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
EXR
Extra Space Storage Inc.

Real Estate
583
+ 22.16%
$142.35 - $178.32 $83K - $104K
3.21K $480K
GKOS
Glaukos Corp

Healthcare
29
+ 32.95%
$126.42 - $152.67 $3.67K - $4.43K
117 $17K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
64
+ 20.38%
$60.17 - $75.64 $3.85K - $4.84K
378 $26K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
33
+ 2.63%
$39.86 - $46.0 $1.32K - $1.52K
1.29K $54K
PCTY
Paylocity Holding Corp

Technology
19
+ 55.88%
$162.14 - $213.79 $3.08K - $4.06K
53 $10K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
201
+ 2.85%
$77.02 - $78.58 $15.5K - $15.8K
7.25K $559K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
112
+ 20.0%
$56.06 - $61.35 $6.28K - $6.87K
672 $37K
STEP
Step Stone Group Inc.

Financial Services
91
+ 118.18%
$57.28 - $69.32 $5.21K - $6.31K
168 $9K
EPAM
Epam Systems, Inc.

Technology
29
+ 26.36%
N/A
139 $25K
SU
Suncor Energy Inc

Energy
127
+ 22.4%
$34.5 - $41.53 $4.38K - $5.27K
694 $24K
DSTL
ETF Ser Solution Distillate Us

ETFs
78
+ 23.35%
$54.74 - $58.88 $4.27K - $4.59K
412 $22K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
50
+ 625.0%
$58.32 - $85.45 $2.92K - $4.27K
58 $4K
MIDE
Dbx ETF Tr S&P Midcap 400 Esg

ETFs
146
+ 7.67%
$30.43 - $33.47 $4.44K - $4.89K
2.05K $62K
APPF
Appfolio Inc

Technology
12
+ 48.0%
$192.07 - $269.26 $2.3K - $3.23K
37 $9K
MFC
Manulife Financial Corp

Financial Services
53
+ 2.06%
$29.21 - $32.87 $1.55K - $1.74K
2.63K $80K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2
+ 0.27%
$36.5 - $53.22 $73 - $106
737 $31K
TQQQ
Proshares Ultrapro Qqq

ETFs
4
+ 0.76%
$69.42 - $93.29 $278 - $373
533 $42K
AMSWA
American Software Inc

Technology
389
+ 60.4%
$10.24 - $10.96 $3.98K - $4.26K
1.03K $11K
UBSI
United Bankshares Inc

Financial Services
16
+ 0.27%
$35.53 - $43.29 $568 - $693
6.05K $227K
PEB
Pebblebrook Hotel Trust

Real Estate
57
+ 0.92%
$11.85 - $14.94 $675 - $852
6.24K $84K
ALV
Autoliv Inc

Consumer Cyclical
25
+ 3.02%
$91.27 - $101.57 $2.28K - $2.54K
853 $80K
CVNA
Carvana Co.

Consumer Cyclical
2
+ 2.02%
$175.8 - $260.8 $352 - $522
101 $20K
WSBC
Wesbanco Inc

Financial Services
86
+ 55.48%
$28.7 - $36.45 $2.47K - $3.13K
241 $7K
FIVN
Five9, Inc.

Technology
37
+ 55.22%
$27.26 - $43.41 $1.01K - $1.61K
104 $4K
RE
Everest Re Group LTD

Financial Services
10
+ 11.49%
N/A
97 $35K
ITRI
Itron, Inc.

Technology
25
+ 49.02%
$101.26 - $124.45 $2.53K - $3.11K
76 $8K
AAON
Aaon, Inc.

Industrials
10
+ 4.57%
$106.25 - $140.75 $1.06K - $1.41K
229 $26K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
88
+ 1.67%
N/A
5.35K $168K
ECPG
Encore Capital Group Inc

Financial Services
62
+ 48.44%
$43.97 - $50.01 $2.73K - $3.1K
190 $9K
MMSI
Merit Medical Systems Inc

Healthcare
27
+ 29.35%
$93.76 - $105.52 $2.53K - $2.85K
119 $11K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1
+ 0.32%
$57.27 - $71.33 $57.3 - $71.3
318 $20K
AL
Air Lease Corp

Industrials
21
+ 5.85%
$42.79 - $52.16 $899 - $1.1K
380 $18K
ILMN
Illumina, Inc.

Healthcare
3
+ 0.58%
$128.99 - $155.15 $387 - $465
516 $68K
HWM
Howmet Aerospace Inc.

Industrials
4
+ 1.6%
$99.72 - $120.09 $399 - $480
254 $27K
ESTA
Establishment Labs Holdings Inc.

Healthcare
49
+ 70.0%
$37.51 - $48.81 $1.84K - $2.39K
119 $5K
DOV
Dover Corp

Industrials
55
+ 2.77%
$184.72 - $206.51 $10.2K - $11.4K
2.04K $382K
ACVA
Acv Auctions Inc.

Consumer Cyclical
4
+ 0.29%
$17.04 - $23.17 $68.2 - $92.7
1.4K $30K
VNO
Vornado Realty Trust

Real Estate
32
+ 9.25%
$38.63 - $45.76 $1.24K - $1.46K
378 $15K
CABO
Cable One, Inc.

Communication Services
4
+ 11.76%
$316.06 - $425.99 $1.26K - $1.7K
38 $13K
SANM
Sanmina Corp

Technology
14
+ 11.02%
$65.07 - $83.88 $911 - $1.17K
141 $10K
FIGS
Figs, Inc.

Consumer Cyclical
480
+ 81.91%
$4.67 - $6.75 $2.24K - $3.24K
1.07K $6K
TREX
Trex CO Inc

Industrials
36
+ 180.0%
$62.94 - $79.88 $2.27K - $2.88K
56 $3K
FVRR
Fiverr International Ltd.

Communication Services
10
+ 5.26%
$21.53 - $35.45 $215 - $355
200 $6K
STLD
Steel Dynamics Inc

Basic Materials
26
+ 19.12%
N/A
162 $15K
SPYG
Spdr Portfolio

ETFs
1
+ 0.21%
$81.74 - $91.38 $81.7 - $91.4
487 $42K
ANSS
Ansys Inc

Technology
2
+ 3.57%
$313.05 - $361.45 $626 - $723
58 $19K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.28%
$100.18 - $109.1 $100 - $109
353 $37K
FR
First Industrial Realty Trust Inc

Real Estate
56
+ 41.48%
$49.6 - $55.9 $2.78K - $3.13K
191 $9K
SNDR
Schneider National, Inc.

Industrials
43
+ 17.2%
$26.97 - $33.61 $1.16K - $1.45K
293 $8K
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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