Clearstead Advisors, LLC Purchases in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
9.86K
+ 19.76%
$117.05 - $123.03 $1.15M - $1.21M
59.7K $7.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.3K
+ 3.4%
$113.92 - $127.38 $1.85M - $2.07M
495K $57M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
103K
+ 4.25%
$20.08 - $20.61 $2.08M - $2.13M
2.54M $51.1M
AES
Aes Corp

Utilities
73.8K
+ 108544.12%
$12.44 - $20.24 $918K - $1.49M
73.9K $950K
HAP
Vaneck ETF Tr Natural Resource

ETFs
20.4K
New
$45.28 - $53.12 $922K - $1.08M
20.4K $928K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
35.2K
+ 342.32%
$24.82 - $25.48 $874K - $897K
45.5K $1.13M
XLK
Technology Sector Spdr

ETFs
3.1K
+ 18.93%
$220.26 - $241.44 $683K - $749K
19.5K $4.53M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
114K
+ 18.32%
$11.42 - $12.5 $1.31M - $1.43M
739K $8.52M
IWV
Ishares Russell 3000 ETF

ETFs
302
+ 0.32%
$323.08 - $349.08 $97.6K - $105K
93.5K $31.3M
MS
Morgan Stanley

Financial Services
806
+ 2.48%
$104.42 - $134.99 $84.2K - $109K
33.4K $4.19M
SUM
Summit Materials, Inc.

Basic Materials
14.8K
+ 4174.01%
$36.82 - $51.66 $544K - $763K
15.1K $765K
MKL
Markel Corp

Financial Services
258
+ 14.2%
$1542.01 - $1785.11 $398K - $461K
2.08K $3.58M
VIG
Vanguard Dividend Appreciation

ETFs
3.94K
+ 2.94%
N/A
138K $25.1M
BAC
Bank Of America Corp

Financial Services
4.07K
+ 3.28%
$39.22 - $47.77 $160K - $194K
128K $5.63M
IXN
Ishares Global Information Tec

ETFs
7.97K
+ 97.7%
$80.67 - $87.84 $643K - $700K
16.1K $1.37M
TJX
Tjx Companies Inc

Consumer Cyclical
4.34K
+ 9.7%
$112.15 - $127.2 $486K - $552K
49K $5.92M
AHH
Armada Hoffler Properties, Inc.

Real Estate
95.2K
+ 17.84%
$10.06 - $11.26 $958K - $1.07M
629K $6.44M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 25.0%
$664750.0 - $724132.5 $665K - $724K
5 $3.4M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
10.1K
+ 50270.0%
$63.01 - $68.55 $634K - $689K
10.1K $637K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
12.9K
New
$47.07 - $48.75 $609K - $631K
12.9K $619K
FOUR
Shift4 Payments, Inc.

Technology
5.84K
+ 793.88%
$88.26 - $114.95 $515K - $671K
6.57K $681K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
9.45K
+ 20.35%
$68.71 - $73.91 $649K - $698K
55.9K $3.85M
ETN
Eaton Corp PLC

Industrials
1.64K
+ 4.13%
$326.96 - $377.52 $537K - $620K
41.4K $13.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.9K
+ 0.5%
$87.25 - $95.52 $340K - $372K
785K $69.4M
NOW
Service Now, Inc.

Technology
11
+ 0.35%
$867.18 - $1148.42 $9.54K - $12.6K
3.19K $3.38M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
10.8K
+ 771.5%
$50.06 - $55.0 $541K - $594K
12.2K $612K
IWB
Ishares Tr Russell 1000 ETF

ETFs
24
+ 0.04%
$311.11 - $335.64 $7.47K - $8.06K
65.7K $21.2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
760K
+ 111.24%
$24.19 - $50.58 $18.4M - $38.5M
1.44M $35.1M
EPI
Wisdomtree Tr India Earnings F

ETFs
10.9K
+ 509.72%
$45.09 - $50.08 $490K - $544K
13K $587K
TROW
Price T Rowe Group Inc

Financial Services
3.71K
+ 37.06%
$106.48 - $124.69 $395K - $463K
13.7K $1.55M
FIW
First Trust Water ETF

ETFs
4.57K
+ 555.53%
$102.02 - $110.91 $466K - $507K
5.4K $550K
INQQ
Exchange Traded Concepts Tr In

ETFs
28.5K
+ 145.65%
$15.6 - $17.3 $444K - $493K
48.1K $777K
FNF
Fidelity National Financial, Inc.

Financial Services
8.07K
+ 5173.72%
$55.19 - $63.83 $445K - $515K
8.23K $461K
HBAN
Huntington Bancshares Inc

Financial Services
8.17K
+ 4.06%
$14.18 - $18.2 $116K - $149K
209K $3.4M
LEN
Lennar Corp

Consumer Cyclical
3.38K
+ 1308.53%
$136.2 - $188.96 $460K - $638K
3.63K $495K
ESLT
Elbit Systems LTD

Industrials
1.5K
+ 196.47%
$201.1 - $263.5 $302K - $396K
2.27K $585K
VXF
Vanguard Extended Market ETF

ETFs
483
+ 1.14%
$179.17 - $207.15 $86.5K - $100K
42.9K $8.15M
MUB
Ishares National Muni Bond ETF

ETFs
6.43K
+ 5.21%
$105.78 - $108.7 $680K - $699K
130K $13.8M
MATW
Matthews International Corp

Industrials
15.2K
New
$21.36 - $31.54 $324K - $478K
15.2K $419K
C
Citigroup Inc

Financial Services
1.06K
+ 2.45%
$61.31 - $72.5 $65.2K - $77.1K
44.5K $3.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.7K
+ 3.75%
$126.68 - $134.74 $469K - $499K
102K $13.1M
SOUN
Soundhound Ai, Inc.

Technology
102
+ 0.38%
$4.51 - $24.23 $460 - $2.47K
26.8K $531K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
90
+ 0.56%
$47.29 - $84.74 $4.26K - $7.63K
16.2K $1.21M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.8K
New
$43.61 - $45.3 $384K - $399K
8.8K $392K
XLI
Industrial Sector Spdr

ETFs
2.94K
+ 161.11%
$131.76 - $143.99 $387K - $423K
4.76K $627K
DE
Deere & CO

Industrials
629
+ 3.75%
$389.45 - $466.0 $245K - $293K
17.4K $7.38M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
33.8K
+ 15.33%
$9.32 - $10.4 $315K - $352K
255K $2.48M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
30K
+ 428571.44%
$8.85 - $13.86 $266K - $416K
30K $355K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
49
+ 0.57%
$1146.59 - $1270.6 $56.2K - $62.3K
8.64K $10.3M
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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