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
VEA
Vanguard Ftse Developed Market

ETFs
3.03K
+ 1.21%
$47.6 - $53.31 $144K - $161K
253K $13.3M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
14.8K
+ 1235.68%
$58.35 - $66.29 $861K - $978K
15.9K $1.06M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.8K
+ 2.35%
$24.91 - $25.63 $468K - $482K
818K $21M
BLK
Black Rock Inc.

Financial Services
382
+ 10.35%
$782.27 - $949.51 $299K - $363K
4.07K $3.87M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
34.8K
+ 29.96%
$24.39 - $25.28 $849K - $880K
151K $3.79M
VONE
Vanguard Russell 1000 ETF

ETFs
2.7K
+ 16.55%
$234.0 - $260.07 $631K - $701K
19K $4.94M
IBMO
Ishares Tr Ibonds December 202

ETFs
25.1K
+ 3.25%
$25.26 - $25.66 $635K - $645K
798K $20.5M
LECO
Lincoln Electric Holdings Inc

Industrials
3.52K
+ 5.2%
$173.3 - $211.48 $610K - $745K
71.2K $13.7M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
4.84K
+ 44.94%
$141.31 - $161.48 $684K - $781K
15.6K $2.51M
IBMP
Ishares Tr Ibonds December 202

ETFs
20K
+ 2.53%
$24.92 - $25.47 $499K - $510K
811K $20.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.26K
+ 4.13%
$100.09 - $100.69 $827K - $832K
208K $21M
GOOG
Alphabet Inc.

Communication Services
21.7K
+ 12.64%
$149.54 - $192.66 $3.24M - $4.18M
193K $32.3M
RWR
Spdr Dow Jones Reit ETF

ETFs
2.33K
+ 5.4%
$92.36 - $108.47 $215K - $252K
45.4K $4.85M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.4K
+ 2.0%
$23.04 - $24.06 $286K - $299K
635K $15.3M
PM
Philip Morris International Inc.

Consumer Defensive
373
+ 0.99%
$101.25 - $127.45 $37.8K - $47.5K
38.1K $4.63M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.02K
+ 8.25%
$247.34 - $300.11 $253K - $307K
13.4K $3.99M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
6.97K
+ 33.8%
$96.3 - $106.49 $671K - $742K
27.6K $2.89M
GD
General Dynamics Corp

Industrials
2.31K
+ 46.58%
$279.51 - $308.09 $646K - $712K
7.28K $2.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.7K
+ 5.5%
$90.01 - $95.32 $423K - $448K
90.1K $8.53M
DUK
Duke Energy Corp

Utilities
947
+ 2.28%
$99.35 - $117.71 $94.1K - $111K
42.5K $4.9M
AVUV
American Centy ETF Tr Avantis

ETFs
6.86K
+ 59.03%
$88.24 - $99.7 $605K - $684K
18.5K $1.77M
EXI
Ishares Global Industrials ETF

ETFs
4.82K
+ 2411.0%
$131.6 - $149.88 $635K - $723K
5.02K $747K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.15K
+ 42.29%
$147.95 - $191.05 $614K - $793K
14K $2.42M
PANW
Palo Alto Networks Inc

Technology
1.66K
+ 3.37%
$294.18 - $368.01 $488K - $610K
50.9K $17.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.12K
+ 6.38%
$434.77 - $502.96 $485K - $561K
18.6K $9.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
256
+ 3.32%
$531.86 - $624.21 $136K - $160K
7.97K $4.93M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
11.6K
+ 20.1%
$42.87 - $45.76 $496K - $530K
69.2K $3.13M
CB
Chubb LTD

Financial Services
820
+ 6.76%
$252.51 - $292.2 $207K - $240K
12.9K $3.73M
MSI
Motorola Solutions, Inc.

Technology
205
+ 2.43%
$385.65 - $450.49 $79.1K - $92.4K
8.64K $3.88M
ITM
Vaneck Intermediate Muni ETF

ETFs
11.2K
+ 12.7%
$45.67 - $47.0 $510K - $525K
99.1K $4.65M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.19K
+ 4.59%
$49.93 - $51.15 $409K - $419K
187K $9.54M
KKR
Kkr & Co. Inc.

Financial Services
187
+ 0.83%
$104.51 - $133.23 $19.5K - $24.9K
22.8K $2.97M
CARR
Carrier Global Corp

Industrials
907
+ 3.08%
$61.9 - $80.88 $56.1K - $73.4K
30.3K $2.44M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.46K
+ 410.38%
$94.31 - $103.26 $515K - $564K
6.79K $696K
ACWI
Ishares Msci Acwi ETF

ETFs
1.83K
+ 3.81%
$107.24 - $119.84 $196K - $219K
49.9K $5.96M
PWR
Quanta Services, Inc.

Industrials
172
+ 1.48%
$239.58 - $298.23 $41.2K - $51.3K
11.8K $3.52M
XLK
Technology Sector Spdr

ETFs
2.39K
+ 17.04%
$197.34 - $237.68 $471K - $567K
16.4K $3.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.36K
+ 4.37%
$81.31 - $83.29 $354K - $363K
104K $8.66M
CL
Colgate Palmolive CO

Consumer Defensive
2.11K
+ 5.1%
$95.54 - $108.77 $201K - $229K
43.4K $4.51M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.01K
+ 3.45%
$320.55 - $412.94 $323K - $417K
30.2K $11.8M
NEM
Newmont Corp

Basic Materials
4.05K
+ 17.11%
$41.65 - $55.85 $169K - $226K
27.7K $1.48M
NVO
Novo Nordisk A S

Healthcare
7.22K
+ 45.91%
$119.07 - $145.42 $860K - $1.05M
22.9K $2.73M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.19K
+ 17.58%
$168.57 - $213.65 $201K - $255K
7.98K $1.63M
KNSL
Kinsale Capital Group, Inc.

Financial Services
185
+ 3.83%
$370.41 - $491.09 $68.5K - $90.9K
5.01K $2.33M
ED
Consolidated Edison Inc

Utilities
3.34K
+ 40.27%
$88.42 - $104.97 $295K - $351K
11.6K $1.21M
SYK
Stryker Corp

Healthcare
396
+ 2.57%
$315.94 - $371.96 $125K - $147K
15.8K $5.7M
ALL
Allstate Corp

Financial Services
17
+ 0.11%
$158.43 - $192.86 $2.69K - $3.28K
15.3K $2.91M
CTSH
Cognizant Technology Solutions Corp

Technology
5.26K
+ 107.3%
$66.89 - $77.87 $352K - $410K
10.2K $784K
SWK
Stanley Black & Decker, Inc.

Industrials
908
+ 7.91%
$77.75 - $110.17 $70.6K - $100K
12.4K $1.37M
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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