Clearstead Trust, LLC Reduced Holdings in Q2 2024

Clearstead Trust, LLC

  • $359 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-349
- 2.94%
$439.2 - $524.63 $153K - $183K
11.5K $5.87M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-121
- 27.88%
$127.7 - $179.69 $15.5K - $21.7K
313 $54K
ZTS
Zoetis Inc.

Healthcare
-32
- 6.25%
$145.54 - $178.83 $4.66K - $5.72K
480 $83K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-164
- 10.78%
$6.99 - $8.79 $1.15K - $1.44K
1.36K $10K
GILD
Gilead Sciences, Inc.

Healthcare
-36
- 27.07%
$63.15 - $72.88 $2.27K - $2.62K
97 $6K
KO
Coca Cola CO

Consumer Defensive
-573
- 4.09%
$58.06 - $64.15 $33.3K - $36.8K
13.4K $854K
C
Citigroup Inc

Financial Services
-9
- 0.47%
$57.02 - $64.74 $513 - $583
1.89K $119K
VTRS
Viatris Inc

Healthcare
-41
- 48.24%
$10.05 - $12.02 $412 - $493
44 $0
KD
Kyndryl Holdings, Inc.

Technology
-12
- 7.64%
$19.49 - $28.05 $234 - $337
145 $3K
Ge Healthcare Technologies I
-12
- 7.06%
N/A
158 $0
Brookfield Corp Adr
-312
- 1.74%
N/A
17.6K $0
Veralto Corp
-205
- 31.3%
N/A
450 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2
- 0.67%
$144.17 - $170.65 $288 - $341
296 $46K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-42
- 0.45%
$40.83 - $44.89 $1.71K - $1.89K
9.33K $408K
DELL
Dell Technologies Inc.

Technology
-6
- 0.54%
$114.87 - $179.21 $689 - $1.08K
1.1K $152K
HON
Honeywell International Inc

Industrials
-23
- 0.47%
$190.36 - $215.89 $4.38K - $4.97K
4.87K $1.04M
IVV
Ishares Core S&P 500 ETF

ETFs
-96
- 0.94%
$497.53 - $549.64 $47.8K - $52.8K
10.1K $5.52M
MSFT
Microsoft Corp

Technology
-1.89K
- 3.81%
$389.33 - $452.85 $735K - $855K
47.6K $21.3M
Activity Summary
Buys All Purchases 91 New Holdings 19 Increased Positions 72 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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