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
PRO
Pros Holdings, Inc.

Technology
63
+ 13.61%
$16.99 - $27.05 $1.07K - $1.7K
526 $9K
TFII
Tfi International Inc.

Industrials
3
+ 0.61%
$136.9 - $158.55 $411 - $476
496 $67K
CRSP
Crispr Therapeutics Ag

Healthcare
42
+ 5.12%
$44.62 - $62.75 $1.87K - $2.64K
863 $40K
KD
Kyndryl Holdings, Inc.

Technology
267
+ 8.07%
$21.78 - $27.63 $5.82K - $7.38K
3.57K $82K
BXSL
Blackstone Secured Lending Fund

Financial Services
4
+ 0.12%
$28.75 - $31.59 $115 - $126
3.27K $95K
MGRC
Mcgrath Rentcorp

Industrials
28
+ 0.42%
$98.13 - $115.62 $2.75K - $3.24K
6.76K $711K
HES
Hess Corp

Energy
39
+ 3.65%
$126.3 - $155.44 $4.93K - $6.06K
1.11K $150K
BE
Bloom Energy Corp

Industrials
1.95K
+ 10.55%
$9.75 - $15.28 $19K - $29.7K
20.4K $215K
WING
Wingstop Inc.

Consumer Cyclical
24
+ 0.78%
$352.46 - $427.92 $8.46K - $10.3K
3.09K $1.29M
HON
Honeywell International Inc

Industrials
2.59K
+ 3.25%
$196.73 - $220.21 $510K - $571K
82.5K $17M
TTC
Toro CO

Industrials
9
+ 0.51%
$81.82 - $99.44 $736 - $895
1.76K $152K
VDE
Vanguard Energy ETF

ETFs
4
+ 0.16%
$117.44 - $131.06 $470 - $524
2.5K $306K
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.56K
+ 497.49%
$150.73 - $974.56 $537K - $3.47M
4.28K $681K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 0.03%
$460.0 - $505.78 $460 - $506
3.56K $1.65M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.04%
$248.27 - $294.37 $248 - $294
2.5K $671K
AIR
Aar Corp

Industrials
207
+ 5.09%
$57.07 - $75.54 $11.8K - $15.6K
4.27K $279K
KLAC
Kla Corp

Technology
53
+ 4.42%
$696.17 - $892.35 $36.9K - $47.3K
1.25K $969K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
400
+ 2.54%
$42.59 - $60.56 $17K - $24.2K
16.1K $814K
NTAP
Net App, Inc.

Technology
51
+ 0.81%
$114.18 - $134.62 $5.82K - $6.87K
6.38K $788K
MCHP
Microchip Technology Inc

Technology
104
+ 3.08%
$72.0 - $95.98 $7.49K - $9.98K
3.48K $279K
APH
Amphenol Corp

Technology
122
+ 0.7%
$58.39 - $70.41 $7.12K - $8.59K
17.6K $1.15M
COIN
Coinbase Global, Inc.

Technology
4
+ 0.54%
$147.09 - $265.15 $588 - $1.06K
748 $133K
OXY
Occidental Petroleum Corp

Energy
2.81K
+ 17.22%
$49.91 - $63.73 $140K - $179K
19.1K $986K
DVN
Devon Energy Corp

Energy
1.68K
+ 10.13%
$37.87 - $48.65 $63.7K - $81.9K
18.3K $715K
INTU
Intuit Inc

Technology
45
+ 1.32%
$602.97 - $670.49 $27.1K - $30.2K
3.45K $2.14M
PSX
Phillips 66

Energy
232
+ 1.71%
$125.0 - $147.17 $29K - $34.1K
13.8K $1.82M
UEIC
Universal Electronics Inc

Technology
1.25K
+ 2.54%
$8.39 - $12.38 $10.5K - $15.5K
50.4K $465K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
394
+ 0.9%
$49.83 - $62.75 $19.6K - $24.7K
44.3K $2.55M
STLA
Stellantis N.V.

Consumer Cyclical
3.21K
+ 5.91%
$14.05 - $20.71 $45.1K - $66.5K
57.6K $808K
IBRX
Immunity Bio, Inc.

Healthcare
17.5K
+ 9.28%
$3.32 - $6.7 $58.1K - $117K
206K $764K
SLB
Schlumberger Limited

Energy
2.78K
+ 2.06%
$39.57 - $49.67 $110K - $138K
138K $5.78M
MRK
Merck & Co., Inc.

Healthcare
5.21K
+ 4.37%
$111.15 - $128.97 $579K - $671K
124K $14.1M
AMAT
Applied Materials Inc

Technology
2.7K
+ 7.54%
$174.88 - $254.97 $473K - $689K
38.5K $7.78M
CVX
Chevron Corp

Energy
2.71K
+ 1.88%
$137.88 - $161.97 $374K - $439K
147K $21.7M
MU
Micron Technology Inc

Technology
2.12K
+ 4.76%
$86.27 - $136.82 $183K - $290K
46.6K $4.83M
ADBE
Adobe Inc.

Technology
238
+ 0.73%
$508.13 - $586.55 $121K - $140K
32.7K $16.9M
SNPS
Synopsys Inc

Technology
465
+ 2.26%
$463.97 - $621.3 $216K - $289K
21K $10.7M
SCHW
Schwab Charles Corp

Financial Services
135
+ 0.06%
$61.74 - $76.08 $8.33K - $10.3K
224K $14.5M
MSFT
Microsoft Corp

Technology
4.52K
+ 1.5%
$395.15 - $467.56 $1.79M - $2.12M
307K $132M
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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