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
INSP
Inspire Medical Systems, Inc.

Healthcare
17
+ 7.76%
$172.7 - $214.93 $2.94K - $3.65K
236 $43K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.48K
+ 101.44%
$22.63 - $47.53 $33.6K - $70.5K
2.95K $66K
MRNA
Moderna, Inc.

Healthcare
5
+ 4.67%
$36.85 - $63.93 $184 - $320
112 $4K
DEW
Wisdomtree Tr Global High Divi

ETFs
10
+ 0.74%
$52.19 - $55.55 $522 - $556
1.35K $70K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
6
+ 0.68%
$125.4 - $135.42 $752 - $813
891 $111K
CPB
Campbell Soup CO

Consumer Defensive
2
+ 0.39%
$41.42 - $48.71 $82.8 - $97.4
509 $21K
AXSM
Axsome Therapeutics, Inc.

Healthcare
50
+ 3.75%
$83.08 - $100.49 $4.15K - $5.02K
1.38K $116K
VCIT
Vanguard Intermediate Term Cor

ETFs
22
+ 1.53%
$80.13 - $83.77 $1.76K - $1.84K
1.46K $117K
PFG
Principal Financial Group Inc

Financial Services
6
+ 1.15%
$74.91 - $91.26 $449 - $548
529 $40K
EGP
Eastgroup Properties Inc

Real Estate
5
+ 3.07%
$158.74 - $185.14 $794 - $926
168 $26K
AVAV
Aero Vironment Inc

Industrials
14
+ 11.57%
$153.72 - $235.17 $2.15K - $3.29K
135 $20K
URE
Proshares Ultra Real Estate

ETFs
4
+ 1.1%
$59.98 - $77.01 $240 - $308
366 $22K
SCCO
Southern Copper Corp

Basic Materials
11
+ 4.37%
$91.13 - $117.95 $1K - $1.3K
263 $23K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
103
+ 0.55%
$44.33 - $49.55 $4.57K - $5.1K
18.7K $839K
FE
Firstenergy Corp

Utilities
110
+ 4.57%
$39.14 - $44.52 $4.31K - $4.9K
2.52K $100K
VPU
Vanguard Utilities ETF

ETFs
79
+ 4.4%
$160.52 - $179.11 $12.7K - $14.1K
1.88K $306K
TNET
Trinet Group, Inc.

Industrials
7
+ 0.59%
$80.31 - $98.2 $562 - $687
1.19K $107K
WDC
Western Digital Corp

Technology
1
+ 0.12%
$59.62 - $73.43 $59.6 - $73.4
836 $49K
RACE
Ferrari N.V.

Consumer Cyclical
3
+ 1.51%
$422.83 - $490.34 $1.27K - $1.47K
202 $85K
MAS
Masco Corp

Industrials
14
+ 1.77%
$72.52 - $85.73 $1.02K - $1.2K
807 $58K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
148
+ 1.98%
$11.52 - $13.16 $1.7K - $1.95K
7.6K $88K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
33
+ 0.99%
$74.5 - $78.37 $2.46K - $2.59K
3.36K $251K
GVI
Ishares Tr

ETFs
31
+ 0.76%
$103.89 - $107.05 $3.22K - $3.32K
4.09K $425K
IYK
Ishares U.S. Consumer Staples

ETFs
16
+ 0.76%
$65.32 - $70.92 $1.05K - $1.13K
2.12K $139K
SCHO
Schwab Short Term Us Treasury

ETFs
13.5K
+ 100.68%
$24.06 - $48.88 $325K - $660K
26.9K $647K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
749
+ 6.09%
$20.55 - $23.26 $15.4K - $17.4K
13K $274K
NGG
National Grid PLC

Utilities
26
+ 2.16%
$57.68 - $70.03 $1.5K - $1.82K
1.23K $73K
LCII
Lci Industries

Consumer Cyclical
6
+ 1.01%
$101.78 - $126.7 $611 - $760
598 $61K
PWV
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.14%
$56.33 - $61.73 $620 - $679
8.11K $461K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
116
+ 1.4%
$34.01 - $41.29 $3.95K - $4.79K
8.42K $287K
NVEE
Nv5 Global, Inc.

Industrials
2.1K
+ 300.0%
$18.82 - $93.28 $39.5K - $196K
2.8K $52K
FMC
Fmc Corp

Basic Materials
11
+ 1.2%
$47.86 - $66.62 $526 - $733
928 $45K
IEF
Ishares Barclays

ETFs
352
+ 4.18%
$92.08 - $98.18 $32.4K - $34.6K
8.78K $811K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
138
+ 0.89%
$12.1 - $13.52 $1.67K - $1.87K
15.7K $192K
BGNE
Bei Gene, Ltd.

Healthcare
2
+ 0.5%
$174.72 - $246.04 $349 - $492
401 $74K
OPK
Opko Health, Inc.

Healthcare
500
+ 0.06%
$1.4 - $1.64 $700 - $820
883K $1.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
224
+ 1.46%
$57.32 - $59.66 $12.8K - $13.4K
15.5K $891K
DAR
Darling Ingredients Inc.

Consumer Defensive
102
+ 1.75%
$33.0 - $43.05 $3.37K - $4.39K
5.93K $199K
RELX
Relx PLC

Communication Services
202
+ 1.53%
$44.45 - $48.63 $8.98K - $9.82K
13.4K $609K
TT
Trane Technologies PLC

Industrials
59
+ 2.73%
$369.35 - $419.14 $21.8K - $24.7K
2.22K $819K
UCTT
Ultra Clean Holdings, Inc.

Technology
400
+ 4.49%
$33.45 - $40.93 $13.4K - $16.4K
9.3K $334K
ODFL
Old Dominion Freight Line, Inc.

Industrials
16
+ 1.44%
$176.4 - $231.84 $2.82K - $3.71K
1.13K $198K
REET
Ishares Global Reit ETF

ETFs
152
+ 1.54%
$23.43 - $26.54 $3.56K - $4.03K
10K $240K
ELAN
Elanco Animal Health Inc

Healthcare
2.85K
+ 12.61%
$11.63 - $14.67 $33.2K - $41.9K
25.5K $308K
OC
Owens Corning

Industrials
21
+ 0.46%
$169.41 - $210.81 $3.56K - $4.43K
4.57K $778K
SPXC
Spx Corp

Industrials
30
+ 1.42%
$143.2 - $181.56 $4.3K - $5.45K
2.14K $311K
AMKR
Amkor Technology, Inc.

Technology
6
+ 0.12%
$25.13 - $31.61 $151 - $190
5.13K $131K
IXUS
Ishares Tr

ETFs
790
+ 6.48%
$65.95 - $72.56 $52.1K - $57.3K
13K $858K
MTCH
Match Group, Inc.

Communication Services
165
+ 2.67%
$30.29 - $38.64 $5K - $6.38K
6.36K $207K
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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