Clearstead Advisors, LLC Purchases in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAON
Aaon, Inc.

Industrials
10
+ 4.57%
$106.25 - $140.75 $1.06K - $1.41K
229 $26K
ECPG
Encore Capital Group Inc

Financial Services
62
+ 48.44%
$43.97 - $50.01 $2.73K - $3.1K
190 $9K
YOU
Clear Secure, Inc.

Technology
118
New
$25.61 - $38.45 $3.02K - $4.54K
118 $3K
ARKQ
Ark Autonomous Technology & Ro

ETFs
48
New
$60.57 - $82.2 $2.91K - $3.95K
48 $3K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
88
+ 1.67%
N/A
5.35K $168K
SEDG
Solaredge Technologies, Inc.

Technology
231
New
$10.47 - $22.02 $2.42K - $5.09K
231 $3K
UFPI
Ufp Industries Inc

Basic Materials
35
New
$112.19 - $139.02 $3.93K - $4.87K
35 $3K
MTDR
Matador Resources CO

Energy
55
New
$50.33 - $60.91 $2.77K - $3.35K
55 $3K
FIVN
Five9, Inc.

Technology
37
+ 55.22%
$27.26 - $43.41 $1.01K - $1.61K
104 $4K
WSBC
Wesbanco Inc

Financial Services
86
+ 55.48%
$28.7 - $36.45 $2.47K - $3.13K
241 $7K
NUVL
Nuvalent, Inc.

Healthcare
46
New
$77.87 - $104.93 $3.58K - $4.83K
46 $3K
OMCL
Omnicell, Inc

Healthcare
70
New
$39.5 - $53.05 $2.77K - $3.71K
70 $3K
ALV
Autoliv Inc

Consumer Cyclical
25
+ 3.02%
$91.27 - $101.57 $2.28K - $2.54K
853 $80K
CVNA
Carvana Co.

Consumer Cyclical
2
+ 2.02%
$175.8 - $260.8 $352 - $522
101 $20K
PEB
Pebblebrook Hotel Trust

Real Estate
57
+ 0.92%
$11.85 - $14.94 $675 - $852
6.24K $84K
CLBT
Cellebrite Di Ltd.

Technology
161
New
$16.52 - $22.52 $2.66K - $3.63K
161 $3K
ESI
Element Solutions Inc

Basic Materials
120
New
$24.64 - $29.33 $2.96K - $3.52K
120 $3K
HWM
Howmet Aerospace Inc.

Industrials
4
+ 1.6%
$99.72 - $120.09 $399 - $480
254 $27K
ESTA
Establishment Labs Holdings Inc.

Healthcare
49
+ 70.0%
$37.51 - $48.81 $1.84K - $2.39K
119 $5K
MMSI
Merit Medical Systems Inc

Healthcare
27
+ 29.35%
$93.76 - $105.52 $2.53K - $2.85K
119 $11K
ZETA
Zeta Global Holdings Corp.

Technology
143
New
$17.37 - $36.74 $2.48K - $5.25K
143 $2K
AL
Air Lease Corp

Industrials
21
+ 5.85%
$42.79 - $52.16 $899 - $1.1K
380 $18K
VNO
Vornado Realty Trust

Real Estate
32
+ 9.25%
$38.63 - $45.76 $1.24K - $1.46K
378 $15K
MRC
Mrc Global Inc.

Energy
222
New
$12.11 - $14.44 $2.69K - $3.21K
222 $2K
AVEM
American Centy ETF Tr Avantis

ETFs
38
New
$58.59 - $66.14 $2.23K - $2.51K
38 $2K
ZI
Zoom Info Technologies Inc.

Technology
262
New
$9.44 - $13.08 $2.47K - $3.43K
262 $2K
ING
Ing Groep Nv

Financial Services
133
New
$15.1 - $17.73 $2.01K - $2.36K
133 $2K
STLD
Steel Dynamics Inc

Basic Materials
26
+ 19.12%
N/A
162 $15K
FIGS
Figs, Inc.

Consumer Cyclical
480
+ 81.91%
$4.67 - $6.75 $2.24K - $3.24K
1.07K $6K
FR
First Industrial Realty Trust Inc

Real Estate
56
+ 41.48%
$49.6 - $55.9 $2.78K - $3.13K
191 $9K
JETS
ETF Ser Solutions U S Global J

ETFs
100
New
$20.04 - $25.93 $2K - $2.59K
100 $2K
ILMN
Illumina, Inc.

Healthcare
3
+ 0.58%
$128.99 - $155.15 $387 - $465
516 $68K
CABO
Cable One, Inc.

Communication Services
4
+ 11.76%
$316.06 - $425.99 $1.26K - $1.7K
38 $13K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1
+ 0.32%
$57.27 - $71.33 $57.3 - $71.3
318 $20K
FVRR
Fiverr International Ltd.

Communication Services
10
+ 5.26%
$21.53 - $35.45 $215 - $355
200 $6K
DOV
Dover Corp

Industrials
55
+ 2.77%
$184.72 - $206.51 $10.2K - $11.4K
2.04K $382K
SPYG
Spdr Portfolio

ETFs
1
+ 0.21%
$81.74 - $91.38 $81.7 - $91.4
487 $42K
TREX
Trex CO Inc

Industrials
36
+ 180.0%
$62.94 - $79.88 $2.27K - $2.88K
56 $3K
ACVA
Acv Auctions Inc.

Consumer Cyclical
4
+ 0.29%
$17.04 - $23.17 $68.2 - $92.7
1.4K $30K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.28%
$100.18 - $109.1 $100 - $109
353 $37K
EBF
Ennis, Inc.

Industrials
100
New
$20.19 - $24.55 $2.02K - $2.46K
100 $2K
METV
Listed Fds Tr Roundhill Ball M

ETFs
200
New
$13.21 - $15.35 $2.64K - $3.07K
200 $2K
ANSS
Ansys Inc

Technology
2
+ 3.57%
$313.05 - $361.45 $626 - $723
58 $19K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
89
New
$26.77 - $30.82 $2.38K - $2.74K
89 $2K
SANM
Sanmina Corp

Technology
14
+ 11.02%
$65.07 - $83.88 $911 - $1.17K
141 $10K
FN
Fabrinet

Technology
13
New
$214.76 - $271.08 $2.79K - $3.52K
13 $2K
WFG
West Fraser Timber Co., LTD

Basic Materials
16
+ 19.51%
$84.65 - $101.14 $1.35K - $1.62K
98 $8K
VRNS
Varonis Systems Inc

Technology
48
+ 63.16%
$43.91 - $60.0 $2.11K - $2.88K
124 $5K
WBS
Webster Financial Corp

Financial Services
17
+ 19.54%
$44.33 - $62.82 $754 - $1.07K
104 $5K
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