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
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.28%
$91.37 - $101.65 $91.4 - $102
352 $35K
NXPI
Nxp Semiconductors N.V.

Technology
208
+ 12.69%
$225.14 - $290.78 $46.8K - $60.5K
1.85K $443K
IDYA
Ideaya Biosciences, Inc.

Healthcare
111
+ 26.62%
$30.37 - $43.05 $3.37K - $4.78K
528 $16K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
43
+ 126.47%
$47.95 - $49.61 $2.06K - $2.13K
77 $3K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
39
+ 62.9%
$38.33 - $44.95 $1.49K - $1.75K
101 $4K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
143
+ 41.33%
$32.04 - $42.76 $4.58K - $6.11K
489 $15K
AWI
Armstrong World Industries Inc

Industrials
6
+ 8.57%
$111.43 - $132.72 $669 - $796
76 $9K
SPYG
Spdr Portfolio

ETFs
2
+ 0.41%
$73.38 - $84.1 $147 - $168
486 $40K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
13
+ 0.69%
$51.78 - $52.98 $673 - $689
1.9K $100K
AMSF
Amerisafe Inc

Financial Services
26
+ 10.44%
$43.82 - $43.82 $1.14K - $1.14K
275 $12K
LAND
Gladstone Land Corp

Real Estate
55
+ 203.7%
$13.38 - $15.2 $736 - $836
82 $1K
CRWD
Crowd Strike Holdings, Inc.

Technology
699
+ 36.69%
$217.89 - $392.15 $152K - $274K
2.6K $730K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
1
+ 1.0%
$9.4 - $11.18 $9.4 - $11.2
101 $1K
CE
Celanese Corp

Basic Materials
2
+ 0.19%
$119.16 - $147.51 $238 - $295
1.04K $140K
NET
Cloudflare, Inc.

Technology
35
+ 3.59%
$74.4 - $86.96 $2.6K - $3.04K
1.01K $81K
AGNC
Agnc Investment Corp.

Real Estate
82
+ 41.0%
$9.48 - $10.66 $777 - $874
282 $2K
UWMC
Uwm Holdings Corp

Financial Services
2
+ 1.45%
$6.62 - $9.52 $13.2 - $19
140 $1K
CPRT
Copart Inc

Consumer Cyclical
135
+ 4.2%
$49.19 - $55.54 $6.64K - $7.5K
3.35K $175K
EXAI
Exscientia PLC

Healthcare
491
+ 8.54%
$4.26 - $6.0 $2.09K - $2.95K
6.24K $30K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3
+ 1.31%
$37.98 - $41.19 $114 - $124
232 $9K
PDN
Invesco Fd Tr

ETFs
2
+ 0.6%
$31.75 - $35.44 $63.5 - $70.9
337 $11K
SAND
Sandstorm Gold LTD

Basic Materials
1
+ 0.28%
$5.04 - $6.32 $5.04 - $6.32
354 $2K
NSSC
Napco Security Technologies, Inc

Industrials
63
+ 46.67%
$34.23 - $58.0 $2.16K - $3.65K
198 $8K
OPI
Office Properties Income Trust

Real Estate
505
+ 100.4%
$1.88 - $2.77 $949 - $1.4K
1.01K $2K
ORCC
Owl Rock Capital Corp

Financial Services
67
+ 2.76%
N/A
2.5K $33K
OGE
Oge Energy Corp.

Utilities
1
+ 2.04%
$35.12 - $41.18 $35.1 - $41.2
50 $2K
PBT
Permian Basin Royalty Trust

Energy
1
+ 1.19%
$10.5 - $12.01 $10.5 - $12
85 $1K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2
+ 0.81%
$46.96 - $52.62 $93.9 - $105
250 $13K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.21%
$37.68 - $42.0 $37.7 - $42
475 $19K
NRZ
New Residential Investment Corp.

Real Estate
65
+ 2.17%
N/A
3.06K $22K
RHI
Robert Half International Inc.

Industrials
15
+ 38.46%
$59.34 - $68.28 $890 - $1.02K
54 $3K
MGIC
Magic Software Enterprises LTD

Technology
3
+ 1.5%
$9.72 - $11.91 $29.2 - $35.7
203 $2K
NOK
Nokia Corp

Technology
1
+ 0.21%
$3.62 - $4.48 $3.62 - $4.48
470 $2K
Coherent Corp
1.8K
+ 299.17%
N/A
2.4K $0
VOD
Vodafone Group Public LTD CO

Communication Services
1
+ 33.33%
$8.8 - $10.35 $8.8 - $10.4
4 $0
Cooper Cos Inc
3
+ 0.08%
N/A
3.8K $0
Labcorp Holdings Inc
16
+ 0.03%
N/A
56.4K $0
NVEC
Nve Corp

Technology
1
+ 6.67%
$71.14 - $89.3 $71.1 - $89.3
16 $1K
Lazard Inc
2
+ 1.16%
N/A
175 $0
DIVS
Guinness Atkinson Fds Smartetf
20
+ 0.36%
N/A
5.59K $0
Core Laboratories Inc
278
+ 4.47%
N/A
6.5K $0
Core Scientific Inc New
67.7K
+ 46.37%
N/A
214K $0
SBLK
Star Bulk Carriers Corp.

Industrials
5
+ 3.85%
$19.87 - $25.0 $99.4 - $125
135 $3K
MOGA
Moog Inc Cla
159
+ 9.96%
N/A
1.76K $0
Sitio Royalties Corp
40
+ 1.09%
N/A
3.72K $0
CURI
Curiosity Stream Inc.

Communication Services
7
+ 2.28%
$1.03 - $2.02 $7.21 - $14.1
314 $0
WD
Walker & Dunlop, Inc.

Financial Services
1
+ 6.25%
$93.87 - $113.96 $93.9 - $114
17 $1K
Canadian Pacific Kansas City
494
+ 3.65%
N/A
14K $0
Ramaco Res Inc
1
+ 1.09%
N/A
93 $0
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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