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
SEE
Sealed Air Corp

Consumer Cyclical
15
+ 8.62%
$33.59 - $37.3 $504 - $560
189 $6K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
33
+ 1.51%
$16.2 - $17.97 $535 - $593
2.22K $37K
Nextracker Inc
89
+ 21.29%
N/A
507 $0
CRH.L
Crh PLC

Basic Materials
6K
+ 500.0%
N/A
7.2K $0
NOV
Nov Inc.

Energy
41
+ 10.7%
$14.06 - $16.79 $576 - $688
424 $6K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2
+ 2.06%
$43.37 - $51.46 $86.7 - $103
99 $4K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2
+ 0.15%
$50.53 - $55.55 $101 - $111
1.36K $69K
Morgan Stanley Direct Lendin
6.4K
+ 61.52%
N/A
16.8K $0
NRZ
New Residential Investment Corp.

Real Estate
72
+ 2.35%
N/A
3.14K $22K
2023 ETF Series Trust
3.54K
+ 7.46%
N/A
51.1K $0
Ishares Tr
64.3K
+ 8.06%
N/A
862K $0
VOD
Vodafone Group Public LTD CO

Communication Services
60
+ 1500.0%
$8.37 - $9.95 $502 - $597
64 $0
NAT
Nordic American Tankers LTD

Industrials
1
+ 7.14%
N/A
15 $0
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5
+ 29.41%
$83.82 - $95.89 $419 - $479
22 $1K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1
+ 10.0%
$107.32 - $127.74 $107 - $128
11 $1K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
1
+ 1.96%
$35.81 - $39.43 $35.8 - $39.4
52 $1K
NWBI
Northwest Bancshares, Inc.

Financial Services
31
+ 1.34%
$12.86 - $15.28 $399 - $474
2.35K $30K
UAA
Under Armour, Inc.

Consumer Cyclical
8
+ 1.95%
$8.21 - $11.13 $65.7 - $89
419 $3K
AFRM
Affirm Holdings, Inc.

Technology
2
+ 8.0%
$38.48 - $72.86 $77 - $146
27 $1K
HOG
Harley Davidson, Inc.

Consumer Cyclical
7
+ 7.0%
$29.69 - $38.02 $208 - $266
107 $3K
DINO
Hf Sinclair Corp

Energy
3
+ 3.53%
$33.69 - $47.67 $101 - $143
88 $3K
AAL
American Airlines Group Inc.

Industrials
6
+ 3.13%
N/A
198 $2K
DIVS
Guinness Atkinson Fds Smartetf
108
+ 1.93%
N/A
5.7K $0
Grail Inc
50
+ 81.97%
N/A
111 $0
LAND
Gladstone Land Corp

Real Estate
11
+ 13.41%
$10.48 - $13.85 $115 - $152
93 $1K
Amplify ETF Tr
4
+ 1.11%
N/A
364 $0
Amplify ETF Tr
1.5K
+ 158.17%
N/A
2.45K $0
Annaly Capital Management In
61
+ 2.04%
N/A
3.05K $0
STEM
Stem, Inc.

Technology
85
+ 2.92%
$0.32 - $0.75 $27.2 - $63.8
3K $1K
Arm Holdings PLC
6
+ 1.03%
N/A
586 $0
Atlassian Corporation
51
+ 36.43%
N/A
191 $0
BSM
Black Stone Minerals, L.P.

Energy
2
+ 2.06%
$13.86 - $15.57 $27.7 - $31.1
99 $1K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1
+ 0.09%
$123.69 - $133.68 $124 - $134
1.09K $136K
IYT
Ishares Tr U.S. Transportation

ETFs
1
+ 0.46%
$66.79 - $75.4 $66.8 - $75.4
217 $14K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
37
+ 1.91%
$105.45 - $117.99 $3.9K - $4.37K
1.98K $209K
OHI
Omega Healthcare Investors Inc

Real Estate
3
+ 7.32%
$37.51 - $42.56 $113 - $128
44 $1K
ON
On Semiconductor Corp

Technology
8
+ 26.67%
$63.05 - $74.7 $504 - $598
38 $2K
Liberty Media Corp Del
1K
+ 19.05%
N/A
6.25K $0
LENB
Lennar Corporation Cl B
4
+ 10.53%
N/A
42 $0
LMAT
Lemaitre Vascular Inc

Healthcare
4
+ 5.13%
$85.64 - $107.97 $343 - $432
82 $7K
Labcorp Holdings Inc
1.87K
+ 3.32%
N/A
58.3K $0
IEZ
Ishares Tr

ETFs
1
+ 0.32%
$18.93 - $22.09 $18.9 - $22.1
312 $6K
Schwab Strategic Tr
52
+ 100.0%
N/A
104 $0
FNDX
Schwab Fundamental U S Large C

ETFs
993
+ 200.2%
$23.49 - $71.77 $23.3K - $71.3K
1.49K $35K
WOOD
Ishares Global Timber & Forest
7
+ 0.47%
N/A
1.49K $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
148
+ 100.0%
$25.74 - $53.78 $3.81K - $7.96K
296 $7K
SSTK
Shutterstock, Inc.

Communication Services
1
+ 4.76%
$29.25 - $34.57 $29.3 - $34.6
22 $0
IYE
Ishares Tr

ETFs
6
+ 0.72%
$43.93 - $51.37 $264 - $308
835 $38K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
37
+ 12.5%
$13.01 - $14.43 $481 - $534
333 $4K
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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