Clearstead Advisors, LLC Sells in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MARA
Marathon Digital Holdings, Inc.

Financial Services
-33
- 2.77%
N/A
1.16K $26K
Liberty Media Corp Del
-332
- 3.22%
N/A
9.97K $0
Liberty Media Corp Del
-110
- 1.75%
N/A
6.16K $0
LII
Lennox International Inc

Industrials
-7
- 0.92%
$589.36 - $678.43 $4.13K - $4.75K
752 $458K
Veralto Corp
-241
- 2.56%
N/A
9.16K $0
United Sts Nat Gas Fd LP
-2K
- 12.63%
N/A
13.8K $0
IRTC
I Rhythm Technologies, Inc.

Healthcare
-145
- 17.26%
$57.07 - $91.45 $8.28K - $13.3K
695 $62K
Tectonic Therapeutic Inc
-83
- 2.12%
N/A
3.83K $0
Viper Energy Inc
-249
- 56.59%
N/A
191 $0
Amentum Holdings Inc
-5.8K
- 91.56%
N/A
535 $0
America Movil Sab De Cv
-1.1K
- 19.71%
N/A
4.49K $0
ATO
Atmos Energy Corp

Utilities
-4
- 6.25%
$136.41 - $151.43 $546 - $606
60 $8K
Kenvue Inc
-1.58K
- 3.97%
N/A
38.1K $0
Canadian Pacific Kansas City
-972
- 6.93%
N/A
13.1K $0
Oaktree Specialty Lending CO
-14.4K
- 34.81%
N/A
26.9K $0
Core Scientific Inc New
-32.5K
- 15.19%
N/A
181K $0
Core Scientific Inc New
-75K
- 30.0%
N/A
175K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-10.6K
- 95.17%
N/A
540 $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.58K
- 8.07%
N/A
17.9K $0
Inovio Pharmaceuticals Inc
-50
- 9.09%
N/A
500 $0
SFLR
Innovator Etfs Tr Equity Manag
-6.67K
- 15.42%
N/A
36.6K $0
Prospect Cap Corp
-20K
- 5.71%
N/A
330K $0
EMBC
Embecta Corp.

Healthcare
-11
- 28.21%
$12.51 - $20.83 $138 - $229
28 $0
Gsk PLC
-665
- 3.72%
N/A
17.2K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-16.1K
- 32.71%
N/A
33K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-10.8K
- 91.41%
N/A
1.01K $0
PJT
Pjt Partners Inc.

Financial Services
-43
- 14.1%
$132.4 - $167.36 $5.69K - $7.2K
262 $41K
GLBE
Global E Online Ltd.

Consumer Cyclical
-93
- 25.07%
$35.95 - $57.07 $3.34K - $5.31K
278 $15K
MSCI
Msci Inc.

Financial Services
-11
- 2.31%
$569.09 - $635.99 $6.26K - $7K
465 $279K
VTRS
Viatris Inc

Healthcare
-101
- 2.76%
$11.32 - $13.37 $1.14K - $1.35K
3.56K $44K
EHTH
E Health, Inc.

Financial Services
-340
- 36.44%
$4.12 - $9.4 $1.4K - $3.2K
593 $5K
GPN
Global Payments Inc

Industrials
-72
- 5.93%
$97.57 - $119.38 $7.03K - $8.6K
1.14K $127K
MTZ
Mastec Inc

Industrials
-5
- 1.96%
$119.94 - $147.94 $600 - $740
250 $34K
WRB
Berkley W R Corp

Financial Services
-116
- 2.2%
$56.48 - $64.94 $6.55K - $7.53K
5.16K $302K
EXLS
Exl Service Holdings, Inc.

Technology
-101
- 9.05%
$38.1 - $47.02 $3.85K - $4.75K
1.02K $45K
SOFI
So Fi Technologies, Inc.

Financial Services
-2.24K
- 44.01%
$7.63 - $16.88 $17.1K - $37.8K
2.85K $43K
FDN
First Tr Fd Dow Jones

ETFs
-21
- 8.4%
$210.5 - $257.24 $4.42K - $5.4K
229 $55K
ROST
Ross Stores, Inc.

Consumer Cyclical
-11
- 0.19%
$138.59 - $156.61 $1.52K - $1.72K
5.91K $893K
AXP
American Express CO

Financial Services
-4.04K
- 8.61%
$267.35 - $305.57 $1.08M - $1.23M
42.9K $12.7M
DASH
Door Dash, Inc.

Communication Services
-8
- 3.72%
$141.93 - $180.48 $1.14K - $1.44K
207 $34K
PRIM
Primoris Services Corp

Industrials
-51
- 12.17%
$57.06 - $84.91 $2.91K - $4.33K
368 $28K
AEE
Ameren Corp

Utilities
-63
- 1.18%
$85.81 - $94.98 $5.41K - $5.98K
5.27K $470K
WTFC
Wintrust Financial Corp

Financial Services
-6
- 2.08%
$104.15 - $138.5 $625 - $831
283 $35K
AX
Axos Financial, Inc.

Financial Services
-12
- 1.87%
$59.93 - $86.6 $719 - $1.04K
630 $44K
DXCM
Dexcom Inc

Healthcare
-129
- 9.66%
$65.68 - $81.01 $8.47K - $10.5K
1.21K $93K
MGC
Vanguard Mega Cap ETF

ETFs
-28
- 1.66%
$204.21 - $220.18 $5.72K - $6.17K
1.66K $351K
CHWY
Chewy, Inc.

Consumer Cyclical
-62
- 3.61%
$26.51 - $35.87 $1.64K - $2.22K
1.66K $55K
FLS
Flowserve Corp

Industrials
-532
- 8.42%
$51.87 - $62.0 $27.6K - $33K
5.78K $332K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-300
- 0.84%
$34.78 - $35.99 $10.4K - $10.8K
35.4K $1.26M
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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