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
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.89K
- 37.52%
$8.24 - $11.07 $15.6K - $20.9K
3.15K $29K
INVH
Invitation Homes Inc.

Real Estate
-392
- 37.16%
$31.4 - $34.69 $12.3K - $13.6K
663 $21K
PRCT
Procept Bio Robotics Corp

Healthcare
-201
- 51.54%
$67.27 - $99.45 $13.5K - $20K
189 $15K
PLUG
Plug Power Inc

Industrials
-7.32K
- 98.65%
$1.87 - $2.67 $13.7K - $19.5K
100 $0
BR
Broadridge Financial Solutions, Inc.

Technology
-101
- 13.72%
$209.64 - $236.44 $21.2K - $23.9K
635 $143K
MET
Metlife Inc

Financial Services
-172
- 9.83%
$78.15 - $88.25 $13.4K - $15.2K
1.58K $129K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-114
- 9.87%
$68.25 - $75.42 $7.78K - $8.6K
1.04K $71K
TS
Tenaris Sa

Energy
-481
- 98.57%
$31.3 - $39.08 $15.1K - $18.8K
7 $0
BKR
Baker Hughes CO

Energy
-595
- 29.46%
$35.98 - $44.88 $21.4K - $26.7K
1.43K $58K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-306
- 16.22%
$27.09 - $32.06 $8.29K - $9.81K
1.58K $44K
CAG
Conagra Brands Inc.

Consumer Defensive
-60
- 2.21%
$26.48 - $32.72 $1.59K - $1.96K
2.66K $73K
PATH
Ui Path, Inc.

Technology
-1K
- 15.99%
$11.95 - $15.5 $12K - $15.5K
5.25K $66K
CMS
Cms Energy Corp

Utilities
-46
- 1.75%
$65.76 - $71.94 $3.02K - $3.31K
2.58K $171K
EWBC
East West Bancorp Inc

Financial Services
-496
- 19.32%
$80.04 - $111.23 $39.7K - $55.2K
2.07K $198K
TXG
10x Genomics, Inc.

Healthcare
-125
- 8.98%
$13.18 - $21.31 $1.65K - $2.66K
1.27K $18K
TDOC
Teladoc Health, Inc.

Healthcare
-1.35K
- 47.12%
$8.57 - $12.02 $11.6K - $16.2K
1.52K $13K
OPEN
Opendoor Technologies Inc.

Real Estate
-5.6K
- 52.83%
$1.6 - $2.34 $8.96K - $13.1K
5K $8K
SOXX
Ishares Semiconductor ETF

ETFs
-55
- 45.45%
$211.27 - $239.8 $11.6K - $13.2K
66 $14K
LYG
Lloyds Banking Group PLC

Financial Services
-4.27K
- 95.53%
$2.67 - $3.23 $11.4K - $13.8K
200 $0
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-122
- 3.63%
$50.14 - $52.56 $6.12K - $6.41K
3.24K $163K
ONTO
Onto Innovation Inc.

Technology
-21
- 8.94%
$158.54 - $225.02 $3.33K - $4.73K
214 $35K
GILD
Gilead Sciences, Inc.

Healthcare
-428
- 13.71%
$83.95 - $97.9 $35.9K - $41.9K
2.69K $248K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-160
- 37.3%
$42.57 - $61.09 $6.81K - $9.77K
269 $12K
CNC
Centene Corp

Healthcare
-150
- 82.87%
$56.71 - $73.94 $8.51K - $11.1K
31 $1K
IR
Ingersoll Rand Inc.

Industrials
-113
- 42.8%
$90.46 - $105.35 $10.2K - $11.9K
151 $13K
RMD
Resmed Inc

Healthcare
-31
- 10.8%
$228.69 - $256.07 $7.09K - $7.94K
256 $58K
GMAB
Genmab A/S

Healthcare
-311
- 18.75%
$20.02 - $24.15 $6.23K - $7.51K
1.35K $28K
ZS
Zscaler, Inc.

Technology
-115
- 12.46%
$166.99 - $211.99 $19.2K - $24.4K
808 $145K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-395
- 6.46%
$23.14 - $26.91 $9.14K - $10.6K
5.72K $136K
PI
Impinj Inc

Technology
-17
- 14.41%
$141.81 - $238.72 $2.41K - $4.06K
101 $14K
DELL
Dell Technologies Inc.

Technology
-54
- 3.48%
$111.96 - $144.21 $6.05K - $7.79K
1.5K $172K
CNMD
Conmed Corp

Healthcare
-20
- 0.77%
$61.81 - $77.54 $1.24K - $1.55K
2.57K $175K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-36
- 12.12%
$97.29 - $122.68 $3.5K - $4.42K
261 $25K
A
Agilent Technologies, Inc.

Healthcare
-28
- 6.67%
$125.69 - $146.56 $3.52K - $4.1K
392 $52K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-79
- 43.65%
$72.97 - $96.75 $5.76K - $7.64K
102 $7K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-197
- 0.92%
$33.7 - $37.69 $6.64K - $7.42K
21.2K $726K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-117
- 41.05%
$101.51 - $140.63 $11.9K - $16.5K
168 $21K
RIO
Rio Tinto PLC

Basic Materials
-110
- 43.14%
$58.59 - $71.15 $6.44K - $7.83K
145 $8K
X
United States Steel Corp

Basic Materials
-193
- 7.08%
$30.14 - $42.31 $5.82K - $8.17K
2.53K $86K
NU
Nu Holdings Ltd.

Financial Services
-192
- 7.88%
$10.24 - $15.89 $1.97K - $3.05K
2.25K $23K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-135
- 35.25%
$37.97 - $49.45 $5.13K - $6.68K
248 $9K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-629
- 38.76%
$11.92 - $13.29 $7.5K - $8.36K
994 $11K
PPL
Ppl Corp

Utilities
-278
- 94.56%
$31.47 - $35.0 $8.75K - $9.73K
16 $0
NFRA
Flexshares Stoxx Global Broad

ETFs
-67
- 7.22%
$54.11 - $59.58 $3.63K - $3.99K
861 $46K
OGN
Organon & Co.

Healthcare
-261
- 23.14%
$14.44 - $18.83 $3.77K - $4.91K
867 $12K
SNX
Td Synnex Corp

Technology
-65
- 44.52%
$114.71 - $125.79 $7.46K - $8.18K
81 $9K
CAMT
Camtek LTD

Technology
-101
- 75.94%
$71.12 - $87.61 $7.18K - $8.85K
32 $2K
SLVM
Sylvamo Corp

Basic Materials
-97
- 85.84%
$78.56 - $95.69 $7.62K - $9.28K
16 $1K
WOLF
Wolfspeed, Inc.

Technology
-760
- 88.37%
$6.44 - $16.2 $4.89K - $12.3K
100 $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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