Clearstead Advisors, LLC Purchases in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AKAM
Akamai Technologies Inc

Technology
3.67K
+ 3.36%
N/A
113K $10.3M
XLY
Select Sector Spdr Consumer Di

ETFs
1.38K
+ 145.81%
$194.8 - $239.43 $268K - $329K
2.32K $520K
HYG
Ishares Tr

ETFs
4.18K
+ 32.29%
$78.09 - $80.04 $326K - $334K
17.1K $1.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.09K
+ 0.53%
$61.68 - $67.87 $314K - $345K
963K $60M
EPD
Enterprise Products Partners L.P.

Energy
5.94K
+ 11.64%
$28.66 - $34.43 $170K - $204K
57K $1.79M
GM
General Motors CO

Consumer Cyclical
2.38K
+ 12.57%
$44.82 - $60.2 $107K - $143K
21.3K $1.14M
CODI
Compass Diversified Holdings

Industrials
12.2K
+ 387.19%
$20.56 - $24.27 $250K - $296K
15.3K $353K
SPOT
Spotify Technology S.A.

Communication Services
165
+ 6.21%
$362.95 - $502.38 $59.9K - $82.9K
2.82K $1.26M
RPD
Rapid7, Inc.

Technology
7.03K
+ 10338.24%
$37.61 - $43.94 $264K - $309K
7.1K $285K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
8.04K
New
$34.21 - $38.73 $275K - $312K
8.04K $275K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.48K
+ 1370.75%
$48.59 - $49.45 $266K - $271K
5.88K $289K
RPM
Rpm International Inc

Basic Materials
2.06K
+ 24.31%
$120.09 - $140.26 $247K - $289K
10.5K $1.29M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.2K
New
$25.3 - $26.31 $259K - $269K
10.2K $261K
ASH
Ashland Global Holdings Inc

Basic Materials
3.7K
+ 1340.22%
$70.93 - $87.79 $262K - $325K
3.98K $284K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.3K
+ 13.71%
$23.88 - $24.32 $293K - $298K
102K $2.44M
ITOT
Ishares Core S&P Total U.S. St

ETFs
49
+ 0.06%
$124.26 - $134.12 $6.09K - $6.57K
83K $10.7M
MKSI
Mks Instruments Inc

Technology
2.47K
+ 337.11%
$98.56 - $117.93 $244K - $291K
3.2K $334K
FAF
First American Financial Corp

Financial Services
4.03K
New
$61.55 - $70.63 $248K - $285K
4.03K $251K
CVGI
Commercial Vehicle Group, Inc.

Consumer Cyclical
100K
New
$2.11 - $3.26 $211K - $326K
100K $248K
GLD
Spdr Gold Trust

ETFs
1.13K
+ 2.86%
$236.59 - $257.5 $267K - $290K
40.6K $9.83M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.88K
+ 4.25%
$55.73 - $66.16 $105K - $124K
46.1K $2.78M
LOW
Lowes Companies Inc

Consumer Cyclical
5K
+ 11.95%
$244.52 - $284.07 $1.22M - $1.42M
46.8K $11.6M
DFS
Discover Financial Services

Financial Services
1.26K
+ 333.6%
$136.3 - $182.67 $172K - $230K
1.64K $283K
NMFC
New Mountain Finance Corp

Financial Services
25.1K
+ 32.73%
$10.68 - $11.94 $269K - $300K
102K $1.15M
LNG
Cheniere Energy, Inc.

Energy
847
+ 67.87%
$181.07 - $225.92 $153K - $191K
2.1K $450K
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.77K
+ 71.81%
$33.93 - $38.37 $264K - $298K
18.6K $638K
ARES
Ares Management Corp

Financial Services
1.25K
+ 17785.71%
$153.38 - $183.7 $191K - $229K
1.25K $221K
TENB
Tenable Holdings, Inc.

Technology
5.59K
New
$38.71 - $43.44 $216K - $243K
5.59K $219K
XLE
Energy Sector Spdr

ETFs
2.73K
+ 22.98%
$83.32 - $97.27 $228K - $266K
14.6K $1.25M
AON
Aon PLC

Financial Services
197
+ 1.88%
$344.14 - $393.31 $67.8K - $77.5K
10.7K $3.83M
IYW
Ishares Dj Us Tech ETF

ETFs
1.1K
+ 26.95%
$148.14 - $166.23 $163K - $183K
5.18K $826K
PAYX
Paychex Inc

Industrials
834
+ 5.56%
$135.86 - $148.73 $113K - $124K
15.8K $2.22M
SAP
Sap Se

Technology
599
+ 17.23%
$218.13 - $255.54 $131K - $153K
4.08K $1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.8K
+ 73.82%
$17.93 - $18.8 $193K - $203K
25.4K $462K
VBR
Vanguard Small Cap Value ETF

ETFs
1.24K
+ 6.86%
$197.36 - $217.3 $244K - $269K
19.3K $3.82M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.78K
+ 1376.74%
$87.56 - $119.8 $156K - $213K
1.91K $209K
NEOG
Neogen Corp

Healthcare
16.3K
+ 8146.0%
$11.64 - $16.4 $190K - $267K
16.5K $200K
DECK
Deckers Outdoor Corp

Consumer Cyclical
24
+ 0.56%
$152.04 - $211.12 $3.65K - $5.07K
4.3K $873K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.28K
+ 141.77%
$107.98 - $143.92 $139K - $185K
2.19K $293K
MKC
Mccormick & CO Inc

Consumer Defensive
3.95K
+ 21.88%
$73.97 - $84.09 $292K - $332K
22K $1.68M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
13.4K
New
$13.61 - $14.58 $182K - $195K
13.4K $192K
COPX
Global X Copper Miners ETF

ETFs
5K
New
$38.17 - $48.57 $191K - $243K
5K $190K
AIG
American International Group, Inc.

Financial Services
2.63K
+ 39.89%
$70.0 - $79.22 $184K - $208K
9.21K $670K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
10.6K
+ 23.33%
$30.42 - $36.45 $321K - $385K
55.8K $1.77M
SCHA
Schwab Strategic Tr Us Small C

ETFs
41.5K
+ 120.16%
$25.33 - $51.16 $1.05M - $2.12M
76K $1.96M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
12.6K
New
$14.38 - $15.35 $181K - $193K
12.6K $188K
AJG
Arthur J. Gallagher & Co.

Financial Services
551
+ 4.72%
$278.49 - $315.16 $153K - $174K
12.2K $3.47M
GPC
Genuine Parts CO

Consumer Cyclical
1.97K
+ 84.18%
$113.11 - $143.63 $223K - $283K
4.31K $503K
IGM
Ishares Expanded Tech Sector E

ETFs
1.35K
+ 28.9%
$94.19 - $106.95 $127K - $144K
6.02K $614K
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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