Clearstead Advisors, LLC Purchases in Q2 2025

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10K
+ 0.86%
$456.74 - $568.03 $4.59M - $5.7M
1.18M $669M
MSFT
Microsoft Corp

Technology
7.35K
+ 2.38%
$354.56 - $497.45 $2.61M - $3.66M
316K $157M
NVDA
Nvidia Corp

Technology
17.2K
+ 3.54%
$94.31 - $157.99 $1.62M - $2.72M
503K $79.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
601K
+ 6188.26%
$35.3 - $37.51 $21.2M - $22.5M
611K $22.9M
VB
Vanguard Small Cap ETF

ETFs
47.5K
+ 9.75%
$193.73 - $237.37 $9.2M - $11.3M
534K $127M
ORCL
Oracle Corp

Technology
5.09K
+ 2.34%
$122.82 - $218.63 $625K - $1.11M
222K $48.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
89.6K
+ 18.76%
$82.51 - $109.2 $7.39M - $9.78M
567K $61.9M
NOW
Service Now, Inc.

Technology
16.1K
+ 497.41%
$721.65 - $1040.18 $11.6M - $16.8M
19.4K $19.9M
VO
Vanguard Mid Cap ETF

ETFs
5.47K
+ 0.8%
$228.54 - $279.83 $1.25M - $1.53M
692K $194M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
344K
+ 18.79%
$45.2 - $46.6 $15.6M - $16M
2.18M $101M
JPM
Jpmorgan Chase & CO

Financial Services
11.4K
+ 4.52%
$210.28 - $289.91 $2.4M - $3.31M
264K $76.6M
AMZN
Amazon Com Inc

Consumer Cyclical
18.5K
+ 5.44%
$167.32 - $223.3 $3.1M - $4.13M
359K $78.7M
AVGO
Broadcom Inc.

Technology
10.7K
+ 11.05%
$146.29 - $275.65 $1.56M - $2.95M
107K $29.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.02K
+ 6.36%
$496.48 - $617.85 $3.98M - $4.95M
134K $82.8M
STX
Seagate Technology Holdings PLC

Technology
75.6K
+ 613.63%
$66.54 - $144.33 $5.03M - $10.9M
87.9K $12.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
443K
+ 723.08%
$22.4 - $23.8 $9.92M - $10.5M
504K $12M
LLY
Eli Lilly & CO

Healthcare
15.2K
+ 45.57%
$713.71 - $898.95 $10.9M - $13.7M
48.6K $37.9M
MO
Altria Group, Inc.

Consumer Defensive
154K
+ 261.33%
$55.56 - $60.91 $8.53M - $9.35M
212K $12.5M
GOOGL
Alphabet Inc.

Communication Services
14K
+ 4.79%
$144.7 - $178.6 $2.03M - $2.5M
307K $54M
IEFA
Ishares Tr

ETFs
20.2K
+ 2.73%
$67.83 - $84.09 $1.37M - $1.7M
761K $63.5M
CROX
Crocs, Inc.

Consumer Cyclical
71.6K
+ 2385333.25%
$88.67 - $120.26 $6.35M - $8.61M
71.6K $7.25M
T
At&T Inc.

Communication Services
239K
+ 126.47%
$26.33 - $28.94 $6.29M - $6.91M
428K $12.4M
KEY
Keycorp

Financial Services
329K
+ 40.31%
$13.23 - $17.42 $4.36M - $5.74M
1.15M $20M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
129K
+ 6685.02%
$50.34 - $51.86 $6.47M - $6.67M
130K $6.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.46K
+ 0.68%
$82.96 - $110.1 $204K - $271K
363K $39.9M
META
Meta Platforms, Inc.

Communication Services
3.14K
+ 12.49%
$484.66 - $738.09 $1.52M - $2.32M
28.3K $20.9M
WMT
Walmart Inc.

Consumer Defensive
20.3K
+ 5.22%
$81.79 - $99.98 $1.66M - $2.03M
409K $40M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.39K
+ 36.1%
$416.06 - $551.64 $3.07M - $4.08M
27.9K $15.4M
UBER
Uber Technologies, Inc

Technology
7.58K
+ 3.11%
$64.62 - $93.3 $490K - $707K
252K $23.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
112
+ 2.7%
$4164.15 - $5789.24 $466K - $648K
4.26K $24.6M
ABT
Abbott Laboratories

Healthcare
35.6K
+ 29.0%
$123.95 - $138.08 $4.41M - $4.92M
158K $21.5M
PANW
Palo Alto Networks Inc

Technology
7.74K
+ 7.21%
$152.44 - $204.64 $1.18M - $1.58M
115K $23.6M
GOOG
Alphabet Inc.

Communication Services
3.8K
+ 1.88%
$146.58 - $180.01 $556K - $683K
206K $36.5M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
108K
+ 70.62%
$40.82 - $43.14 $4.41M - $4.66M
261K $11.3M
IWV
Ishares Russell 3000 ETF

ETFs
3.7K
+ 3.68%
$281.67 - $351.0 $1.04M - $1.3M
104K $36.5M
SJNK
Spdr Bloomberg Short Term High

ETFs
177K
+ 66.58%
$24.12 - $25.48 $4.27M - $4.51M
443K $11.3M
VTV
Vanguard Value ETF

ETFs
9.87K
+ 1.5%
$153.67 - $176.74 $1.52M - $1.74M
668K $118M
VTI
Vanguard Total Stock Market Et

ETFs
157
+ 0.11%
$243.75 - $303.93 $38.3K - $47.7K
139K $42.3M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
14.9K
+ 1.44%
$70.7 - $82.14 $1.05M - $1.22M
1.05M $86.2M
SCHW
Schwab Charles Corp

Financial Services
11.2K
+ 5.01%
$69.06 - $91.24 $774K - $1.02M
235K $21.4M
NFLX
Netflix Inc

Communication Services
810
+ 11.67%
$855.86 - $1339.13 $693K - $1.08M
7.75K $10.4M
ETN
Eaton Corp PLC

Industrials
911
+ 2.18%
$246.52 - $356.99 $225K - $325K
42.7K $15.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.16K
+ 3.59%
$328.01 - $475.68 $379K - $549K
33.3K $15.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23.6K
+ 22.56%
$114.78 - $133.31 $2.71M - $3.14M
128K $17.1M
RWR
Spdr Dow Jones Reit ETF

ETFs
37.7K
+ 81.96%
$86.33 - $99.71 $3.25M - $3.76M
83.6K $8.06M
IEMG
Ishares Inc

ETFs
63.2K
+ 59.07%
N/A
170K $9.13M
RTX
Raytheon Technologies Corp

Industrials
7.22K
+ 4.19%
$113.75 - $148.48 $821K - $1.07M
179K $26.2M
TSLA
Tesla, Inc.

Consumer Cyclical
3.98K
+ 11.07%
$221.86 - $362.89 $883K - $1.45M
40K $12.7M
CSCO
Cisco Systems, Inc.

Technology
22.1K
+ 9.51%
$53.19 - $69.38 $1.18M - $1.53M
254K $17.7M
Activity Summary
Buys All Purchases 1879 New Holdings 718 Increased Positions 1161 Sells All Sells 463 Reductions 462 Sold out 1 Options Calls 0 Puts 0
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