Clearstead Advisors, LLC Sells in Q3 2024

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.66K
- 1.84%
$36.98 - $41.55 $98.5K - $111K
142K $5.85M
UNP
Union Pacific Corp

Industrials
-446
- 2.16%
$221.78 - $256.09 $98.9K - $114K
20.2K $4.96M
IWP
Ishares Russell Mid Cap Growth

ETFs
-681
- 1.23%
$103.87 - $117.59 $70.7K - $80.1K
54.5K $6.39M
ITW
Illinois Tool Works Inc

Industrials
-4
- 0.03%
$233.14 - $263.97 $933 - $1.06K
12.6K $3.31M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-950
- 2.06%
$27.14 - $35.2 $25.8K - $33.4K
45.3K $1.59M
SMG
Scotts Miracle Gro CO

Basic Materials
-58
- 0.35%
$61.06 - $86.7 $3.54K - $5.03K
16.4K $1.42M
NDSN
Nordson Corp

Industrials
-151
- 1.1%
$225.0 - $262.63 $34K - $39.7K
13.6K $3.58M
VXF
Vanguard Extended Market ETF

ETFs
-1K
- 2.31%
$163.98 - $182.92 $165K - $184K
42.4K $7.72M
DVY
Ishares Tr

ETFs
-89
- 0.27%
$119.99 - $135.74 $10.7K - $12.1K
33.4K $4.5M
GS
Goldman Sachs Group Inc

Financial Services
-203
- 1.51%
$459.02 - $510.25 $93.2K - $104K
13.3K $6.57M
K
Kellogg CO

Consumer Defensive
-533
- 2.1%
$56.19 - $80.81 $29.9K - $43.1K
24.9K $2.01M
TOWN
Towne Bank (Va)

Financial Services
-14.1K
- 8.07%
$26.78 - $34.85 $376K - $490K
160K $5.29M
SBUX
Starbucks Corp

Consumer Cyclical
-1.07K
- 3.16%
$72.51 - $98.6 $77.7K - $106K
32.8K $3.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.48K
- 2.3%
$56.47 - $63.69 $253K - $285K
190K $12M
SO
Southern CO

Utilities
-1.75K
- 3.02%
$77.0 - $90.52 $135K - $158K
56.2K $5.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-706
- 2.88%
$156.14 - $187.2 $110K - $132K
23.8K $4.4M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-4.06K
- 0.77%
$35.26 - $36.92 $143K - $150K
521K $19.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-163
- 1.86%
$1015.62 - $1159.62 $166K - $189K
8.6K $9.9M
V
Visa Inc.

Financial Services
-298
- 0.46%
$253.74 - $291.56 $75.6K - $86.9K
64.1K $17.6M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.83K
- 3.41%
$523.84 - $572.02 $959K - $1.05M
51.8K $29.5M
FITB
Fifth Third Bancorp

Financial Services
-2.66K
- 1.65%
$36.01 - $43.64 $95.9K - $116K
159K $6.8M
PEP
Pepsico Inc

Consumer Defensive
-476
- 0.24%
$161.9 - $179.3 $77.1K - $85.3K
199K $33.8M
NOC
Northrop Grumman Corp

Industrials
-152
- 1.37%
$423.73 - $533.14 $64.4K - $81K
10.9K $5.77M
CRM
Salesforce, Inc.

Technology
-894
- 1.21%
$238.42 - $276.53 $213K - $247K
72.9K $20M
ABT
Abbott Laboratories

Healthcare
-2.67K
- 2.03%
$100.07 - $118.13 $267K - $315K
129K $14.7M
BMY
Bristol Myers Squibb CO

Healthcare
-2.82K
- 2.28%
$39.66 - $51.75 $112K - $146K
121K $6.25M
CSCO
Cisco Systems, Inc.

Technology
-5.04K
- 2.02%
$44.74 - $53.22 $226K - $268K
245K $13M
KO
Coca Cola CO

Consumer Defensive
-1.18K
- 0.66%
$62.69 - $73.01 $74.2K - $86.4K
179K $12.9M
IWV
Ishares Russell 3000 ETF

ETFs
-697
- 0.74%
$294.75 - $326.73 $205K - $228K
93.2K $30.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.44K
- 3.32%
$213.3 - $270.78 $306K - $389K
41.8K $11.3M
VTI
Vanguard Total Stock Market Et

ETFs
-229
- 0.18%
$255.18 - $283.2 $58.4K - $64.9K
124K $35.1M
IBM
International Business Machines Corp

Technology
-223
- 0.53%
$175.1 - $223.38 $39K - $49.8K
41.9K $9.26M
DHR
Danaher Corp

Healthcare
-18
- 0.02%
$239.25 - $280.76 $4.31K - $5.05K
87.4K $24.3M
PH
Parker Hannifin Corp

Industrials
-2
- 0.01%
$501.01 - $635.92 $1K - $1.27K
20.8K $13.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
-514
- 0.43%
$136.93 - $162.81 $70.4K - $83.7K
118K $18.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-528
- 0.46%
$517.38 - $573.86 $273K - $303K
115K $65.9M
IEFA
Ishares Tr

ETFs
-7.79K
- 1.06%
$70.09 - $78.74 $546K - $614K
726K $56.6M
JNJ
Johnson & Johnson

Healthcare
-647
- 0.27%
$145.48 - $167.38 $94.1K - $108K
239K $38.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-309
- 0.11%
$125.95 - $142.04 $38.9K - $43.9K
287K $40.8M
HD
Home Depot, Inc.

Consumer Cyclical
-234
- 0.33%
$333.64 - $405.2 $78.1K - $94.8K
71.2K $28.9M
WMT
Walmart Inc.

Consumer Defensive
-1.98K
- 0.51%
$66.91 - $81.4 $133K - $161K
390K $31.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.76K
- 0.74%
$332.02 - $382.76 $1.58M - $1.82M
641K $241M
CAT
Caterpillar Inc

Industrials
-51
- 0.05%
$316.8 - $391.12 $16.2K - $19.9K
110K $43.2M
PLTR
Palantir Technologies Inc.

Technology
-945
- 0.17%
$24.09 - $37.95 $22.8K - $35.9K
553K $20.6M
NSC
Norfolk Southern Corp

Industrials
-117
- 0.04%
$213.75 - $259.69 $25K - $30.4K
297K $73.8M
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
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