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).

Source: https://www.americanbankingnews.com/2023/08/13/810-shares-in-ares-management-co-nyseares-bought-by-clearstead-advisors-llc.html

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.

Source: https://www.americanbankingnews.com/2023/08/13/clearstead-advisors-llc-purchases-164-shares-of-diamondback-energy-inc-nasdaqfang.html

Clearstead Advisors LLC now owns 2,586 shares of the company’s stock valued at $106,000 after buying an additional 661 shares during the period.

Source: https://www.etfdailynews.com/2023/06/08/atria-wealth-solutions-inc-buys-9751-shares-of-invesco-sp-global-water-index-etf-nysearcacgw/

Clearstead Advisors LLC now owns 283 shares of the industrial products company’s stock worth $65,000 after acquiring an additional 255 shares during the period.

Source: https://www.americanbankingnews.com/2023/08/14/california-state-teachers-retirement-system-reduces-stock-position-in-idex-co-nyseiex.html

Clearstead Advisors LLC now owns 3,264 shares of the company’s stock worth $75,000 after acquiring an additional 1,087 shares during the period.

Source: https://www.etfdailynews.com/2023/10/28/dynamic-advisor-solutions-llc-purchases-52215-shares-of-dimensional-emerging-core-equity-market-etf-nysearcadfae/

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

Source: https://www.americanbankingnews.com/2023/04/30/country-club-bank-gfn-reduces-holdings-in-ishares-national-muni-bond-etf-nysearcamub.html

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

Source: https://www.etfdailynews.com/2023/03/15/clearstead-advisors-llc-sells-16214-shares-of-corning-incorporated-nyseglw/

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

Source: https://www.etfdailynews.com/2023/03/15/clearstead-advisors-llc-increases-position-in-laboratory-co-of-america-holdings-nyselh/

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

Source: https://www.etfdailynews.com/2023/12/29/country-club-bank-gfn-purchases-358-shares-of-ishares-core-sp-small-cap-etf-nysearcaijr/

Clearstead Trust LLC now owns 352 shares of the company’s stock valued at $36,000 after acquiring an additional 228 shares during the period.

Source: https://www.etfdailynews.com/2023/09/18/burke-herbert-bank-trust-co-sells-767-shares-of-ishares-sp-mid-cap-400-value-etf-nysearcaijj/

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

Source: https://www.dailypolitical.com/2023/10/28/bank-of-montreal-can-acquires-new-shares-in-ishares-russell-2000-value-etf-nysearcaiwn.html

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

Source: https://www.americanbankingnews.com/2023/09/24/avery-dennison-co-nyseavy-shares-sold-by-maryland-state-retirement-pension-system.html