test

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
SRCLStericycle Inc
Recent Activity
Exited
0%
$21,799
375 shares@ $58.14 avg price
LADLithia Mtrs Inc
Recent Activity
Exited
0%
$18,934
75 shares@ $252.46 avg price
INFAInformatica Inc
Recent Activity
Exited
0%
$18,745
607 shares@ $30.89 avg price
MDYGSpdr Ser Tr
Recent Activity
Exited
0%
$14,963
178 shares@ $84.07 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$13,483
291 shares@ $46.34 avg price
SKXSkechers U S A Inc
Recent Activity
Exited
0%
$13,272
192 shares@ $69.13 avg price
MOHMolina Healthcare Inc
Recent Activity
Exited
0%
$12,487
42 shares@ $297.31 avg price
WNSWns Hldgs Ltd
Recent Activity
Exited
0%
$12,075
230 shares@ $52.5 avg price
JBHTHunt J B Trans Svcs Inc
Recent Activity
Exited
0%
$11,520
72 shares@ $160.0 avg price
CTLTCatalent Inc
Recent Activity
Exited
0%
$11,415
203 shares@ $56.24 avg price