Clearstead Advisors, LLC Purchases in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HEI
Heico Corp

Industrials
235
+ 12.76%
$237.06 - $279.02 $55.7K - $65.6K
2.08K $493K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
2.12K
+ 16.53%
$10.39 - $11.25 $22.1K - $23.9K
15K $156K
SRAD
Sportradar Group Ag

Technology
125
+ 6.5%
$11.84 - $17.73 $1.48K - $2.22K
2.05K $35K
VMC
Vulcan Materials CO

Basic Materials
6
+ 0.41%
$237.95 - $292.31 $1.43K - $1.75K
1.48K $380K
WAT
Waters Corp

Healthcare
13
+ 2.43%
$323.11 - $392.01 $4.2K - $5.1K
548 $203K
CRAI
Cra International, Inc.

Industrials
63
New
$168.27 - $206.55 $10.6K - $13K
63 $11K
MNST
Monster Beverage Corp

Consumer Defensive
37
+ 0.16%
$49.24 - $56.38 $1.82K - $2.09K
22.9K $1.2M
FRPT
Freshpet, Inc.

Consumer Defensive
69
+ 123.21%
$132.54 - $156.76 $9.15K - $10.8K
125 $18K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
382
+ 123.23%
$19.44 - $28.35 $7.43K - $10.8K
692 $17K
MBB
Ishares Tr

ETFs
228
+ 9.36%
$91.26 - $95.82 $20.8K - $21.8K
2.67K $244K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
125
+ 48.08%
$99.04 - $109.59 $12.4K - $13.7K
385 $38K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
162
New
$62.07 - $66.61 $10.1K - $10.8K
162 $10K
CATH
Global X Fds Global X S&P 500

ETFs
110
+ 7.76%
$68.5 - $73.81 $7.54K - $8.12K
1.53K $108K
PCOR
Procore Technologies, Inc.

Technology
50
+ 10.06%
$58.8 - $85.72 $2.94K - $4.29K
547 $40K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
527
+ 31.82%
$82.28 - $117.52 $43.4K - $61.9K
2.18K $185K
BXSL
Blackstone Secured Lending Fund

Financial Services
4
+ 0.12%
$29.25 - $33.27 $117 - $133
3.28K $105K
AXTI
Axt Inc

Technology
5K
+ 100.0%
$1.73 - $2.91 $8.65K - $14.6K
10K $21K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
300
+ 375.0%
$22.72 - $28.29 $6.82K - $8.49K
380 $10K
WIX
Wix.Com Ltd.

Technology
45
New
$156.75 - $229.35 $7.05K - $10.3K
45 $9K
GFI
Gold Fields LTD

Basic Materials
741
New
$13.16 - $18.91 $9.75K - $14K
741 $9K
ONON
On Holding Ag

Consumer Cyclical
166
New
$46.3 - $59.54 $7.69K - $9.88K
166 $9K
AI
C3.Ai, Inc.

Technology
150
+ 37.5%
$22.6 - $42.94 $3.39K - $6.44K
550 $18K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
13
+ 0.49%
$124.61 - $133.96 $1.62K - $1.74K
2.67K $344K
BOKF
Bok Financial Corp

Financial Services
91
New
$101.23 - $119.67 $9.21K - $10.9K
91 $9K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
14
+ 31.82%
$202.45 - $354.85 $2.83K - $4.97K
58 $17K
SHAK
Shake Shack Inc.

Consumer Cyclical
61
+ 305.0%
$101.73 - $138.76 $6.21K - $8.46K
81 $10K
JNK
Spdr Bloomberg High Yield Bond

ETFs
114
+ 8.11%
$94.77 - $97.36 $10.8K - $11.1K
1.52K $145K
SNA
Snap On Inc

Industrials
3
+ 1.97%
$285.44 - $371.35 $856 - $1.11K
155 $52K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
245
New
$36.36 - $43.93 $8.91K - $10.8K
245 $8K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
347
+ 80.89%
$16.15 - $20.36 $5.6K - $7.06K
776 $15K
MIR
Mirion Technologies, Inc.

Industrials
192
+ 26.23%
$10.94 - $18.65 $2.1K - $3.58K
924 $16K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
84
+ 9.13%
$17.13 - $34.23 $1.44K - $2.88K
1K $24K
BROS
Dutch Bros Inc.

Consumer Cyclical
34
+ 11.49%
$30.72 - $55.82 $1.04K - $1.9K
330 $17K
AIT
Applied Industrial Technologies Inc

Industrials
22
+ 12.43%
$220.05 - $280.49 $4.84K - $6.17K
199 $47K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
16
+ 5.21%
$110.69 - $154.48 $1.77K - $2.47K
323 $41K
FUBO
Fubo Tv Inc.

Communication Services
6.8K
New
$1.25 - $1.81 $8.5K - $12.3K
6.8K $8K
PEN
Penumbra Inc

Healthcare
18
+ 23.68%
$190.97 - $253.66 $3.44K - $4.57K
94 $22K
ITA
Ishares Tr

ETFs
91
+ 5.85%
$144.31 - $157.31 $13.1K - $14.3K
1.65K $239K
SABR
Sabre Corp

Consumer Cyclical
2.15K
+ 6.79%
$3.18 - $4.1 $6.84K - $8.82K
33.8K $123K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.04%
$417.69 - $450.94 $418 - $451
2.62K $1.12M
ARIS
Aris Water Solutions, Inc.

Utilities
293
New
$15.05 - $27.52 $4.41K - $8.06K
293 $7K
WTM
White Mountains Insurance Group LTD

Financial Services
3
+ 75.0%
$1755.01 - $2015.0 $5.27K - $6.05K
7 $13K
HAYW
Hayward Holdings, Inc.

Industrials
472
+ 11.46%
$14.5 - $16.6 $6.84K - $7.84K
4.59K $70K
RDNT
Rad Net, Inc.

Healthcare
106
+ 40.3%
$64.99 - $86.38 $6.89K - $9.16K
369 $25K
ARGX
Argenx Se

Healthcare
1
+ 1.23%
$520.52 - $638.33 $521 - $638
82 $50K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
101
+ 29.53%
$47.66 - $57.86 $4.81K - $5.84K
443 $25K
KN
Knowles Corp

Technology
253
+ 41.61%
$17.04 - $20.23 $4.31K - $5.12K
861 $17K
AER
Aer Cap Holdings N.V.

Industrials
74
New
$91.85 - $100.3 $6.8K - $7.42K
74 $7K
NBIX
Neurocrine Biosciences Inc

Healthcare
5
+ 1.62%
$111.62 - $139.44 $558 - $697
313 $42K
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email