Clearstead Advisors, LLC Purchases in Q3 2024

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Siriusxm Holdings Inc
50.5K
New
N/A
50.5K $0
Six Flags Entertainment Corp
23.8K
New
N/A
23.8K $0
Tko Group Holdings Inc
30
+ 20.98%
N/A
173 $0
Better Home & Finance Holdin
203
New
N/A
203 $0
Amentum Holdings Inc
6.34K
New
N/A
6.34K $0
Seaport Entmt Group Inc
2
New
N/A
2 $0
NVEC
Nve Corp

Technology
1
+ 6.67%
$71.14 - $89.3 $71.1 - $89.3
16 $1K
Amplify ETF Tr
7
+ 1.98%
N/A
360 $0
NNN
National Retail Properties, Inc.

Real Estate
20
New
$42.12 - $48.79 $842 - $976
20 $0
Seaport Entmt Group Inc
2
New
N/A
2 $0
Morgan Stanley Direct Lendin
10.4K
New
N/A
10.4K $0
INSW
International Seaways, Inc.

Energy
1
+ 1.82%
$47.67 - $60.19 $47.7 - $60.2
56 $2K
OGN
Organon & Co.

Healthcare
52
+ 4.83%
$18.65 - $23.03 $970 - $1.2K
1.13K $21K
XYL
Xylem Inc.

Industrials
3
+ 0.13%
$126.14 - $141.53 $378 - $425
2.29K $309K
IYE
Ishares Tr

ETFs
6
+ 0.73%
$44.44 - $49.18 $267 - $295
829 $38K
LKQ
Lkq Corp

Consumer Cyclical
5
+ 0.42%
$38.47 - $46.03 $192 - $230
1.2K $48K
TTEK
Tetra Tech Inc

Industrials
5.11K
+ 332.94%
$45.59 - $237.74 $233K - $1.22M
6.65K $313K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
117
+ 27.53%
$28.84 - $41.15 $3.37K - $4.81K
542 $15K
SWKS
Skyworks Solutions, Inc.

Technology
28
+ 5.51%
$96.22 - $120.68 $2.69K - $3.38K
536 $52K
HAL
Halliburton CO

Energy
133
+ 10.73%
$27.81 - $36.44 $3.7K - $4.85K
1.37K $39K
UCTT
Ultra Clean Holdings, Inc.

Technology
1.6K
+ 21.92%
$32.7 - $56.18 $52.3K - $89.9K
8.9K $355K
VECO
Veeco Instruments Inc

Technology
309
+ 33.19%
$28.99 - $48.47 $8.96K - $15K
1.24K $41K
ET
Energy Transfer LP

Energy
25
+ 0.19%
$15.43 - $16.44 $386 - $411
13.3K $212K
CDNS
Cadence Design Systems Inc

Technology
8
+ 5.52%
$246.84 - $321.11 $1.97K - $2.57K
153 $41K
TFII
Tfi International Inc.

Industrials
3
+ 0.61%
$136.9 - $158.55 $411 - $476
496 $67K
CRSP
Crispr Therapeutics Ag

Healthcare
42
+ 5.12%
$44.62 - $62.75 $1.87K - $2.64K
863 $40K
PRO
Pros Holdings, Inc.

Technology
63
+ 13.61%
$16.99 - $27.05 $1.07K - $1.7K
526 $9K
KD
Kyndryl Holdings, Inc.

Technology
267
+ 8.07%
$21.78 - $27.63 $5.82K - $7.38K
3.57K $82K
BXSL
Blackstone Secured Lending Fund

Financial Services
4
+ 0.12%
$28.75 - $31.59 $115 - $126
3.27K $95K
MGRC
Mcgrath Rentcorp

Industrials
28
+ 0.42%
$98.13 - $115.62 $2.75K - $3.24K
6.76K $711K
HES
Hess Corp

Energy
39
+ 3.65%
$126.3 - $155.44 $4.93K - $6.06K
1.11K $150K
BE
Bloom Energy Corp

Industrials
1.95K
+ 10.55%
$9.75 - $15.28 $19K - $29.7K
20.4K $215K
HON
Honeywell International Inc

Industrials
2.59K
+ 3.25%
$196.73 - $220.21 $510K - $571K
82.5K $17M
WING
Wingstop Inc.

Consumer Cyclical
24
+ 0.78%
$352.46 - $427.92 $8.46K - $10.3K
3.09K $1.29M
ADM
Archer Daniels Midland CO

Consumer Defensive
81
+ 0.38%
$57.96 - $65.72 $4.69K - $5.32K
21.1K $1.26M
TTC
Toro CO

Industrials
9
+ 0.51%
$81.82 - $99.44 $736 - $895
1.76K $152K
VDE
Vanguard Energy ETF

ETFs
4
+ 0.16%
$117.44 - $131.06 $470 - $524
2.5K $306K
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.56K
+ 497.49%
$150.73 - $974.56 $537K - $3.47M
4.28K $681K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 0.03%
$460.0 - $505.78 $460 - $506
3.56K $1.65M
AIR
Aar Corp

Industrials
207
+ 5.09%
$57.07 - $75.54 $11.8K - $15.6K
4.27K $279K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.04%
$248.27 - $294.37 $248 - $294
2.5K $671K
KLAC
Kla Corp

Technology
53
+ 4.42%
$696.17 - $892.35 $36.9K - $47.3K
1.25K $969K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
400
+ 2.54%
$42.59 - $60.56 $17K - $24.2K
16.1K $814K
NTAP
Net App, Inc.

Technology
51
+ 0.81%
$114.18 - $134.62 $5.82K - $6.87K
6.38K $788K
MCHP
Microchip Technology Inc

Technology
104
+ 3.08%
$72.0 - $95.98 $7.49K - $9.98K
3.48K $279K
APH
Amphenol Corp

Technology
122
+ 0.7%
$58.39 - $70.41 $7.12K - $8.59K
17.6K $1.15M
COIN
Coinbase Global, Inc.

Technology
4
+ 0.54%
$147.09 - $265.15 $588 - $1.06K
748 $133K
OXY
Occidental Petroleum Corp

Energy
2.81K
+ 17.22%
$49.91 - $63.73 $140K - $179K
19.1K $986K
DVN
Devon Energy Corp

Energy
1.68K
+ 10.13%
$37.87 - $48.65 $63.7K - $81.9K
18.3K $715K
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email