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Patrick D. Hayes

@Clearstead Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$6.446BTotal holdings2038
Assets growth rate9.98%Assets growth rate (2-Q avg)100.08%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Clearstead Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2038 positions.

Assets under management

The assets under management (AUM) of Clearstead Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.446B in assets, with a quarterly growth rate of 9.98% and a 2-quarter average growth rate of 100.08%. The portfolio is managed by Patrick D. Hayes, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RPGInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$417,636
10,635 shares@ $39.27 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.01%
$417,488
2,765 shares@ $151.0 avg price
PCEFInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.01%
$293,935
14,913 shares@ $19.71 avg price
OLEDUniversal Display Corp
Recent Activity
New Position
0.01%
$258,597
1,232 shares@ $209.91 avg price
SKYChampion Homes Inc
Recent Activity
New Position
0.01%
$229,822
2,423 shares@ $94.86 avg price
NVSTEnvista Holdings Corporation
Recent Activity
New Position
0.01%
$228,030
11,540 shares@ $19.76 avg price
IBDUIshares Tr
Recent Activity
New Position
0.01%
$225,743
9,602 shares@ $23.51 avg price
ZSEPInnovator Etfs Trust
Recent Activity
New Position
0.01%
$211,271
8,495 shares@ $24.88 avg price
CMFIshares Tr
Recent Activity
New Position
0.01%
$210,038
3,614 shares@ $58.12 avg price
MSDLMorgan Stanley Direct Lendin
Recent Activity
New Position
0.01%
$205,633
10,396 shares@ $19.79 avg price