Clearstead Advisors, LLC Purchases in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
60
+ 0.65%
$132.86 - $160.16 $7.97K - $9.61K
9.28K $1.33M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
365
+ 2.71%
$111.85 - $120.71 $40.8K - $44.1K
13.9K $1.6M
GTES
Gates Industrial Corp PLC

Industrials
3.45K
+ 432.46%
$17.3 - $22.93 $59.7K - $79.1K
4.25K $87K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.05K
+ 0.72%
$17.14 - $18.44 $17.9K - $19.3K
146K $2.59M
VFH
Vanguard Financial ETF

ETFs
102
+ 1.42%
$108.87 - $126.2 $11.1K - $12.9K
7.3K $861K
PLPC
Preformed Line Products CO

Industrials
551
+ 17.14%
$121.1 - $143.56 $66.7K - $79.1K
3.77K $481K
CIGI
Colliers International Group Inc.

Real Estate
508
New
$133.99 - $155.4 $68.1K - $78.9K
508 $69K
OKE
Oneok Inc

Energy
170
+ 3.15%
$92.28 - $117.05 $15.7K - $19.9K
5.56K $558K
AWI
Armstrong World Industries Inc

Industrials
458
+ 602.63%
$133.26 - $162.01 $61K - $74.2K
534 $75K
COIN
Coinbase Global, Inc.

Technology
51
+ 6.82%
$163.17 - $343.62 $8.32K - $17.5K
799 $198K
IP
International Paper CO

Consumer Cyclical
1.19K
+ 906.87%
$46.64 - $59.57 $55.4K - $70.8K
1.32K $70K
SONY
Sony Group Corp

Technology
22.9K
+ 410.41%
$17.53 - $96.8 $402K - $2.22M
28.5K $602K
HOOD
Robinhood Markets, Inc.

Technology
158
+ 3.83%
$22.33 - $43.2 $3.53K - $6.83K
4.28K $159K
IJS
Ishares S&P Smallcap 600 Value

ETFs
496
+ 8.03%
$104.59 - $118.05 $51.9K - $58.6K
6.67K $724K
BRC
Brady Corp

Industrials
809
New
$69.64 - $76.81 $56.3K - $62.1K
809 $59K
SBAC
Sba Communications Corp

Real Estate
334
+ 104.7%
$198.24 - $249.31 $66.2K - $83.3K
653 $133K
ACA
Arcosa, Inc.

Industrials
566
+ 1380.49%
$91.1 - $111.57 $51.6K - $63.1K
607 $58K
XAR
Spdr S&P Aerospace & Defense E

ETFs
200
+ 8.22%
$153.8 - $176.52 $30.8K - $35.3K
2.63K $436K
FANG
Diamondback Energy, Inc.

Energy
392
+ 28.04%
$153.06 - $199.5 $60K - $78.2K
1.79K $293K
CTAS
Cintas Corp

Industrials
653
+ 22.09%
$182.7 - $226.47 $119K - $148K
3.61K $659K
UNM
Unum Group

Financial Services
133
+ 4.33%
$58.88 - $77.07 $7.83K - $10.3K
3.2K $233K
GLDM
World Gold Trust

ETFs
1.01K
+ 8.37%
$50.76 - $55.23 $51.4K - $55.9K
13.1K $680K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.24K
+ 252.92%
$22.01 - $66.82 $203K - $617K
12.9K $292K
APO
Apollo Global Management, Inc.

Financial Services
136
+ 20.42%
$131.36 - $178.61 $17.9K - $24.3K
802 $132K
AROC
Archrock, Inc.

Energy
504
+ 6.71%
$19.92 - $26.66 $10K - $13.4K
8.01K $199K
VST
Vistra Corp.

Utilities
345
New
$115.74 - $166.61 $39.9K - $57.5K
345 $47K
DOCU
Docusign, Inc.

Technology
186
+ 18.34%
$61.42 - $106.99 $11.4K - $19.9K
1.2K $107K
CVLT
Commvault Systems Inc

Technology
296
New
$132.26 - $177.6 $39.1K - $52.6K
296 $44K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
900
New
$47.77 - $51.75 $43K - $46.6K
900 $43K
LNT
Alliant Energy Corp

Utilities
750
+ 62.71%
$56.24 - $63.63 $42.2K - $47.7K
1.95K $115K
EFV
Msci Eafe Value ETF

ETFs
2.42K
+ 13.85%
$51.78 - $57.15 $125K - $138K
19.9K $1.04M
WWW
Wolverine World Wide Inc

Consumer Cyclical
43
+ 0.57%
$15.36 - $24.25 $660 - $1.04K
7.62K $169K
SF
Stifel Financial Corp

Financial Services
6
+ 0.21%
$93.4 - $117.72 $560 - $706
2.9K $307K
HCA
Hca Healthcare, Inc.

Healthcare
264
+ 62.86%
$297.52 - $415.61 $78.5K - $110K
684 $205K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
689
+ 894.81%
$48.48 - $49.47 $33.4K - $34.1K
766 $37K
SYY
Sysco Corp

Consumer Defensive
999
+ 3.81%
$73.63 - $81.77 $73.6K - $81.7K
27.2K $2.08M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
3.71K
+ 30.28%
$9.64 - $10.11 $35.8K - $37.5K
16K $156K
EAD
Allspring Income Opportunities Fund

Financial Services
5.12K
+ 43.56%
$6.76 - $7.2 $34.6K - $36.9K
16.9K $116K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
13.2K
+ 52.58%
$2.85 - $3.09 $37.6K - $40.8K
38.3K $110K
TRGP
Targa Resources Corp.

Energy
100
+ 22.57%
$150.58 - $207.69 $15.1K - $20.8K
543 $96K
NTRS
Northern Trust Corp

Financial Services
20
+ 0.86%
$88.4 - $111.16 $1.77K - $2.22K
2.35K $240K
FDUS
Fidus Investment Corp

Financial Services
81
+ 0.4%
$19.1 - $21.49 $1.55K - $1.74K
20.5K $430K
NET
Cloudflare, Inc.

Technology
27
+ 2.67%
$78.11 - $117.56 $2.11K - $3.17K
1.04K $111K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.01%
$202.91 - $229.76 $203 - $230
9.98K $2.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
950
New
$30.18 - $33.87 $28.7K - $32.2K
950 $29K
SYF
Synchrony Financial

Financial Services
12
+ 0.65%
$49.01 - $68.55 $588 - $823
1.86K $120K
ECVT
Ecovyst Inc.

Basic Materials
1.1K
+ 4.45%
$6.15 - $8.62 $6.77K - $9.48K
25.8K $197K
MELI
Mercadolibre Inc

Consumer Cyclical
55
+ 28.65%
$1666.0 - $2117.3 $91.6K - $116K
247 $420K
VTWO
Vanguard Russell 2000 ETF

ETFs
301
+ 301.0%
$87.42 - $98.06 $26.3K - $29.5K
401 $35K
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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