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Institutional Investment Manager
SHEAFF BROCK INVESTMENT ADVISORS, LLC
SHEAFF BROCK INVESTMENT ADVISORS, LLC (CIK: 0001666789). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 557 holdings with a total value of $749,230,000.
#
Name
Shares
Value ($)
%
Options
Notes
551 AT&T INC 262,584 10,663,000 1.42%
552 INTEL CORP 284,490 10,739,000 1.43%
553 VERIZON COMMUNICATIONS INC 233,196 12,122,000 1.62%
554 UNITED PARCEL SERVICE INC 134,574 14,717,000 1.96%
555 FACEBOOK INC 127,190 16,315,000 2.18%
556 EXXON MOBIL CORP 296,075 25,841,000 3.45%
557 APPLE INC 602,610 68,124,000 9.09%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-16-000834, filed 2016.11.08).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.