Clearstead Advisors, LLC Reduced Holdings in Q4 2024

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HST
Host Hotels & Resorts, Inc.

Real Estate
-180
- 98.9%
$17.24 - $19.07 $3.1K - $3.43K
2 $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
-87
- 22.37%
$26.61 - $29.85 $2.32K - $2.6K
302 $8K
DLB
Dolby Laboratories, Inc.

Industrials
-37
- 14.02%
$70.91 - $81.98 $2.62K - $3.03K
227 $17K
CPT
Camden Property Trust

Real Estate
-13
- 16.05%
$112.52 - $127.03 $1.46K - $1.65K
68 $7K
USB
Us Bancorp \De\

Financial Services
-448
- 4.63%
$43.98 - $53.66 $19.7K - $24K
9.22K $440K
MAA
Mid America Apartment Communities Inc.

Real Estate
-14
- 12.5%
$149.17 - $165.2 $2.09K - $2.31K
98 $15K
AGX
Argan Inc

Industrials
-26
- 42.62%
$100.91 - $160.81 $2.62K - $4.18K
35 $4K
VFC
V F Corp

Consumer Cyclical
-114
- 27.08%
$16.7 - $22.59 $1.9K - $2.58K
307 $6K
RHI
Robert Half International Inc.

Industrials
-39
- 72.22%
$65.55 - $76.8 $2.56K - $3K
15 $1K
XEL
Xcel Energy Inc

Utilities
-178
- 3.77%
$62.16 - $72.92 $11.1K - $13K
4.55K $306K
PINS
Pinterest, Inc.

Communication Services
-23
- 3.97%
$28.24 - $34.15 $650 - $785
556 $16K
LDOS
Leidos Holdings, Inc.

Technology
-5
- 8.93%
$143.17 - $201.39 $716 - $1.01K
51 $7K
BXP
Boston Properties Inc

Real Estate
-29
- 85.29%
$73.33 - $89.72 $2.13K - $2.6K
5 $0
HRI
Herc Holdings Inc

Industrials
-20
- 33.33%
$155.15 - $239.28 $3.1K - $4.79K
40 $7K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-39
- 38.61%
$42.89 - $48.05 $1.67K - $1.87K
62 $2K
VEEV
Veeva Systems Inc

Healthcare
-14
- 0.36%
$201.81 - $250.45 $2.83K - $3.51K
3.88K $814K
BALL
Ball Corp

Consumer Cyclical
-16
- 76.19%
$54.84 - $67.94 $877 - $1.09K
5 $0
EEFT
Euronet Worldwide, Inc.

Technology
-15
- 22.39%
$96.0 - $106.61 $1.44K - $1.6K
52 $5K
PFGC
Performance Food Group CO

Consumer Defensive
-28
- 17.5%
$78.03 - $90.57 $2.18K - $2.54K
132 $11K
ASIX
Advan Six Inc.

Basic Materials
-41
- 63.08%
$27.85 - $32.87 $1.14K - $1.35K
24 $0
DUOL
Duolingo, Inc.

Technology
-6
- 28.57%
$278.75 - $373.03 $1.67K - $2.24K
15 $4K
XLC
Select Sector Spdr Tr Communic

ETFs
-83
- 7.19%
$89.66 - $102.16 $7.44K - $8.48K
1.07K $103K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-35
- 33.33%
$60.38 - $78.79 $2.11K - $2.76K
70 $5K
PRO
Pros Holdings, Inc.

Technology
-161
- 30.61%
$17.69 - $25.4 $2.85K - $4.09K
365 $8K
EVR
Evercore Inc.

Financial Services
-26
- 9.85%
$247.66 - $315.67 $6.44K - $8.21K
238 $65K
K
Kellogg CO

Consumer Defensive
-94
- 0.38%
$80.34 - $81.29 $7.55K - $7.64K
24.8K $2.01M
POWL
Powell Industries Inc

Industrials
-3
- 3.0%
$221.65 - $352.37 $665 - $1.06K
97 $21K
SPT
Sprout Social, Inc.

Technology
-89
- 8.17%
$26.49 - $36.24 $2.36K - $3.23K
1K $30K
AGNC
Agnc Investment Corp.

Real Estate
-82
- 29.08%
$9.21 - $10.59 $755 - $868
200 $1K
Viper Energy Inc
-249
- 56.59%
N/A
191 $0
Cava Group Inc
-76
- 7.01%
N/A
1.01K $0
Solventum Corp
-1.15K
- 26.91%
N/A
3.11K $0
Rb Global Inc
-46
- 1.28%
N/A
3.54K $0
MOGA
Moog Inc Cla
-152
- 8.66%
N/A
1.6K $0
RF
Regions Financial Corp

Financial Services
-118
- 0.82%
$22.45 - $27.47 $2.65K - $3.24K
14.3K $336K
Arcadium Lithium PLC
-24.3K
- 99.02%
N/A
240 $0
Cooper Cos Inc
-94
- 2.47%
N/A
3.71K $0
MARA
Marathon Digital Holdings, Inc.

Financial Services
-33
- 2.77%
N/A
1.16K $26K
Liberty Media Corp Del
-332
- 3.22%
N/A
9.97K $0
Natwest Group PLC
-5.77K
- 54.24%
N/A
4.87K $0
Liberty Media Corp Del
-110
- 1.75%
N/A
6.16K $0
Tko Group Holdings Inc
-26
- 15.03%
N/A
147 $0
Veralto Corp
-241
- 2.56%
N/A
9.16K $0
IRTC
I Rhythm Technologies, Inc.

Healthcare
-145
- 17.26%
$57.07 - $91.45 $8.28K - $13.3K
695 $62K
Sitio Royalties Corp
-798
- 21.45%
N/A
2.92K $0
Ftai Aviation LTD
-14.7K
- 13.64%
N/A
93.3K $0
LII
Lennox International Inc

Industrials
-7
- 0.92%
$589.36 - $678.43 $4.13K - $4.75K
752 $458K
Freightos LTD
-814
- 95.88%
N/A
35 $0
Tectonic Therapeutic Inc
-83
- 2.12%
N/A
3.83K $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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email