Portfolio (Quarterly)
Guide ↗
Clearstead Advisors, LLC
· CIK 0000842775| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 461 | — | OLYMPIC STEEL INC | — | 3 | $129.0 | — | SOLD |
| 462 | ARLO | ARLO TECHNOLOGIES INC | Industrials | 9 | $126.0 | — | SOLD |
| 463 | GLUE | MONTE ROSA THERAPEUTICS INC | Healthcare | 8 | $126.0 | — | SOLD |
| 464 | MTRN | MATERION CORP | Basic Materials | 1 | $125.0 | — | SOLD |
| 465 | ACDC | PROFRAC HLDG CORP | Energy | 32 | $125.0 | — | SOLD |
| 466 | — | ARMOUR RESIDENTIAL REIT INC | — | 7 | $124.0 | — | SOLD |
| 467 | GSBC | GREAT SOUTHN BANCORP INC | Financial Services | 2 | $124.0 | — | SOLD |
| 468 | CLDT | CHATHAM LODGING TR | Real Estate | 18 | $123.0 | — | SOLD |
| 469 | CTKB | CYTEK BIOSCIENCES INC | Healthcare | 24 | $122.0 | — | SOLD |
| 470 | MTX | MINERALS TECHNOLOGIES INC | Basic Materials | 2 | $122.0 | — | SOLD |
| 471 | RPD | RAPID7 INC | Technology | 8 | $122.0 | — | SOLD |
| 472 | ACCO | ACCO BRANDS CORP | Industrials | 32 | $120.0 | — | SOLD |
| 473 | ATRC | ATRICURE INC | Healthcare | 3 | $119.0 | — | SOLD |
| 474 | HBNC | HORIZON BANCORP INC | Financial Services | 7 | $119.0 | — | SOLD |
| 475 | SMBC | SOUTHERN MO BANCORP INC | Financial Services | 2 | $119.0 | — | SOLD |
| 476 | CRGY | CRESCENT ENERGY COMPANY | Energy | 14 | $118.0 | — | SOLD |
| 477 | HBCP | HOME BANCORP INC | Financial Services | 2 | $116.0 | — | SOLD |
| 478 | CNXN | PC CONNECTION INC | Technology | 2 | $116.0 | — | SOLD |
| 479 | AVAH | AVEANNA HEALTHCARE HLDGS INC | Healthcare | 14 | $115.0 | — | SOLD |
| 480 | CDNA | CAREDX INC | Healthcare | 6 | $114.0 | — | 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%