Clearstead Advisors, LLC New Holdings in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACI
Albertsons Companies, Inc.

Consumer Defensive
485K
New
$18.01 - $19.92 $8.73M - $9.66M
485K $9.52M
VTHR
Vanguard Russell 3000 ETF

ETFs
13K
New
$251.33 - $271.45 $3.28M - $3.54M
13K $3.39M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
119K
New
$20.28 - $21.2 $2.42M - $2.53M
119K $2.43M
HAP
Vaneck ETF Tr Natural Resource

ETFs
20.4K
New
$45.28 - $53.12 $922K - $1.08M
20.4K $928K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
12.9K
New
$47.07 - $48.75 $609K - $631K
12.9K $619K
MATW
Matthews International Corp

Industrials
15.2K
New
$21.36 - $31.54 $324K - $478K
15.2K $419K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.8K
New
$43.61 - $45.3 $384K - $399K
8.8K $392K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
8.04K
New
$34.21 - $38.73 $275K - $312K
8.04K $275K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.2K
New
$25.3 - $26.31 $259K - $269K
10.2K $261K
FAF
First American Financial Corp

Financial Services
4.03K
New
$61.55 - $70.63 $248K - $285K
4.03K $251K
TENB
Tenable Holdings, Inc.

Technology
5.59K
New
$38.71 - $43.44 $216K - $243K
5.59K $219K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
13.4K
New
$13.61 - $14.58 $182K - $195K
13.4K $192K
COPX
Global X Copper Miners ETF

ETFs
5K
New
$38.17 - $48.57 $191K - $243K
5K $190K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
12.6K
New
$14.38 - $15.35 $181K - $193K
12.6K $188K
INDA
Ishares Msci India Index Fund

ETFs
2.99K
New
$52.64 - $58.16 $157K - $174K
2.99K $157K
HTGC
Hercules Capital, Inc.

Financial Services
7.85K
New
$18.53 - $20.22 $145K - $159K
7.85K $157K
CION
Cion Investment Corp

Financial Services
13K
New
$11.25 - $12.08 $146K - $157K
13K $148K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
15.6K
New
$8.36 - $8.71 $131K - $136K
15.6K $131K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.27K
New
$34.49 - $39.24 $113K - $128K
3.27K $121K
BOOM
Dmc Global Inc.

Energy
16K
New
$6.69 - $13.75 $107K - $220K
16K $117K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
13.6K
New
$8.17 - $8.66 $111K - $118K
13.6K $110K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
19.4K
New
$5.64 - $5.93 $109K - $115K
19.4K $110K
CGDV
Capital Group Divid Value ETF

ETFs
3.13K
New
$35.16 - $37.12 $110K - $116K
3.13K $110K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.55K
New
$69.3 - $74.3 $107K - $115K
1.55K $110K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
11.1K
New
$9.77 - $10.51 $109K - $117K
11.1K $108K
CR
Crane Holdings, Co.

Industrials
519
New
$148.97 - $184.96 $77.3K - $96K
519 $78K
CIGI
Colliers International Group Inc.

Real Estate
508
New
$133.99 - $155.4 $68.1K - $78.9K
508 $69K
BRC
Brady Corp

Industrials
809
New
$69.64 - $76.81 $56.3K - $62.1K
809 $59K
VST
Vistra Corp.

Utilities
345
New
$115.74 - $166.61 $39.9K - $57.5K
345 $47K
CVLT
Commvault Systems Inc

Technology
296
New
$132.26 - $177.6 $39.1K - $52.6K
296 $44K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
900
New
$47.77 - $51.75 $43K - $46.6K
900 $43K
DFSV
Dimensional ETF Tr Dimensional

ETFs
950
New
$30.18 - $33.87 $28.7K - $32.2K
950 $29K
CGGO
Capital Group Global Growth Eq

ETFs
926
New
$29.21 - $30.67 $27K - $28.4K
926 $27K
DFIC
Dimensional ETF Tr Dimensional

ETFs
949
New
$25.61 - $28.0 $24.3K - $26.6K
949 $24K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
564
New
$41.17 - $43.34 $23.2K - $24.4K
564 $23K
FLUX
Flux Power Holdings, Inc.

Industrials
14K
New
$1.58 - $3.28 $22.1K - $45.9K
14K $23K
CGXU
Capital Group Intl Focus Equit

ETFs
951
New
$24.67 - $26.94 $23.5K - $25.6K
951 $23K
AGYS
Agilysys Inc

Technology
160
New
$98.38 - $141.74 $15.7K - $22.7K
160 $21K
SRLN
Ssga Active Trust

ETFs
526
New
$41.48 - $42.08 $21.8K - $22.1K
526 $21K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
905
New
$24.13 - $24.45 $21.8K - $22.1K
905 $21K
EPAC
Enerpac Tool Group Corp

Industrials
456
New
$41.09 - $51.57 $18.7K - $23.5K
456 $18K
NICE
Nice Ltd.

Technology
100
New
$164.71 - $199.17 $16.5K - $19.9K
100 $16K
USFD
Us Foods Holding Corp.

Consumer Defensive
251
New
$60.65 - $72.33 $15.2K - $18.2K
251 $16K
AVDV
American Centy ETF Tr Avantis

ETFs
252
New
$63.85 - $70.4 $16.1K - $17.7K
252 $16K
CRS
Carpenter Technology Corp

Industrials
91
New
$149.5 - $196.14 $13.6K - $17.8K
91 $15K
POCT
Innovator U.S. Equity Power Bu

ETFs
353
New
$38.63 - $40.03 $13.6K - $14.1K
353 $13K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
123
New
$97.09 - $120.01 $11.9K - $14.8K
123 $13K
GPOR
Gulfport Energy Corp

Energy
72
New
$137.59 - $184.2 $9.91K - $13.3K
72 $13K
CRAI
Cra International, Inc.

Industrials
63
New
$168.27 - $206.55 $10.6K - $13K
63 $11K
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email