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Sheaff Brock Investment Advisors LLC - David S. Gilreath
Sheaff Brock Investment Advisors LLC Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2024
95 Followers
David S. Gilreath Sheaff Brock Investment Advisors LLC
Hedge Fund Manager
Ranked #438 out of 488 Hedge Fund Managers
Portfolio Gain
+11.00%
Since Jan 2016
Sharpe Ratio
-0.61
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$1.15B
David S. Gilreath manages more assets than 41% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
-6.16%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
36.66% Technology
10.92% General
9.52% Financial
8.54% Industrials
8.37% Healthcare
8.12% Consumer Cyclical
4.98% Communication Services
4.32% Real Estate
3.73% Energy
3.49% Consumer Defensive
0.52% Basic Materials
0.48% Utilities
A breakdown of Sheaff Brock Investment Advisors LLC's portfolio by sector
Sheaff Brock Investment Advisors LLC Portfolio Activity
SPDR S&P 500 ETF Trust
Added
General
$587.17
($565.27-$609.07)
+17.24%
13.12M
1.14%
3M
Reduced
Industrials
$132.92
($124.50-$141.34)
-7.58%
313.30K
0.03%
Abbott Laboratories
Added
Healthcare
$116.14
($111.28-$121.00)
+68.22%
1.12M
0.10%
Accenture
Added
Technology
$359.46
($341.58-$377.34)
+0.04%
9.89M
0.86%
Adobe
Added
Technology
$495.18
($432.47-$557.90)
+3.19%
3.00M
0.26%
Advanced Micro Devices
Reduced
Technology
$145.97
($117.90-$174.05)
-18.48%
5.23M
0.45%
AFLAC
New
Financial
$107.90
($100.30-$115.50)
+100.00%
759.66K
0.07%
Agilent
New
Healthcare
$136.54
($124.89-$148.19)
+100.00%
789.38K
0.07%
Air Products and Chemicals
Added
Basic Materials
$310.49
($283.97-$337.00)
+2.56%
452.75K
0.04%
AllianceBernstein
Reduced
Financial
$36.67
($34.39-$38.96)
-1.91%
247.76K
0.02%
See a list of Sheaff Brock Investment Advisors LLC's holdings, as reported to the SEC on Dec 31, 2024. Click on any holding to see more details
Measured Performance
Compare Sheaff Brock Investment Advisors LLC's performance with other Hedge Funds and the S&P 500
Sheaff Brock Investment Advisors LLC activity FAQ
What is Sheaff Brock Investment Advisors LLC’s portfolio gain since Jun 2013?
Sheaff Brock Investment Advisors LLC’s portfolio gain since Jun 2013 was -55.06%.
What is Sheaff Brock Investment Advisors LLC’s Sharpe Ratio?
Sheaff Brock Investment Advisors LLC’s Sharpe Ratio is -0.61.
What is Sheaff Brock Investment Advisors LLC’s portfolio value?
Sheaff Brock Investment Advisors LLC’s portfolio value is $1.15B.
What is Sheaff Brock Investment Advisors LLC’s average return since the fund’s last 13F filing?
Sheaff Brock Investment Advisors LLC’s average return since the fund’s last 13F filing is -2.05%.
What was Sheaff Brock Investment Advisors LLC’s average return in the last 12 months?
Sheaff Brock Investment Advisors LLC’s average return in the last 12 months was 11.00%.
What was Sheaff Brock Investment Advisors LLC’s average return in the last 3 years?
Sheaff Brock Investment Advisors LLC’s average return in the last 3 years was -6.16%.
When was the most recent most recent 13F form submitted by Sheaff Brock Investment Advisors LLC?
Sheaff Brock Investment Advisors LLC's most recent 13F form was submitted on Dec 31, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is David S. Gilreath Net Worth?
David S. Gilreath is Managing Sheaff Brock Investment Advisors LLC which has a net worth of $1.15B.
TipRanks & Hedge Funds: TipRanks measures the performance of David S. Gilreath and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.