Clearstead Advisors, LLC Incresed Positions in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.52M
+ 48059.85%
$45.17 - $47.23 $68.6M - $71.8M
1.52M $69M
RSP
Invesco S&P 500 Equal Weight E

ETFs
245K
+ 213.18%
$174.22 - $187.62 $42.6M - $45.9M
359K $62.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27.7K
+ 2.42%
$521.84 - $558.82 $14.5M - $15.5M
1.17M $632M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
186K
+ 134.82%
$96.64 - $101.23 $18M - $18.9M
325K $31.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
183K
+ 333.2%
$91.29 - $91.8 $16.7M - $16.8M
238K $21.7M
CSGP
Costar Group, Inc.

Real Estate
172K
+ 3300.13%
$69.7 - $81.97 $12M - $14.1M
177K $12.7M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 0.41%
$180.88 - $232.93 $246K - $317K
334K $73.2M
JPM
Jpmorgan Chase & CO

Financial Services
3.71K
+ 1.48%
$205.18 - $250.29 $761K - $928K
254K $60.9M
AVGO
Broadcom Inc.

Technology
863
+ 0.88%
$159.67 - $250.0 $138K - $216K
99K $22.9M
GOOG
Alphabet Inc.

Communication Services
4.53K
+ 2.34%
$163.08 - $198.16 $738K - $897K
198K $37.7M
VB
Vanguard Small Cap ETF

ETFs
12.8K
+ 2.63%
$233.76 - $261.58 $2.99M - $3.35M
501K $120M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
85.8K
+ 24.76%
$50.62 - $50.97 $4.34M - $4.37M
432K $21.9M
VO
Vanguard Mid Cap ETF

ETFs
15K
+ 2.22%
$261.5 - $284.63 $3.93M - $4.28M
691K $182M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
39.5K
+ 18.95%
$100.22 - $100.73 $3.96M - $3.98M
248K $24.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
110K
+ 28.95%
$36.54 - $37.53 $4.03M - $4.14M
492K $18.1M
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
84.9K
+ 172.21%
$40.95 - $43.46 $3.48M - $3.69M
134K $5.53M
KEY
Keycorp

Financial Services
189K
+ 29.79%
$16.21 - $19.97 $3.06M - $3.77M
823K $14.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
21.6K
+ 4.56%
$176.42 - $186.91 $3.81M - $4.04M
496K $88.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
36.5K
+ 40.48%
$90.42 - $94.5 $3.3M - $3.45M
127K $11.4M
V
Visa Inc.

Financial Services
338
+ 0.53%
$273.87 - $320.91 $92.6K - $108K
64.4K $20.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
57.9K
+ 30.99%
$49.79 - $51.14 $2.88M - $2.96M
245K $12.3M
MYO
Myomo, Inc.

Healthcare
413K
+ 3191.48%
$3.66 - $6.41 $1.51M - $2.65M
426K $2.64M
TTWO
Take Two Interactive Software Inc

Communication Services
1.57K
+ 2.3%
$147.66 - $190.46 $231K - $298K
69.7K $12.8M
SCHW
Schwab Charles Corp

Financial Services
1.17K
+ 0.52%
$63.31 - $82.85 $74.1K - $96.9K
225K $16.6M
SUB
Ishares Short Term National Mu

ETFs
20.2K
+ 423.68%
$104.94 - $106.2 $2.12M - $2.15M
25K $2.63M
COST
Costco Wholesale Corp

Consumer Defensive
777
+ 1.69%
$873.59 - $994.69 $679K - $773K
46.9K $42.9M
VT
Vanguard Total World Stk Index

ETFs
20.1K
+ 11.32%
$117.09 - $123.07 $2.35M - $2.47M
197K $23.2M
PANW
Palo Alto Networks Inc

Technology
55.5K
+ 108.99%
$181.96 - $405.9 $10.1M - $22.5M
106K $19.4M
HON
Honeywell International Inc

Industrials
1.6K
+ 1.94%
$202.84 - $236.0 $325K - $378K
84.1K $19M
MA
Mastercard Inc

Financial Services
52
+ 0.09%
$491.3 - $536.15 $25.5K - $27.9K
58K $30.5M
VUG
Vanguard Growth ETF

ETFs
2.52K
+ 8.83%
$378.79 - $428.11 $953K - $1.08M
31K $12.7M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
877
+ 2.9%
$338.38 - $446.21 $297K - $391K
31.1K $13.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
598
+ 0.52%
$567.81 - $607.81 $340K - $363K
115K $67.6M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
29.3K
+ 4.24%
$77.23 - $82.11 $2.27M - $2.41M
720K $56M
ARCC
Ares Capital Corp

Financial Services
52.8K
+ 9.95%
$20.74 - $22.27 $1.1M - $1.18M
584K $12.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
689
+ 0.34%
$77.25 - $91.3 $53.2K - $62.9K
201K $17.2M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
109K
+ 4.29%
$19.42 - $19.76 $2.12M - $2.15M
2.65M $51.6M
IBMP
Ishares Tr Ibonds December 202

ETFs
69.5K
+ 8.57%
$25.08 - $25.43 $1.74M - $1.77M
880K $22.1M
IBMO
Ishares Tr Ibonds December 202

ETFs
64.8K
+ 8.12%
$25.4 - $25.62 $1.65M - $1.66M
863K $22M
GS
Goldman Sachs Group Inc

Financial Services
731
+ 5.51%
$486.1 - $608.57 $355K - $445K
14K $8.02M
VTI
Vanguard Total Stock Market Et

ETFs
2.06K
+ 1.66%
$280.04 - $302.45 $576K - $622K
126K $36.6M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
13.7K
+ 98.16%
$108.6 - $115.42 $1.49M - $1.58M
27.6K $3.02M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
134K
+ 4.95%
$18.28 - $18.87 $2.44M - $2.52M
2.84M $52M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.73K
+ 3940.0%
$238.25 - $261.28 $1.13M - $1.24M
4.85K $1.17M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
59.9K
+ 7.32%
$25.06 - $25.59 $1.5M - $1.53M
878K $22.1M
BSCU
Invesco Exc Self Ind Tr

ETFs
168K
+ 5.79%
$16.32 - $16.99 $2.74M - $2.85M
3.07M $50.2M
ACWI
Ishares Msci Acwi ETF

ETFs
9.86K
+ 19.76%
$117.05 - $123.03 $1.15M - $1.21M
59.7K $7.02M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.3K
+ 3.4%
$113.92 - $127.38 $1.85M - $2.07M
495K $57M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
103K
+ 4.25%
$20.08 - $20.61 $2.08M - $2.13M
2.54M $51.1M
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