Portfolio (Quarterly)
Guide ↗
Clearstead Advisors, LLC
· CIK 0000842775| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | — | INDIVIOR PLC | — | 61 | $2K | — | SOLD |
| 262 | MIR | MIRION TECHNOLOGIES INC | Industrials | 93 | $2K | — | SOLD |
| 263 | — | BROWN FORMAN CORP | — | 82 | $2K | — | SOLD |
| 264 | INSM | INSMED INC | Healthcare | 12 | $2K | — | SOLD |
| 265 | IMVP | INVESCO INDIA EXCHANGE-TRADE | — | 86 | $2K | — | SOLD |
| 266 | AAOI | APPLIED OPTOELECTRONICS INC | Technology | 59 | $2K | — | SOLD |
| 267 | MRCY | MERCURY SYS INC | Industrials | 27 | $2K | — | SOLD |
| 268 | EBF | ENNIS INC | Industrials | 102 | $2K | — | SOLD |
| 269 | AMBA | AMBARELLA INC | Technology | 25 | $2K | — | SOLD |
| 270 | AVXL | ANAVEX LIFE SCIENCES CORP | Healthcare | 481 | $2K | — | SOLD |
| 271 | ARGX | ARGENX SE | Healthcare | 2 | $2K | — | SOLD |
| 272 | WAY | WAYSTAR HLDG CORP | Technology | 51 | $2K | — | SOLD |
| 273 | PSN | PARSONS CORP DEL | Industrials | 27 | $2K | — | SOLD |
| 274 | WK | WORKIVA INC | Technology | 19 | $2K | — | SOLD |
| 275 | RXRX CALL | RECURSION PHARMACEUTICALS IN | Healthcare | 400 | $2K | — | SOLD |
| 276 | CWEN | CLEARWAY ENERGY INC | Utilities | 46 | $2K | — | SOLD |
| 277 | — | QIAGEN NV | — | 34 | $2K | — | SOLD |
| 278 | HHH | HOWARD HUGHES HOLDINGS INC | Real Estate | 19 | $2K | — | SOLD |
| 279 | LTH | LIFE TIME GROUP HOLDINGS INC | Consumer Cyclical | 57 | $2K | — | SOLD |
| 280 | HIW | HIGHWOODS PPTYS INC | Real Estate | 55 | $1K | — | 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%