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
VMC
Vulcan Materials CO

Basic Materials
6
+ 0.41%
$237.95 - $292.31 $1.43K - $1.75K
1.48K $380K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
2.12K
+ 16.53%
$10.39 - $11.25 $22.1K - $23.9K
15K $156K
CHKP
Check Point Software Technologies LTD

Technology
178
+ 5.04%
$170.18 - $209.01 $30.3K - $37.2K
3.71K $692K
HEI
Heico Corp

Industrials
235
+ 12.76%
$237.06 - $279.02 $55.7K - $65.6K
2.08K $493K
SRAD
Sportradar Group Ag

Technology
125
+ 6.5%
$11.84 - $17.73 $1.48K - $2.22K
2.05K $35K
MBB
Ishares Tr

ETFs
228
+ 9.36%
$91.26 - $95.82 $20.8K - $21.8K
2.67K $244K
WAT
Waters Corp

Healthcare
13
+ 2.43%
$323.11 - $392.01 $4.2K - $5.1K
548 $203K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
382
+ 123.23%
$19.44 - $28.35 $7.43K - $10.8K
692 $17K
MNST
Monster Beverage Corp

Consumer Defensive
37
+ 0.16%
$49.24 - $56.38 $1.82K - $2.09K
22.9K $1.2M
FRPT
Freshpet, Inc.

Consumer Defensive
69
+ 123.21%
$132.54 - $156.76 $9.15K - $10.8K
125 $18K
CATH
Global X Fds Global X S&P 500

ETFs
110
+ 7.76%
$68.5 - $73.81 $7.54K - $8.12K
1.53K $108K
PCOR
Procore Technologies, Inc.

Technology
50
+ 10.06%
$58.8 - $85.72 $2.94K - $4.29K
547 $40K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
527
+ 31.82%
$82.28 - $117.52 $43.4K - $61.9K
2.18K $185K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
125
+ 48.08%
$99.04 - $109.59 $12.4K - $13.7K
385 $38K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
300
+ 375.0%
$22.72 - $28.29 $6.82K - $8.49K
380 $10K
AI
C3.Ai, Inc.

Technology
150
+ 37.5%
$22.6 - $42.94 $3.39K - $6.44K
550 $18K
AXTI
Axt Inc

Technology
5K
+ 100.0%
$1.73 - $2.91 $8.65K - $14.6K
10K $21K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
13
+ 0.49%
$124.61 - $133.96 $1.62K - $1.74K
2.67K $344K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
16
+ 5.21%
$110.69 - $154.48 $1.77K - $2.47K
323 $41K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
84
+ 9.13%
$17.13 - $34.23 $1.44K - $2.88K
1K $24K
AIT
Applied Industrial Technologies Inc

Industrials
22
+ 12.43%
$220.05 - $280.49 $4.84K - $6.17K
199 $47K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
14
+ 31.82%
$202.45 - $354.85 $2.83K - $4.97K
58 $17K
MIR
Mirion Technologies, Inc.

Industrials
192
+ 26.23%
$10.94 - $18.65 $2.1K - $3.58K
924 $16K
BROS
Dutch Bros Inc.

Consumer Cyclical
34
+ 11.49%
$30.72 - $55.82 $1.04K - $1.9K
330 $17K
JNK
Spdr Bloomberg High Yield Bond

ETFs
114
+ 8.11%
$94.77 - $97.36 $10.8K - $11.1K
1.52K $145K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
347
+ 80.89%
$16.15 - $20.36 $5.6K - $7.06K
776 $15K
SNA
Snap On Inc

Industrials
3
+ 1.97%
$285.44 - $371.35 $856 - $1.11K
155 $52K
SHAK
Shake Shack Inc.

Consumer Cyclical
61
+ 305.0%
$101.73 - $138.76 $6.21K - $8.46K
81 $10K
PEN
Penumbra Inc

Healthcare
18
+ 23.68%
$190.97 - $253.66 $3.44K - $4.57K
94 $22K
WTM
White Mountains Insurance Group LTD

Financial Services
3
+ 75.0%
$1755.01 - $2015.0 $5.27K - $6.05K
7 $13K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
101
+ 29.53%
$47.66 - $57.86 $4.81K - $5.84K
443 $25K
ITA
Ishares Tr

ETFs
91
+ 5.85%
$144.31 - $157.31 $13.1K - $14.3K
1.65K $239K
LMND
Lemonade, Inc.

Financial Services
53
+ 21.12%
$15.65 - $51.81 $829 - $2.75K
304 $11K
ARGX
Argenx Se

Healthcare
1
+ 1.23%
$520.52 - $638.33 $521 - $638
82 $50K
KN
Knowles Corp

Technology
253
+ 41.61%
$17.04 - $20.23 $4.31K - $5.12K
861 $17K
MTN
Vail Resorts Inc

Consumer Cyclical
13
+ 4.15%
$165.69 - $195.44 $2.15K - $2.54K
326 $61K
MUSA
Murphy Usa Inc.

Consumer Cyclical
12
+ 28.57%
$473.11 - $555.48 $5.68K - $6.67K
54 $27K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.04%
$417.69 - $450.94 $418 - $451
2.62K $1.12M
NBIX
Neurocrine Biosciences Inc

Healthcare
5
+ 1.62%
$111.62 - $139.44 $558 - $697
313 $42K
HAYW
Hayward Holdings, Inc.

Industrials
472
+ 11.46%
$14.5 - $16.6 $6.84K - $7.84K
4.59K $70K
SABR
Sabre Corp

Consumer Cyclical
2.15K
+ 6.79%
$3.18 - $4.1 $6.84K - $8.82K
33.8K $123K
RDNT
Rad Net, Inc.

Healthcare
106
+ 40.3%
$64.99 - $86.38 $6.89K - $9.16K
369 $25K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
255
+ 2.54%
$11.34 - $12.27 $2.89K - $3.13K
10.3K $123K
SIGI
Selective Insurance Group Inc

Financial Services
69
+ 35.57%
$90.05 - $102.09 $6.21K - $7.04K
263 $24K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
97
+ 19.84%
$28.61 - $42.55 $2.78K - $4.13K
586 $21K
GNRC
Generac Holdings Inc.

Industrials
45
+ 10.54%
$154.28 - $195.11 $6.94K - $8.78K
472 $73K
BURL
Burlington Stores, Inc.

Consumer Cyclical
15
+ 20.55%
$242.7 - $295.49 $3.64K - $4.43K
88 $25K
CFG
Citizens Financial Group Inc

Financial Services
14
+ 0.65%
$39.92 - $48.46 $559 - $678
2.16K $94K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
38
+ 1.53%
$9.71 - $15.34 $369 - $583
2.52K $33K
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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