Portfolio (Quarterly)
Guide ↗
Clearstead Advisors, LLC
· CIK 0000842775| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | — | CADRENAL THERAPEUTICS INC | — | 150 | $1K | — | SOLD |
| 302 | LINE | LINEAGE INC | Real Estate | 29 | $1K | — | SOLD |
| 303 | RELY | REMITLY GLOBAL INC | Technology | 72 | $994.0 | — | SOLD |
| 304 | TDC | TERADATA CORP DEL | Technology | 32 | $975.0 | — | SOLD |
| 305 | — | MNTN INC | — | 80 | $956.0 | — | SOLD |
| 306 | KURA | KURA ONCOLOGY INC | Healthcare | 90 | $936.0 | — | SOLD |
| 307 | — | REZOLVE AI PLC | — | 360 | $926.0 | — | SOLD |
| 308 | SEI | SOLARIS ENERGY INFRAS INC | Energy | 20 | $920.0 | — | SOLD |
| 309 | UWMC | UWM HOLDINGS CORPORATION | Financial Services | 196 | $859.0 | — | SOLD |
| 310 | SXT | SENSIENT TECHNOLOGIES CORP | Basic Materials | 9 | $846.0 | — | SOLD |
| 311 | HUN | HUNTSMAN CORP | Basic Materials | 84 | $840.0 | — | SOLD |
| 312 | ZETA | ZETA GLOBAL HOLDINGS CORP | Technology | 41 | $835.0 | — | SOLD |
| 313 | VRNS | VARONIS SYS INC | Technology | 25 | $820.0 | — | SOLD |
| 314 | CZR | CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 35 | $819.0 | — | SOLD |
| 315 | VRTS | VIRTUS INVT PARTNERS INC | Financial Services | 5 | $816.0 | — | SOLD |
| 316 | NTCT | NETSCOUT SYS INC | Technology | 30 | $812.0 | — | SOLD |
| 317 | FRME | FIRST MERCHANTS CORP | Financial Services | 21 | $788.0 | — | SOLD |
| 318 | LRN | STRIDE INC | Consumer Defensive | 12 | $780.0 | — | SOLD |
| 319 | CNA | CNA FINL CORP | Financial Services | 16 | $764.0 | — | SOLD |
| 320 | LEG | LEGGETT & PLATT INC | Consumer Cyclical | 69 | $759.0 | — | 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%