Clearstead Advisors, LLC Purchases in Q3 2024

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEAK
Healthpeak Properties, Inc.

Real Estate
341
+ 84.62%
N/A
744 $14K
IR
Ingersoll Rand Inc.

Industrials
61
+ 30.05%
$86.9 - $100.4 $5.3K - $6.12K
264 $25K
URE
Proshares Ultra Real Estate

ETFs
3
+ 0.84%
$55.98 - $78.14 $168 - $234
362 $27K
WFG
West Fraser Timber Co., LTD

Basic Materials
82
New
$74.68 - $97.37 $6.12K - $7.98K
82 $7K
GPC
Genuine Parts CO

Consumer Cyclical
27
+ 1.17%
$131.04 - $147.11 $3.54K - $3.97K
2.34K $326K
TXG
10x Genomics, Inc.

Healthcare
125
+ 9.87%
$15.71 - $23.49 $1.96K - $2.94K
1.39K $31K
ESTC
Elastic N.V.

Technology
97
New
$70.13 - $122.27 $6.8K - $11.9K
97 $7K
RNA
Avidity Biosciences, Inc.

Healthcare
171
New
$37.21 - $48.14 $6.36K - $8.23K
171 $7K
VCIT
Vanguard Intermediate Term Cor

ETFs
16
+ 1.12%
$79.29 - $84.02 $1.27K - $1.34K
1.44K $120K
ONTO
Onto Innovation Inc.

Technology
45
+ 23.68%
$158.45 - $238.04 $7.13K - $10.7K
235 $48K
VOOV
Vanguard S&P 500 Value ETF

ETFs
36
+ 85.71%
$175.0 - $190.72 $6.3K - $6.87K
78 $14K
DEW
Wisdomtree Tr Global High Divi

ETFs
10
+ 0.75%
$50.05 - $55.83 $501 - $558
1.34K $73K
SNX
Td Synnex Corp

Technology
43
+ 41.75%
$109.37 - $122.34 $4.7K - $5.26K
146 $17K
H
Hyatt Hotels Corp

Consumer Cyclical
35
+ 14.89%
$130.36 - $162.22 $4.56K - $5.68K
270 $41K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
94
+ 391.67%
$59.61 - $60.15 $5.6K - $5.65K
118 $7K
FLYW
Flywire Corp

Technology
395
+ 13.67%
$15.63 - $18.99 $6.17K - $7.5K
3.29K $53K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
122
New
$47.78 - $56.88 $5.83K - $6.94K
122 $6K
TDOC
Teladoc Health, Inc.

Healthcare
800
+ 38.74%
$6.79 - $10.09 $5.43K - $8.07K
2.87K $26K
DOCS
Doximity, Inc.

Healthcare
100
+ 158.73%
$25.5 - $43.57 $2.55K - $4.36K
163 $7K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2
+ 0.15%
$46.17 - $51.13 $92.3 - $102
1.36K $69K
ORI
Old Republic International Corp

Financial Services
1
+ 0.08%
$29.89 - $35.9 $29.9 - $35.9
1.19K $42K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
7
+ 6.8%
$115.7 - $167.81 $810 - $1.17K
110 $18K
KN
Knowles Corp

Technology
283
+ 87.08%
$16.5 - $19.44 $4.67K - $5.5K
608 $10K
MTZ
Mastec Inc

Industrials
5
+ 2.0%
$97.3 - $126.14 $487 - $631
255 $31K
VNO
Vornado Realty Trust

Real Estate
25
+ 7.79%
$25.5 - $39.4 $638 - $985
346 $13K
BROS
Dutch Bros Inc.

Consumer Cyclical
196
+ 196.0%
$29.1 - $42.81 $5.7K - $8.39K
296 $9K
DRI
Darden Restaurants Inc

Consumer Cyclical
25
+ 37.31%
$138.06 - $172.74 $3.45K - $4.32K
92 $15K
MSTR
Microstrategy Inc

Technology
135
+ 900.0%
$114.3 - $1800.09 $15.4K - $243K
150 $25K
RMBS
Rambus Inc

Technology
700
+ 47.39%
$37.86 - $66.26 $26.5K - $46.4K
2.18K $91K
CCL
Carnival Corp

Consumer Cyclical
229
New
$14.01 - $19.18 $3.21K - $4.39K
229 $4K
SXT
Sensient Technologies Corp

Basic Materials
39
+ 44.32%
$70.26 - $81.68 $2.74K - $3.19K
127 $10K
FENY
Fidelity Covington Tr Msci Ene

ETFs
395
+ 6.91%
$23.09 - $25.75 $9.12K - $10.2K
6.11K $147K
FCG
First Tr Exchange Traded Fd

ETFs
200
New
$23.05 - $27.24 $4.61K - $5.45K
200 $4K
PFGC
Performance Food Group CO

Consumer Defensive
36
+ 29.03%
$61.6 - $78.75 $2.22K - $2.84K
160 $12K
FDUS
Fidus Investment Corp

Financial Services
86
+ 0.42%
$18.76 - $20.34 $1.61K - $1.75K
20.4K $399K
WTFC
Wintrust Financial Corp

Financial Services
10
+ 3.58%
$96.43 - $111.89 $964 - $1.12K
289 $31K
ARKG
Ark Genomic Revolution ETF (De

ETFs
82
+ 13.83%
$22.89 - $27.41 $1.88K - $2.25K
675 $17K
TXT
Textron Inc

Industrials
30
+ 10.07%
$83.46 - $94.02 $2.5K - $2.82K
328 $29K
ETR
Entergy Corp

Utilities
1
+ 0.62%
$104.75 - $131.61 $105 - $132
163 $21K
ECPG
Encore Capital Group Inc

Financial Services
59
+ 85.51%
$41.28 - $50.68 $2.44K - $2.99K
128 $6K
APP
App Lovin Corp

Technology
33
New
$67.14 - $130.65 $2.22K - $4.31K
33 $4K
LYB
Lyondell Basell Industries N.V.

Basic Materials
36
+ 24.83%
$92.56 - $99.46 $3.33K - $3.58K
181 $17K
MBLY
Mobileye Global Inc.
900
+ 150.0%
$10.57 - $27.89 $9.51K - $25.1K
1.5K $20K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6
+ 0.41%
$45.2 - $47.87 $271 - $287
1.46K $69K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.8%
$94.1 - $120.43 $188 - $241
252 $29K
IRMD
Iradimed Corp

Healthcare
49
+ 41.18%
$43.23 - $50.29 $2.12K - $2.46K
168 $8K
DDOG
Datadog, Inc.

Technology
31
+ 51.67%
$104.97 - $134.56 $3.25K - $4.17K
91 $10K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
47
New
$64.93 - $82.12 $3.05K - $3.86K
47 $3K
EQR
Equity Residential

Real Estate
11
+ 2.49%
$67.19 - $78.09 $739 - $859
453 $33K
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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