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
ACN
Accenture PLC

Technology
3.76K
+ 19.93%
$295.44 - $355.81 $1.11M - $1.34M
22.6K $8M
META
Meta Platforms, Inc.

Communication Services
1.09K
+ 4.6%
$453.41 - $572.44 $493K - $622K
24.7K $14.1M
NFLX
Netflix Inc

Communication Services
3.04K
+ 139.51%
$598.55 - $722.26 $1.82M - $2.2M
5.22K $3.7M
IWS
Ishares Russell Midcap Value E

ETFs
9.22K
+ 10.5%
$119.52 - $132.25 $1.1M - $1.22M
97.1K $12.8M
COST
Costco Wholesale Corp

Consumer Defensive
637
+ 1.4%
$801.83 - $917.05 $511K - $584K
46.1K $40.8M
MCD
Mcdonalds Corp

Consumer Cyclical
138
+ 0.32%
$245.82 - $304.51 $33.9K - $42K
43.9K $13.4M
TDG
Trans Digm Group Inc

Industrials
1.46K
+ 205.65%
$1202.03 - $1427.41 $1.75M - $2.08M
2.16K $3.09M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
34.9K
+ 76.13%
$50.99 - $57.81 $1.78M - $2.02M
80.7K $4.61M
GE
General Electric CO

Industrials
8.15K
+ 40.53%
$156.66 - $189.66 $1.28M - $1.55M
28.3K $5.33M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.43K
+ 1.14%
$88.06 - $109.5 $126K - $156K
127K $13.9M
DFAE
Dimensional ETF Tr

ETFs
46.6K
+ 9.14%
$24.46 - $27.82 $1.14M - $1.3M
557K $15.3M
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.81K
+ 2.07%
$42.65 - $46.55 $376K - $410K
435K $20.2M
AXP
American Express CO

Financial Services
613
+ 1.32%
$225.92 - $271.17 $138K - $166K
46.9K $12.7M
MKL
Markel Corp

Financial Services
1.24K
+ 214.9%
$1494.55 - $1645.69 $1.85M - $2.04M
1.82K $2.85M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.77K
+ 4.4%
$283.28 - $314.39 $785K - $871K
65.7K $20.7M
IVE
Ishares S&P 500 Value ETF

ETFs
956
+ 0.85%
$181.06 - $197.17 $173K - $188K
113K $22.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
6.97K
+ 694.92%
$240.48 - $267.94 $1.68M - $1.87M
7.97K $2.13M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
36.8K
+ 11.88%
$50.52 - $50.95 $1.86M - $1.88M
347K $17.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
200
+ 4.96%
$3305.62 - $4268.05 $661K - $854K
4.23K $17.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.5K
+ 20.71%
$71.45 - $75.64 $1.46M - $1.55M
119K $8.97M
EEM
Ishares Msci Emerging Markets

ETFs
36.1K
+ 76.1%
$40.42 - $46.7 $1.46M - $1.69M
83.5K $3.83M
MDT
Medtronic PLC

Healthcare
17.4K
+ 81.99%
$76.84 - $91.03 $1.34M - $1.59M
38.7K $3.49M
ADP
Automatic Data Processing Inc

Industrials
867
+ 2.16%
$233.44 - $279.45 $202K - $242K
41.1K $11.4M
XOM
Exxon Mobil Corp

Energy
11.5K
+ 5.92%
$109.72 - $119.0 $1.27M - $1.37M
206K $24.2M
CNI
Canadian National Railway CO

Industrials
14.6K
+ 2263.68%
$110.1 - $123.65 $1.61M - $1.81M
15.3K $1.79M
ROP
Roper Technologies Inc

Industrials
3.04K
+ 258.59%
$515.25 - $576.55 $1.57M - $1.75M
4.22K $2.35M
LMT
Lockheed Martin Corp

Industrials
249
+ 1.93%
$460.3 - $584.56 $115K - $146K
13.1K $7.68M
IWN
Ishares Russell2000 Val ETF

ETFs
8.58K
+ 60.37%
$150.05 - $171.34 $1.29M - $1.47M
22.8K $3.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.8K
+ 17.93%
$77.02 - $85.06 $987K - $1.09M
84.3K $7.12M
AON
Aon PLC

Financial Services
3.4K
+ 48.05%
$293.16 - $351.06 $996K - $1.19M
10.5K $3.62M
FAST
Fastenal CO

Industrials
20.6K
+ 334.89%
$62.09 - $71.83 $1.28M - $1.48M
26.7K $1.91M
BNDX
Vanguard Total International B

ETFs
29.6K
+ 165.09%
$48.42 - $50.35 $1.43M - $1.49M
47.5K $2.39M
UBER
Uber Technologies, Inc

Technology
19.5K
+ 197.15%
$58.48 - $77.47 $1.14M - $1.51M
29.4K $2.21M
NEE
Nextera Energy Inc

Utilities
4.01K
+ 4.79%
$69.9 - $84.97 $280K - $340K
87.7K $7.41M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.21K
+ 0.89%
$84.77 - $97.13 $272K - $311K
365K $34.9M
MMM
3 M CO

Industrials
3.7K
+ 13.35%
$99.69 - $139.42 $369K - $516K
31.4K $4.29M
TSCO
Tractor Supply CO

Consumer Cyclical
4.3K
+ 85.0%
$251.95 - $290.93 $1.08M - $1.25M
9.36K $2.72M
MLM
Martin Marietta Materials Inc

Basic Materials
2.49K
+ 134.61%
$502.48 - $593.35 $1.25M - $1.48M
4.35K $2.34M
IQV
Iqvia Holdings Inc.

Healthcare
5.59K
+ 1863.67%
$206.81 - $251.55 $1.16M - $1.41M
5.89K $1.4M
VT
Vanguard Total World Stk Index

ETFs
683
+ 0.39%
$107.72 - $119.96 $73.6K - $81.9K
177K $21.2M
DE
Deere & CO

Industrials
1.51K
+ 9.9%
$344.84 - $418.0 $521K - $632K
16.8K $7M
AMT
American Tower Corp

Real Estate
1.66K
+ 7.21%
$192.27 - $242.73 $320K - $404K
24.7K $5.75M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.27K
+ 31.09%
$218.05 - $243.47 $930K - $1.04M
18K $4.38M
AMGN
Amgen Inc

Healthcare
2.69K
+ 8.19%
$309.38 - $337.38 $832K - $908K
35.5K $11.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.79K
+ 1.85%
$117.9 - $128.2 $211K - $229K
98.7K $12.7M
GLD
Spdr Gold Trust

ETFs
185
+ 0.47%
$215.56 - $246.98 $39.9K - $45.7K
39.5K $9.59M
BDX
Becton Dickinson & CO

Healthcare
4.18K
+ 28.31%
$221.47 - $242.41 $925K - $1.01M
18.9K $4.56M
MNST
Monster Beverage Corp

Consumer Defensive
19.3K
+ 548.65%
$45.01 - $52.47 $870K - $1.01M
22.9K $1.19M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.19K
+ 3.33%
$75.47 - $83.18 $316K - $348K
130K $10.8M
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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