Clearstead Advisors, LLC Purchases in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
241
+ 0.58%
$204.9 - $238.04 $49.4K - $57.4K
42.1K $9.26M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
203
+ 10.7%
$114.08 - $125.68 $23.2K - $25.5K
2.1K $240K
UBOT
Direxion Dly Robotics, Art Int

ETFs
86
+ 6.08%
$22.04 - $26.35 $1.9K - $2.27K
1.5K $34K
EVGO
E Vgo Inc.

Consumer Cyclical
250
New
$3.84 - $8.92 $960 - $2.23K
250 $1K
ALLY
Ally Financial Inc.

Financial Services
23
+ 41.82%
$34.12 - $39.98 $785 - $920
78 $2K
IRMD
Iradimed Corp

Healthcare
10
+ 5.95%
$48.3 - $57.35 $483 - $574
178 $9K
TECK
Teck Resources LTD

Basic Materials
44
+ 59.46%
$39.99 - $52.38 $1.76K - $2.3K
118 $4K
FCG
First Tr Exchange Traded Fd

ETFs
31
+ 15.5%
$22.98 - $26.48 $712 - $821
231 $5K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
64
+ 11.17%
$32.75 - $35.81 $2.1K - $2.29K
637 $21K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
63
New
$19.99 - $22.62 $1.26K - $1.43K
63 $1K
DGII
Digi International Inc

Technology
20
+ 7.69%
$27.66 - $33.88 $553 - $678
280 $8K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1
+ 0.07%
$47.66 - $51.97 $47.7 - $52
1.44K $70K
UL
Unilever PLC

Consumer Defensive
47
+ 37.6%
$56.7 - $64.64 $2.66K - $3.04K
172 $9K
RVMD
Revolution Medicines, Inc.

Healthcare
27
+ 27.0%
$42.97 - $60.6 $1.16K - $1.64K
127 $5K
ENSG
Ensign Group, Inc

Healthcare
15
+ 28.85%
$132.78 - $156.91 $1.99K - $2.35K
67 $8K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
2
+ 4.76%
$131.26 - $163.78 $263 - $328
44 $6K
SNDR
Schneider National, Inc.

Industrials
43
+ 17.2%
$26.97 - $33.61 $1.16K - $1.45K
293 $8K
M
Macy'S, Inc.

Consumer Cyclical
12
+ 24.0%
$14.56 - $18.1 $175 - $217
62 $1K
ABC
Amerisourcebergen Corp

Healthcare
6
+ 0.21%
N/A
2.84K $525K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
70
New
$18.24 - $21.74 $1.28K - $1.52K
70 $1K
BEAM
Beam Therapeutics Inc.

Healthcare
18
+ 1.2%
$21.55 - $30.35 $388 - $546
1.52K $37K
EFG
Msci Eafe Growth ETF

ETFs
19
+ 90.48%
$96.83 - $106.88 $1.84K - $2.03K
40 $3K
UPST
Upstart Holdings, Inc.

Financial Services
6
+ 17.14%
$37.78 - $84.46 $227 - $507
41 $2K
OKTA
Okta, Inc.

Technology
8
+ 16.0%
$71.81 - $86.11 $574 - $689
58 $4K
PCG
Pg&E Corp

Utilities
52
+ 4.08%
$19.2 - $21.63 $998 - $1.12K
1.33K $26K
VCYT
Veracyte, Inc.

Healthcare
35
New
$31.92 - $44.4 $1.12K - $1.55K
35 $1K
BEKE
Ke Holdings Inc.

Real Estate
82
New
$18.38 - $25.8 $1.51K - $2.12K
82 $1K
ORCC
Owl Rock Capital Corp

Financial Services
70
+ 2.8%
N/A
2.57K $34K
BNTX
Bio N Tech Se

Healthcare
15
New
$99.72 - $122.68 $1.5K - $1.84K
15 $1K
NTGR
Netgear, Inc.

Technology
40
New
$19.06 - $29.03 $762 - $1.16K
40 $1K
LNC
Lincoln National Corp

Financial Services
6
+ 0.23%
$30.46 - $36.84 $183 - $221
2.6K $82K
CVLG
Covenant Logistics Group, Inc.

Industrials
31
+ 54.39%
$49.9 - $60.66 $1.55K - $1.88K
88 $4K
U
Unity Software Inc.

Technology
75
New
$17.34 - $27.72 $1.3K - $2.08K
75 $1K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
20
+ 18.18%
$124.55 - $167.32 $2.49K - $3.35K
130 $19K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
39
+ 2.03%
$10.4 - $12.75 $406 - $497
1.96K $22K
NRG
Nrg Energy, Inc.

Utilities
6
+ 2.11%
$85.3 - $101.61 $512 - $610
291 $26K
AFG
American Financial Group Inc

Financial Services
4
+ 1.72%
$126.81 - $149.08 $507 - $596
237 $32K
TGTX
Tg Therapeutics, Inc.

Healthcare
66
New
$21.31 - $35.09 $1.41K - $2.32K
66 $1K
AVT
Avnet Inc

Technology
16
+ 8.94%
$52.09 - $57.69 $833 - $923
195 $10K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
40
+ 200.0%
$14.82 - $25.48 $593 - $1.02K
60 $1K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1
+ 10.0%
$107.32 - $127.74 $107 - $128
11 $1K
MFG
Mizuho Financial Group Inc

Financial Services
152
New
$4.05 - $5.26 $616 - $800
152 $0
Morgan Stanley Direct Lendin
6.4K
+ 61.52%
N/A
16.8K $0
NOV
Nov Inc.

Energy
41
+ 10.7%
$14.06 - $16.79 $576 - $688
424 $6K
TWST
Twist Bioscience Corp

Healthcare
17
New
$36.89 - $52.7 $627 - $896
17 $0
Gorilla Technology Group Inc
100
New
N/A
100 $0
NAT
Nordic American Tankers LTD

Industrials
1
+ 7.14%
N/A
15 $0
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5
+ 29.41%
$83.82 - $95.89 $419 - $479
22 $1K
STEM
Stem, Inc.

Technology
85
+ 2.92%
$0.32 - $0.75 $27.2 - $63.8
3K $1K
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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