Portfolio (Quarterly)
Guide ↗
Clearstead Advisors, LLC
· CIK 0000842775| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | GTM | ZOOMINFO TECHNOLOGIES INC | Technology | 1,037 | $11K | — | SOLD |
| 182 | JXN | JACKSON FINANCIAL INC | Financial Services | 97 | $10K | — | SOLD |
| 183 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 1,247 | $10K | — | SOLD |
| 184 | PJT | PJT PARTNERS INC | Financial Services | 57 | $10K | — | SOLD |
| 185 | GLBE | GLOBAL E ONLINE LTD | Consumer Cyclical | 229 | $9K | — | SOLD |
| 186 | KMPR | KEMPER CORP | Financial Services | 221 | $9K | — | SOLD |
| 187 | GALT CALL | GALECTIN THERAPEUTICS INC | Healthcare | 2,000 | $8K | — | SOLD |
| 188 | — | CIVITAS RESOURCES INC | — | 306 | $8K | — | SOLD |
| 189 | — | SEALED AIR CORP NEW | — | 200 | $8K | — | SOLD |
| 190 | HGV | HILTON GRAND VACATIONS INC | Consumer Cyclical | 182 | $8K | — | SOLD |
| 191 | AFRM | AFFIRM HLDGS INC | Technology | 109 | $8K | — | SOLD |
| 192 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 202 | $8K | — | SOLD |
| 193 | FTRE | FORTREA HLDGS INC | Healthcare | 454 | $8K | — | SOLD |
| 194 | RDN | RADIAN GROUP INC | Financial Services | 212 | $8K | — | SOLD |
| 195 | — | PIPER SANDLER COMPANIES | — | 22 | $7K | — | SOLD |
| 196 | IPGP | IPG PHOTONICS CORP | Technology | 98 | $7K | — | SOLD |
| 197 | ABCB | AMERIS BANCORP | Financial Services | 93 | $7K | — | SOLD |
| 198 | KRYS | KRYSTAL BIOTECH INC | Healthcare | 28 | $7K | — | SOLD |
| 199 | MMSI | MERIT MED SYS INC | Healthcare | 74 | $7K | — | SOLD |
| 200 | GKOS | GLAUKOS CORP | Healthcare | 57 | $6K | — | SOLD |
Sector Allocation
Technology
25.9%
Industrials
21.7%
Financial Services
16.5%
Consumer Cyclical
9.9%
Healthcare
7.6%
Communication Services
7.0%
Consumer Defensive
5.8%
Energy
2.8%
Utilities
1.5%
Basic Materials
0.9%