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
DHY
Credit Suisse High Yield Bond Fund

Financial Services
24.3K
+ 203.65%
$2.02 - $2.27 $49.1K - $55.1K
36.2K $82K
JNK
Spdr Bloomberg High Yield Bond

ETFs
560
+ 66.19%
$93.65 - $97.81 $52.4K - $54.8K
1.41K $137K
IONQ
Ion Q, Inc.

Technology
3K
+ 16.67%
$6.57 - $9.71 $19.7K - $29.1K
21K $183K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
381
+ 24.42%
$97.19 - $109.09 $37K - $41.6K
1.94K $209K
IBN
Icici Bank LTD

Financial Services
959
+ 3.69%
$27.58 - $31.38 $26.4K - $30.1K
26.9K $803K
CMA
Comerica Inc

Financial Services
65
+ 1.14%
$49.93 - $61.49 $3.25K - $4K
5.76K $345K
BWXT
Bwx Technologies, Inc.

Industrials
20
+ 0.52%
$92.38 - $108.7 $1.85K - $2.17K
3.84K $417K
CTVA
Corteva, Inc.

Basic Materials
27
+ 0.25%
$50.72 - $58.78 $1.37K - $1.59K
10.7K $629K
RACE
Ferrari N.V.

Consumer Cyclical
100
+ 101.01%
$405.92 - $496.79 $40.6K - $49.7K
199 $93K
VGT
Vanguard Information Technolog

ETFs
18
+ 0.44%
$514.43 - $606.85 $9.26K - $10.9K
4.11K $2.41M
MNDY
Monday.Com Ltd.

Technology
140
+ 37.43%
$202.41 - $281.64 $28.3K - $39.4K
514 $142K
GIS
General Mills Inc

Consumer Defensive
82
+ 1.9%
$62.5 - $75.15 $5.13K - $6.16K
4.39K $324K
PB
Prosperity Bancshares Inc

Financial Services
685
+ 482.39%
$59.22 - $74.29 $40.6K - $50.9K
827 $59K
OMC
Omnicom Group Inc.

Communication Services
12
+ 0.34%
$87.69 - $103.9 $1.05K - $1.25K
3.52K $364K
PRGO
Perrigo CO PLC

Healthcare
1.37K
+ 5.56%
$25.44 - $29.27 $34.9K - $40.2K
26K $682K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.03K
+ 12.61%
$29.85 - $41.1 $30.9K - $42.5K
9.24K $362K
RF
Regions Financial Corp

Financial Services
4
+ 0.03%
$19.51 - $23.42 $78 - $93.7
14.4K $336K
WMB
Williams Companies, Inc.

Energy
230
+ 1.94%
$41.24 - $46.22 $9.49K - $10.6K
12.1K $552K
HCA
Hca Healthcare, Inc.

Healthcare
39
+ 10.24%
$315.12 - $406.43 $12.3K - $15.9K
420 $170K
PAYC
Paycom Software, Inc.

Technology
240
+ 77.17%
$140.16 - $173.86 $33.6K - $41.7K
551 $91K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.11%
$146.64 - $174.54 $293 - $349
1.8K $312K
NDAQ
Nasdaq, Inc.

Financial Services
166
+ 6.1%
$59.48 - $74.31 $9.87K - $12.3K
2.89K $210K
MPWR
Monolithic Power Systems Inc

Technology
2
+ 0.46%
$757.04 - $947.16 $1.51K - $1.89K
433 $400K
LNT
Alliant Energy Corp

Utilities
673
+ 128.68%
$50.74 - $60.74 $34.1K - $40.9K
1.2K $72K
DLR
Digital Realty Trust, Inc.

Real Estate
158
+ 8.5%
$144.47 - $162.98 $22.8K - $25.8K
2.02K $326K
GOLD
Barrick Gold Corp

Basic Materials
19
+ 0.14%
$16.56 - $21.01 $315 - $399
13.6K $270K
DVA
Davita Inc.

Healthcare
35
+ 2.33%
$133.98 - $165.19 $4.69K - $5.78K
1.54K $251K
RDVY
First Trust Rising Dividend Ac

ETFs
56
+ 0.63%
$53.68 - $59.24 $3.01K - $3.32K
9.01K $533K
TRGP
Targa Resources Corp.

Energy
257
+ 138.17%
$127.86 - $156.46 $32.9K - $40.2K
443 $65K
FIX
Comfort Systems Usa Inc

Industrials
22
+ 5.74%
$292.14 - $396.82 $6.43K - $8.73K
405 $158K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.9K
+ 508.6%
$13.31 - $15.65 $38.6K - $45.4K
3.47K $49K
ROKU
Roku, Inc

Communication Services
101
+ 4.44%
$51.67 - $77.48 $5.22K - $7.83K
2.38K $177K
IEF
Ishares Barclays

ETFs
18
+ 0.21%
$92.67 - $99.14 $1.67K - $1.78K
8.43K $826K
IOT
Samsara Inc.

Technology
211
+ 10.9%
$34.85 - $49.75 $7.35K - $10.5K
2.15K $103K
EPD
Enterprise Products Partners L.P.

Energy
1.09K
+ 2.18%
$27.88 - $30.0 $30.4K - $32.7K
51K $1.49M
REET
Ishares Global Reit ETF

ETFs
159
+ 1.64%
$23.07 - $27.17 $3.67K - $4.32K
9.87K $263K
SPG
Simon Property Group Inc

Real Estate
105
+ 8.84%
$146.09 - $170.11 $15.3K - $17.9K
1.29K $218K
SMCI
Super Micro Computer, Inc.

Technology
130
+ 302.33%
$386.46 - $909.96 $50.2K - $118K
173 $72K
UNM
Unum Group

Financial Services
233
+ 8.21%
$49.81 - $59.44 $11.6K - $13.8K
3.07K $182K
THC
Tenet Healthcare Corp

Healthcare
98
+ 16.33%
$129.27 - $168.03 $12.7K - $16.5K
698 $116K
PCVX
Vaxcyte, Inc.

Healthcare
16
+ 1.8%
$70.52 - $117.12 $1.13K - $1.87K
905 $103K
SIVR
Abrdn Silver ETF Trust

ETFs
113
+ 0.65%
$25.48 - $30.77 $2.88K - $3.48K
17.4K $517K
IDXX
Idexx Laboratories Inc

Healthcare
8
+ 0.47%
$455.08 - $517.19 $3.64K - $4.14K
1.71K $863K
CHDN
Churchill Downs Inc

Consumer Cyclical
256
+ 256.0%
$130.35 - $145.0 $33.4K - $37.1K
356 $48K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
28
+ 1.18%
$201.82 - $234.36 $5.65K - $6.56K
2.4K $552K
CMS
Cms Energy Corp

Utilities
71
+ 2.78%
$58.7 - $70.62 $4.17K - $5.01K
2.63K $185K
MHO
M/I Homes, Inc.

Consumer Cyclical
10
+ 1.57%
$116.02 - $172.21 $1.16K - $1.72K
647 $110K
ZION
Zions Bancorporation, National Association

Financial Services
24
+ 0.3%
$42.49 - $52.53 $1.02K - $1.26K
8.14K $384K
FANG
Diamondback Energy, Inc.

Energy
351
+ 33.52%
$168.46 - $210.94 $59.1K - $74K
1.4K $241K
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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