Clearstead Trust, LLC Purchases and Sells in Q4 2024

Clearstead Trust, LLC

$414 Million
Q4 2024

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	12.5K + 16.42%	$221.69 - $259.02 $2.76M - $3.23M	88.4K $22.1M
NVDA	24.4K + 29.95%	$117.0 - $148.88 $2.85M - $3.63M	106K $14.2M
QQQ	204 + 0.15%	$481.22 - $538.17 $98.2K - $110K	140K $71.6M
MSFT	8.47K + 17.71%	$406.35 - $454.46 $3.44M - $3.85M	56.3K $23.7M
AMZN	3.18K + 5.35%	$180.88 - $232.93 $575K - $740K	62.5K $13.7M
GOOGL	6.78K + 12.85%	$161.86 - $196.66 $1.1M - $1.33M	59.5K $11.3M

New Holdings

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DE	7.88K New	$389.45 - $466.0 $3.07M - $3.67M	7.88K $3.34M
UBER	25.8K New	$59.93 - $86.34 $1.54M - $2.22M	25.8K $1.55M
AMAT	5.2K New	$161.44 - $213.89 $840K - $1.11M	5.2K $845K
SHEL	9.71K New	$60.63 - $70.23 $589K - $682K	9.71K $609K
ROK	1.53K New	$264.65 - $302.92 $404K - $462K	1.53K $436K
CTAS	2.02K New	$182.7 - $226.47 $369K - $457K	2.02K $369K

Top Sells

Reduced Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADP	-9.33K - 38.95%	$280.08 - $307.97 $2.61M - $2.87M	14.6K $4.28M
XLI	-10K - 99.51%	$131.76 - $143.99 $1.32M - $1.45M	49 $6K
WM	-4.75K - 24.1%	$201.79 - $228.46 $959K - $1.09M	15K $3.02M
LLY	-249 - 4.86%	$727.2 - $932.06 $181K - $232K	4.87K $3.76M
AMT	-339 - 2.51%	$179.4 - $232.01 $60.8K - $78.7K	13.2K $2.42M
JNJ	-892 - 3.13%	$143.34 - $165.86 $128K - $148K	27.6K $3.99M

Activity Summary All Purchases 133 New Holdings 37 Increased Positions 96 All Sells 79 Reductions 79 Sold out 0 Calls 0 Puts 0

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