Clearstead Advisors, LLC Purchases in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PAYC
Paycom Software, Inc.

Technology
27
+ 4.9%
$159.94 - $240.25 $4.32K - $6.49K
578 $118K
CGGO
Capital Group Global Growth Eq

ETFs
926
New
$29.21 - $30.67 $27K - $28.4K
926 $27K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
14.8K
+ 40.93%
$2.14 - $2.24 $31.7K - $33.2K
51K $109K
EXEL
Exelixis, Inc.

Healthcare
660
+ 157.14%
$25.39 - $36.46 $16.8K - $24.1K
1.08K $35K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
8
+ 0.26%
$180.39 - $205.43 $1.44K - $1.64K
3.05K $578K
PENN
Penn National Gaming Inc

Consumer Cyclical
562
+ 4.13%
$18.13 - $22.34 $10.2K - $12.6K
14.2K $281K
DFIC
Dimensional ETF Tr Dimensional

ETFs
949
New
$25.61 - $28.0 $24.3K - $26.6K
949 $24K
TWLO
Twilio Inc

Communication Services
219
+ 4380.0%
$63.73 - $114.96 $14K - $25.2K
224 $24K
AEIS
Advanced Energy Industries Inc

Industrials
7
+ 0.32%
$101.71 - $122.72 $712 - $859
2.23K $257K
ZBRA
Zebra Technologies Corp

Technology
4
+ 0.31%
$360.09 - $411.94 $1.44K - $1.65K
1.31K $505K
FLUX
Flux Power Holdings, Inc.

Industrials
14K
New
$1.58 - $3.28 $22.1K - $45.9K
14K $23K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
20
+ 0.13%
$121.89 - $135.52 $2.44K - $2.71K
15.1K $1.88M
JLL
Jones Lang Lasalle Inc

Real Estate
94
+ 408.7%
$246.93 - $283.67 $23.2K - $26.7K
117 $29K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
564
New
$41.17 - $43.34 $23.2K - $24.4K
564 $23K
CEIX
Consol Energy Inc.

Energy
201
+ 143.57%
$101.36 - $133.33 $20.4K - $26.8K
341 $36K
JBL
Jabil Inc

Technology
135
+ 127.36%
$118.97 - $147.77 $16.1K - $19.9K
241 $34K
FNV
Franco Nevada Corp

Basic Materials
201
+ 80.4%
$113.26 - $137.22 $22.8K - $27.6K
451 $53K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
905
New
$24.13 - $24.45 $21.8K - $22.1K
905 $21K
CDNS
Cadence Design Systems Inc

Technology
56
+ 36.6%
$249.1 - $324.54 $13.9K - $18.2K
209 $62K
AUR
Aurora Innovation, Inc.

Technology
2.43K
+ 17.37%
$4.99 - $8.06 $12.1K - $19.6K
16.4K $103K
AGYS
Agilysys Inc

Technology
160
New
$98.38 - $141.74 $15.7K - $22.7K
160 $21K
SRLN
Ssga Active Trust

ETFs
526
New
$41.48 - $42.08 $21.8K - $22.1K
526 $21K
CW
Curtiss Wright Corp

Industrials
23
+ 4.87%
$335.08 - $389.49 $7.71K - $8.96K
495 $175K
PPA
Invesco Exchange Traded Fd Tr

ETFs
172
+ 41.35%
$113.79 - $124.5 $19.6K - $21.4K
588 $67K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
40
+ 0.34%
$66.77 - $71.52 $2.67K - $2.86K
11.8K $814K
ZM
Zoom Video Communications, Inc.

Technology
18
+ 1.2%
$67.21 - $89.03 $1.21K - $1.6K
1.52K $124K
EPAC
Enerpac Tool Group Corp

Industrials
456
New
$41.09 - $51.57 $18.7K - $23.5K
456 $18K
CPRT
Copart Inc

Consumer Cyclical
27
+ 0.81%
$51.36 - $63.8 $1.39K - $1.72K
3.38K $193K
LCID
Lucid Group, Inc.

Consumer Cyclical
6.25K
+ 516.28%
$2.01 - $3.44 $12.6K - $21.5K
7.46K $22K
R
Ryder System Inc

Industrials
2
+ 0.13%
$138.78 - $170.03 $278 - $340
1.57K $246K
USFD
Us Foods Holding Corp.

Consumer Defensive
251
New
$60.65 - $72.33 $15.2K - $18.2K
251 $16K
CYBR
Cyber Ark Software Ltd.

Technology
26
+ 14.77%
$274.1 - $333.15 $7.13K - $8.66K
202 $67K
PEGA
Pegasystems Inc

Technology
130
+ 71.04%
$69.42 - $97.28 $9.02K - $12.6K
313 $29K
NICE
Nice Ltd.

Technology
100
New
$164.71 - $199.17 $16.5K - $19.9K
100 $16K
AVDV
American Centy ETF Tr Avantis

ETFs
252
New
$63.85 - $70.4 $16.1K - $17.7K
252 $16K
CRS
Carpenter Technology Corp

Industrials
91
New
$149.5 - $196.14 $13.6K - $17.8K
91 $15K
ROAD
Construction Partners, Inc.

Industrials
160
+ 313.73%
$67.44 - $101.86 $10.8K - $16.3K
211 $18K
BILL
Bill.Com Holdings, Inc.

Technology
115
+ 76.16%
$51.23 - $97.41 $5.89K - $11.2K
266 $22K
ETSY
Etsy Inc

Consumer Cyclical
312
+ 60.82%
$47.48 - $61.61 $14.8K - $19.2K
825 $43K
PSTG
Pure Storage, Inc.

Technology
220
+ 400.0%
$48.19 - $66.6 $10.6K - $14.7K
275 $16K
WHR
Whirlpool Corp

Consumer Cyclical
75
+ 10.0%
$99.28 - $124.45 $7.45K - $9.33K
825 $94K
DOCS
Doximity, Inc.

Healthcare
220
+ 134.97%
$41.25 - $61.25 $9.08K - $13.5K
383 $20K
GPOR
Gulfport Energy Corp

Energy
72
New
$137.59 - $184.2 $9.91K - $13.3K
72 $13K
MPLX
Mplx LP

Energy
3
+ 0.08%
$43.77 - $51.66 $131 - $155
3.78K $181K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
123
New
$97.09 - $120.01 $11.9K - $14.8K
123 $13K
APP
App Lovin Corp

Technology
21
+ 63.64%
$130.67 - $401.5 $2.74K - $8.43K
54 $17K
CNM
Core & Main, Inc.

Industrials
140
+ 14.3%
$41.91 - $55.78 $5.87K - $7.81K
1.12K $56K
POCT
Innovator U.S. Equity Power Bu

ETFs
353
New
$38.63 - $40.03 $13.6K - $14.1K
353 $13K
CHKP
Check Point Software Technologies LTD

Technology
178
+ 5.04%
$170.18 - $209.01 $30.3K - $37.2K
3.71K $692K
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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