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
FLYW
Flywire Corp

Technology
-2.93K
- 89.1%
$15.72 - $23.3 $46K - $68.2K
358 $7K
LBRDK
Liberty Broadband Corp

Communication Services
-95
- 0.62%
$74.72 - $101.4 $7.1K - $9.63K
15.3K $1.14M
FSV
First Service Corp

Real Estate
-241
- 33.99%
$176.17 - $197.05 $42.5K - $47.5K
468 $84K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-133
- 65.84%
$313.15 - $374.28 $41.6K - $49.8K
69 $22K
POWI
Power Integrations Inc

Technology
-650
- 35.15%
$60.04 - $68.05 $39K - $44.2K
1.2K $73K
FNB
Fnb Corp

Financial Services
-5.73K
- 9.73%
$13.56 - $17.29 $77.7K - $99.1K
53.2K $786K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-610
- 87.39%
$71.19 - $91.57 $43.4K - $55.9K
88 $7K
PHM
Pultegroup Inc

Consumer Cyclical
-111
- 11.9%
$108.86 - $149.04 $12.1K - $16.5K
822 $89K
ALGM
Allegro Microsystems, Inc.

Technology
-1.85K
- 97.36%
$19.07 - $23.82 $35.2K - $43.9K
50 $1K
LKQ
Lkq Corp

Consumer Cyclical
-1.06K
- 88.29%
$36.0 - $39.99 $38.3K - $42.5K
141 $5K
IT
Gartner Inc

Technology
-71
- 21.45%
$481.22 - $551.8 $34.2K - $39.2K
260 $125K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-2.88K
- 83.14%
$12.61 - $15.33 $36.4K - $44.2K
585 $7K
MTD
Mettler Toledo International Inc

Healthcare
-18
- 26.47%
$1160.67 - $1498.12 $20.9K - $27K
50 $61K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-500
- 4.53%
$26.79 - $30.35 $13.4K - $15.2K
10.5K $286K
ADSK
Autodesk, Inc.

Technology
-158
- 3.23%
N/A
4.74K $1.16M
CBU
Community Bank System, Inc.

Financial Services
-752
- 37.03%
$56.38 - $71.45 $42.4K - $53.7K
1.28K $78K
KD
Kyndryl Holdings, Inc.

Technology
-2.33K
- 65.19%
$22.43 - $35.79 $52.3K - $83.4K
1.24K $43K
PFC
Premier Financial Corp

Financial Services
-1.79K
- 57.27%
$22.57 - $28.85 $40.4K - $51.6K
1.34K $34K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.03K
- 56.69%
$34.25 - $37.94 $35.4K - $39.2K
790 $28K
OFC
Corporate Office Properties Trust

Real Estate
-1.6K
- 27.57%
N/A
4.19K $101K
VECO
Veeco Instruments Inc

Technology
-1.07K
- 86.29%
$25.99 - $33.75 $27.8K - $36.1K
170 $4K
VOE
Vanguard Mid Cap Value Index F

ETFs
-32
- 0.6%
$160.89 - $176.18 $5.15K - $5.64K
5.29K $855K
DGRO
Ishares Core Dividend Growth E

ETFs
-595
- 61.15%
$60.73 - $64.94 $36.1K - $38.6K
378 $23K
FAST
Fastenal CO

Industrials
-704
- 2.63%
$69.99 - $84.35 $49.3K - $59.4K
26K $1.87M
QRVO
Qorvo, Inc.

Technology
-352
- 94.62%
$65.6 - $104.58 $23.1K - $36.8K
20 $1K
FTGC
First Trust Global Tactical CO

ETFs
-1.64K
- 20.9%
$23.23 - $24.25 $38.1K - $39.8K
6.21K $148K
NVR
Nvr Inc

Consumer Cyclical
-1
- 5.88%
$8101.21 - $9940.51 $8.1K - $9.94K
16 $130K
GLOB
Globant S.A.

Technology
-191
- 56.34%
$193.45 - $236.83 $36.9K - $45.2K
148 $31K
FFIV
F5, Inc.

Technology
-195
- 46.1%
$213.56 - $263.36 $41.6K - $51.4K
228 $57K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-19
- 0.24%
$134.53 - $150.65 $2.56K - $2.86K
7.95K $1.08M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-498
- 14.63%
$36.15 - $41.9 $18K - $20.9K
2.91K $105K
VKTX
Viking Therapeutics, Inc.

Healthcare
-506
- 80.83%
$38.28 - $78.03 $19.4K - $39.5K
120 $4K
NXST
Nexstar Media Group, Inc.

Communication Services
-183
- 22.68%
$157.01 - $188.5 $28.7K - $34.5K
624 $98K
POOL
Pool Corp

Industrials
-8
- 0.92%
$339.32 - $390.03 $2.71K - $3.12K
865 $294K
TIP
Ishares Tr Tips Bd ETF

ETFs
-163
- 3.74%
$106.33 - $110.69 $17.3K - $18K
4.2K $447K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-252
- 2.47%
$26.63 - $30.23 $6.71K - $7.62K
9.97K $265K
TTC
Toro CO

Industrials
-266
- 15.1%
$80.1 - $88.44 $21.3K - $23.5K
1.5K $119K
CHDN
Churchill Downs Inc

Consumer Cyclical
-234
- 65.73%
$129.55 - $147.45 $30.3K - $34.5K
122 $16K
HLN
Haleon PLC

Healthcare
-514
- 2.06%
$9.23 - $10.71 $4.74K - $5.5K
24.5K $233K
CRSP
Crispr Therapeutics Ag

Healthcare
-619
- 71.73%
$38.65 - $55.15 $23.9K - $34.1K
244 $9K
MCO
Moodys Corp

Financial Services
-55
- 1.46%
$454.04 - $500.88 $25K - $27.5K
3.71K $1.76M
BAX
Baxter International Inc

Healthcare
-391
- 18.54%
$28.63 - $37.84 $11.2K - $14.8K
1.72K $50K
FCFS
First Cash Holdings, Inc.

Financial Services
-27
- 1.17%
$100.54 - $114.86 $2.71K - $3.1K
2.28K $236K
SYK
Stryker Corp

Healthcare
-30
- 0.19%
$345.14 - $392.15 $10.4K - $11.8K
15.8K $5.68M
TMDX
Trans Medics Group, Inc.

Healthcare
-87
- 36.71%
$59.28 - $144.9 $5.16K - $12.6K
150 $9K
MEDP
Medpace Holdings, Inc.

Healthcare
-85
- 26.56%
$308.93 - $363.58 $26.3K - $30.9K
235 $78K
THO
Thor Industries Inc

Consumer Cyclical
-29
- 1.69%
$94.35 - $115.54 $2.74K - $3.35K
1.69K $161K
SITE
Site One Landscape Supply, Inc.

Industrials
-13
- 0.98%
$131.3 - $156.31 $1.71K - $2.03K
1.32K $173K
NVST
Envista Holdings Corp

Healthcare
-1.2K
- 10.4%
$17.7 - $22.33 $21.2K - $26.8K
10.3K $199K
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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