Clearstead Advisors, LLC Purchases in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
816
+ 0.83%
N/A
99K $19.3M
INDA
Ishares Msci India Index Fund

ETFs
2.99K
New
$52.64 - $58.16 $157K - $174K
2.99K $157K
HTGC
Hercules Capital, Inc.

Financial Services
7.85K
New
$18.53 - $20.22 $145K - $159K
7.85K $157K
GBDC
Golub Capital Bdc, Inc.

Financial Services
9.93K
+ 323.36%
$14.69 - $15.67 $146K - $156K
13K $197K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
15.7K
+ 142.86%
$27.45 - $55.56 $431K - $872K
26.7K $755K
CION
Cion Investment Corp

Financial Services
13K
New
$11.25 - $12.08 $146K - $157K
13K $148K
AVUV
American Centy ETF Tr Avantis

ETFs
1.38K
+ 7.49%
$94.37 - $106.41 $131K - $147K
19.9K $1.92M
TOST
Toast, Inc.

Technology
416
+ 2.72%
$27.43 - $43.54 $11.4K - $18.1K
15.7K $573K
UNP
Union Pacific Corp

Industrials
2.21K
+ 10.97%
$223.15 - $249.32 $493K - $551K
22.4K $5.1M
BRKR
Bruker Corp

Healthcare
2.32K
+ 4383.02%
$48.25 - $67.46 $112K - $157K
2.38K $139K
VONE
Vanguard Russell 1000 ETF

ETFs
25
+ 0.13%
$257.18 - $277.76 $6.43K - $6.94K
19K $5.07M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2.04K
+ 22.72%
N/A
11K $714K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
15.6K
New
$8.36 - $8.71 $131K - $136K
15.6K $131K
CAH
Cardinal Health Inc

Healthcare
990
+ 57.56%
$107.89 - $125.33 $107K - $124K
2.71K $320K
GTO
Invesco Actively Managed ETF T

ETFs
3.45K
+ 20.89%
$46.33 - $48.41 $160K - $167K
20K $926K
ELY
Callaway Golf CO

Consumer Cyclical
6.6K
+ 32.03%
N/A
27.2K $511K
FTNT
Fortinet, Inc.

Technology
615
+ 15.91%
$76.49 - $99.21 $47K - $61K
4.48K $423K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.1%
$246.06 - $292.59 $984 - $1.17K
4.01K $1.12M
CGGR
Capital Group Growth ETF Shs C

ETFs
3.27K
New
$34.49 - $39.24 $113K - $128K
3.27K $121K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
2.13K
+ 21.61%
$51.94 - $55.55 $111K - $119K
12K $639K
BOOM
Dmc Global Inc.

Energy
16K
New
$6.69 - $13.75 $107K - $220K
16K $117K
WMB
Williams Companies, Inc.

Energy
266
+ 2.2%
$46.37 - $59.74 $12.3K - $15.9K
12.4K $668K
SNOW
Snowflake Inc.

Technology
204
+ 9.65%
$109.65 - $186.51 $22.4K - $38K
2.32K $357K
SSNC
Ss&C Technologies Holdings Inc

Technology
1.26K
+ 11.48%
$69.93 - $77.36 $88.3K - $97.6K
12.3K $928K
CBRE
Cbre Group, Inc.

Real Estate
424
+ 5.16%
$119.22 - $140.71 $50.5K - $59.7K
8.64K $1.13M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
19.4K
New
$5.64 - $5.93 $109K - $115K
19.4K $110K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.55K
New
$69.3 - $74.3 $107K - $115K
1.55K $110K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
13.6K
New
$8.17 - $8.66 $111K - $118K
13.6K $110K
CGDV
Capital Group Divid Value ETF

ETFs
3.13K
New
$35.16 - $37.12 $110K - $116K
3.13K $110K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
11.1K
New
$9.77 - $10.51 $109K - $117K
11.1K $108K
NDAQ
Nasdaq, Inc.

Financial Services
1.23K
+ 42.71%
$70.87 - $83.05 $87.5K - $102K
4.12K $318K
EQIX
Equinix Inc

Real Estate
68
+ 8.97%
$865.69 - $985.0 $58.9K - $67K
826 $778K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.03K
+ 24.2%
$28.6 - $29.27 $115K - $118K
20.7K $593K
UEIC
Universal Electronics Inc

Technology
1.25K
+ 2.48%
$7.56 - $12.24 $9.45K - $15.3K
51.7K $568K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.97K
+ 36.23%
$39.3 - $41.34 $117K - $123K
11.2K $440K
XLP
Consumer Staples Sector Spdr

ETFs
1.31K
+ 139.42%
N/A
2.24K $170K
XLB
Select Sector Spdr Fd Material

ETFs
1.47K
+ 71.66%
$83.8 - $97.58 $123K - $143K
3.52K $296K
PULS
Pgim ETF Tr

ETFs
2.32K
+ 3.25%
$49.51 - $49.79 $115K - $115K
73.6K $3.64M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
232
+ 2.94%
$278.19 - $315.36 $64.5K - $73.2K
8.13K $2.34M
BOTZ
Global X Fds

ETFs
3K
+ 1449.28%
$31.11 - $34.18 $93.3K - $103K
3.21K $102K
ALL
Allstate Corp

Financial Services
234
+ 1.53%
$181.25 - $208.2 $42.4K - $48.7K
15.6K $3M
PH
Parker Hannifin Corp

Industrials
5
+ 0.02%
$621.74 - $709.46 $3.11K - $3.55K
20.8K $13.2M
AOA
Ishares Tr Core Aggressive All

ETFs
2.97K
+ 4.97%
$76.61 - $79.88 $227K - $237K
62.6K $4.8M
UAL
United Airlines Holdings, Inc.

Industrials
46
+ 2.19%
$55.62 - $102.44 $2.56K - $4.71K
2.14K $208K
HIG
Hartford Financial Services Group, Inc.

Financial Services
881
+ 43.4%
$107.06 - $123.74 $94.3K - $109K
2.91K $318K
SCHX
Schwab Strategic Tr Us Large C

ETFs
72K
+ 202.36%
$22.4 - $68.28 $1.61M - $4.92M
108K $2.49M
HSY
Hershey CO

Consumer Defensive
1.19K
+ 21.81%
$168.67 - $193.65 $201K - $230K
6.65K $1.13M
BLDR
Builders First Source, Inc.

Industrials
591
+ 480.49%
$142.93 - $198.25 $84.5K - $117K
714 $102K
CR
Crane Holdings, Co.

Industrials
519
New
$148.97 - $184.96 $77.3K - $96K
519 $78K
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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