Clearstead Advisors, LLC Purchases in Q3 2024

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
119K
+ 13.5%
$207.23 - $234.82 $24.7M - $28M
1M $233M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13.8K
+ 1.22%
$475.2 - $527.7 $6.56M - $7.28M
1.15M $604M
DFAI
Dimensional ETF Tr

ETFs
493K
+ 26.36%
$28.69 - $32.06 $14.1M - $15.8M
2.36M $75.1M
IVV
Ishares Core S&P 500 ETF

ETFs
9.19K
+ 2.11%
$520.18 - $576.82 $4.78M - $5.3M
445K $256M
VO
Vanguard Mid Cap ETF

ETFs
14.2K
+ 2.14%
$237.84 - $263.83 $3.37M - $3.74M
676K $178M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
369K
+ 3010.16%
$36.06 - $37.66 $13.3M - $13.9M
381K $14.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
124K
+ 39.42%
$85.48 - $98.39 $10.6M - $12.2M
438K $42.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
147K
+ 11.97%
$54.98 - $59.51 $8.05M - $8.72M
1.37M $81.6M
VB
Vanguard Small Cap ETF

ETFs
12.1K
+ 2.55%
$214.77 - $237.72 $2.6M - $2.88M
488K $116M
VTV
Vanguard Value ETF

ETFs
9.47K
+ 1.51%
$159.75 - $174.57 $1.51M - $1.65M
638K $111M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
37.2K
+ 1.46%
$33.74 - $37.96 $1.26M - $1.41M
2.58M $96.9M
ENPH
Enphase Energy, Inc.

Technology
60.7K
+ 129.5%
$95.77 - $123.65 $5.81M - $7.5M
108K $12.2M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
599K
+ 2324.07%
$11.52 - $12.52 $6.9M - $7.5M
625K $7.71M
VONV
Vanguard Russell 1000 Value Et

ETFs
67.3K
+ 31.77%
$76.07 - $83.33 $5.12M - $5.61M
279K $23.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.2K
+ 3.51%
$105.53 - $118.34 $1.71M - $1.92M
479K $56M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15K
+ 3.27%
$162.64 - $179.3 $2.44M - $2.69M
474K $85.1M
ORCL
Oracle Corp

Technology
865
+ 0.4%
$125.9 - $170.35 $109K - $147K
219K $37.2M
BSCU
Invesco Exc Self Ind Tr

ETFs
256K
+ 9.69%
$16.19 - $17.05 $4.15M - $4.37M
2.9M $49.1M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.07K
+ 0.14%
$79.92 - $88.19 $85.1K - $93.9K
781K $68.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
122K
+ 4.06%
$22.38 - $23.66 $2.72M - $2.88M
3.11M $73M
UNH
Unitedhealth Group Inc

Healthcare
3.23K
+ 7.55%
$488.01 - $604.18 $1.57M - $1.95M
45.9K $26.9M
MA
Mastercard Inc

Financial Services
4.66K
+ 8.74%
$429.6 - $500.99 $2M - $2.33M
57.9K $28.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.29K
+ 4.32%
$173.36 - $189.8 $1.61M - $1.76M
224K $42.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.6K
+ 2.09%
$57.32 - $62.65 $1.12M - $1.23M
958K $59.7M
SHW
Sherwin Williams CO

Basic Materials
6.74K
+ 31.58%
$294.65 - $384.0 $1.99M - $2.59M
28.1K $10.7M
PGR
Progressive Corp

Financial Services
329
+ 0.36%
$209.46 - $259.24 $68.9K - $85.3K
90.8K $23.1M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
134K
+ 5.24%
$18.12 - $18.92 $2.44M - $2.54M
2.7M $50.8M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.28K
+ 0.19%
$71.86 - $78.56 $92.1K - $101K
691K $54.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
133
+ 0.07%
$57.22 - $80.08 $7.61K - $10.7K
201K $15.7M
SCHR
Schwab Intermediate Term Us Tr

ETFs
53.3K
+ 8.46%
$48.4 - $50.91 $2.58M - $2.72M
684K $34.6M
RTX
Raytheon Technologies Corp

Industrials
3.04K
+ 1.81%
$99.55 - $123.34 $302K - $374K
171K $20.7M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
127K
+ 5.27%
$19.2 - $19.82 $2.44M - $2.52M
2.54M $50M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
104K
+ 4.46%
$19.92 - $20.67 $2.07M - $2.15M
2.43M $50M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28.8K
+ 26.35%
$96.25 - $101.98 $2.78M - $2.94M
138K $14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.8K
+ 2.63%
$75.32 - $84.37 $886K - $993K
459K $38.4M
ZTS
Zoetis Inc.

Healthcare
8.26K
+ 11.09%
$172.58 - $196.48 $1.43M - $1.62M
82.8K $16.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.96K
+ 8.48%
$162.83 - $179.16 $1.46M - $1.61M
115K $20.5M
AVGO
Broadcom Inc.

Technology
89.5K
+ 1042.22%
$136.27 - $1745.86 $12.2M - $156M
98.1K $16.9M
ABBV
Abb Vie Inc.

Healthcare
2K
+ 2.03%
$163.84 - $199.33 $328K - $399K
100K $19.8M
PG
Procter & Gamble CO

Consumer Defensive
6.82K
+ 3.18%
$160.76 - $177.82 $1.1M - $1.21M
221K $38.3M
ETN
Eaton Corp PLC

Industrials
7.11K
+ 21.8%
$272.52 - $333.02 $1.94M - $2.37M
39.7K $13.2M
KEY
Keycorp

Financial Services
82.2K
+ 14.9%
$13.95 - $17.34 $1.15M - $1.43M
634K $10.6M
TSLA
Tesla, Inc.

Consumer Cyclical
640
+ 1.62%
$191.76 - $263.26 $123K - $168K
40.1K $10.5M
IWM
Ishares Russell 2000 ETF

ETFs
2.75K
+ 2.61%
$200.87 - $224.6 $553K - $618K
108K $23.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.34K
+ 0.2%
$36.02 - $41.68 $48.4K - $56K
669K $27.6M
BX
Blackstone Inc.

Financial Services
3.18K
+ 4.7%
$120.77 - $159.66 $384K - $507K
70.7K $10.8M
JPM
Jpmorgan Chase & CO

Financial Services
1.54K
+ 0.62%
$194.9 - $224.8 $300K - $346K
250K $52.8M
SPGI
S&P Global Inc.

Financial Services
3.44K
+ 37.12%
$446.32 - $527.38 $1.53M - $1.81M
12.7K $6.56M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
36.7K
+ 541.07%
$57.85 - $64.92 $2.12M - $2.38M
43.4K $2.81M
Activity Summary
Buys All Purchases 815 New Holdings 125 Increased Positions 690 Sells All Sells 496 Reductions 495 Sold out 1 Options Calls 0 Puts 0
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