX
0.02%
SPON ADR NEW
FCX
0.02%
COM
TAXI
0.02%
COM
PFN
0.02%
COM
ETJ
0.02%
COM
RIG
0.02%
REG SHS
LL
0.02%
COM
FSM
0.02%
COM
GGN
0.02%
COM SH BEN INT
OCSL
0.02%
COM
GPM
0.01%
COM
BBDC
0.01%
COM
REI
0.01%
COM
RAD
0.01%
COM
SAN
0.01%
ADR
GE
0.01%
CALL
CMO
0.01%
COM NO PAR
OXSQ
0.01%
COM
CHK
0.01%
COM
NOK
0.01%
CALL
OIA
0.01%
COM
NCV
0.01%
COM
GPOR
0.01%
COM NEW
ESNC
0.01%
COM
TGTX
0.01%
COM
NRO
0.01%
COM
WPG
0.01%
COM
EMX
0.01%
COM
CPLP
0.01%
COM UNIT LP
ANH
0.01%
COM
CBL
0.01%
COM
TRQ
0.01%
COM
PER
0.01%
COM UNIT BEN INT
JVA
0.01%
COM
AKS
0.01%
COM
BTG
0.01%
COM
SDT
0.01%
UNIT BEN INT
EGI
< 0.01%
COM
BTG
< 0.01%
CALL
DHY
< 0.01%
SH BEN INT
DNN
< 0.01%
COM
RVLT
< 0.01%
COM NEW
SDR
< 0.01%
SH BEN INT
UPL
< 0.01%
COM NEW
KGJI
< 0.01%
COM NEW
OBE
< 0.01%
COM
BXE
< 0.01%
COM NEW
SXE
< 0.01%
PRN
SPY
< 0.01%
CALL
LL
< 0.01%
CALL
B2GOLD C...
< 0.01%
CALL
SPY
16.41%
CALL
SPY
7.97%
PUT
XBI
0.26%
CALL
ETP
0.21%
UNIT LTD PRT INT
AMZN
0.19%
CALL
GOOGL
0.15%
CALL
QQQ
0.14%
CALL
HAS
0.12%
COM
EVR
0.09%
CLASS A
URI
0.09%
COM
HLI
0.09%
CL A
BWA
0.09%
COM
WRK
0.09%
COM
UHS
0.08%
CL B
ENTG
0.07%
COM
OC
0.07%
COM
ANDV
0.06%
COM
CI
0.06%
COM
PHM
0.05%
COM
BZUN
0.04%
SPONSORED ADR
ESRX
0.04%
COM
ROKU
0.03%
CL A
MKC
0.03%
COM NON VTG
XBI
0.03%
S&P BIOTECH
RRC
0.03%
COM
STLD
0.03%
COM
ANET
0.03%
COM
AABA
0.03%
COM
COL
0.03%
COM
AAXN
0.03%
COM
DXC
0.03%
COM
FEN
0.03%
COM
CRZO
0.03%
COM
REM
0.02%
MTG REL ETF NEW
NS
0.02%
UNIT COM
XLY
0.02%
SBI CONS DISCR
IQ
0.02%
SPONSORED ADS
AAPL
0.02%
CALL
PFBC
0.02%
COM NEW
EBAY
0.02%
COM
KMX
0.02%
COM
EEP
0.02%
COM
XLK
0.02%
CALL
IWF
0.02%
RUS 1000 GRW ETF
VXF
0.02%
EXTEND MKT ETF
GDV
0.02%
COM
JHA
0.02%
COM
APTV
0.02%
SHS
FTF
0.02%
COM
GLD
0.02%
GOLD SHS
GWW
0.02%
COM
RCL
0.02%
COM
RA
0.02%
SHS BEN INT
MMM
0.02%
CALL
AGN
0.02%
SHS
SCCO
0.02%
COM
RTN
0.02%
CALL
TPX
0.02%
COM
CPB
0.02%
COM
VOOG
0.02%
500 GRTH IDX F
PX
0.02%
COM
IWO
0.02%
RUS 2000 GRW ETF
PCI
0.02%
COM SHS
VEU
0.02%
ALLWRLD EX US
UL
0.02%
SPON ADR NEW
TMP
0.02%
COM
PTLA
0.02%
COM
SLCA
0.02%
COM
TWTR
0.02%
COM
ARR
0.02%
COM NEW
OLED
0.02%
COM
FFC
0.02%
COM
AR
0.02%
COM
HL
0.01%
COM
AINV
0.01%
COM
SRC
0.01%
COM
FPI
0.01%
COM
NG
0.01%
COM NEW
PNNT
0.01%
COM
SJT
0.01%
UNIT BEN INT
SNR
0.01%
COM
PETX
0.01%
COM
NEOS
< 0.01%
COM
ZIOP
< 0.01%
COM
OPK
< 0.01%
COM
WFT
< 0.01%
ORD
HDSN
< 0.01%
COM