SEC 13F Intelligence

Sheaff Brock Investment Advisors, LLC / AAPL

Sheaff Brock Investment Advisors, LLC’s Apple Inc Position

Does Sheaff Brock Investment Advisors, LLC own Apple Inc (AAPL)? Yes — 519.7K shares worth $115M (+10.59% of its 13F portfolio) as of Q1 2025, down from 536.8K shares the prior filed quarter.

Position Value
$115M
Q1 2025
Shares
519.7K
% of Portfolio
+10.59%
Quarters Held
26
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $50MQ4 ’18Q1 ’19: $64MQ2 ’19: $61MQ3 ’19: $68MQ4 ’19: $95MQ4 ’19Q1 ’20: $75MQ2 ’20: $111MQ3 ’20: $141MQ4 ’20: $162MQ4 ’20Q1 ’21: $150MQ2 ’21: $171MQ3 ’21: $156MQ4 ’21: $201MQ4 ’21Q1 ’22: $192MQ2 ’22: $128MQ3 ’22: $122MQ4 ’22: $107MQ4 ’22Q1 ’23: $135MQ2 ’23: $158MQ3 ’23: $138MQ4 ’23: $152MQ4 ’23Q1 ’24: $133MQ2 ’24: $116MQ3 ’24: $127MQ4 ’24: $134MQ4 ’24Q1 ’25: $115Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025519.7K$115M+10.59%
Q4 2024536.8K$134M+11.69%
Q3 2024544.2K$127M+11.10%
Q2 2024551.2K$116M+10.77%
Q1 2024777.5K$133M+8.40%
Q4 2023790.7K$152M+11.78%
Q3 2023807.5K$138M+12.52%
Q2 2023815.3K$158M+13.32%
Q1 2023818.6K$135M+12.41%
Q4 2022820.7K$107M+10.51%
Q3 2022884.0K$122M+13.12%
Q2 2022939.1K$128M+10.72%
Q1 20221.10M$192M+13.35%
Q4 20211.13M$201M+13.62%
Q3 20211.11M$156M+11.66%
Q2 20211.25M$171M+12.40%
Q1 20211.23M$150M+11.90%
Q4 20201.22M$162M+13.56%
Q3 20201.22M$141M+13.01%
Q2 2020303.0K$111M+10.94%
Q1 2020294.7K$75M+9.91%
Q4 2019322.5K$95M+9.20%
Q3 2019304.4K$68M+7.37%
Q2 2019309.7K$61M+6.59%
Q1 2019335.0K$64M+7.74%
Q4 2018316.6K$50M+7.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sheaff Brock Investment Advisors, LLC’s full portfolio or all institutional holders of AAPL.