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
VEEV
Veeva Systems Inc

Healthcare
25
+ 0.65%
$180.43 - $223.9 $4.51K - $5.6K
3.89K $816K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
3.15K
+ 36.46%
$124.33 - $156.75 $391K - $493K
11.8K $1.47M
HAE
Haemonetics Corp

Healthcare
1.34K
+ 2060.0%
$72.45 - $91.58 $97K - $123K
1.4K $112K
IYJ
Ishares Tr

ETFs
6
+ 0.08%
$118.32 - $133.67 $710 - $802
7.46K $996K
WEC
Wec Energy Group, Inc.

Utilities
11
+ 0.18%
$77.68 - $96.19 $854 - $1.06K
5.99K $576K
PSN
Parsons Corp

Industrials
64
+ 1.39%
$76.52 - $103.68 $4.9K - $6.64K
4.67K $483K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
243
+ 1.83%
$101.72 - $112.94 $24.7K - $27.4K
13.5K $1.52M
C
Citigroup Inc

Financial Services
2.2K
+ 5.35%
$56.11 - $67.61 $124K - $149K
43.4K $2.72M
CHKP
Check Point Software Technologies LTD

Technology
29
+ 0.83%
$165.0 - $195.47 $4.79K - $5.67K
3.53K $680K
OTIS
Otis Worldwide Corp

Industrials
206
+ 1.95%
$91.43 - $104.43 $18.8K - $21.5K
10.8K $1.12M
AEM
Agnico Eagle Mines LTD

Basic Materials
126
+ 2.18%
$65.04 - $84.24 $8.2K - $10.6K
5.9K $475K
MRO
Marathon Oil Corp

Energy
3.96K
+ 95.76%
$25.87 - $29.26 $102K - $116K
8.09K $215K
VOE
Vanguard Mid Cap Value Index F

ETFs
26
+ 0.49%
$149.02 - $167.67 $3.87K - $4.36K
5.32K $892K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
697
+ 3.37%
$30.61 - $34.92 $21.3K - $24.3K
21.4K $736K
MET
Metlife Inc

Financial Services
976
+ 126.1%
$67.96 - $82.48 $66.3K - $80.5K
1.75K $144K
AEE
Ameren Corp

Utilities
38
+ 0.72%
$70.45 - $87.46 $2.68K - $3.32K
5.34K $466K
WDAY
Workday, Inc.

Technology
191
+ 10.52%
$207.75 - $264.68 $39.7K - $50.6K
2.01K $490K
WTW
Willis Towers Watson PLC

Financial Services
5
+ 0.19%
$257.34 - $294.53 $1.29K - $1.47K
2.58K $759K
HLI
Houlihan Lokey, Inc.

Financial Services
46
+ 1.4%
$134.11 - $161.99 $6.17K - $7.45K
3.33K $525K
CCK
Crown Holdings Inc

Consumer Cyclical
100
+ 2.94%
$71.52 - $95.86 $7.15K - $9.59K
3.5K $335K
PRU
Prudential Financial Inc

Financial Services
227
+ 1.62%
$105.53 - $127.32 $24K - $28.9K
14.3K $1.73M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
850
+ 3.19%
$51.02 - $52.74 $43.4K - $44.8K
27.5K $1.45M
DOW
Dow Inc.

Basic Materials
727
+ 2.79%
$50.15 - $55.41 $36.5K - $40.3K
26.8K $1.46M
GLDM
World Gold Trust

ETFs
145
+ 1.21%
$46.2 - $53.01 $6.7K - $7.69K
12.1K $630K
MTB
M&T Bank Corp

Financial Services
21
+ 0.75%
$146.49 - $179.85 $3.08K - $3.78K
2.83K $504K
TOL
Toll Brothers, Inc.

Consumer Cyclical
441
+ 153.13%
$109.16 - $155.35 $48.1K - $68.5K
729 $112K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
305
+ 22.58%
$72.18 - $107.33 $22K - $32.7K
1.66K $175K
CHH
Choice Hotels International Inc

Consumer Cyclical
466
+ 32.61%
$117.06 - $133.72 $54.5K - $62.3K
1.9K $246K
MANH
Manhattan Associates Inc

Technology
262
+ 2183.33%
$218.59 - $286.0 $57.3K - $74.9K
274 $77K
EXR
Extra Space Storage Inc.

Real Estate
39
+ 1.5%
$151.92 - $183.06 $5.92K - $7.14K
2.63K $474K
EQH
Equitable Holdings, Inc.

Financial Services
898
+ 3.19%
$37.05 - $43.61 $33.3K - $39.2K
29.1K $1.22M
IEMG
Ishares Inc

ETFs
1.04K
+ 0.89%
$53.64 - $53.64 $55.6K - $55.6K
118K $6.31M
IBP
Installed Building Products, Inc.

Consumer Cyclical
272
+ 503.7%
$198.8 - $270.35 $54.1K - $73.5K
326 $80K
CSL
Carlisle Companies Inc

Industrials
84
+ 12.17%
$376.5 - $449.34 $31.6K - $37.7K
774 $347K
CBT
Cabot Corp

Basic Materials
76
+ 2.55%
$86.96 - $111.73 $6.61K - $8.49K
3.06K $341K
GTO
Invesco Actively Managed ETF T

ETFs
765
+ 4.85%
$46.22 - $48.77 $35.4K - $37.3K
16.5K $798K
BR
Broadridge Financial Solutions, Inc.

Technology
272
+ 58.62%
$196.56 - $218.55 $53.5K - $59.4K
736 $158K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
434
+ 29.64%
$112.99 - $126.45 $49K - $54.9K
1.9K $239K
HIG
Hartford Financial Services Group, Inc.

Financial Services
320
+ 18.71%
$98.71 - $117.61 $31.6K - $37.6K
2.03K $238K
EXC
Exelon Corp

Utilities
157
+ 1.61%
$34.24 - $40.55 $5.38K - $6.37K
9.88K $400K
FTV
Fortive Corp

Technology
156
+ 1.45%
$67.01 - $79.2 $10.5K - $12.4K
10.9K $861K
XEL
Xcel Energy Inc

Utilities
126
+ 2.74%
$52.11 - $65.3 $6.57K - $8.23K
4.72K $308K
TFSL
Tfs Financial Corp

Financial Services
339
+ 0.14%
$12.36 - $14.06 $4.19K - $4.77K
243K $3.12M
BAH
Booz Allen Hamilton Holding Corp

Industrials
219
+ 7.23%
$138.82 - $162.76 $30.4K - $35.6K
3.25K $528K
PATK
Patrick Industries Inc

Consumer Cyclical
81
+ 5.55%
$105.01 - $146.96 $8.51K - $11.9K
1.54K $219K
AZPN
Aspen Technology, Inc.

Technology
1
+ 0.07%
$172.9 - $239.26 $173 - $239
1.5K $357K
MKSI
Mks Instruments Inc

Technology
583
+ 388.67%
$103.52 - $144.6 $60.4K - $84.3K
733 $79K
LII
Lennox International Inc

Industrials
12
+ 1.61%
$523.72 - $620.83 $6.28K - $7.45K
759 $458K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
292
+ 292.0%
$162.45 - $195.17 $47.4K - $57K
392 $74K
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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