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
FIS
Fidelity National Information Services, Inc.

Technology
2.51K
+ 175.16%
$72.8 - $85.04 $183K - $213K
3.94K $330K
CMCSA
Comcast Corp

Communication Services
603
+ 0.8%
$37.33 - $41.78 $22.5K - $25.2K
75.6K $3.16M
INQQ
Exchange Traded Concepts Tr In

ETFs
12.7K
+ 186.83%
$15.0 - $17.1 $191K - $218K
19.6K $320K
AYI
Acuity Brands Inc

Industrials
14
+ 0.23%
$222.88 - $275.47 $3.12K - $3.86K
6.21K $1.71M
MCK
Mckesson Corp

Healthcare
723
+ 45.41%
$479.06 - $630.38 $346K - $456K
2.32K $1.14M
COF
Capital One Financial Corp

Financial Services
215
+ 1.33%
$131.42 - $153.05 $28.3K - $32.9K
16.4K $2.46M
MCO
Moodys Corp

Financial Services
27
+ 0.72%
$421.49 - $494.67 $11.4K - $13.4K
3.77K $1.79M
ARLP
Alliance Resource Partners LP

Energy
8.44K
+ 202.3%
$22.57 - $25.89 $190K - $219K
12.6K $315K
TRV
Travelers Companies, Inc.

Financial Services
68
+ 1.09%
$201.87 - $242.35 $13.7K - $16.5K
6.28K $1.47M
HRL
Hormel Foods Corp

Consumer Defensive
6.16K
+ 847.59%
$30.04 - $33.14 $185K - $204K
6.89K $218K
IFF
International Flavors & Fragrances Inc

Basic Materials
1.77K
+ 283.2%
$93.14 - $105.12 $165K - $186K
2.4K $251K
FTNT
Fortinet, Inc.

Technology
2.06K
+ 114.36%
$55.39 - $77.55 $114K - $160K
3.87K $299K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
12.6K
+ 71.59%
$9.14 - $12.13 $115K - $153K
30.2K $347K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
9.38K
+ 73.31%
$14.71 - $17.73 $138K - $166K
22.2K $382K
TTD
Trade Desk, Inc.

Technology
174
+ 1.29%
$83.08 - $110.79 $14.5K - $19.3K
13.7K $1.5M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.77K
+ 551.99%
$53.01 - $82.74 $147K - $229K
3.27K $211K
VTWV
Vanguard Russell 2000 Value Et

ETFs
2
+ 0.02%
$132.06 - $150.96 $264 - $302
12.8K $1.89M
TT
Trane Technologies PLC

Industrials
115
+ 5.63%
$314.21 - $388.71 $36.1K - $44.7K
2.16K $839K
EOG
Eog Resources Inc

Energy
1.39K
+ 74.4%
$117.9 - $132.65 $164K - $184K
3.26K $400K
SUB
Ishares Short Term National Mu

ETFs
1.5K
+ 45.9%
$104.3 - $106.3 $156K - $159K
4.77K $506K
SPOT
Spotify Technology S.A.

Communication Services
63
+ 2.43%
$290.16 - $384.01 $18.3K - $24.2K
2.66K $979K
AMP
Ameriprise Financial Inc

Financial Services
8
+ 0.21%
$391.53 - $469.81 $3.13K - $3.76K
3.74K $1.76M
BEP
Brookfield Renewable Partners L.P.

Utilities
4.14K
+ 32.98%
$23.3 - $28.3 $96.3K - $117K
16.7K $469K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
1.22K
+ 1.26%
$32.83 - $34.88 $39.9K - $42.4K
97.7K $3.41M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
56
+ 0.16%
$58.03 - $65.37 $3.25K - $3.66K
34.8K $2.25M
AKAM
Akamai Technologies Inc

Technology
1.71K
+ 1.59%
N/A
109K $9.93M
PLD
Prologis, Inc.

Real Estate
112
+ 1.1%
$111.95 - $132.43 $12.5K - $14.8K
10.3K $1.3M
BMI
Badger Meter Inc

Technology
703
+ 3905.56%
$184.77 - $219.63 $130K - $154K
721 $157K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
215
+ 2.67%
$210.25 - $231.86 $45.2K - $49.8K
8.27K $1.84M
ACGL
Arch Capital Group Ltd.

Financial Services
313
+ 3.13%
$94.47 - $114.25 $29.6K - $35.8K
10.3K $1.15M
CTAS
Cintas Corp

Industrials
2.29K
+ 345.85%
$201.38 - $819.83 $462K - $1.88M
2.96K $608K
AME
Ametek Inc

Industrials
655
+ 10.22%
$152.74 - $176.01 $100K - $115K
7.07K $1.21M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2.14K
+ 31.33%
N/A
8.99K $582K
AEP
American Electric Power CO Inc

Utilities
35
+ 0.4%
$87.11 - $104.95 $3.05K - $3.67K
8.89K $911K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.11K
+ 28.1%
$85.03 - $94.56 $94.1K - $105K
5.05K $469K
SSNC
Ss&C Technologies Holdings Inc

Technology
31
+ 0.28%
$61.42 - $76.46 $1.9K - $2.37K
11K $815K
GRMN
Garmin LTD

Technology
168
+ 2.25%
$161.1 - $183.29 $27.1K - $30.8K
7.64K $1.34M
LHX
L3 Harris Technologies, Inc.

Industrials
242
+ 4.63%
$221.96 - $243.27 $53.7K - $58.9K
5.47K $1.3M
AZO
Autozone Inc

Consumer Cyclical
34
+ 33.66%
$2815.0 - $3212.87 $95.7K - $109K
135 $425K
DG
Dollar General Corp

Consumer Defensive
2.32K
+ 154.74%
$80.41 - $132.42 $186K - $307K
3.82K $322K
STX
Seagate Technology Holdings PLC

Technology
480
+ 4.29%
$92.1 - $110.76 $44.2K - $53.2K
11.7K $1.28M
BK
Bank Of New York Mellon Corp

Financial Services
238
+ 2.77%
$59.54 - $72.17 $14.2K - $17.2K
8.83K $634K
VDC
Vanguard Consumer Staples ETF

ETFs
6
+ 0.08%
$201.77 - $221.32 $1.21K - $1.33K
7.58K $1.66M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
277
+ 10.37%
$107.74 - $140.72 $29.8K - $39K
2.95K $412K
MSCI
Msci Inc.

Financial Services
142
+ 42.51%
$479.31 - $584.91 $68.1K - $83.1K
476 $277K
WELL
Welltower Inc.

Real Estate
76
+ 1.69%
$104.0 - $129.74 $7.9K - $9.86K
4.58K $586K
VRSK
Verisk Analytics, Inc.

Industrials
437
+ 37.22%
$260.31 - $285.99 $114K - $125K
1.61K $431K
ADI
Analog Devices Inc

Technology
391
+ 3.12%
$200.56 - $243.33 $78.4K - $95.1K
12.9K $2.97M
SRE
Sempra Energy

Utilities
838
+ 14.93%
$74.97 - $84.04 $62.8K - $70.4K
6.45K $539K
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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