Clearstead Advisors, LLC Incresed Positions in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
165
+ 6.21%
$362.95 - $502.38 $59.9K - $82.9K
2.82K $1.26M
RPD
Rapid7, Inc.

Technology
7.03K
+ 10338.24%
$37.61 - $43.94 $264K - $309K
7.1K $285K
IYH
Ishares Tr

ETFs
4.76K
+ 576.85%
$57.53 - $65.24 $274K - $310K
5.58K $325K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.48K
+ 1370.75%
$48.59 - $49.45 $266K - $271K
5.88K $289K
RPM
Rpm International Inc

Basic Materials
2.06K
+ 24.31%
$120.09 - $140.26 $247K - $289K
10.5K $1.29M
ASH
Ashland Global Holdings Inc

Basic Materials
3.7K
+ 1340.22%
$70.93 - $87.79 $262K - $325K
3.98K $284K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.3K
+ 13.71%
$23.88 - $24.32 $293K - $298K
102K $2.44M
MKSI
Mks Instruments Inc

Technology
2.47K
+ 337.11%
$98.56 - $117.93 $244K - $291K
3.2K $334K
ITOT
Ishares Core S&P Total U.S. St

ETFs
49
+ 0.06%
$124.26 - $134.12 $6.09K - $6.57K
83K $10.7M
GLD
Spdr Gold Trust

ETFs
1.13K
+ 2.86%
$236.59 - $257.5 $267K - $290K
40.6K $9.83M
DFS
Discover Financial Services

Financial Services
1.26K
+ 333.6%
$136.3 - $182.67 $172K - $230K
1.64K $283K
LOW
Lowes Companies Inc

Consumer Cyclical
5K
+ 11.95%
$244.52 - $284.07 $1.22M - $1.42M
46.8K $11.6M
NMFC
New Mountain Finance Corp

Financial Services
25.1K
+ 32.73%
$10.68 - $11.94 $269K - $300K
102K $1.15M
LNG
Cheniere Energy, Inc.

Energy
847
+ 67.87%
$181.07 - $225.92 $153K - $191K
2.1K $450K
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.77K
+ 71.81%
$33.93 - $38.37 $264K - $298K
18.6K $638K
ARES
Ares Management Corp

Financial Services
1.25K
+ 17785.71%
$153.38 - $183.7 $191K - $229K
1.25K $221K
XLE
Energy Sector Spdr

ETFs
2.73K
+ 22.98%
$83.32 - $97.27 $228K - $266K
14.6K $1.25M
IYW
Ishares Dj Us Tech ETF

ETFs
1.1K
+ 26.95%
$148.14 - $166.23 $163K - $183K
5.18K $826K
AON
Aon PLC

Financial Services
197
+ 1.88%
$344.14 - $393.31 $67.8K - $77.5K
10.7K $3.83M
SAP
Sap Se

Technology
599
+ 17.23%
$218.13 - $255.54 $131K - $153K
4.08K $1M
PAYX
Paychex Inc

Industrials
834
+ 5.56%
$135.86 - $148.73 $113K - $124K
15.8K $2.22M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.8K
+ 73.82%
$17.93 - $18.8 $193K - $203K
25.4K $462K
VBR
Vanguard Small Cap Value ETF

ETFs
1.24K
+ 6.86%
$197.36 - $217.3 $244K - $269K
19.3K $3.82M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.78K
+ 1376.74%
$87.56 - $119.8 $156K - $213K
1.91K $209K
NEOG
Neogen Corp

Healthcare
16.3K
+ 8146.0%
$11.64 - $16.4 $190K - $267K
16.5K $200K
DECK
Deckers Outdoor Corp

Consumer Cyclical
24
+ 0.56%
$152.04 - $211.12 $3.65K - $5.07K
4.3K $873K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.28K
+ 141.77%
$107.98 - $143.92 $139K - $185K
2.19K $293K
MKC
Mccormick & CO Inc

Consumer Defensive
3.95K
+ 21.88%
$73.97 - $84.09 $292K - $332K
22K $1.68M
AIG
American International Group, Inc.

Financial Services
2.63K
+ 39.89%
$70.0 - $79.22 $184K - $208K
9.21K $670K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
10.6K
+ 23.33%
$30.42 - $36.45 $321K - $385K
55.8K $1.77M
SCHA
Schwab Strategic Tr Us Small C

ETFs
41.5K
+ 120.16%
$25.33 - $51.16 $1.05M - $2.12M
76K $1.96M
AJG
Arthur J. Gallagher & Co.

Financial Services
551
+ 4.72%
$278.49 - $315.16 $153K - $174K
12.2K $3.47M
GPC
Genuine Parts CO

Consumer Cyclical
1.97K
+ 84.18%
$113.11 - $143.63 $223K - $283K
4.31K $503K
IGM
Ishares Expanded Tech Sector E

ETFs
1.35K
+ 28.9%
$94.19 - $106.95 $127K - $144K
6.02K $614K
TXN
Texas Instruments Inc

Technology
816
+ 0.83%
N/A
99K $19.3M
GBDC
Golub Capital Bdc, Inc.

Financial Services
9.93K
+ 323.36%
$14.69 - $15.67 $146K - $156K
13K $197K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
15.7K
+ 142.86%
$27.45 - $55.56 $431K - $872K
26.7K $755K
AVUV
American Centy ETF Tr Avantis

ETFs
1.38K
+ 7.49%
$94.37 - $106.41 $131K - $147K
19.9K $1.92M
TOST
Toast, Inc.

Technology
416
+ 2.72%
$27.43 - $43.54 $11.4K - $18.1K
15.7K $573K
UNP
Union Pacific Corp

Industrials
2.21K
+ 10.97%
$223.15 - $249.32 $493K - $551K
22.4K $5.1M
BRKR
Bruker Corp

Healthcare
2.32K
+ 4383.02%
$48.25 - $67.46 $112K - $157K
2.38K $139K
AXON
Axon Enterprise, Inc.

Industrials
47
+ 8.53%
$399.22 - $689.78 $18.8K - $32.4K
598 $355K
VONE
Vanguard Russell 1000 ETF

ETFs
25
+ 0.13%
$257.18 - $277.76 $6.43K - $6.94K
19K $5.07M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2.04K
+ 22.72%
N/A
11K $714K
CAH
Cardinal Health Inc

Healthcare
990
+ 57.56%
$107.89 - $125.33 $107K - $124K
2.71K $320K
GTO
Invesco Actively Managed ETF T

ETFs
3.45K
+ 20.89%
$46.33 - $48.41 $160K - $167K
20K $926K
ELY
Callaway Golf CO

Consumer Cyclical
6.6K
+ 32.03%
N/A
27.2K $511K
FTNT
Fortinet, Inc.

Technology
615
+ 15.91%
$76.49 - $99.21 $47K - $61K
4.48K $423K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.1%
$246.06 - $292.59 $984 - $1.17K
4.01K $1.12M
Activity Summary
Buys All Purchases 826 New Holdings 188 Increased Positions 638 Sells All Sells 684 Reductions 681 Sold out 3 Options Calls 3 Puts 0
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