Clearstead Advisors, LLC Purchases in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
14.6K
New
N/A
14.6K $0
Brightspring Health Svcs Inc
246
New
N/A
246 $0
ACHR
Archer Aviation Inc.

Industrials
90
New
$2.94 - $11.33 $265 - $1.02K
90 $0
MT
Arcelor Mittal

Basic Materials
28
New
$22.93 - $26.51 $642 - $742
28 $0
APPN
Appian Corp

Technology
23
New
$30.53 - $41.56 $702 - $956
23 $0
APA
Apa Corp

Energy
13
New
$20.47 - $27.07 $266 - $352
13 $0
Annaly Capital Management In
61
+ 2.04%
N/A
3.05K $0
IEZ
Ishares Tr

ETFs
1
+ 0.32%
$18.93 - $22.09 $18.9 - $22.1
312 $6K
Amplify ETF Tr
1.5K
+ 158.17%
N/A
2.45K $0
Amplify ETF Tr
4
+ 1.11%
N/A
364 $0
Labcorp Holdings Inc
1.87K
+ 3.32%
N/A
58.3K $0
AEO
American Eagle Outfitters Inc

Consumer Cyclical
8
New
$16.36 - $22.16 $131 - $177
8 $0
Lam Research Corp
14.7K
New
N/A
14.7K $0
WOOD
Ishares Global Timber & Forest
7
+ 0.47%
N/A
1.49K $0
Arista Networks Inc
27.9K
New
N/A
27.9K $0
Arm Holdings PLC
6
+ 1.03%
N/A
586 $0
Brainstorm Cell Therapeutics
100
New
N/A
100 $0
HRB
H&R Block Inc

Consumer Cyclical
8
New
$52.14 - $63.36 $417 - $507
8 $0
Blackrock Inc
3.75K
New
N/A
3.75K $0
IYT
Ishares Tr U.S. Transportation

ETFs
1
+ 0.46%
$66.79 - $75.4 $66.8 - $75.4
217 $14K
IDU
Ishares Tr U S Utils ETF

ETFs
0
New
$94.65 - $105.73 $0 - $0
0 $0
BSM
Black Stone Minerals, L.P.

Energy
2
+ 2.06%
$13.86 - $15.57 $27.7 - $31.1
99 $1K
IYJ
Ishares Tr

ETFs
8
+ 0.11%
$132.97 - $143.93 $1.06K - $1.15K
7.46K $996K
IYE
Ishares Tr

ETFs
6
+ 0.72%
$43.93 - $51.37 $264 - $308
835 $38K
AMPX
Amprius Technologies, Inc.

Industrials
150
New
$1.01 - $2.98 $152 - $447
150 $0
SAN
Banco Santander, S.A.

Financial Services
187
New
$4.49 - $5.05 $840 - $944
187 $0
Atmus Filtration Technologie
235
New
N/A
235 $0
Atlassian Corporation
51
+ 36.43%
N/A
191 $0
AAL
American Airlines Group Inc.

Industrials
6
+ 3.13%
N/A
198 $2K
Sequans Communications S A
40
New
N/A
40 $0
ALK
Alaska Air Group, Inc.

Industrials
1
New
$42.48 - $67.6 $42.5 - $67.6
1 $0
UNF
Unifirst Corp

Industrials
13
+ 25.49%
$171.0 - $206.22 $2.22K - $2.68K
64 $10K
UAA
Under Armour, Inc.

Consumer Cyclical
8
+ 1.95%
$8.21 - $11.13 $65.7 - $89
419 $3K
UGI
Ugi Corp

Utilities
7
New
$23.24 - $30.37 $163 - $213
7 $0
IX
Orix Corp

Financial Services
6
New
$104.38 - $117.09 $626 - $703
6 $0
Trinity Biotech PLC
10K
New
N/A
10K $0
PDD
Pinduoduo Inc.

Consumer Cyclical
4
New
$94.39 - $154.27 $378 - $617
4 $0
RDN
Radian Group Inc

Financial Services
8
New
$31.67 - $35.84 $253 - $287
8 $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
37
+ 12.5%
$13.01 - $14.43 $481 - $534
333 $4K
Sunrise Communications Ag
10.7K
New
N/A
10.7K $0
SSTK
Shutterstock, Inc.

Communication Services
1
+ 4.76%
$29.25 - $34.57 $29.3 - $34.6
22 $0
RIOT
Riot Blockchain, Inc.

Technology
40
New
$7.08 - $14.97 $283 - $599
40 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
148
+ 100.0%
$25.74 - $53.78 $3.81K - $7.96K
296 $7K
ON
On Semiconductor Corp

Technology
8
+ 26.67%
$63.05 - $74.7 $504 - $598
38 $2K
OHI
Omega Healthcare Investors Inc

Real Estate
3
+ 7.32%
$37.51 - $42.56 $113 - $128
44 $1K
NWBI
Northwest Bancshares, Inc.

Financial Services
31
+ 1.34%
$12.86 - $15.28 $399 - $474
2.35K $30K
LMAT
Lemaitre Vascular Inc

Healthcare
4
+ 5.13%
$85.64 - $107.97 $343 - $432
82 $7K
AFRM
Affirm Holdings, Inc.

Technology
2
+ 8.0%
$38.48 - $72.86 $77 - $146
27 $1K
AMG
Affiliated Managers Group, Inc.

Financial Services
3
New
$175.77 - $196.52 $527 - $590
3 $0
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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