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
TGTX
Tg Therapeutics, Inc.

Healthcare
66
New
$21.31 - $35.09 $1.41K - $2.32K
66 $1K
BEKE
Ke Holdings Inc.

Real Estate
82
New
$18.38 - $25.8 $1.51K - $2.12K
82 $1K
NTGR
Netgear, Inc.

Technology
40
New
$19.06 - $29.03 $762 - $1.16K
40 $1K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
63
New
$19.99 - $22.62 $1.26K - $1.43K
63 $1K
EVGO
E Vgo Inc.

Consumer Cyclical
250
New
$3.84 - $8.92 $960 - $2.23K
250 $1K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
70
New
$18.24 - $21.74 $1.28K - $1.52K
70 $1K
BNTX
Bio N Tech Se

Healthcare
15
New
$99.72 - $122.68 $1.5K - $1.84K
15 $1K
APA
Apa Corp

Energy
13
New
$20.47 - $27.07 $266 - $352
13 $0
TWST
Twist Bioscience Corp

Healthcare
17
New
$36.89 - $52.7 $627 - $896
17 $0
Tidal Tr Ii
43
New
N/A
43 $0
CNO
Cno Financial Group, Inc.

Financial Services
10
New
$34.0 - $40.5 $340 - $405
10 $0
AMPX
Amprius Technologies, Inc.

Industrials
150
New
$1.01 - $2.98 $152 - $447
150 $0
TGNA
Tegna Inc

Communication Services
12
New
$15.25 - $19.32 $183 - $232
12 $0
AEO
American Eagle Outfitters Inc

Consumer Cyclical
8
New
$16.36 - $22.16 $131 - $177
8 $0
Super Micro Computer Inc
1.08K
New
N/A
1.08K $0
Dimensional ETF Trust
727
New
N/A
727 $0
Neos ETF Trust
715K
New
N/A
715K $0
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
5
New
$12.46 - $16.39 $62.3 - $82
5 $0
AMG
Affiliated Managers Group, Inc.

Financial Services
3
New
$175.77 - $196.52 $527 - $590
3 $0
HSBC
Hsbc Holdings PLC

Financial Services
18
New
$43.83 - $49.51 $789 - $891
18 $0
Grayscale Bitcoin Mini Tr Et
2.08K
New
N/A
2.08K $0
SBRA
Sabra Health Care Reit, Inc.

Real Estate
8
New
$16.73 - $19.67 $134 - $157
8 $0
ALK
Alaska Air Group, Inc.

Industrials
1
New
$42.48 - $67.6 $42.5 - $67.6
1 $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
56
New
$12.27 - $15.41 $687 - $863
56 $0
ERIC
Ericsson Lm Telephone CO

Technology
65
New
$7.36 - $8.59 $478 - $558
65 $0
Brookfield Infrastructure CO
59.2K
New
N/A
59.2K $0
Aptiv PLC
205
New
N/A
205 $0
ACHR
Archer Aviation Inc.

Industrials
90
New
$2.94 - $11.33 $265 - $1.02K
90 $0
G
Genpact LTD

Technology
8
New
$38.17 - $46.82 $305 - $375
8 $0
Atmus Filtration Technologie
235
New
N/A
235 $0
GFS
Globalfoundries Inc.

Technology
5
New
$36.01 - $46.79 $180 - $234
5 $0
Gorilla Technology Group Inc
100
New
N/A
100 $0
Corpay Inc
33
New
N/A
33 $0
EAT
Brinker International, Inc

Consumer Cyclical
0
New
$78.76 - $137.19 $0 - $0
0 $0
SAN
Banco Santander, S.A.

Financial Services
187
New
$4.49 - $5.05 $840 - $944
187 $0
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
10
New
$74.71 - $79.24 $747 - $792
10 $0
Brightspring Health Svcs Inc
246
New
N/A
246 $0
Brainstorm Cell Therapeutics
100
New
N/A
100 $0
Volatility Shs Tr
9.5K
New
N/A
9.5K $0
WPP
Wpp PLC

Communication Services
15
New
$49.35 - $56.55 $740 - $848
15 $0
APPN
Appian Corp

Technology
23
New
$30.53 - $41.56 $702 - $956
23 $0
Arista Networks Inc
27.9K
New
N/A
27.9K $0
Blackrock Inc
3.75K
New
N/A
3.75K $0
MT
Arcelor Mittal

Basic Materials
28
New
$22.93 - $26.51 $642 - $742
28 $0
Techtarget Inc
109
New
N/A
109 $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.05K
New
N/A
1.05K $0
HOPE
Hope Bancorp Inc

Financial Services
41
New
$12.08 - $14.35 $495 - $588
41 $0
Tidal Trust Iii
10.9K
New
N/A
10.9K $0
HRB
H&R Block Inc

Consumer Cyclical
8
New
$52.14 - $63.36 $417 - $507
8 $0
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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