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
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1
+ 0.03%
$65.15 - $72.97 $65.2 - $73
3.89K $283K
TECH
Bio Techne Corp

Healthcare
57
+ 3.08%
$70.96 - $82.35 $4.04K - $4.69K
1.91K $152K
EIX
Edison International

Utilities
192
+ 106.67%
$71.19 - $87.72 $13.7K - $16.8K
372 $32K
GUNR
Flexshares Tr Morningstar Glob

ETFs
411
+ 13.74%
$38.51 - $41.48 $15.8K - $17K
3.4K $140K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.11%
$113.45 - $126.18 $340 - $379
2.66K $335K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
165
+ 173.68%
$100.75 - $111.62 $16.6K - $18.4K
260 $28K
VICI
Vici Properties Inc.

Real Estate
489
+ 102.09%
$27.64 - $34.08 $13.5K - $16.7K
968 $32K
ABR
Arbor Realty Trust Inc

Real Estate
294
+ 2.36%
$12.89 - $15.66 $3.79K - $4.6K
12.8K $198K
PENN
Penn National Gaming Inc

Consumer Cyclical
1.33K
+ 10.85%
$16.97 - $20.77 $22.6K - $27.7K
13.6K $256K
WCN
Waste Connections, Inc.

Industrials
51
+ 1.89%
$173.92 - $186.5 $8.87K - $9.51K
2.75K $492K
VKTX
Viking Therapeutics, Inc.

Healthcare
220
+ 54.19%
$49.84 - $70.47 $11K - $15.5K
626 $39K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
419
+ 4.95%
$49.7 - $56.11 $20.8K - $23.5K
8.88K $487K
ES
Eversource Energy

Utilities
160
+ 25.16%
$56.52 - $68.38 $9.04K - $10.9K
796 $54K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
248
+ 992.0%
$53.53 - $71.86 $13.3K - $17.8K
273 $19K
DT
Dynatrace, Inc.

Technology
62
+ 3.64%
$40.49 - $53.47 $2.51K - $3.32K
1.76K $94K
WDC
Western Digital Corp

Technology
300
+ 56.07%
$56.25 - $80.24 $16.9K - $24.1K
835 $57K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
111
+ 56.63%
$80.44 - $110.41 $8.93K - $12.3K
307 $33K
AFG
American Financial Group Inc

Financial Services
107
+ 84.92%
$119.65 - $137.03 $12.8K - $14.7K
233 $31K
ADSK
Autodesk, Inc.

Technology
97
+ 2.02%
$245.83 - $245.83 $23.8K - $23.8K
4.89K $1.2M
ILMN
Illumina, Inc.

Healthcare
30
+ 6.21%
$105.28 - $135.9 $3.16K - $4.08K
513 $66K
GVI
Ishares Tr

ETFs
22
+ 0.55%
$103.17 - $107.43 $2.27K - $2.36K
4.06K $434K
MASI
Masimo Corp

Healthcare
85
+ 14.17%
$104.79 - $133.77 $8.91K - $11.4K
685 $91K
SNA
Snap On Inc

Industrials
42
+ 38.18%
$255.35 - $289.77 $10.7K - $12.2K
152 $44K
MLI
Mueller Industries Inc

Industrials
156
+ 100.0%
$55.73 - $74.1 $8.69K - $11.6K
312 $23K
MDB
Mongo Db, Inc.

Technology
29
+ 7.75%
$221.5 - $296.69 $6.42K - $8.6K
403 $108K
VRRM
Verra Mobility Corp

Industrials
521
+ 36.95%
$26.13 - $30.84 $13.6K - $16.1K
1.93K $53K
AIT
Applied Industrial Technologies Inc

Industrials
52
+ 41.6%
$183.8 - $224.77 $9.56K - $11.7K
177 $39K
TDF
Templeton Dragon Fund Inc

Financial Services
1.02K
+ 19.32%
$7.58 - $9.16 $7.69K - $9.3K
6.27K $57K
CFG
Citizens Financial Group Inc

Financial Services
100
+ 4.88%
$35.24 - $43.24 $3.52K - $4.32K
2.15K $88K
MAA
Mid America Apartment Communities Inc.

Real Estate
92
+ 460.0%
$138.8 - $166.65 $12.8K - $15.3K
112 $17K
CYBR
Cyber Ark Software Ltd.

Technology
43
+ 32.33%
$241.52 - $291.61 $10.4K - $12.5K
176 $51K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
102
+ 0.66%
$12.25 - $13.39 $1.25K - $1.37K
15.5K $207K
HOOD
Robinhood Markets, Inc.

Technology
516
+ 14.31%
$16.42 - $24.63 $8.47K - $12.7K
4.12K $96K
BNS
Bank Of Nova Scotia

Financial Services
8
+ 0.48%
$44.71 - $54.78 $358 - $438
1.68K $91K
VRT
Vertiv Holdings CO

Industrials
164
+ 8.82%
$86.66 - $86.66 $14.2K - $14.2K
2.02K $175K
PEN
Penumbra Inc

Healthcare
72
+ 1800.0%
$163.64 - $210.12 $11.8K - $15.1K
76 $14K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
363
+ 52.53%
$17.83 - $25.84 $6.47K - $9.38K
1.05K $26K
MAS
Masco Corp

Industrials
10
+ 1.28%
$64.7 - $83.94 $647 - $839
793 $66K
EMN
Eastman Chemical CO

Basic Materials
18
+ 1.98%
$93.82 - $113.74 $1.69K - $2.05K
929 $103K
LNG
Cheniere Energy, Inc.

Energy
44
+ 3.65%
$172.24 - $186.09 $7.58K - $8.19K
1.25K $224K
SBAC
Sba Communications Corp

Real Estate
3
+ 0.95%
$189.0 - $245.01 $567 - $735
319 $76K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
24
+ 0.73%
$74.26 - $78.84 $1.78K - $1.89K
3.33K $260K
OPEN
Opendoor Technologies Inc.

Real Estate
6K
+ 130.43%
$1.6 - $2.92 $9.6K - $17.5K
10.6K $21K
SYM
Symbotic Inc.

Financial Services
1.17K
+ 80.41%
$17.86 - $41.44 $20.8K - $48.3K
2.62K $63K
NWBI
Northwest Bancshares, Inc.

Financial Services
764
+ 49.23%
$11.24 - $14.26 $8.59K - $10.9K
2.32K $30K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.32K
+ 112.88%
$11.03 - $18.11 $14.5K - $23.8K
2.48K $27K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
357
+ 2231.25%
$28.7 - $35.25 $10.2K - $12.6K
373 $12K
CAG
Conagra Brands Inc.

Consumer Defensive
18
+ 0.67%
$28.13 - $32.83 $506 - $591
2.72K $88K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
176
+ 127.54%
$59.66 - $72.78 $10.5K - $12.8K
314 $20K
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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