Clearstead Advisors, LLC Sells in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
-11.2K
- 32.46%
$27.03 - $29.92 $301K - $334K
23.2K $635K
CI
Cigna Corp

Healthcare
-103
- 1.94%
$265.59 - $358.58 $27.4K - $36.9K
5.22K $1.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.4K
- 9.76%
$58.88 - $64.8 $200K - $220K
31.4K $1.85M
RWR
Spdr Dow Jones Reit ETF

ETFs
-377
- 0.83%
$97.84 - $108.61 $36.9K - $40.9K
45K $4.45M
PRAA
Pra Group Inc

Financial Services
-330
- 0.13%
$18.83 - $24.72 $6.21K - $8.16K
259K $5.42M
FITB
Fifth Third Bancorp

Financial Services
-6.96K
- 4.38%
$41.76 - $48.44 $291K - $337K
152K $6.42M
SBUX
Starbucks Corp

Consumer Cyclical
-1.84K
- 5.6%
$87.44 - $102.5 $161K - $188K
31K $2.82M
PLD
Prologis, Inc.

Real Estate
-1.54K
- 14.99%
$101.4 - $126.96 $156K - $195K
8.73K $922K
OXY
Occidental Petroleum Corp

Energy
-6.68K
- 34.89%
$45.36 - $55.91 $303K - $373K
12.5K $615K
CMCSA
Comcast Corp

Communication Services
-1.11K
- 1.47%
$37.39 - $45.14 $41.5K - $50.2K
74.5K $2.79M
EEM
Ishares Msci Emerging Markets

ETFs
-389
- 0.47%
$41.82 - $47.36 $16.3K - $18.4K
83.1K $3.48M
CTRA
Coterra Energy Inc.

Energy
-14.4K
- 98.16%
$22.71 - $27.63 $327K - $398K
270 $6K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.91K
- 2.57%
$100.16 - $100.7 $291K - $293K
110K $11M
BEP
Brookfield Renewable Partners L.P.

Utilities
-10.7K
- 64.26%
$22.59 - $28.9 $242K - $310K
5.96K $135K
SMG
Scotts Miracle Gro CO

Basic Materials
-15
- 0.09%
$65.14 - $93.47 $977 - $1.4K
16.3K $1.08M
PSX
Phillips 66

Energy
-806
- 5.83%
$110.35 - $138.93 $88.9K - $112K
13K $1.48M
SNY
Sanofi

Healthcare
-2.51K
- 11.65%
$45.89 - $57.31 $115K - $144K
19K $918K
NUE
Nucor Corp

Basic Materials
-244
- 2.81%
$115.78 - $167.74 $28.3K - $40.9K
8.43K $983K
MYE
Myers Industries Inc

Consumer Cyclical
-21.7K
- 93.87%
$10.91 - $13.47 $237K - $292K
1.42K $15K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-5.83K
- 26.95%
$47.26 - $48.18 $276K - $281K
15.8K $748K
DG
Dollar General Corp

Consumer Defensive
-3.28K
- 85.93%
$73.27 - $84.47 $240K - $277K
537 $40K
SPGI
S&P Global Inc.

Financial Services
-88
- 0.69%
$480.36 - $529.17 $42.3K - $46.6K
12.6K $6.28M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-483
- 0.93%
$563.99 - $620.12 $272K - $300K
51.4K $29.3M
CLF
Cleveland Cliffs Inc.

Basic Materials
-821
- 1.04%
$9.24 - $13.94 $7.59K - $11.4K
78.3K $736K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.22K
- 14.57%
$50.73 - $51.08 $265K - $267K
30.6K $1.56M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-119
- 3.35%
$396.64 - $516.74 $47.2K - $61.5K
3.44K $1.38M
MHK
Mohawk Industries Inc

Consumer Cyclical
-1.65K
- 98.51%
$116.82 - $161.27 $193K - $267K
25 $2K
DEO
Diageo PLC

Consumer Defensive
-1.66K
- 43.98%
$118.0 - $139.88 $196K - $232K
2.11K $268K
BBY
Best Buy CO Inc

Consumer Cyclical
-569
- 4.74%
$85.2 - $101.35 $48.5K - $57.7K
11.4K $981K
ADI
Analog Devices Inc

Technology
-133
- 1.03%
$206.35 - $236.48 $27.4K - $31.5K
12.8K $2.72M
GOLD
Barrick Gold Corp

Basic Materials
-12.3K
- 90.4%
$15.23 - $21.19 $187K - $260K
1.3K $20K
CTVA
Corteva, Inc.

Basic Materials
-4.04K
- 37.68%
$55.21 - $64.13 $223K - $259K
6.68K $380K
IQV
Iqvia Holdings Inc.

Healthcare
-6
- 0.1%
$190.97 - $236.63 $1.15K - $1.42K
5.89K $1.16M
VNLA
Janus Henderson Short Duration

ETFs
-4.67K
- 11.59%
$48.82 - $49.11 $228K - $229K
35.6K $1.74M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.36K
- 1.3%
$81.68 - $82.93 $111K - $113K
103K $8.43M
SJM
J M Smucker CO

Consumer Defensive
-1.46K
- 22.31%
$106.92 - $121.75 $157K - $178K
5.1K $561K
PM
Philip Morris International Inc.

Consumer Defensive
-1.58K
- 4.15%
$118.38 - $133.06 $187K - $211K
36.5K $4.4M
FIS
Fidelity National Information Services, Inc.

Technology
-2.66K
- 67.39%
$80.14 - $90.95 $213K - $242K
1.29K $103K
OTIS
Otis Worldwide Corp

Industrials
-1.12K
- 10.36%
$92.57 - $106.01 $103K - $119K
9.67K $895K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-3.17K
- 83.54%
$62.71 - $68.47 $199K - $217K
625 $39K
DVN
Devon Energy Corp

Energy
-2.97K
- 16.24%
$30.52 - $42.96 $90.7K - $128K
15.3K $501K
ACGL
Arch Capital Group Ltd.

Financial Services
-124
- 1.2%
$88.71 - $114.86 $11K - $14.2K
10.2K $941K
DKNG
Draft Kings Inc.

Consumer Cyclical
-5.09K
- 55.08%
$35.32 - $44.84 $180K - $228K
4.15K $154K
HRL
Hormel Foods Corp

Consumer Defensive
-6.37K
- 92.48%
$29.21 - $33.55 $186K - $214K
518 $16K
CCI
Crown Castle International Corp

Real Estate
-494
- 8.9%
$89.78 - $119.11 $44.4K - $58.8K
5.06K $458K
IFF
International Flavors & Fragrances Inc

Basic Materials
-1.77K
- 74.03%
$83.96 - $106.19 $149K - $188K
622 $52K
XLV
Select Sector Spdr Fund Health

ETFs
-447
- 5.32%
$136.28 - $154.74 $60.9K - $69.2K
7.95K $1.09M
CB
Chubb LTD

Financial Services
-122
- 0.94%
$271.57 - $301.89 $33.1K - $36.8K
12.8K $3.54M
ED
Consolidated Edison Inc

Utilities
-57
- 0.49%
$88.87 - $107.38 $5.07K - $6.12K
11.6K $1.03M
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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