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
CVLG
Covenant Logistics Group, Inc.

Industrials
31
+ 54.39%
$49.9 - $60.66 $1.55K - $1.88K
88 $4K
WBS
Webster Financial Corp

Financial Services
17
+ 19.54%
$44.33 - $62.82 $754 - $1.07K
104 $5K
UBOT
Direxion Dly Robotics, Art Int

ETFs
86
+ 6.08%
$22.04 - $26.35 $1.9K - $2.27K
1.5K $34K
TECK
Teck Resources LTD

Basic Materials
44
+ 59.46%
$39.99 - $52.38 $1.76K - $2.3K
118 $4K
PCG
Pg&E Corp

Utilities
52
+ 4.08%
$19.2 - $21.63 $998 - $1.12K
1.33K $26K
UL
Unilever PLC

Consumer Defensive
47
+ 37.6%
$56.7 - $64.64 $2.66K - $3.04K
172 $9K
RVMD
Revolution Medicines, Inc.

Healthcare
27
+ 27.0%
$42.97 - $60.6 $1.16K - $1.64K
127 $5K
FCG
First Tr Exchange Traded Fd

ETFs
31
+ 15.5%
$22.98 - $26.48 $712 - $821
231 $5K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
203
+ 10.7%
$114.08 - $125.68 $23.2K - $25.5K
2.1K $240K
VRNS
Varonis Systems Inc

Technology
48
+ 63.16%
$43.91 - $60.0 $2.11K - $2.88K
124 $5K
DGII
Digi International Inc

Technology
20
+ 7.69%
$27.66 - $33.88 $553 - $678
280 $8K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
64
+ 11.17%
$32.75 - $35.81 $2.1K - $2.29K
637 $21K
SPMD
Spdr Portfolio

ETFs
11
+ 0.2%
$54.13 - $59.56 $595 - $655
5.57K $304K
ORCC
Owl Rock Capital Corp

Financial Services
70
+ 2.8%
N/A
2.57K $34K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
40
+ 200.0%
$14.82 - $25.48 $593 - $1.02K
60 $1K
IRMD
Iradimed Corp

Healthcare
10
+ 5.95%
$48.3 - $57.35 $483 - $574
178 $9K
WFG
West Fraser Timber Co., LTD

Basic Materials
16
+ 19.51%
$84.65 - $101.14 $1.35K - $1.62K
98 $8K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
39
+ 2.03%
$10.4 - $12.75 $406 - $497
1.96K $22K
BEAM
Beam Therapeutics Inc.

Healthcare
18
+ 1.2%
$21.55 - $30.35 $388 - $546
1.52K $37K
NRG
Nrg Energy, Inc.

Utilities
6
+ 2.11%
$85.3 - $101.61 $512 - $610
291 $26K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
2
+ 4.76%
$131.26 - $163.78 $263 - $328
44 $6K
UPST
Upstart Holdings, Inc.

Financial Services
6
+ 17.14%
$37.78 - $84.46 $227 - $507
41 $2K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
20
+ 18.18%
$124.55 - $167.32 $2.49K - $3.35K
130 $19K
AFG
American Financial Group Inc

Financial Services
4
+ 1.72%
$126.81 - $149.08 $507 - $596
237 $32K
AVT
Avnet Inc

Technology
16
+ 8.94%
$52.09 - $57.69 $833 - $923
195 $10K
LNC
Lincoln National Corp

Financial Services
6
+ 0.23%
$30.46 - $36.84 $183 - $221
2.6K $82K
ALLY
Ally Financial Inc.

Financial Services
23
+ 41.82%
$34.12 - $39.98 $785 - $920
78 $2K
IBM
International Business Machines Corp

Technology
241
+ 0.58%
$204.9 - $238.04 $49.4K - $57.4K
42.1K $9.26M
EFG
Msci Eafe Growth ETF

ETFs
19
+ 90.48%
$96.83 - $106.88 $1.84K - $2.03K
40 $3K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1
+ 0.07%
$47.66 - $51.97 $47.7 - $52
1.44K $70K
ABC
Amerisourcebergen Corp

Healthcare
6
+ 0.21%
N/A
2.84K $525K
OKTA
Okta, Inc.

Technology
8
+ 16.0%
$71.81 - $86.11 $574 - $689
58 $4K
M
Macy'S, Inc.

Consumer Cyclical
12
+ 24.0%
$14.56 - $18.1 $175 - $217
62 $1K
Te Connectivity PLC
1.69K
+ 61.19%
N/A
4.46K $0
INSW
International Seaways, Inc.

Energy
2
+ 3.57%
$32.46 - $54.3 $64.9 - $109
58 $2K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5
+ 3.13%
$17.21 - $18.41 $86.1 - $92.1
165 $2K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2
+ 0.42%
$40.82 - $45.39 $81.6 - $90.8
477 $19K
Jacobs Solutions Inc
54
+ 0.85%
N/A
6.39K $0
Lazard Inc
2
+ 1.14%
N/A
177 $0
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
98
+ 4.82%
$20.92 - $23.57 $2.05K - $2.31K
2.13K $45K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
5
+ 5.88%
$150.51 - $170.38 $753 - $852
90 $13K
JGRO
J P Morgan Exchange Traded Fd
10K
+ 62637.5%
N/A
10K $0
DDD
3 D Systems Corp

Technology
75
+ 375.0%
$2.67 - $4.09 $200 - $307
95 $0
UNIT
Uniti Group Inc.

Real Estate
8
+ 0.35%
$5.07 - $6.12 $40.6 - $49
2.3K $12K
RYF
Invesco S&P 500 Equal Weight F

ETFs
7.57K
+ 823.72%
N/A
8.49K $0
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
429
+ 2.73%
$7.83 - $8.16 $3.36K - $3.5K
16.1K $126K
SNAP
Snap Inc

Communication Services
24
+ 0.88%
$9.98 - $12.86 $240 - $309
2.75K $29K
FLNG
Flex Lng Ltd.

Energy
1
+ 2.86%
$21.13 - $26.93 $21.1 - $26.9
36 $0
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.4K
+ 0.68%
$19.38 - $19.58 $46.5K - $47K
355K $6.9M
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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