Clearstead Advisors, LLC Incresed Positions in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNF
Unifirst Corp

Industrials
13
+ 25.49%
$171.0 - $206.22 $2.22K - $2.68K
64 $10K
IYJ
Ishares Tr

ETFs
8
+ 0.11%
$132.97 - $143.93 $1.06K - $1.15K
7.46K $996K
Brookfield Corp
22
+ 0.51%
N/A
4.3K $0
FHN
First Horizon Corp

Financial Services
1
+ 1.45%
$14.91 - $21.42 $14.9 - $21.4
70 $1K
NOK
Nokia Corp

Technology
2
+ 0.43%
$4.13 - $4.95 $8.26 - $9.9
472 $2K
Ge Vernova Inc
164
+ 2.63%
N/A
6.41K $0
CROX
Crocs, Inc.

Consumer Cyclical
3
+ 100.0%
$96.51 - $141.93 $290 - $426
6 $0
EVRG
Evergy, Inc.

Utilities
11
+ 6.01%
$59.06 - $65.0 $650 - $715
194 $11K
Ge Healthcare Technologies I
257
+ 4.69%
N/A
5.73K $0
CLNE
Clean Energy Fuels Corp.

Energy
100
+ 22.22%
$2.49 - $3.26 $249 - $326
550 $1K
Grayscale Ethereum Trust ETF
9.13K
+ 323.22%
N/A
12K $0
EDIT
Editas Medicine, Inc.

Healthcare
51
+ 204.0%
$1.2 - $3.76 $61.2 - $192
76 $0
Ferguson Enterprises Inc
543
+ 122.3%
N/A
987 $0
Fidelity Wise Origin Bitcoin
3.05K
+ 19.75%
N/A
18.5K $0
BFB
Brown Forman Corp Cl B
1
+ 0.01%
N/A
13.4K $0
PEAK
Healthpeak Properties, Inc.

Real Estate
25
+ 3.36%
N/A
769 $14K
CURI
Curiosity Stream Inc.

Communication Services
3
+ 0.96%
$1.51 - $2.63 $4.53 - $7.89
317 $0
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3
+ 1.29%
$40.26 - $42.88 $121 - $129
235 $9K
Coherent Corp
72
+ 3.01%
N/A
2.47K $0
SBLK
Star Bulk Carriers Corp.

Industrials
5
+ 3.7%
$14.7 - $23.59 $73.5 - $118
140 $2K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
2
+ 1.98%
$9.56 - $10.96 $19.1 - $21.9
103 $0
OPI
Office Properties Income Trust

Real Estate
8
+ 0.79%
$0.98 - $2.11 $7.84 - $16.9
1.02K $1K
FNDA
Schwab Fundamental U S Small C

ETFs
5.07K
+ 100.0%
$29.26 - $59.11 $148K - $300K
10.1K $301K
UWMC
Uwm Holdings Corp

Financial Services
2
+ 1.43%
$5.65 - $8.33 $11.3 - $16.7
142 $0
PRG
Prog Holdings, Inc.

Industrials
1
+ 0.46%
$41.69 - $49.65 $41.7 - $49.7
218 $9K
MUR
Murphy Oil Corp

Energy
21
+ 6.95%
$28.14 - $36.09 $591 - $758
323 $9K
SOXL
Direxion Daily Semiconductor B

ETFs
71
+ 28.4%
$26.3 - $40.82 $1.87K - $2.9K
321 $8K
RGEN
Repligen Corp

Healthcare
43
+ 2.73%
$123.41 - $160.92 $5.31K - $6.92K
1.62K $233K
PDN
Invesco Fd Tr

ETFs
3
+ 0.89%
$31.62 - $34.97 $94.9 - $105
340 $10K
GALT
Galectin Therapeutics Inc

Healthcare
3K
+ 100.0%
$0.87 - $3.0 $2.61K - $9K
6K $7K
WEX
Wex Inc.

Technology
5
+ 12.82%
$167.45 - $216.67 $837 - $1.08K
44 $7K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
2
+ 0.81%
$7.21 - $9.99 $14.4 - $20
248 $1K
WPC
W. P. Carey Inc.

Real Estate
9
+ 9.0%
$53.44 - $61.33 $481 - $552
109 $5K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1
+ 0.4%
$47.66 - $51.84 $47.7 - $51.8
251 $12K
PBT
Permian Basin Royalty Trust

Energy
1
+ 1.18%
$10.49 - $13.86 $10.5 - $13.9
86 $0
NSSC
Napco Security Technologies, Inc

Industrials
11
+ 5.56%
$34.51 - $42.2 $380 - $464
209 $7K
BNS
Bank Of Nova Scotia

Financial Services
8
+ 0.48%
$51.5 - $57.02 $412 - $456
1.69K $90K
VDE
Vanguard Energy ETF

ETFs
8
+ 0.32%
$116.67 - $136.78 $933 - $1.09K
2.51K $304K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
131
+ 21.41%
$32.56 - $42.89 $4.27K - $5.62K
743 $24K
OGS
One Gas, Inc.

Utilities
186
+ 6.82%
$66.96 - $78.69 $12.5K - $14.6K
2.92K $201K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14
+ 0.74%
$51.58 - $52.91 $722 - $741
1.91K $98K
RRX
Regal Rexnord Corp

Industrials
41
+ 5.16%
$153.56 - $182.22 $6.3K - $7.47K
836 $129K
BWA
Borgwarner Inc

Consumer Cyclical
9
+ 1.79%
$31.48 - $35.49 $283 - $319
513 $16K
LSTR
Landstar System Inc

Industrials
10
+ 5.56%
$171.86 - $192.81 $1.72K - $1.93K
190 $32K
PHG
Koninklijke Philips Nv

Healthcare
63
+ 12.65%
$24.71 - $32.66 $1.56K - $2.06K
561 $14K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
266
+ 8.13%
$14.79 - $17.23 $3.93K - $4.58K
3.54K $53K
XLU
Utilities Sector Spdr

ETFs
232
+ 5.79%
$74.89 - $82.93 $17.4K - $19.2K
4.24K $320K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.02%
$40.15 - $42.9 $80.3 - $85.8
12K $483K
TXT
Textron Inc

Industrials
12
+ 3.66%
$75.82 - $90.32 $910 - $1.08K
340 $26K
Activity Summary
Buys All Purchases 826 New Holdings 188 Increased Positions 638 Sells All Sells 684 Reductions 681 Sold out 3 Options Calls 3 Puts 0
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