Clearstead Advisors, LLC Sells in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CG
Carlyle Group Inc.

Financial Services
-312
- 1.7%
$43.2 - $54.81 $13.5K - $17.1K
18.1K $913K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-70
- 1.79%
$146.47 - $191.01 $10.3K - $13.4K
3.83K $714K
BE
Bloom Energy Corp

Industrials
-4.24K
- 20.79%
$9.04 - $27.45 $38.3K - $116K
16.2K $358K
CRWD
Crowd Strike Holdings, Inc.

Technology
-41
- 1.57%
$275.15 - $388.2 $11.3K - $15.9K
2.56K $876K
STT
State Street Corp

Financial Services
-58
- 0.37%
$85.96 - $100.78 $4.99K - $5.85K
15.7K $1.54M
TOWN
Towne Bank (Va)

Financial Services
-212
- 0.13%
$31.98 - $37.62 $6.78K - $7.98K
160K $5.44M
GRMN
Garmin LTD

Technology
-313
- 4.1%
$161.91 - $220.77 $50.7K - $69.1K
7.32K $1.51M
META
Meta Platforms, Inc.

Communication Services
-447
- 1.81%
$554.08 - $632.68 $248K - $283K
24.3K $14.3M
VRNA
Verona Pharma PLC

Healthcare
-1K
- 7.69%
$28.71 - $47.02 $28.7K - $47K
12K $557K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.23K
- 1.4%
$7.33 - $12.37 $9.03K - $15.2K
87.1K $923K
XLF
Financial Sector Spdr

ETFs
-329
- 0.36%
$44.89 - $51.34 $14.8K - $16.9K
90.5K $4.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-183
- 1.31%
$172.07 - $207.36 $31.5K - $37.9K
13.8K $2.72M
EMR
Emerson Electric CO

Industrials
-2.68K
- 5.86%
$108.13 - $134.33 $290K - $360K
43K $5.33M
SHOP
Shopify Inc.

Technology
-400
- 2.58%
$78.14 - $119.49 $31.3K - $47.8K
15.1K $1.61M
COF
Capital One Financial Corp

Financial Services
-381
- 2.32%
$145.19 - $192.01 $55.3K - $73.2K
16.1K $2.86M
ADP
Automatic Data Processing Inc

Industrials
-760
- 1.85%
$280.08 - $307.97 $213K - $234K
40.3K $11.8M
GDDY
Go Daddy Inc.

Technology
-373
- 2.96%
$153.16 - $209.03 $57.1K - $78K
12.2K $2.41M
IWP
Ishares Russell Mid Cap Growth

ETFs
-152
- 0.28%
$116.4 - $138.52 $17.7K - $21.1K
54.3K $6.88M
CSCO
Cisco Systems, Inc.

Technology
-16.3K
- 6.66%
$52.45 - $60.02 $855K - $978K
228K $13.5M
BX
Blackstone Inc.

Financial Services
-4.68K
- 6.61%
$148.45 - $199.05 $694K - $931K
66K $11.4M
DAL
Delta Air Lines, Inc.

Industrials
-498
- 0.58%
$47.46 - $65.77 $23.6K - $32.8K
85.6K $5.18M
NFLX
Netflix Inc

Communication Services
-64
- 1.23%
$687.65 - $936.56 $44K - $59.9K
5.16K $4.59M
WFC
Wells Fargo & Company

Financial Services
-556
- 0.6%
$54.98 - $77.35 $30.6K - $43K
91.7K $6.44M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-16.2K
- 1.63%
$46.94 - $51.62 $760K - $836K
980K $49M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.64K
- 1.0%
$94.43 - $105.47 $343K - $383K
361K $36.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-205
- 4.84%
$4100.99 - $5300.34 $841K - $1.09M
4.03K $20M
LYV
Live Nation Entertainment, Inc.

Communication Services
-538
- 0.42%
$109.06 - $140.54 $58.7K - $75.6K
126K $16.3M
WMT
Walmart Inc.

Consumer Defensive
-5.37K
- 1.38%
$79.1 - $95.7 $425K - $514K
384K $34.7M
NVDA
Nvidia Corp

Technology
-17.6K
- 3.44%
$117.0 - $148.88 $2.06M - $2.62M
493K $66.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-434
- 0.1%
$570.51 - $610.59 $248K - $265K
444K $261M
TSLA
Tesla, Inc.

Consumer Cyclical
-381
- 0.95%
$213.65 - $479.86 $81.4K - $183K
39.7K $16M
GOOGL
Alphabet Inc.

Communication Services
-832
- 0.28%
$161.86 - $196.66 $135K - $164K
292K $55.3M
AAPL
Apple Inc.

Technology
-5.89K
- 0.59%
$221.69 - $259.02 $1.31M - $1.53M
997K $250M
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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