Portfolio (Quarterly)
Guide ↗
Clearstead Advisors, LLC
· CIK 0000842775| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | LYTS | LSI INDS INC OHIO | Technology | 2,783 | $51K | 0.00% | SOLD |
| 102 | GFF | GRIFFON CORP | Industrials | 687 | $51K | 0.00% | SOLD |
| 103 | BGC | BGC GROUP INC | Financial Services | 5,567 | $50K | 0.00% | SOLD |
| 104 | ABM | ABM INDS INC | Industrials | 1,169 | $49K | 0.00% | SOLD |
| 105 | SHOO | MADDEN STEVEN LTD | Consumer Cyclical | 1,182 | $49K | 0.00% | SOLD |
| 106 | ADUS | ADDUS HOMECARE CORP | Healthcare | 458 | $49K | 0.00% | SOLD |
| 107 | — | JAMES RIV GROUP HOLDINGS INC | — | 7,732 | $49K | 0.00% | SOLD |
| 108 | OSBC | OLD SECOND BANCORP INC ILL | Financial Services | 2,431 | $47K | 0.00% | SOLD |
| 109 | EPRT | ESSENTIAL PPTYS RLTY TR INC | Real Estate | 1,590 | $47K | 0.00% | SOLD |
| 110 | BY | BYLINE BANCORP INC | Financial Services | 1,578 | $46K | 0.00% | SOLD |
| 111 | OPY | OPPENHEIMER HLDGS INC | Financial Services | 629 | $45K | 0.00% | SOLD |
| 112 | HRMY | HARMONY BIOSCIENCES HLDGS IN | Healthcare | 1,178 | $44K | 0.00% | SOLD |
| 113 | ATEN | A10 NETWORKS INC | Technology | 2,490 | $44K | 0.00% | SOLD |
| 114 | TDW | TIDEWATER INC NEW | Energy | 871 | $44K | 0.00% | SOLD |
| 115 | HTBK | HERITAGE COMM CORP | Financial Services | 3,599 | $43K | 0.00% | SOLD |
| 116 | BHB | BAR HBR BANKSHARES | Financial Services | 1,384 | $43K | 0.00% | SOLD |
| 117 | DV | DOUBLEVERIFY HLDGS INC | Technology | 3,724 | $43K | 0.00% | SOLD |
| 118 | NATR | NATURES SUNSHINE PRODS INC | Consumer Defensive | 1,935 | $42K | 0.00% | SOLD |
| 119 | AVMV | AMERICAN CENTY ETF TR | — | 586 | $42K | 0.00% | SOLD |
| 120 | — | DAYFORCE INC | — | 600 | $41K | 0.00% | 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%