Clearstead Advisors, LLC Software—Application

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$360B
$20 Million 0.32% of portfolio
72,932
Q3 2024 Reduced 1.21%
$236B
$2.84 Million 0.05% of portfolio
3,180
Q3 2024 Added 2.45%
$135B
$2.21 Million 0.04% of portfolio
29,430
Q3 2024 Added 197.15%
$169B
$2.14 Million 0.03% of portfolio
3,452
Q3 2024 Added 1.32%
$53.5B
$1.5 Million 0.02% of portfolio
13,684
Q3 2024 Added 1.29%
$140B
$1.24 Million 0.02% of portfolio
15,511
Q3 2024 Reduced 0.99%
$53.1B
$1.2 Million 0.02% of portfolio
4,894
Q3 2024 Added 2.02%
$20.6B
$815,000 0.01% of portfolio
10,995
Q3 2024 Added 0.28%
$320B
$796,000 0.01% of portfolio
3,477
Q3 2024 Added 54.05%
$46.7B
$632,000 0.01% of portfolio
325
Q3 2024 Reduced 17.72%
$54.4B
$490,000 0.01% of portfolio
2,007
Q3 2024 Added 10.52%
$12.9B
$443,000 0.01% of portfolio
8,730
Q3 2024 Reduced 2.65%
$17B
$357,000 0.01% of portfolio
1,496
Q3 2024 Added 0.07%
$25.8B
$251,000 0.0% of portfolio
431
Q3 2024 Reduced 6.91%
$60.2B
$242,000 0.0% of portfolio
2,113
Q3 2024 Added 21.23%
$38.2B
$147,000 0.0% of portfolio
277
Q3 2024 Reduced 12.89%
$40B
$133,000 0.0% of portfolio
748
Q3 2024 Added 0.54%
$2.12B
$124,000 0.0% of portfolio
26,687
Q3 2024 Added 3.89%
$22.2B
$105,000 0.0% of portfolio
1,505
Q3 2024 Reduced 4.99%
$16.6B
$94,000 0.0% of portfolio
1,764
Q3 2024 Added 3.64%
$12.8B
$91,000 0.0% of portfolio
551
Q3 2024 Added 77.17%
$18.4B
$77,000 0.0% of portfolio
274
Q3 2024 Added 2,183.33%
$9.98B
$74,000 0.0% of portfolio
725
Q3 2024 Added 8.21%
$19.6B
$62,000 0.0% of portfolio
1,014
Q2 2024 Reduced 12.96%
$22.4B
$60,000 0.0% of portfolio
335
Q2 2024 Reduced 31.63%
$6.33B
$46,000 0.0% of portfolio
907
Q2 2024 Added 24.08%
$82.1B
$41,000 0.0% of portfolio
153
Q3 2024 Added 5.52%
$1.6B
$31,000 0.0% of portfolio
1,089
Q3 2024 Reduced 31.47%
$11.2B
$30,000 0.0% of portfolio
497
Q3 2024 Added 71.97%
$3.55B
$30,000 0.0% of portfolio
1,050
Q3 2024 Added 67.2%
$1.67B
$26,000 0.0% of portfolio
1,054
Q3 2024 Added 52.53%
$1.9B
$26,000 0.0% of portfolio
1,500
Q3 2020 New
$3.14B
$25,000 0.0% of portfolio
150
Q3 2024 Added 900.0%
$4.38B
$23,000 0.0% of portfolio
1,922
Q3 2024 Added 6.78%
$30.5B
$17,000 0.0% of portfolio
56
Q3 2024 Reduced 11.11%
$3.86B
$15,000 0.0% of portfolio
488
Q2 2024 New
$3.49B
$13,000 0.0% of portfolio
209
Q3 2024 Reduced 14.34%
$9.23B
$13,000 0.0% of portfolio
183
Q3 2024 New
$3.87B
$10,000 0.0% of portfolio
199
Q3 2024 Reduced 33.67%
$44.2B
$10,000 0.0% of portfolio
91
Q3 2024 Added 51.67%
$7.37B
$10,000 0.0% of portfolio
191
Q2 2024 New
$2.47B
$9,000 0.0% of portfolio
308
Q2 2024 New
$1.13B
$9,000 0.0% of portfolio
526
Q3 2024 Added 13.61%
$349M
$7,000 0.0% of portfolio
644
Q2 2024 New
$10.3B
$7,000 0.0% of portfolio
151
Q3 2024 Reduced 41.47%
$11.1B
$7,000 0.0% of portfolio
97
Q3 2024 New
$5.23B
$5,000 0.0% of portfolio
25
Q2 2024 New
$10.7B
$5,000 0.0% of portfolio
21
Q3 2024 Reduced 52.27%
$11.7B
$5,000 0.0% of portfolio
34
Q3 2024 Reduced 90.74%
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