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
WWW
Wolverine World Wide Inc

Consumer Cyclical
43
+ 0.57%
$15.36 - $24.25 $660 - $1.04K
7.62K $169K
SF
Stifel Financial Corp

Financial Services
6
+ 0.21%
$93.4 - $117.72 $560 - $706
2.9K $307K
HCA
Hca Healthcare, Inc.

Healthcare
264
+ 62.86%
$297.52 - $415.61 $78.5K - $110K
684 $205K
SYY
Sysco Corp

Consumer Defensive
999
+ 3.81%
$73.63 - $81.77 $73.6K - $81.7K
27.2K $2.08M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
689
+ 894.81%
$48.48 - $49.47 $33.4K - $34.1K
766 $37K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
13.2K
+ 52.58%
$2.85 - $3.09 $37.6K - $40.8K
38.3K $110K
EAD
Allspring Income Opportunities Fund

Financial Services
5.12K
+ 43.56%
$6.76 - $7.2 $34.6K - $36.9K
16.9K $116K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
3.71K
+ 30.28%
$9.64 - $10.11 $35.8K - $37.5K
16K $156K
FDUS
Fidus Investment Corp

Financial Services
81
+ 0.4%
$19.1 - $21.49 $1.55K - $1.74K
20.5K $430K
NTRS
Northern Trust Corp

Financial Services
20
+ 0.86%
$88.4 - $111.16 $1.77K - $2.22K
2.35K $240K
NET
Cloudflare, Inc.

Technology
27
+ 2.67%
$78.11 - $117.56 $2.11K - $3.17K
1.04K $111K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.01%
$202.91 - $229.76 $203 - $230
9.98K $2.1M
SYF
Synchrony Financial

Financial Services
12
+ 0.65%
$49.01 - $68.55 $588 - $823
1.86K $120K
ECVT
Ecovyst Inc.

Basic Materials
1.1K
+ 4.45%
$6.15 - $8.62 $6.77K - $9.48K
25.8K $197K
PAYC
Paycom Software, Inc.

Technology
27
+ 4.9%
$159.94 - $240.25 $4.32K - $6.49K
578 $118K
MELI
Mercadolibre Inc

Consumer Cyclical
55
+ 28.65%
$1666.0 - $2117.3 $91.6K - $116K
247 $420K
VTWO
Vanguard Russell 2000 ETF

ETFs
301
+ 301.0%
$87.42 - $98.06 $26.3K - $29.5K
401 $35K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
14.8K
+ 40.93%
$2.14 - $2.24 $31.7K - $33.2K
51K $109K
EXEL
Exelixis, Inc.

Healthcare
660
+ 157.14%
$25.39 - $36.46 $16.8K - $24.1K
1.08K $35K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
8
+ 0.26%
$180.39 - $205.43 $1.44K - $1.64K
3.05K $578K
PENN
Penn National Gaming Inc

Consumer Cyclical
562
+ 4.13%
$18.13 - $22.34 $10.2K - $12.6K
14.2K $281K
TWLO
Twilio Inc

Communication Services
219
+ 4380.0%
$63.73 - $114.96 $14K - $25.2K
224 $24K
AEIS
Advanced Energy Industries Inc

Industrials
7
+ 0.32%
$101.71 - $122.72 $712 - $859
2.23K $257K
ZBRA
Zebra Technologies Corp

Technology
4
+ 0.31%
$360.09 - $411.94 $1.44K - $1.65K
1.31K $505K
JLL
Jones Lang Lasalle Inc

Real Estate
94
+ 408.7%
$246.93 - $283.67 $23.2K - $26.7K
117 $29K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
20
+ 0.13%
$121.89 - $135.52 $2.44K - $2.71K
15.1K $1.88M
JBL
Jabil Inc

Technology
135
+ 127.36%
$118.97 - $147.77 $16.1K - $19.9K
241 $34K
FNV
Franco Nevada Corp

Basic Materials
201
+ 80.4%
$113.26 - $137.22 $22.8K - $27.6K
451 $53K
CEIX
Consol Energy Inc.

Energy
201
+ 143.57%
$101.36 - $133.33 $20.4K - $26.8K
341 $36K
AUR
Aurora Innovation, Inc.

Technology
2.43K
+ 17.37%
$4.99 - $8.06 $12.1K - $19.6K
16.4K $103K
CDNS
Cadence Design Systems Inc

Technology
56
+ 36.6%
$249.1 - $324.54 $13.9K - $18.2K
209 $62K
PPA
Invesco Exchange Traded Fd Tr

ETFs
172
+ 41.35%
$113.79 - $124.5 $19.6K - $21.4K
588 $67K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
40
+ 0.34%
$66.77 - $71.52 $2.67K - $2.86K
11.8K $814K
CW
Curtiss Wright Corp

Industrials
23
+ 4.87%
$335.08 - $389.49 $7.71K - $8.96K
495 $175K
ZM
Zoom Video Communications, Inc.

Technology
18
+ 1.2%
$67.21 - $89.03 $1.21K - $1.6K
1.52K $124K
LCID
Lucid Group, Inc.

Consumer Cyclical
6.25K
+ 516.28%
$2.01 - $3.44 $12.6K - $21.5K
7.46K $22K
CPRT
Copart Inc

Consumer Cyclical
27
+ 0.81%
$51.36 - $63.8 $1.39K - $1.72K
3.38K $193K
R
Ryder System Inc

Industrials
2
+ 0.13%
$138.78 - $170.03 $278 - $340
1.57K $246K
PEGA
Pegasystems Inc

Technology
130
+ 71.04%
$69.42 - $97.28 $9.02K - $12.6K
313 $29K
CYBR
Cyber Ark Software Ltd.

Technology
26
+ 14.77%
$274.1 - $333.15 $7.13K - $8.66K
202 $67K
ROAD
Construction Partners, Inc.

Industrials
160
+ 313.73%
$67.44 - $101.86 $10.8K - $16.3K
211 $18K
ETSY
Etsy Inc

Consumer Cyclical
312
+ 60.82%
$47.48 - $61.61 $14.8K - $19.2K
825 $43K
BILL
Bill.Com Holdings, Inc.

Technology
115
+ 76.16%
$51.23 - $97.41 $5.89K - $11.2K
266 $22K
PSTG
Pure Storage, Inc.

Technology
220
+ 400.0%
$48.19 - $66.6 $10.6K - $14.7K
275 $16K
WHR
Whirlpool Corp

Consumer Cyclical
75
+ 10.0%
$99.28 - $124.45 $7.45K - $9.33K
825 $94K
APP
App Lovin Corp

Technology
21
+ 63.64%
$130.67 - $401.5 $2.74K - $8.43K
54 $17K
MPLX
Mplx LP

Energy
3
+ 0.08%
$43.77 - $51.66 $131 - $155
3.78K $181K
DOCS
Doximity, Inc.

Healthcare
220
+ 134.97%
$41.25 - $61.25 $9.08K - $13.5K
383 $20K
CNM
Core & Main, Inc.

Industrials
140
+ 14.3%
$41.91 - $55.78 $5.87K - $7.81K
1.12K $56K
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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