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Investment Advisors Report: Sheaff Brock's Q4 2022 vs. Q1 2023 Fund Holdings\n\n

Ava Hoppe | 8 May, 2023

Sheaff Brock Investment Advisors has been consistently producing above-average returns for its clients since 2001. Located in Indianapolis, Indiana, the firm's focus is on maximizing value for its individual and institutional investors by investing in high-quality equity securities and utilizing hedging strategies to minimize risk.

The firm recently released its Q4 2022 vs. Q1 2023 13F holdings comparison report. As per the report, there has been a significant shift in the firm's holdings over the last quarter. In this article, we'll discuss the primary takeaways of the report, analyze some of the holdings, and speculate on why the firm made those decisions.

One of the firm's largest holdings, Apple Inc. (AAPL), saw a mere decline of 0.26% with 820,733 shares in Q4 2022 and 818,577 shares in Q1 2023. Nevertheless, the total value of the shares increased from $106,637,000 to $134,983,000, which represents a massive increase of 26.6%.

One of the most significant changes that Sheaff Brock underwent was a massive increase in its investments in The NVIDIA Corporation (NVDA). Sheaff Brock adopted a well-formulated strategy by choosing to invest in the firm, leading a 93% increase from an initial investment of $11,426,000 in its Q4 2022 report to $22,049,000 in Q1 2023.

Furthermore, Sheaff Brock's investment (initially absent) in Innovative Industrial Properties Inc (IIPR) has been noteworthy in the 2023 Q1 portfolio, taking up 4% of the Securities and Exchange Commission (SEC) filing. The investment witnessed a 22.5% decline in its total value, from $4,594,000 in Q4 2022 to $3,560,000 in Q1 2023.

The firm's reasoning for making these investment decisions is speculative, as it is not disclosed in the report. However, looking into the portfolio's investments gives a taste of where the firm might be planning its future. Sheaff Brock's increased investment in NVIDIA Corporation shows that the advisory firm believes that Artificial Intelligence and the Internet of Things are the new technological solutions.

In summary, Sheaff Brock Investment Advisors' Q4 2022 vs. Q1 2023 13F holdings comparison report shows that the firm's portfolio underwent a significant transformation during the past quarter. With investments in the ever-growing Artificial Intelligence industry and reputed technology companies like Apple Inc., Sheaff Brock has all eyes on maximizing investors' returns while endeavoring to reduce possible risks. The industry will continue to observe how the investments perform over the upcoming quarters.

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