Clearstead Advisors, LLC Specialty Industrial Machinery

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$13.7 Million 0.21% of portfolio
41,365
Q4 2024 Added 4.13%
$78.1B
$13.2 Million 0.21% of portfolio
20,805
Q4 2024 Added 0.02%
$64.8B
$5.33 Million 0.08% of portfolio
43,015
Q4 2024 Reduced 5.86%
$219B
$4.78 Million 0.07% of portfolio
28,633
Q4 2024 Added 1.27%
$76.2B
$3.25 Million 0.05% of portfolio
12,801
Q4 2024 Added 1.4%
$11.5B
$2.71 Million 0.04% of portfolio
12,970
Q4 2024 Reduced 4.85%
$62.5B
$2.19 Million 0.03% of portfolio
4,218
Q4 2024 Added 0.02%
$44.2B
$2.09 Million 0.03% of portfolio
5,988
Q4 2024 Reduced 1.53%
$39.5B
$1.11 Million 0.02% of portfolio
6,173
Q4 2024 Reduced 12.63%
$43B
$895,000 0.01% of portfolio
9,674
Q4 2024 Reduced 10.36%
$29.8B
$698,000 0.01% of portfolio
2,445
Q4 2024 Reduced 2.2%
$24.7B
$382,000 0.01% of portfolio
2,040
Q4 2024 Added 2.77%
$6.15B
$380,000 0.01% of portfolio
4,130
Q4 2024 Reduced 11.51%
$6.38B
$332,000 0.01% of portfolio
5,784
Q4 2024 Reduced 8.42%
$5.85B
$311,000 0.0% of portfolio
2,138
Q4 2024 Added 1.42%
$21.5B
$265,000 0.0% of portfolio
2,292
Q4 2024 Added 0.13%
$1.05B
$167,000 0.0% of portfolio
3,750
Q4 2021 Reduced 8.51%
$10.7B
$151,000 0.0% of portfolio
1,062
Q4 2024 Reduced 38.93%
$7.57B
$129,000 0.0% of portfolio
836
Q4 2024 Added 5.16%
$5.2B
$87,000 0.0% of portfolio
4,249
Q4 2024 Added 432.46%
$8.59B
$78,000 0.0% of portfolio
519
Q4 2024 New
$8.08B
$73,000 0.0% of portfolio
472
Q4 2024 Added 10.54%
$8.29B
$41,000 0.0% of portfolio
604
Q2 2024 New
$922M
$34,000 0.0% of portfolio
913
Q1 2020 New
$14.1B
$26,000 0.0% of portfolio
315
Q4 2024 Reduced 83.85%
$279M
$26,000 0.0% of portfolio
1,000
Q1 2024 New
$2.55B
$18,000 0.0% of portfolio
456
Q4 2024 New
$2.93B
$16,000 0.0% of portfolio
924
Q4 2024 Added 26.23%
$32.3B
$13,000 0.0% of portfolio
151
Q4 2024 Reduced 42.8%
$8.19B
$8,000 0.0% of portfolio
66
Q3 2024 New
$636M
$6,000 0.0% of portfolio
350
Q2 2024 New
$8.21B
$1,000 0.0% of portfolio
20
Q4 2024 Reduced 81.82%
$5.29B
$1,000 0.0% of portfolio
7
Q2 2022 Reduced 83.33%
$13.6B
$1,000 0.0% of portfolio
8
Q4 2024 Reduced 97.6%
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