Clearstead Advisors, LLC Software—Application

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$247B
$24.7 Million 0.38% of portfolio
73,994
Q4 2024 Added 1.46%
$156B
$3.38 Million 0.05% of portfolio
3,191
Q4 2024 Added 0.35%
$165B
$2.21 Million 0.03% of portfolio
3,514
Q4 2024 Added 1.8%
$149B
$1.77 Million 0.03% of portfolio
29,289
Q4 2024 Reduced 0.48%
$99.6B
$1.61 Million 0.02% of portfolio
15,111
Q4 2024 Reduced 2.58%
$22.3B
$1.58 Million 0.02% of portfolio
13,472
Q4 2024 Reduced 1.55%
$53.1B
$1.16 Million 0.02% of portfolio
4,736
Q4 2024 Reduced 3.23%
$301B
$1 Million 0.02% of portfolio
4,076
Q4 2024 Added 17.23%
$19.5B
$928,000 0.01% of portfolio
12,257
Q4 2024 Added 11.48%
$1.23B
$531,000 0.01% of portfolio
26,789
Q4 2024 Added 0.38%
$44.4B
$516,000 0.01% of portfolio
2,001
Q4 2024 Reduced 0.3%
$12B
$378,000 0.01% of portfolio
8,110
Q4 2024 Reduced 7.1%
$45.9B
$357,000 0.01% of portfolio
2,317
Q4 2024 Added 9.65%
$48.2B
$274,000 0.0% of portfolio
138
Q4 2024 Reduced 57.54%
$17.1B
$266,000 0.0% of portfolio
1,068
Q4 2024 Reduced 28.61%
$24.8B
$198,000 0.0% of portfolio
799
Q4 2024 Added 6.82%
$23.7B
$158,000 0.0% of portfolio
275
Q4 2024 Reduced 36.19%
$17.9B
$124,000 0.0% of portfolio
1,523
Q4 2024 Added 1.2%
$13B
$118,000 0.0% of portfolio
578
Q4 2024 Added 4.9%
$15.1B
$107,000 0.0% of portfolio
1,200
Q4 2024 Added 18.34%
$10.2B
$74,000 0.0% of portfolio
274
Q3 2024 Added 2,183.33%
$71.4B
$62,000 0.0% of portfolio
209
Q4 2024 Added 36.6%
$3.73B
$51,000 0.0% of portfolio
907
Q2 2024 Added 24.08%
$6.71B
$44,000 0.0% of portfolio
296
Q4 2024 New
$2.96B
$43,000 0.0% of portfolio
150
Q3 2024 Added 900.0%
$7.98B
$40,000 0.0% of portfolio
547
Q4 2024 Added 10.06%
$10.8B
$39,000 0.0% of portfolio
168
Q4 2024 Reduced 67.32%
$4.95B
$35,000 0.0% of portfolio
2,047
Q4 2024 Added 6.5%
$12.4B
$32,000 0.0% of portfolio
599
Q4 2024 Reduced 66.04%
$921M
$30,000 0.0% of portfolio
1,000
Q4 2024 Reduced 8.17%
$3.09B
$30,000 0.0% of portfolio
1,050
Q3 2024 Added 67.2%
$5.62B
$29,000 0.0% of portfolio
313
Q4 2024 Added 71.04%
$4.29B
$22,000 0.0% of portfolio
266
Q4 2024 Added 76.16%
$1.33B
$21,000 0.0% of portfolio
784
Q4 2024 Reduced 25.62%
$1.74B
$21,000 0.0% of portfolio
160
Q4 2024 New
$1.31B
$21,000 0.0% of portfolio
1,500
Q3 2020 New
$8.68B
$19,000 0.0% of portfolio
170
Q4 2024 Reduced 76.55%
$26.4B
$19,000 0.0% of portfolio
58
Q4 2024 Added 3.57%
$69.5B
$17,000 0.0% of portfolio
54
Q4 2024 Added 63.64%
$9.51B
$16,000 0.0% of portfolio
100
Q4 2024 New
$2.65B
$16,000 0.0% of portfolio
488
Q2 2024 New
$2.65B
$12,000 0.0% of portfolio
199
Q3 2024 Reduced 33.67%
$1.53B
$12,000 0.0% of portfolio
308
Q2 2024 New
$349M
$11,000 0.0% of portfolio
1,033
Q4 2024 Added 60.4%
$10.2B
$10,000 0.0% of portfolio
53
Q4 2024 Added 55.88%
$4.41B
$9,000 0.0% of portfolio
37
Q4 2024 Added 48.0%
$7.4B
$9,000 0.0% of portfolio
97
Q3 2024 New
$728M
$8,000 0.0% of portfolio
365
Q4 2024 Reduced 30.61%
$1.83B
$7,000 0.0% of portfolio
433
Q2 2024 New
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