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
CARR
Carrier Global Corp

Industrials
2.89K
+ 9.52%
$66.69 - $82.65 $193K - $239K
33.2K $2.27M
FSLR
First Solar, Inc.

Technology
440
+ 11.31%
$175.88 - $240.66 $77.4K - $106K
4.33K $762K
IBRX
Immunity Bio, Inc.

Healthcare
10.2K
+ 4.95%
$2.56 - $6.17 $26.1K - $62.9K
216K $553K
FCX
Freeport Mcmoran Inc

Basic Materials
936
+ 4.45%
$38.08 - $50.82 $35.6K - $47.6K
21.9K $835K
CNI
Canadian National Railway CO

Industrials
59
+ 0.39%
$100.62 - $117.12 $5.94K - $6.91K
15.4K $1.56M
CVX
Chevron Corp

Energy
804
+ 0.55%
$141.15 - $162.53 $113K - $131K
148K $21.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
167K
+ 198.45%
$26.93 - $84.95 $4.5M - $14.2M
252K $6.87M
STX
Seagate Technology Holdings PLC

Technology
192
+ 1.64%
$86.31 - $112.64 $16.6K - $21.6K
11.9K $1.02M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
5
+ 0.03%
$49.78 - $66.55 $249 - $333
16K $798K
SWK
Stanley Black & Decker, Inc.

Industrials
1.17K
+ 9.43%
$79.07 - $109.36 $92.4K - $128K
13.6K $1.09M
TSCO
Tractor Supply CO

Consumer Cyclical
36.3K
+ 387.96%
$52.59 - $303.74 $1.91M - $11M
45.7K $2.42M
DUK
Duke Energy Corp

Utilities
97
+ 0.23%
$105.76 - $120.76 $10.3K - $11.7K
42.6K $4.59M
TDG
Trans Digm Group Inc

Industrials
1
+ 0.05%
$1239.0 - $1442.53 $1.24K - $1.44K
2.17K $2.74M
VEA
Vanguard Ftse Developed Market

ETFs
18.6K
+ 7.37%
$47.57 - $52.44 $886K - $976K
271K $13M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
55
+ 0.03%
$27.88 - $30.51 $1.53K - $1.68K
157K $4.4M
HYLB
Xtrackers Usd High Yield Corp

ETFs
70
+ 0.01%
$35.95 - $36.76 $2.52K - $2.57K
521K $18.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
160K
+ 245.19%
$25.93 - $105.3 $4.15M - $16.9M
225K $6.28M
CL
Colgate Palmolive CO

Consumer Defensive
323
+ 0.74%
$90.22 - $102.31 $29.1K - $33K
43.8K $3.98M
GE
General Electric CO

Industrials
359
+ 1.27%
$159.95 - $194.23 $57.4K - $69.7K
28.6K $4.78M
NOC
Northrop Grumman Corp

Industrials
7
+ 0.06%
$466.52 - $543.88 $3.27K - $3.81K
10.9K $5.13M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
235K
+ 180.88%
$27.54 - $83.04 $6.48M - $19.5M
366K $10.1M
AMT
American Tower Corp

Real Estate
2.58K
+ 10.43%
$179.4 - $232.01 $463K - $598K
27.3K $5.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
33.1K
+ 2.41%
$57.53 - $60.83 $1.9M - $2.01M
1.4M $80.8M
VTV
Vanguard Value ETF

ETFs
15K
+ 2.35%
$168.32 - $181.87 $2.53M - $2.73M
653K $111M
MU
Micron Technology Inc

Technology
394
+ 0.85%
$84.16 - $113.41 $33.2K - $44.7K
47K $3.96M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
108K
+ 75.83%
$18.41 - $40.87 $1.99M - $4.41M
250K $4.63M
ICE
Intercontinental Exchange, Inc.

Financial Services
557
+ 0.47%
$148.29 - $166.93 $82.6K - $93K
118K $17.6M
ELV
Elevance Health, Inc.

Healthcare
12
+ 0.14%
$365.96 - $514.62 $4.39K - $6.18K
8.78K $3.24M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2K
+ 0.06%
$22.39 - $23.45 $44.8K - $46.9K
3.12M $71.6M
DFAI
Dimensional ETF Tr

ETFs
156K
+ 6.6%
$29.0 - $31.6 $4.52M - $4.93M
2.52M $73.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.6K
+ 1.58%
$38.37 - $42.82 $405K - $452K
680K $26.1M
ADBE
Adobe Inc.

Technology
636
+ 1.95%
$437.39 - $552.96 $278K - $352K
33.3K $14.8M
ZTS
Zoetis Inc.

Healthcare
2.29K
+ 2.77%
$162.24 - $194.42 $372K - $446K
85.1K $13.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.12K
+ 0.39%
$131.66 - $144.0 $147K - $161K
289K $38.1M
DHR
Danaher Corp

Healthcare
1.1K
+ 1.26%
$226.16 - $274.52 $249K - $303K
88.5K $20.3M
IEFA
Ishares Tr

ETFs
19.5K
+ 2.69%
$70.06 - $77.43 $1.37M - $1.51M
745K $52.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
33.3K
+ 1.29%
$34.13 - $37.35 $1.13M - $1.24M
2.61M $89.2M
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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