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
PATK
Patrick Industries Inc

Consumer Cyclical
770
+ 49.97%
$82.71 - $146.16 $63.7K - $113K
2.31K $191K
SLV
I Shares Silver Trust

ETFs
535
+ 2.58%
$26.33 - $31.74 $14.1K - $17K
21.3K $560K
PRU
Prudential Financial Inc

Financial Services
68
+ 0.48%
$114.59 - $129.52 $7.79K - $8.81K
14.3K $1.7M
F
Ford Motor CO

Consumer Cyclical
1.64K
+ 2.38%
$9.69 - $11.4 $15.9K - $18.7K
70.8K $701K
STAG
Stag Industrial, Inc.

Real Estate
15
+ 0.25%
$33.22 - $39.1 $498 - $587
5.9K $199K
VTWV
Vanguard Russell 2000 Value Et

ETFs
2
+ 0.02%
$143.69 - $159.92 $287 - $320
12.9K $1.86M
ALB
Albemarle Corp

Basic Materials
44
+ 1.04%
$86.08 - $111.3 $3.79K - $4.9K
4.26K $366K
IJK
Ishares S&P Midcap 400 Growth

ETFs
32
+ 0.09%
$90.66 - $99.46 $2.9K - $3.18K
36.7K $3.34M
HII
Huntington Ingalls Industries, Inc.

Industrials
2
+ 0.44%
$184.96 - $264.65 $370 - $529
453 $85K
IYR
Ishares Tr

ETFs
34
+ 0.79%
$90.74 - $102.87 $3.09K - $3.5K
4.36K $406K
SHEL
Shell PLC

Energy
549
+ 2.44%
$60.63 - $70.23 $33.3K - $38.6K
23K $1.44M
MLM
Martin Marietta Materials Inc

Basic Materials
108
+ 2.49%
$516.5 - $619.58 $55.8K - $66.9K
4.45K $2.3M
RY
Royal Bank Of Canada

Financial Services
180
+ 1.23%
$119.72 - $128.02 $21.5K - $23K
14.8K $1.78M
IGF
Ishares Global Infrastructure

ETFs
859
+ 2.16%
$51.2 - $55.7 $44K - $47.8K
40.6K $2.12M
XYL
Xylem Inc.

Industrials
3
+ 0.13%
$116.02 - $137.45 $348 - $412
2.29K $265K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11
+ 0.13%
$55.45 - $61.08 $610 - $672
8.48K $470K
NTAP
Net App, Inc.

Technology
1
+ 0.02%
$115.31 - $131.11 $115 - $131
6.38K $740K
SCHV
Schwab Strategic Tr Us Large C

ETFs
55.9K
+ 201.48%
$25.79 - $80.4 $1.44M - $4.49M
83.6K $2.18M
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 0.04%
$210.96 - $223.62 $633 - $671
7.58K $1.6M
VLO
Valero Energy Corp

Energy
409
+ 4.93%
$118.59 - $144.02 $48.5K - $58.9K
8.71K $1.07M
FNDF
Schwab Fundamental Intl Large

ETFs
34
+ 0.25%
$32.92 - $37.15 $1.12K - $1.26K
13.5K $446K
NXPI
Nxp Semiconductors N.V.

Technology
11
+ 0.6%
$207.27 - $255.58 $2.28K - $2.81K
1.86K $386K
CSL
Carlisle Companies Inc

Industrials
11
+ 1.42%
$368.67 - $480.91 $4.06K - $5.29K
785 $289K
OMC
Omnicom Group Inc.

Communication Services
23
+ 0.65%
$85.82 - $105.47 $1.97K - $2.43K
3.55K $305K
TFSL
Tfs Financial Corp

Financial Services
1.05K
+ 0.43%
$12.52 - $14.53 $13.1K - $15.2K
244K $3.06M
ABT
Abbott Laboratories

Healthcare
484
+ 0.37%
$111.93 - $119.39 $54.2K - $57.8K
130K $14.7M
ITW
Illinois Tool Works Inc

Industrials
177
+ 1.4%
$253.56 - $278.5 $44.9K - $49.3K
12.8K $3.25M
AEP
American Electric Power CO Inc

Utilities
190
+ 2.14%
$90.91 - $102.21 $17.3K - $19.4K
9.08K $837K
GPRE
Green Plains Inc.

Basic Materials
1.8K
+ 7.76%
$8.91 - $13.5 $16K - $24.3K
25K $237K
PFM
Invesco Exchange Traded Fd Tr

ETFs
4.79K
+ 1.1%
$45.72 - $48.2 $219K - $231K
440K $20.2M
NEU
Newmarket Corp

Basic Materials
6
+ 0.17%
$519.96 - $563.85 $3.12K - $3.38K
3.6K $1.9M
BCAT
Black Rock Capital Allocation Trust

ETFs
1.5K
+ 1.85%
$15.1 - $16.65 $22.6K - $25K
82.5K $1.25M
DHI
Horton D R Inc

Consumer Cyclical
730
+ 18.96%
$137.24 - $194.56 $100K - $142K
4.58K $640K
LHX
L3 Harris Technologies, Inc.

Industrials
260
+ 4.75%
$208.94 - $264.22 $54.3K - $68.7K
5.73K $1.21M
DFAE
Dimensional ETF Tr

ETFs
41.1K
+ 7.38%
$25.36 - $28.15 $1.04M - $1.16M
598K $15.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
979
+ 1.83%
$115.08 - $119.55 $113K - $117K
54.5K $6.3M
EFX
Equifax Inc

Industrials
12
+ 0.41%
$245.03 - $293.5 $2.94K - $3.52K
2.93K $746K
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.02%
$123.83 - $146.07 $124 - $146
5.06K $629K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
21
+ 0.13%
$60.13 - $67.31 $1.26K - $1.41K
16.4K $996K
DVY
Ishares Tr

ETFs
3
+ 0.01%
$129.55 - $143.41 $389 - $430
33.4K $4.38M
WM
Waste Management Inc

Industrials
1.87K
+ 2.15%
$201.79 - $228.46 $377K - $427K
88.8K $17.9M
UPS
United Parcel Service Inc

Industrials
241
+ 1.47%
$122.65 - $138.35 $29.6K - $33.3K
16.6K $2.1M
FIP
Ftai Infrastructure LLC
2.89K
+ 3.87%
$7.07 - $9.79 $20.4K - $28.3K
77.4K $555K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
29
+ 6.03%
$701.85 - $1046.91 $20.4K - $30.4K
510 $363K
IDXX
Idexx Laboratories Inc

Healthcare
20
+ 1.17%
$406.92 - $495.42 $8.14K - $9.91K
1.73K $714K
KLAC
Kla Corp

Technology
44
+ 3.51%
$614.46 - $829.55 $27K - $36.5K
1.3K $817K
ROP
Roper Technologies Inc

Industrials
1
+ 0.02%
$519.85 - $575.95 $520 - $576
4.22K $2.19M
URI
United Rentals, Inc.

Industrials
12
+ 0.71%
$704.44 - $880.32 $8.45K - $10.6K
1.7K $1.2M
CEG
Constellation Energy Corp

Utilities
332
+ 4.7%
$224.28 - $285.52 $74.5K - $94.8K
7.39K $1.66M
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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