Clearstead Advisors, LLC Purchases in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUSA
Murphy Usa Inc.

Consumer Cyclical
12
+ 28.57%
$473.11 - $555.48 $5.68K - $6.67K
54 $27K
MTN
Vail Resorts Inc

Consumer Cyclical
13
+ 4.15%
$165.69 - $195.44 $2.15K - $2.54K
326 $61K
LMND
Lemonade, Inc.

Financial Services
53
+ 21.12%
$15.65 - $51.81 $829 - $2.75K
304 $11K
EXR
Extra Space Storage Inc.

Real Estate
583
+ 22.16%
$142.35 - $178.32 $83K - $104K
3.21K $480K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
97
+ 19.84%
$28.61 - $42.55 $2.78K - $4.13K
586 $21K
PWP
Perella Weinberg Partners

Financial Services
291
New
$19.44 - $25.98 $5.66K - $7.56K
291 $6K
NFG
National Fuel Gas CO

Energy
100
New
$58.89 - $64.23 $5.89K - $6.42K
100 $6K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
64
+ 20.38%
$60.17 - $75.64 $3.85K - $4.84K
378 $26K
GNRC
Generac Holdings Inc.

Industrials
45
+ 10.54%
$154.28 - $195.11 $6.94K - $8.78K
472 $73K
GKOS
Glaukos Corp

Healthcare
29
+ 32.95%
$126.42 - $152.67 $3.67K - $4.43K
117 $17K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
255
+ 2.54%
$11.34 - $12.27 $2.89K - $3.13K
10.3K $123K
BURL
Burlington Stores, Inc.

Consumer Cyclical
15
+ 20.55%
$242.7 - $295.49 $3.64K - $4.43K
88 $25K
XSMO
Invesco S&P Smallcap Momentum

ETFs
103
New
$65.08 - $73.72 $6.7K - $7.59K
103 $6K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
25
New
$225.16 - $265.16 $5.63K - $6.63K
25 $6K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
38
+ 1.53%
$9.71 - $15.34 $369 - $583
2.52K $33K
SIGI
Selective Insurance Group Inc

Financial Services
69
+ 35.57%
$90.05 - $102.09 $6.21K - $7.04K
263 $24K
AGM
Federal Agricultural Mortgage Corp

Financial Services
29
New
$181.72 - $216.45 $5.27K - $6.28K
29 $5K
STEP
Step Stone Group Inc.

Financial Services
91
+ 118.18%
$57.28 - $69.32 $5.21K - $6.31K
168 $9K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
142
New
$29.11 - $41.59 $4.13K - $5.91K
142 $5K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
33
+ 2.63%
$39.86 - $46.0 $1.32K - $1.52K
1.29K $54K
DY
Dycom Industries Inc

Industrials
31
New
$168.3 - $202.91 $5.22K - $6.29K
31 $5K
BCS
Barclays PLC

Financial Services
392
New
$11.65 - $13.67 $4.57K - $5.36K
392 $5K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
112
+ 20.0%
$56.06 - $61.35 $6.28K - $6.87K
672 $37K
PCTY
Paylocity Holding Corp

Technology
19
+ 55.88%
$162.14 - $213.79 $3.08K - $4.06K
53 $10K
EPAM
Epam Systems, Inc.

Technology
29
+ 26.36%
N/A
139 $25K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
201
+ 2.85%
$77.02 - $78.58 $15.5K - $15.8K
7.25K $559K
NMRK
Newmark Group, Inc.

Real Estate
383
New
$12.79 - $15.98 $4.9K - $6.12K
383 $4K
CACC
Credit Acceptance Corp

Financial Services
9
New
$417.33 - $497.7 $3.76K - $4.48K
9 $4K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
50
+ 625.0%
$58.32 - $85.45 $2.92K - $4.27K
58 $4K
MFC
Manulife Financial Corp

Financial Services
53
+ 2.06%
$29.21 - $32.87 $1.55K - $1.74K
2.63K $80K
DSTL
ETF Ser Solution Distillate Us

ETFs
78
+ 23.35%
$54.74 - $58.88 $4.27K - $4.59K
412 $22K
LANC
Lancaster Colony Corp

Consumer Defensive
25
New
$172.18 - $200.28 $4.3K - $5.01K
25 $4K
THG
Hanover Insurance Group, Inc.

Financial Services
26
New
$144.81 - $165.01 $3.77K - $4.29K
26 $4K
CWK
Cushman & Wakefield PLC

Real Estate
355
New
$12.34 - $15.48 $4.38K - $5.5K
355 $4K
WRBY
Warby Parker Inc.

Healthcare
171
New
$15.04 - $25.72 $2.57K - $4.4K
171 $4K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
100
+ 4.42%
$50.37 - $50.6 $5.04K - $5.06K
2.36K $118K
GENI
Genius Sports LTD

Communication Services
527
New
$6.74 - $10.04 $3.55K - $5.29K
527 $4K
MIDE
Dbx ETF Tr S&P Midcap 400 Esg

ETFs
146
+ 7.67%
$30.43 - $33.47 $4.44K - $4.89K
2.05K $62K
POST
Post Holdings, Inc.

Consumer Defensive
41
New
$106.14 - $120.72 $4.35K - $4.95K
41 $4K
RCAT
Red Cat Holdings, Inc.

Technology
320
New
$2.69 - $14.09 $861 - $4.51K
320 $4K
APPF
Appfolio Inc

Technology
12
+ 48.0%
$192.07 - $269.26 $2.3K - $3.23K
37 $9K
AMSWA
American Software Inc

Technology
389
+ 60.4%
$10.24 - $10.96 $3.98K - $4.26K
1.03K $11K
UBSI
United Bankshares Inc

Financial Services
16
+ 0.27%
$35.53 - $43.29 $568 - $693
6.05K $227K
TQQQ
Proshares Ultrapro Qqq

ETFs
4
+ 0.76%
$69.42 - $93.29 $278 - $373
533 $42K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
98
New
$43.84 - $48.76 $4.3K - $4.78K
98 $4K
SU
Suncor Energy Inc

Energy
127
+ 22.4%
$34.5 - $41.53 $4.38K - $5.27K
694 $24K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2
+ 0.27%
$36.5 - $53.22 $73 - $106
737 $31K
ITRI
Itron, Inc.

Technology
25
+ 49.02%
$101.26 - $124.45 $2.53K - $3.11K
76 $8K
RE
Everest Re Group LTD

Financial Services
10
+ 11.49%
N/A
97 $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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