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
FCX
Freeport Mcmoran Inc

Basic Materials
8.44K
+ 67.12%
$39.52 - $51.92 $334K - $438K
21K $1.05M
EQIX
Equinix Inc

Real Estate
445
+ 142.17%
$749.0 - $890.01 $333K - $396K
758 $672K
CEG
Constellation Energy Corp

Utilities
30
+ 0.43%
$167.08 - $262.86 $5.01K - $7.89K
7.06K $1.84M
CSX
Csx Corp

Industrials
9.08K
+ 9.21%
$32.48 - $35.45 $295K - $322K
108K $3.72M
AFL
Aflac Inc

Financial Services
2.35K
+ 36.75%
$88.52 - $111.8 $208K - $263K
8.74K $976K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.58K
+ 3.05%
$114.73 - $120.23 $182K - $190K
53.5K $6.4M
NOW
Service Now, Inc.

Technology
76
+ 2.45%
$730.87 - $937.36 $55.5K - $71.2K
3.18K $2.84M
XLF
Financial Sector Spdr

ETFs
403
+ 0.45%
$40.84 - $45.74 $16.5K - $18.4K
90.9K $4.12M
NMFC
New Mountain Finance Corp

Financial Services
34K
+ 79.58%
$11.84 - $12.5 $403K - $426K
76.8K $921K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.58K
+ 4.65%
$64.35 - $75.71 $101K - $119K
35.5K $2.62M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
12.9K
+ 3.8%
$19.2 - $19.63 $248K - $253K
353K $6.9M
TJX
Tjx Companies Inc

Consumer Cyclical
368
+ 0.83%
$107.93 - $120.23 $39.7K - $44.2K
44.7K $5.25M
CME
Cme Group Inc.

Financial Services
209
+ 1.55%
$193.43 - $220.62 $40.4K - $46.1K
13.7K $3.02M
CTRA
Coterra Energy Inc.

Energy
14.7K
+ 104650.0%
$22.62 - $27.37 $331K - $401K
14.7K $351K
SAP
Sap Se

Technology
1.22K
+ 54.05%
$197.21 - $231.0 $241K - $282K
3.48K $796K
D
Dominion Energy, Inc

Utilities
335
+ 0.94%
$48.01 - $58.53 $16.1K - $19.6K
35.8K $2.07M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
5.65K
+ 106.1%
$49.82 - $55.29 $282K - $313K
11K $607K
PFE
Pfizer Inc

Healthcare
4.01K
+ 1.83%
$27.7 - $31.39 $111K - $126K
223K $6.45M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.83K
+ 12.49%
$46.9 - $51.96 $180K - $199K
34.5K $1.78M
MOD
Modine Manufacturing CO

Consumer Cyclical
61
+ 0.66%
$94.6 - $133.72 $5.77K - $8.16K
9.36K $1.24M
O
Realty Income Corp

Real Estate
3.91K
+ 66.95%
$52.36 - $63.42 $205K - $248K
9.74K $617K
OKE
Oneok Inc

Energy
3.09K
+ 134.1%
$78.62 - $95.27 $243K - $294K
5.39K $491K
SPMD
Spdr Portfolio

ETFs
5.54K
+ 26361.9%
$50.29 - $54.92 $278K - $304K
5.56K $303K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
607
+ 1.32%
$63.5 - $69.79 $38.5K - $42.4K
46.4K $3.24M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.75K
+ 36.22%
$47.01 - $48.2 $270K - $277K
21.6K $1.04M
MELI
Mercadolibre Inc

Consumer Cyclical
129
+ 204.76%
$1591.44 - $2140.1 $205K - $276K
192 $393K
USO
United States Oil Fund, LP

ETFs
5.61K
+ 51.5%
$66.96 - $81.54 $375K - $457K
16.5K $1.15M
CMI
Cummins Inc

Industrials
7
+ 0.12%
$266.63 - $326.4 $1.87K - $2.28K
6.08K $1.97M
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.1K
+ 191.17%
$34.48 - $38.87 $245K - $276K
10.8K $416K
WSM
Williams Sonoma Inc

Consumer Cyclical
10.5K
+ 99.07%
$128.47 - $280.94 $1.35M - $2.95M
21.1K $3.27M
XLV
Select Sector Spdr Fund Health

ETFs
1.41K
+ 20.19%
$143.3 - $157.24 $202K - $222K
8.4K $1.29M
SJM
J M Smucker CO

Consumer Defensive
1.76K
+ 36.62%
$109.12 - $122.4 $192K - $215K
6.56K $794K
AOA
Ishares Tr Core Aggressive All

ETFs
283
+ 0.48%
$72.11 - $79.05 $20.4K - $22.4K
59.7K $4.71M
GLW
Corning Inc

Technology
626
+ 1.65%
$37.76 - $46.2 $23.6K - $28.9K
38.6K $1.74M
HSY
Hershey CO

Consumer Defensive
1.22K
+ 28.73%
$182.45 - $203.25 $222K - $248K
5.46K $1.05M
BBY
Best Buy CO Inc

Consumer Cyclical
429
+ 3.71%
$80.23 - $103.29 $34.4K - $44.3K
12K $1.24M
AJG
Arthur J. Gallagher & Co.

Financial Services
20
+ 0.17%
$259.22 - $299.75 $5.18K - $6K
11.7K $3.29M
COP
Conocophillips

Energy
4.08K
+ 21.33%
$102.3 - $116.61 $417K - $476K
23.2K $2.44M
ENB
Enbridge Inc

Energy
4.34K
+ 28.76%
$35.27 - $41.18 $153K - $179K
19.4K $788K
AMZN
Amazon Com Inc

Consumer Cyclical
13.2K
+ 4.14%
$161.02 - $200.0 $2.12M - $2.64M
332K $61.9M
MPC
Marathon Petroleum Corp

Energy
2.1K
+ 24.27%
$158.61 - $180.75 $333K - $380K
10.8K $1.75M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
302
+ 3.98%
$256.4 - $289.78 $77.4K - $87.5K
7.9K $2.24M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.08K
+ 54.65%
$150.01 - $182.29 $161K - $196K
3.05K $553K
FSLR
First Solar, Inc.

Technology
650
+ 20.07%
$205.36 - $255.78 $133K - $166K
3.89K $970K
MTCH
Match Group, Inc.

Communication Services
6.15K
+ 14997.56%
$29.34 - $38.14 $180K - $235K
6.19K $234K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.35K
+ 124.56%
$139.03 - $157.34 $188K - $212K
2.43K $382K
IDV
Ishares Tr

ETFs
5.03K
+ 17.15%
$27.62 - $30.64 $139K - $154K
34.4K $1.04M
SLV
I Shares Silver Trust

ETFs
7.09K
+ 51.94%
$24.33 - $29.38 $173K - $208K
20.7K $589K
DHI
Horton D R Inc

Consumer Cyclical
236
+ 6.53%
$135.21 - $197.06 $31.9K - $46.5K
3.85K $734K
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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