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
URE
Proshares Ultra Real Estate

ETFs
3
+ 0.84%
$55.98 - $78.14 $168 - $234
362 $27K
DOCS
Doximity, Inc.

Healthcare
100
+ 158.73%
$25.5 - $43.57 $2.55K - $4.36K
163 $7K
ORI
Old Republic International Corp

Financial Services
1
+ 0.08%
$29.89 - $35.9 $29.9 - $35.9
1.19K $42K
FLYW
Flywire Corp

Technology
395
+ 13.67%
$15.63 - $18.99 $6.17K - $7.5K
3.29K $53K
SNX
Td Synnex Corp

Technology
43
+ 41.75%
$109.37 - $122.34 $4.7K - $5.26K
146 $17K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2
+ 0.15%
$46.17 - $51.13 $92.3 - $102
1.36K $69K
H
Hyatt Hotels Corp

Consumer Cyclical
35
+ 14.89%
$130.36 - $162.22 $4.56K - $5.68K
270 $41K
TDOC
Teladoc Health, Inc.

Healthcare
800
+ 38.74%
$6.79 - $10.09 $5.43K - $8.07K
2.87K $26K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
94
+ 391.67%
$59.61 - $60.15 $5.6K - $5.65K
118 $7K
DRI
Darden Restaurants Inc

Consumer Cyclical
25
+ 37.31%
$138.06 - $172.74 $3.45K - $4.32K
92 $15K
VNO
Vornado Realty Trust

Real Estate
25
+ 7.79%
$25.5 - $39.4 $638 - $985
346 $13K
BROS
Dutch Bros Inc.

Consumer Cyclical
196
+ 196.0%
$29.1 - $42.81 $5.7K - $8.39K
296 $9K
MSTR
Microstrategy Inc

Technology
135
+ 900.0%
$114.3 - $1800.09 $15.4K - $243K
150 $25K
RMBS
Rambus Inc

Technology
700
+ 47.39%
$37.86 - $66.26 $26.5K - $46.4K
2.18K $91K
KN
Knowles Corp

Technology
283
+ 87.08%
$16.5 - $19.44 $4.67K - $5.5K
608 $10K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
7
+ 6.8%
$115.7 - $167.81 $810 - $1.17K
110 $18K
MBLY
Mobileye Global Inc.
900
+ 150.0%
$10.57 - $27.89 $9.51K - $25.1K
1.5K $20K
TXT
Textron Inc

Industrials
30
+ 10.07%
$83.46 - $94.02 $2.5K - $2.82K
328 $29K
FENY
Fidelity Covington Tr Msci Ene

ETFs
395
+ 6.91%
$23.09 - $25.75 $9.12K - $10.2K
6.11K $147K
SXT
Sensient Technologies Corp

Basic Materials
39
+ 44.32%
$70.26 - $81.68 $2.74K - $3.19K
127 $10K
ECPG
Encore Capital Group Inc

Financial Services
59
+ 85.51%
$41.28 - $50.68 $2.44K - $2.99K
128 $6K
ETR
Entergy Corp

Utilities
1
+ 0.62%
$104.75 - $131.61 $105 - $132
163 $21K
FDUS
Fidus Investment Corp

Financial Services
86
+ 0.42%
$18.76 - $20.34 $1.61K - $1.75K
20.4K $399K
PFGC
Performance Food Group CO

Consumer Defensive
36
+ 29.03%
$61.6 - $78.75 $2.22K - $2.84K
160 $12K
LYB
Lyondell Basell Industries N.V.

Basic Materials
36
+ 24.83%
$92.56 - $99.46 $3.33K - $3.58K
181 $17K
WTFC
Wintrust Financial Corp

Financial Services
10
+ 3.58%
$96.43 - $111.89 $964 - $1.12K
289 $31K
ARKG
Ark Genomic Revolution ETF (De

ETFs
82
+ 13.83%
$22.89 - $27.41 $1.88K - $2.25K
675 $17K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
35
+ 2.2%
$11.52 - $13.05 $403 - $457
1.62K $21K
DAR
Darling Ingredients Inc.

Consumer Defensive
25
+ 0.43%
$33.99 - $41.78 $850 - $1.04K
5.83K $216K
ALB
Albemarle Corp

Basic Materials
66
+ 1.59%
$72.85 - $100.09 $4.81K - $6.61K
4.21K $399K
SRAD
Sportradar Group Ag

Technology
122
+ 6.78%
$10.51 - $12.68 $1.28K - $1.55K
1.92K $23K
FVRR
Fiverr International Ltd.

Communication Services
120
+ 171.43%
$21.29 - $26.73 $2.55K - $3.21K
190 $4K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
375
+ 300.0%
$5.92 - $8.6 $2.22K - $3.23K
500 $3K
REXR
Rexford Industrial Realty, Inc.

Real Estate
15
+ 4.08%
$44.45 - $52.25 $667 - $784
383 $19K
EQR
Equity Residential

Real Estate
11
+ 2.49%
$67.19 - $78.09 $739 - $859
453 $33K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.8%
$94.1 - $120.43 $188 - $241
252 $29K
IRMD
Iradimed Corp

Healthcare
49
+ 41.18%
$43.23 - $50.29 $2.12K - $2.46K
168 $8K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
44
+ 2.05%
$14.08 - $17.36 $620 - $764
2.19K $37K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6
+ 0.41%
$45.2 - $47.87 $271 - $287
1.46K $69K
STZ
Constellation Brands, Inc.

Consumer Defensive
6
+ 0.09%
$236.42 - $259.82 $1.42K - $1.56K
6.64K $1.71M
MARA
Marathon Digital Holdings, Inc.

Financial Services
33
+ 2.85%
$22.56 - $22.56 $744 - $744
1.19K $26K
BWA
Borgwarner Inc

Consumer Cyclical
10
+ 2.02%
$31.19 - $36.75 $312 - $368
504 $18K
DDOG
Datadog, Inc.

Technology
31
+ 51.67%
$104.97 - $134.56 $3.25K - $4.17K
91 $10K
PKG
Packaging Corp Of America

Consumer Cyclical
10
+ 20.0%
$176.32 - $215.7 $1.76K - $2.16K
60 $12K
BXP
Boston Properties Inc

Real Estate
29
+ 580.0%
$60.3 - $82.49 $1.75K - $2.39K
34 $2K
ATO
Atmos Energy Corp

Utilities
9
+ 16.36%
$114.08 - $138.75 $1.03K - $1.25K
64 $8K
JEF
Jefferies Financial Group Inc.

Financial Services
11
+ 11.58%
$49.97 - $62.49 $550 - $687
106 $6K
USLM
United States Lime & Minerals Inc

Basic Materials
61
+ 406.67%
$69.25 - $395.38 $4.22K - $24.1K
76 $7K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
3
+ 0.96%
$53.15 - $59.61 $159 - $179
317 $18K
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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