Clearstead Advisors, LLC Specialty Industrial Machinery

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$125B
$13.2 Million 0.21% of portfolio
39,723
Q3 2024 Added 21.8%
$85.6B
$13.1 Million 0.21% of portfolio
20,800
Q3 2024 Reduced 0.01%
$212B
$5.33 Million 0.08% of portfolio
28,274
Q3 2024 Added 40.53%
$76.9B
$5 Million 0.08% of portfolio
45,694
Q3 2024 Reduced 0.3%
$12.6B
$3.58 Million 0.06% of portfolio
13,631
Q3 2024 Reduced 1.1%
$79.5B
$3.31 Million 0.05% of portfolio
12,624
Q3 2024 Reduced 0.03%
$58.3B
$2.35 Million 0.04% of portfolio
4,217
Q3 2024 Added 258.59%
$49.4B
$1.97 Million 0.03% of portfolio
6,081
Q3 2024 Added 0.12%
$42B
$1.21 Million 0.02% of portfolio
7,065
Q3 2024 Added 10.22%
$39.9B
$1.12 Million 0.02% of portfolio
10,792
Q3 2024 Added 1.95%
$32.6B
$671,000 0.01% of portfolio
2,500
Q3 2024 Added 0.04%
$8.29B
$483,000 0.01% of portfolio
4,667
Q3 2024 Added 1.39%
$27.8B
$380,000 0.01% of portfolio
1,985
Q3 2024 Reduced 4.2%
$6.58B
$336,000 0.01% of portfolio
2,108
Q3 2024 Reduced 0.94%
$7.99B
$326,000 0.01% of portfolio
6,316
Q2 2024 New
$21.9B
$309,000 0.0% of portfolio
2,289
Q3 2024 Added 0.13%
$12.1B
$259,000 0.0% of portfolio
1,739
Q3 2024 Reduced 9.19%
$1.43B
$178,000 0.0% of portfolio
3,750
Q4 2021 Reduced 8.51%
$14.1B
$170,000 0.0% of portfolio
1,951
Q3 2024 Reduced 9.42%
$10.7B
$131,000 0.0% of portfolio
795
Q3 2024 Reduced 7.45%
$16.7B
$71,000 0.0% of portfolio
333
Q3 2024 Reduced 2.92%
$9.52B
$67,000 0.0% of portfolio
427
Q1 2024 Reduced 2.51%
$8.86B
$54,000 0.0% of portfolio
604
Q2 2024 New
$989M
$35,000 0.0% of portfolio
913
Q1 2020 New
$315M
$30,000 0.0% of portfolio
1,000
Q1 2024 New
$36.7B
$25,000 0.0% of portfolio
264
Q3 2024 Added 30.05%
$5.72B
$14,000 0.0% of portfolio
798
Q3 2024 New
$9.32B
$9,000 0.0% of portfolio
66
Q3 2024 New
$8.7B
$8,000 0.0% of portfolio
110
Q2 2024 Added 400.0%
$2.95B
$8,000 0.0% of portfolio
732
Q3 2024 New
$846M
$4,000 0.0% of portfolio
350
Q2 2024 New
$7.54B
$0 0.0% of portfolio
7
Q2 2022 Reduced 83.33%
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