Clearstead Advisors, LLC New Holdings in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
2K
New
N/A
2K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
8.11K
New
N/A
8.11K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
14.6K
New
N/A
14.6K $0
MTG
Mgic Investment Corp

Financial Services
16
New
$23.32 - $26.4 $373 - $422
16 $0
LUMN
Lumen Technologies, Inc.

Communication Services
21
New
$5.31 - $10.12 $112 - $213
21 $0
Grayscale Ethereum Mini Tr E
374
New
N/A
374 $0
MMS
Maximus, Inc.

Industrials
3
New
$69.81 - $92.82 $209 - $278
3 $0
Fidelity Ethereum Fd
94
New
N/A
94 $0
PDD
Pinduoduo Inc.

Consumer Cyclical
4
New
$94.39 - $154.27 $378 - $617
4 $0
First Tr Exchng Traded Fd Vi
56.9K
New
N/A
56.9K $0
FOX
Fox Corp Cl B (De)

Communication Services
11
New
$38.0 - $47.15 $418 - $519
11 $0
IX
Orix Corp

Financial Services
6
New
$104.38 - $117.09 $626 - $703
6 $0
Fuelcell Energy Inc
13
New
N/A
13 $0
RDN
Radian Group Inc

Financial Services
8
New
$31.67 - $35.84 $253 - $287
8 $0
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4
New
$46.46 - $51.66 $186 - $207
4 $0
EQNR
Equinor Asa

Energy
23
New
$21.88 - $27.12 $503 - $624
23 $0
RIOT
Riot Blockchain, Inc.

Technology
40
New
$7.08 - $14.97 $283 - $599
40 $0
OI
O I Glass, Inc.

Consumer Cyclical
6
New
$9.95 - $13.37 $59.7 - $80.2
6 $0
Lam Research Corp
14.7K
New
N/A
14.7K $0
OVV
Ovintiv Inc.

Energy
9
New
$37.74 - $46.71 $340 - $420
9 $0
J P Morgan Exchange Traded F
7.85K
New
N/A
7.85K $0
IDU
Ishares Tr U S Utils ETF

ETFs
0
New
$94.65 - $105.73 $0 - $0
0 $0
Pimco ETF Tr
96.2K
New
N/A
96.2K $0
Polar Pwr Inc
28
New
N/A
28 $0
PUK
Prudential PLC

Financial Services
29
New
$15.52 - $18.99 $450 - $551
29 $0
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
2
New
$24.08 - $48.71 $48.2 - $97.4
2 $0
UGI
Ugi Corp

Utilities
7
New
$23.24 - $30.37 $163 - $213
7 $0
Trinity Biotech PLC
10K
New
N/A
10K $0
Jet Ai Inc
4
New
N/A
4 $0
KBR
Kbr, Inc.

Industrials
1
New
$55.19 - $72.02 $55.2 - $72
1 $0
KT
Kt Corp

Communication Services
34
New
$14.79 - $18.29 $503 - $622
34 $0
Sequans Communications S A
40
New
N/A
40 $0
LYFT
Lyft, Inc.

Technology
20
New
$12.36 - $18.59 $247 - $372
20 $0
Sunrise Communications Ag
10.7K
New
N/A
10.7K $0
MNKD
Mannkind Corp

Healthcare
100
New
$5.93 - $7.44 $593 - $744
100 $0
MFG
Mizuho Financial Group Inc

Financial Services
152
New
$4.05 - $5.26 $616 - $800
152 $0
Ramaco Res Inc
1
New
N/A
1 $0
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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