Clearstead Advisors, LLC Incresed Positions in Q3 2024

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MIDE
Dbx ETF Tr S&P Midcap 400 Esg

ETFs
285
+ 17.61%
$28.3 - $30.97 $8.07K - $8.83K
1.9K $58K
IYK
Ishares U.S. Consumer Staples

ETFs
16
+ 0.77%
$65.27 - $72.12 $1.04K - $1.15K
2.11K $148K
PCOR
Procore Technologies, Inc.

Technology
208
+ 71.97%
$51.74 - $71.71 $10.8K - $14.9K
497 $30K
TPR
Tapestry, Inc.

Consumer Cyclical
70
+ 3.56%
$36.29 - $47.94 $2.54K - $3.36K
2.04K $95K
CSGP
Costar Group, Inc.

Real Estate
60
+ 1.16%
$71.59 - $79.61 $4.3K - $4.78K
5.22K $393K
NCR
Ncr Corp

Technology
700
+ 3.04%
N/A
23.7K $373K
NTRA
Natera, Inc.

Healthcare
61
+ 31.12%
$97.75 - $129.67 $5.96K - $7.91K
257 $32K
SOXX
Ishares Semiconductor ETF

ETFs
55
+ 83.33%
$199.29 - $265.49 $11K - $14.6K
121 $27K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
175
+ 1.15%
$15.19 - $16.12 $2.66K - $2.82K
15.4K $244K
CTRE
Care Trust Reit, Inc.

Real Estate
315
+ 111.7%
$25.14 - $31.2 $7.92K - $9.83K
597 $18K
DSGX
Descartes Systems Group Inc

Technology
55
+ 8.21%
$93.79 - $104.9 $5.16K - $5.77K
725 $74K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
181
+ 10.61%
$28.08 - $32.61 $5.08K - $5.9K
1.89K $59K
BLDR
Builders First Source, Inc.

Industrials
23
+ 23.0%
$132.6 - $201.83 $3.05K - $4.64K
123 $23K
SUI
Sun Communities Inc

Real Estate
9
+ 1.58%
$117.46 - $147.6 $1.06K - $1.33K
579 $78K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
103
+ 0.66%
$7.45 - $8.23 $767 - $848
15.7K $126K
PRG
Prog Holdings, Inc.

Industrials
192
+ 768.0%
$32.04 - $50.26 $6.15K - $9.65K
217 $10K
PFF
Ishares Trust Ishares Pfd And

ETFs
14
+ 0.26%
$31.18 - $33.5 $437 - $469
5.5K $182K
VTR
Ventas, Inc.

Real Estate
35
+ 6.9%
$50.88 - $65.33 $1.78K - $2.29K
542 $34K
SOXL
Direxion Daily Semiconductor B

ETFs
246
+ 6150.0%
$25.96 - $68.59 $6.39K - $16.9K
250 $9K
CPT
Camden Property Trust

Real Estate
68
+ 523.08%
$107.5 - $126.88 $7.31K - $8.63K
81 $10K
CYTK
Cytokinetics Inc

Healthcare
185
+ 46.37%
$51.22 - $60.16 $9.48K - $11.1K
584 $30K
FMC
Fmc Corp

Basic Materials
8
+ 0.88%
$54.54 - $66.06 $436 - $528
917 $60K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.1%
$135.09 - $149.47 $135 - $149
1K $145K
A
Agilent Technologies, Inc.

Healthcare
3
+ 0.72%
$125.42 - $148.48 $376 - $445
420 $62K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
21
+ 29.58%
$305.34 - $350.41 $6.41K - $7.36K
92 $31K
SLGN
Silgan Holdings Inc

Consumer Cyclical
126
+ 96.18%
$41.32 - $52.69 $5.21K - $6.64K
257 $13K
TSN
Tyson Foods, Inc.

Consumer Defensive
125
+ 143.68%
$55.91 - $65.87 $6.99K - $8.23K
212 $12K
PVH
Pvh Corp.

Consumer Cyclical
268
+ 7.27%
$92.46 - $108.88 $24.8K - $29.2K
3.96K $398K
WLY
John Wiley & Sons, Inc.

Communication Services
133
+ 63.03%
$40.69 - $48.34 $5.41K - $6.43K
344 $16K
KIM
Kimco Realty Corp

Real Estate
290
+ 91.77%
$19.24 - $24.06 $5.58K - $6.98K
606 $14K
STLD
Steel Dynamics Inc

Basic Materials
79
+ 138.6%
N/A
136 $13K
MTD
Mettler Toledo International Inc

Healthcare
1
+ 1.49%
$1308.0 - $1521.03 $1.31K - $1.52K
68 $101K
VTRS
Viatris Inc

Healthcare
370
+ 11.24%
$10.32 - $12.13 $3.82K - $4.49K
3.66K $42K
QRVO
Qorvo, Inc.

Technology
112
+ 43.08%
$99.78 - $129.21 $11.2K - $14.5K
372 $38K
ALGM
Allegro Microsystems, Inc.

Technology
610
+ 47.47%
$20.48 - $33.15 $12.5K - $20.2K
1.9K $44K
MPLX
Mplx LP

Energy
3
+ 0.08%
$40.44 - $45.07 $121 - $135
3.78K $168K
WRB
Berkley W R Corp

Financial Services
1.57K
+ 42.2%
$51.54 - $79.62 $80.8K - $125K
5.28K $299K
PATH
Ui Path, Inc.

Technology
500
+ 8.69%
$10.75 - $13.24 $5.38K - $6.62K
6.25K $80K
VCIT
Vanguard Intermediate Term Cor

ETFs
16
+ 1.12%
$79.29 - $84.02 $1.27K - $1.34K
1.44K $120K
DEW
Wisdomtree Tr Global High Divi

ETFs
10
+ 0.75%
$50.05 - $55.83 $501 - $558
1.34K $73K
TXG
10x Genomics, Inc.

Healthcare
125
+ 9.87%
$15.71 - $23.49 $1.96K - $2.94K
1.39K $31K
FROG
J Frog LTD

Technology
422
+ 67.2%
$24.68 - $39.51 $10.4K - $16.7K
1.05K $30K
VOOV
Vanguard S&P 500 Value ETF

ETFs
36
+ 85.71%
$175.0 - $190.72 $6.3K - $6.87K
78 $14K
SNOW
Snowflake Inc.

Technology
370
+ 21.23%
$108.56 - $143.02 $40.2K - $52.9K
2.11K $242K
ONTO
Onto Innovation Inc.

Technology
45
+ 23.68%
$158.45 - $238.04 $7.13K - $10.7K
235 $48K
GPC
Genuine Parts CO

Consumer Cyclical
27
+ 1.17%
$131.04 - $147.11 $3.54K - $3.97K
2.34K $326K
IR
Ingersoll Rand Inc.

Industrials
61
+ 30.05%
$86.9 - $100.4 $5.3K - $6.12K
264 $25K
PEAK
Healthpeak Properties, Inc.

Real Estate
341
+ 84.62%
N/A
744 $14K
BIGZ
Black Rock Innovation & Growth Trust
204
+ 1.21%
$6.75 - $7.61 $1.38K - $1.55K
17K $128K
Activity Summary
Buys All Purchases 815 New Holdings 125 Increased Positions 690 Sells All Sells 496 Reductions 495 Sold out 1 Options Calls 0 Puts 0
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