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
TQQQ
Proshares Ultrapro Qqq

ETFs
2
+ 0.38%
$53.19 - $84.93 $106 - $170
529 $38K
RYAAY
Ryanair Holdings PLC

Industrials
254
+ 150.3%
$45.17 - $121.45 $11.5K - $30.8K
423 $19K
America Movil Sab De Cv
4.25K
+ 317.49%
N/A
5.59K $0
Amplify ETF Tr
7
+ 1.98%
N/A
360 $0
Annaly Capital Management In
57
+ 1.95%
N/A
2.99K $0
Linde PLC
134
+ 1.86%
N/A
7.33K $0
FLNG
Flex Lng Ltd.

Energy
1
+ 2.94%
$25.02 - $27.61 $25 - $27.6
35 $0
Arm Holdings PLC
212
+ 57.61%
N/A
580 $0
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
2
+ 0.82%
$8.2 - $10.1 $16.4 - $20.2
246 $2K
OPRA
Opera LTD

Communication Services
3
+ 3.0%
$10.87 - $16.18 $32.6 - $48.5
103 $1K
BSM
Black Stone Minerals, L.P.

Energy
2
+ 2.11%
$14.05 - $15.85 $28.1 - $31.7
97 $1K
Brookfield Asset Managmt LTD
42.6K
+ 4383.85%
N/A
43.6K $0
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.35%
$106.39 - $125.13 $106 - $125
286 $35K
United Sts Nat Gas Fd LP
4K
+ 33.8%
N/A
15.8K $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
1
+ 0.68%
$51.58 - $53.79 $51.6 - $53.8
148 $7K
Jetai Inc
600
+ 145.28%
N/A
1.01K $0
Ge Healthcare Technologies I
2.21K
+ 67.51%
N/A
5.48K $0
Jacobs Solutions Inc
164
+ 2.66%
N/A
6.34K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.01K
+ 11.35%
N/A
49.1K $0
SFLR
Innovator Etfs Tr Equity Manag
12.8K
+ 41.93%
N/A
43.3K $0
Vanguard Wellington Fd
37
+ 26.81%
N/A
175 $0
Ishares Bitcoin Trust ETF
740
+ 11.23%
N/A
7.33K $0
BOTZ
Global X Fds

ETFs
1
+ 0.49%
$27.68 - $32.27 $27.7 - $32.3
207 $6K
Ge Vernova Inc
2.04K
+ 48.49%
N/A
6.25K $0
Global X Fds
333
+ 4.27%
N/A
8.13K $0
Ishares Tr
23.2K
+ 2.99%
N/A
798K $0
IEZ
Ishares Tr

ETFs
1
+ 0.32%
$19.08 - $23.8 $19.1 - $23.8
311 $6K
IEP
Icahn Enterprises L.P.

Industrials
1
+ 16.67%
$10.02 - $17.78 $10 - $17.8
7 $0
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3
+ 1.91%
$17.02 - $18.39 $51.1 - $55.2
160 $2K
RGI
Invesco S&P 500 Equal Weight I

ETFs
4.47K
+ 61.32%
N/A
11.8K $0
Tko Group Holdings Inc
30
+ 20.98%
N/A
173 $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
4
+ 0.44%
N/A
919 $0
FPI
Farmland Partners Inc.

Real Estate
1
+ 0.94%
$9.93 - $11.75 $9.93 - $11.8
107 $1K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
5.15K
+ 85.49%
N/A
11.2K $0
Fidelity Wise Origin Bitcoin
11.4K
+ 286.71%
N/A
15.4K $0
Fidelity Covington Trust
15
+ 0.26%
N/A
5.89K $0
LKQ
Lkq Corp

Consumer Cyclical
5
+ 0.42%
$38.47 - $46.03 $192 - $230
1.2K $48K
INSW
International Seaways, Inc.

Energy
1
+ 1.82%
$47.67 - $60.19 $47.7 - $60.2
56 $2K
XYL
Xylem Inc.

Industrials
3
+ 0.13%
$126.14 - $141.53 $378 - $425
2.29K $309K
OGN
Organon & Co.

Healthcare
52
+ 4.83%
$18.65 - $23.03 $970 - $1.2K
1.13K $21K
TTEK
Tetra Tech Inc

Industrials
5.11K
+ 332.94%
$45.59 - $237.74 $233K - $1.22M
6.65K $313K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
117
+ 27.53%
$28.84 - $41.15 $3.37K - $4.81K
542 $15K
IYE
Ishares Tr

ETFs
6
+ 0.73%
$44.44 - $49.18 $267 - $295
829 $38K
UCTT
Ultra Clean Holdings, Inc.

Technology
1.6K
+ 21.92%
$32.7 - $56.18 $52.3K - $89.9K
8.9K $355K
ET
Energy Transfer LP

Energy
25
+ 0.19%
$15.43 - $16.44 $386 - $411
13.3K $212K
VECO
Veeco Instruments Inc

Technology
309
+ 33.19%
$28.99 - $48.47 $8.96K - $15K
1.24K $41K
SWKS
Skyworks Solutions, Inc.

Technology
28
+ 5.51%
$96.22 - $120.68 $2.69K - $3.38K
536 $52K
HAL
Halliburton CO

Energy
133
+ 10.73%
$27.81 - $36.44 $3.7K - $4.85K
1.37K $39K
CDNS
Cadence Design Systems Inc

Technology
8
+ 5.52%
$246.84 - $321.11 $1.97K - $2.57K
153 $41K
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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