Clearstead

Clearstead Advisors LLC acquired a new stake in Ares Management Co. () during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).

Clearstead Advisors LLC boosted its position in shares of Diamondback Energy, Inc. () by 28.3% in the first quarter, according to its most recent filing with the Securities & Exchange Commission.

Clearstead Advisors LLC purchased a new position in shares of iShares National Muni Bond ETF in the third quarter worth $34,000.

Clearstead Advisors LLC’s holdings in Corning were worth $299,000 as of its most recent SEC filing.

Clearstead Advisors LLC’s holdings in Laboratory Co. of America were worth $557,000 as of its most recent SEC filing.

Clearstead Trust LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF by 56.2% during the 2nd quarter.

Clearstead Trust LLC raised its stake in iShares Russell 2000 Value ETF by 73.0% during the 1st quarter.

Finally, Clearstead Advisors LLC lifted its stake in shares of Avery Dennison by 716.7% during the first quarter.

Clearstead Advisors LLC boosted its stake in Zillow Group, Inc. () by 1,724.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).

Clearstead Advisors LLC grew its holdings in Brookfield Renewable Partners by 8.5% during the third quarter.

Clearstead Advisors LLC grew its holdings in shares of Vanguard S&P Small-Cap 600 ETF () by 79.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.

Clearstead Advisors LLC lessened its holdings in Smartsheet Inc () by 27.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.

Clearstead Advisors LLC raised its stake in Copart, Inc. () by 100.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC.

Clearstead Advisors LLC’s holdings in Exxon Mobil were worth $15,002,000 at the end of the most recent reporting period.

Clearstead Trust LLC bought a new stake in shares of Cardinal Health in the 4th quarter worth approximately $25,000.

Finally, Clearstead Advisors LLC acquired a new position in Atmos Energy in the 3rd quarter valued at approximately $620,000.

Finally, Clearstead Advisors LLC raised its holdings in iShares MSCI Eurozone ETF by 308.2% during the 3rd quarter.