Portfolio (Quarterly)
Guide ↗
Clearstead Advisors, LLC
· CIK 0000842775| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | S | SENTINELONE INC | Technology | 92 | $1K | — | SOLD |
| 282 | AIR | AAR CORP | Industrials | 16 | $1K | — | SOLD |
| 283 | PLXS | PLEXUS CORP | Technology | 9 | $1K | — | SOLD |
| 284 | HCC | WARRIOR MET COAL INC | Energy | 15 | $1K | — | SOLD |
| 285 | — | ASTRIA THERAPEUTICS INC | — | 101 | $1K | — | SOLD |
| 286 | VSAT | VIASAT INC | Technology | 38 | $1K | — | SOLD |
| 287 | — | REV GROUP INC | — | 21 | $1K | — | SOLD |
| 288 | VCYT | VERACYTE INC | Healthcare | 30 | $1K | — | SOLD |
| 289 | CLOU | GLOBAL X FDS | — | 55 | $1K | — | SOLD |
| 290 | ZG | ZILLOW GROUP INC | Communication Services | 18 | $1K | — | SOLD |
| 291 | — | TIDAL TRUST II | — | 318 | $1K | — | SOLD |
| 292 | — | STEM INC | — | 80 | $1K | — | SOLD |
| 293 | ICUI | ICU MED INC | Healthcare | 8 | $1K | — | SOLD |
| 294 | KAI | KADANT INC | Industrials | 4 | $1K | — | SOLD |
| 295 | CSTM | CONSTELLIUM SE | Basic Materials | 60 | $1K | — | SOLD |
| 296 | MAN | MANPOWERGROUP INC WIS | Industrials | 37 | $1K | — | SOLD |
| 297 | ENPH | ENPHASE ENERGY INC | Energy | 34 | $1K | — | SOLD |
| 298 | AWR | AMER STATES WTR CO | Utilities | 15 | $1K | — | SOLD |
| 299 | — | STRATA CRITICAL MEDICAL INC | — | 224 | $1K | — | SOLD |
| 300 | TPC | TUTOR PERINI CORP | Industrials | 16 | $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%