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
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
2.13K
+ 21.61%
$51.94 - $55.55 $111K - $119K
12K $639K
WMB
Williams Companies, Inc.

Energy
266
+ 2.2%
$46.37 - $59.74 $12.3K - $15.9K
12.4K $668K
SNOW
Snowflake Inc.

Technology
204
+ 9.65%
$109.65 - $186.51 $22.4K - $38K
2.32K $357K
SSNC
Ss&C Technologies Holdings Inc

Technology
1.26K
+ 11.48%
$69.93 - $77.36 $88.3K - $97.6K
12.3K $928K
CBRE
Cbre Group, Inc.

Real Estate
424
+ 5.16%
$119.22 - $140.71 $50.5K - $59.7K
8.64K $1.13M
NDAQ
Nasdaq, Inc.

Financial Services
1.23K
+ 42.71%
$70.87 - $83.05 $87.5K - $102K
4.12K $318K
EQIX
Equinix Inc

Real Estate
68
+ 8.97%
$865.69 - $985.0 $58.9K - $67K
826 $778K
UEIC
Universal Electronics Inc

Technology
1.25K
+ 2.48%
$7.56 - $12.24 $9.45K - $15.3K
51.7K $568K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.03K
+ 24.2%
$28.6 - $29.27 $115K - $118K
20.7K $593K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.97K
+ 36.23%
$39.3 - $41.34 $117K - $123K
11.2K $440K
XLP
Consumer Staples Sector Spdr

ETFs
1.31K
+ 139.42%
N/A
2.24K $170K
PULS
Pgim ETF Tr

ETFs
2.32K
+ 3.25%
$49.51 - $49.79 $115K - $115K
73.6K $3.64M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
232
+ 2.94%
$278.19 - $315.36 $64.5K - $73.2K
8.13K $2.34M
BOTZ
Global X Fds

ETFs
3K
+ 1449.28%
$31.11 - $34.18 $93.3K - $103K
3.21K $102K
ALL
Allstate Corp

Financial Services
234
+ 1.53%
$181.25 - $208.2 $42.4K - $48.7K
15.6K $3M
PH
Parker Hannifin Corp

Industrials
5
+ 0.02%
$621.74 - $709.46 $3.11K - $3.55K
20.8K $13.2M
AOA
Ishares Tr Core Aggressive All

ETFs
2.97K
+ 4.97%
$76.61 - $79.88 $227K - $237K
62.6K $4.8M
UAL
United Airlines Holdings, Inc.

Industrials
46
+ 2.19%
$55.62 - $102.44 $2.56K - $4.71K
2.14K $208K
HIG
Hartford Financial Services Group, Inc.

Financial Services
881
+ 43.4%
$107.06 - $123.74 $94.3K - $109K
2.91K $318K
BLDR
Builders First Source, Inc.

Industrials
591
+ 480.49%
$142.93 - $198.25 $84.5K - $117K
714 $102K
SCHX
Schwab Strategic Tr Us Large C

ETFs
72K
+ 202.36%
$22.4 - $68.28 $1.61M - $4.92M
108K $2.49M
HSY
Hershey CO

Consumer Defensive
1.19K
+ 21.81%
$168.67 - $193.65 $201K - $230K
6.65K $1.13M
CINF
Cincinnati Financial Corp

Financial Services
60
+ 0.65%
$132.86 - $160.16 $7.97K - $9.61K
9.28K $1.33M
GTES
Gates Industrial Corp PLC

Industrials
3.45K
+ 432.46%
$17.3 - $22.93 $59.7K - $79.1K
4.25K $87K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
365
+ 2.71%
$111.85 - $120.71 $40.8K - $44.1K
13.9K $1.6M
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.05K
+ 0.72%
$17.14 - $18.44 $17.9K - $19.3K
146K $2.59M
VFH
Vanguard Financial ETF

ETFs
102
+ 1.42%
$108.87 - $126.2 $11.1K - $12.9K
7.3K $861K
PLPC
Preformed Line Products CO

Industrials
551
+ 17.14%
$121.1 - $143.56 $66.7K - $79.1K
3.77K $481K
OKE
Oneok Inc

Energy
170
+ 3.15%
$92.28 - $117.05 $15.7K - $19.9K
5.56K $558K
AWI
Armstrong World Industries Inc

Industrials
458
+ 602.63%
$133.26 - $162.01 $61K - $74.2K
534 $75K
COIN
Coinbase Global, Inc.

Technology
51
+ 6.82%
$163.17 - $343.62 $8.32K - $17.5K
799 $198K
INTU
Intuit Inc

Technology
62
+ 1.8%
$602.01 - $706.25 $37.3K - $43.8K
3.51K $2.21M
SONY
Sony Group Corp

Technology
22.9K
+ 410.41%
$17.53 - $96.8 $402K - $2.22M
28.5K $602K
IP
International Paper CO

Consumer Cyclical
1.19K
+ 906.87%
$46.64 - $59.57 $55.4K - $70.8K
1.32K $70K
HOOD
Robinhood Markets, Inc.

Technology
158
+ 3.83%
$22.33 - $43.2 $3.53K - $6.83K
4.28K $159K
IJS
Ishares S&P Smallcap 600 Value

ETFs
496
+ 8.03%
$104.59 - $118.05 $51.9K - $58.6K
6.67K $724K
SBAC
Sba Communications Corp

Real Estate
334
+ 104.7%
$198.24 - $249.31 $66.2K - $83.3K
653 $133K
ACA
Arcosa, Inc.

Industrials
566
+ 1380.49%
$91.1 - $111.57 $51.6K - $63.1K
607 $58K
XAR
Spdr S&P Aerospace & Defense E

ETFs
200
+ 8.22%
$153.8 - $176.52 $30.8K - $35.3K
2.63K $436K
FANG
Diamondback Energy, Inc.

Energy
392
+ 28.04%
$153.06 - $199.5 $60K - $78.2K
1.79K $293K
CTAS
Cintas Corp

Industrials
653
+ 22.09%
$182.7 - $226.47 $119K - $148K
3.61K $659K
UNM
Unum Group

Financial Services
133
+ 4.33%
$58.88 - $77.07 $7.83K - $10.3K
3.2K $233K
GLDM
World Gold Trust

ETFs
1.01K
+ 8.37%
$50.76 - $55.23 $51.4K - $55.9K
13.1K $680K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.24K
+ 252.92%
$22.01 - $66.82 $203K - $617K
12.9K $292K
APO
Apollo Global Management, Inc.

Financial Services
136
+ 20.42%
$131.36 - $178.61 $17.9K - $24.3K
802 $132K
AROC
Archrock, Inc.

Energy
504
+ 6.71%
$19.92 - $26.66 $10K - $13.4K
8.01K $199K
DOCU
Docusign, Inc.

Technology
186
+ 18.34%
$61.42 - $106.99 $11.4K - $19.9K
1.2K $107K
LNT
Alliant Energy Corp

Utilities
750
+ 62.71%
$56.24 - $63.63 $42.2K - $47.7K
1.95K $115K
EFV
Msci Eafe Value ETF

ETFs
2.42K
+ 13.85%
$51.78 - $57.15 $125K - $138K
19.9K $1.04M
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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