Clearstead Advisors, LLC Sells in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-75.7K
- 33.74%
$183.23 - $199.79 $13.9M - $15.1M
149K $27.5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-574K
- 90.5%
$23.29 - $23.93 $13.4M - $13.7M
60.3K $1.41M
ENPH
Enphase Energy, Inc.

Technology
-107K
- 99.97%
$59.52 - $111.18 $6.4M - $12M
36 $2K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-61.4K
- 9.58%
$370.24 - $418.94 $22.7M - $25.7M
580K $233M
NSC
Norfolk Southern Corp

Industrials
-11.8K
- 3.98%
$230.6 - $277.0 $2.72M - $3.27M
285K $67M
AMD
Advanced Micro Devices Inc

Technology
-18.4K
- 20.04%
$118.88 - $172.8 $2.19M - $3.18M
73.5K $8.88M
JNJ
Johnson & Johnson

Healthcare
-12.6K
- 5.29%
$143.34 - $165.86 $1.81M - $2.09M
226K $32.7M
MSFT
Microsoft Corp

Technology
-5.64K
- 1.84%
$406.35 - $454.46 $2.29M - $2.56M
301K $127M
VONV
Vanguard Russell 1000 Value Et

ETFs
-54.8K
- 19.63%
$80.87 - $87.69 $4.43M - $4.81M
224K $18.2M
LLY
Eli Lilly & CO

Healthcare
-817
- 2.35%
$727.2 - $932.06 $594K - $761K
34K $26.2M
CAT
Caterpillar Inc

Industrials
-2.24K
- 2.03%
$360.37 - $416.88 $807K - $934K
108K $39.2M
UNH
Unitedhealth Group Inc

Healthcare
-606
- 1.32%
$485.52 - $625.25 $294K - $379K
45.3K $22.9M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-86.1K
- 36.04%
$42.33 - $43.3 $3.65M - $3.73M
153K $6.51M
SJNK
Spdr Bloomberg Short Term High

ETFs
-144K
- 35.79%
$25.09 - $25.69 $3.61M - $3.7M
258K $6.52M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-796
- 0.17%
$75.1 - $82.99 $59.8K - $66.1K
458K $34.7M
XOM
Exxon Mobil Corp

Energy
-16K
- 7.73%
$105.51 - $125.37 $1.68M - $2M
190K $20.5M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-59.7K
- 86.25%
$42.84 - $45.38 $2.56M - $2.71M
9.51K $408K
SNPS
Synopsys Inc

Technology
-4.47K
- 21.24%
$485.36 - $588.0 $2.17M - $2.63M
16.6K $8.04M
AMGN
Amgen Inc

Healthcare
-1.3K
- 3.67%
$258.78 - $328.31 $337K - $427K
34.2K $8.92M
VONG
Vanguard Russell 1000 Growth E

ETFs
-52.5K
- 11.97%
$95.27 - $107.82 $5M - $5.66M
386K $39.8M
PG
Procter & Gamble CO

Consumer Defensive
-7.13K
- 3.22%
$161.05 - $179.7 $1.15M - $1.28M
214K $35.9M
CVS
Cvs Health Corp

Healthcare
-32.6K
- 72.22%
$43.78 - $67.46 $1.43M - $2.2M
12.6K $563K
MRK
Merck & Co., Inc.

Healthcare
-3.86K
- 3.11%
$96.31 - $114.76 $372K - $443K
120K $12M
ABBV
Abb Vie Inc.

Healthcare
-384
- 0.38%
$164.99 - $203.87 $63.4K - $78.3K
100K $17.8M
KO
Coca Cola CO

Consumer Defensive
-4.65K
- 2.6%
$61.74 - $71.71 $287K - $334K
174K $10.9M
IWM
Ishares Russell 2000 ETF

ETFs
-8.92K
- 8.25%
$216.13 - $242.4 $1.93M - $2.16M
99.3K $21.9M
BNDX
Vanguard Total International B

ETFs
-37.6K
- 79.15%
$48.91 - $50.61 $1.84M - $1.9M
9.9K $485K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-27.9K
- 34.64%
$52.1 - $57.26 $1.46M - $1.6M
52.7K $2.75M
MDT
Medtronic PLC

Healthcare
-18.4K
- 47.42%
$79.61 - $92.24 $1.46M - $1.69M
20.4K $1.63M
QCOM
Qualcomm Inc

Technology
-6.87K
- 14.33%
$150.4 - $178.04 $1.03M - $1.22M
41.1K $6.31M
AMAT
Applied Materials Inc

Technology
-1.47K
- 3.81%
$161.44 - $213.89 $237K - $314K
37.1K $6.03M
VBK
Vanguard Small Cap Growth ETF

ETFs
-6.48K
- 81.26%
$264.18 - $304.19 $1.71M - $1.97M
1.49K $418K
IWS
Ishares Russell Midcap Value E

ETFs
-10.3K
- 10.62%
$128.08 - $140.32 $1.32M - $1.45M
86.7K $11.2M
BDX
Becton Dickinson & CO

Healthcare
-5.55K
- 29.34%
$220.02 - $243.75 $1.22M - $1.35M
13.4K $3.03M
SHW
Sherwin Williams CO

Basic Materials
-1.06K
- 3.79%
$338.75 - $399.71 $360K - $425K
27K $9.18M
PGR
Progressive Corp

Financial Services
-903
- 0.99%
$239.6 - $268.88 $216K - $243K
89.9K $21.5M
INTC
Intel Corp

Technology
-49K
- 38.97%
$19.07 - $26.23 $933K - $1.28M
76.7K $1.54M
HD
Home Depot, Inc.

Consumer Cyclical
-633
- 0.89%
$385.02 - $431.37 $244K - $273K
70.6K $27.5M
LMT
Lockheed Martin Corp

Industrials
-178
- 1.35%
$479.66 - $614.62 $85.4K - $109K
13K $6.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.02K
- 0.78%
$442.29 - $483.08 $452K - $494K
130K $58.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-7.94K
- 34.83%
$162.69 - $181.35 $1.29M - $1.44M
14.9K $2.44M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-10.9K
- 8.39%
$88.59 - $94.57 $964K - $1.03M
119K $10.6M
VGSH
Vanguard

ETFs
-21.9K
- 99.35%
$58.02 - $58.88 $1.27M - $1.29M
142 $8K
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.73K
- 1.96%
$57.29 - $63.1 $214K - $235K
186K $10.7M
ORCL
Oracle Corp

Technology
-2.72K
- 1.25%
$165.41 - $192.43 $451K - $524K
216K $36M
STE
Steris PLC

Healthcare
-4.48K
- 50.45%
$204.34 - $235.7 $916K - $1.06M
4.4K $905K
TGT
Target Corp

Consumer Defensive
-2.38K
- 5.41%
$121.59 - $160.69 $290K - $383K
41.7K $5.63M
WSM
Williams Sonoma Inc

Consumer Cyclical
-10K
- 47.37%
$129.13 - $198.21 $1.29M - $1.98M
11.1K $2.06M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.94K
- 4.41%
$288.47 - $316.54 $558K - $613K
42K $12.2M
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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