Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
242K
+ 67.48%
$169.43 - $182.84 $41.1M - $44.3M
602K $104M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
315K
+ 43.69%
$76.77 - $82.22 $24.2M - $25.9M
1.03M $82.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
177K
+ 325.62%
$114.57 - $118.14 $20.3M - $21M
232K $27.4M
AWK
American Water Works Company, Inc.

Utilities
112K
+ 2215.78%
$121.01 - $149.31 $13.6M - $16.7M
117K $17.3M
UBER
Uber Technologies, Inc

Technology
215K
+ 733.47%
$63.17 - $81.49 $13.6M - $17.5M
244K $17.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
309K
+ 20.32%
$44.68 - $46.49 $13.8M - $14.4M
1.83M $84.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.67K
+ 5.9%
$442.66 - $534.52 $3.39M - $4.1M
138K $73.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
15
+ 300.0%
$663000.0 - $801950.0 $9.95M - $12M
20 $16M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
237K
+ 54.77%
$50.48 - $51.04 $12M - $12.1M
669K $33.9M
PSTG
Pure Storage, Inc.

Technology
199K
+ 72311.27%
$44.27 - $72.37 $8.8M - $14.4M
199K $8.82M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
380K
New
$20.7 - $21.15 $7.86M - $8.03M
380K $7.86M
DFAI
Dimensional ETF Tr

ETFs
86K
+ 3.42%
$28.88 - $32.4 $2.48M - $2.79M
2.6M $81.3M
JNJ
Johnson & Johnson

Healthcare
15.3K
+ 6.75%
$142.06 - $167.7 $2.17M - $2.56M
241K $40M
EFA
Ishares Tr Msci Eafe ETF

ETFs
23.2K
+ 5.05%
$74.85 - $84.89 $1.73M - $1.97M
482K $39.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
155K
+ 10.76%
$24.05 - $24.86 $3.74M - $3.86M
1.6M $39.8M
PLTR
Palantir Technologies Inc.

Technology
54.2K
New
$64.98 - $124.62 $3.52M - $6.76M
54.2K $4.58M
VONG
Vanguard Russell 1000 Growth E

ETFs
91.8K
+ 23.79%
$92.71 - $107.38 $8.51M - $9.85M
478K $44.3M
NSC
Norfolk Southern Corp

Industrials
16.2K
+ 5.68%
$227.69 - $259.76 $3.69M - $4.21M
301K $71.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
83.7K
+ 5.96%
$56.17 - $59.71 $4.7M - $5M
1.49M $85M
CVX
Chevron Corp

Energy
5.4K
+ 3.66%
$146.71 - $167.97 $793K - $908K
153K $25.6M
XOM
Exxon Mobil Corp

Energy
8.71K
+ 4.57%
$105.44 - $118.93 $919K - $1.04M
199K $23.7M
VTV
Vanguard Value ETF

ETFs
4.99K
+ 0.76%
$167.73 - $179.21 $837K - $894K
658K $114M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
80.3K
New
$37.87 - $39.86 $3.04M - $3.2M
80.3K $3.06M
RTX
Raytheon Technologies Corp

Industrials
1.54K
+ 0.9%
$114.1 - $135.66 $175K - $209K
172K $22.8M
MA
Mastercard Inc

Financial Services
3.27K
+ 5.64%
$504.67 - $576.31 $1.65M - $1.89M
61.3K $33.6M
VONV
Vanguard Russell 1000 Value Et

ETFs
33.2K
+ 14.81%
$80.21 - $86.14 $2.67M - $2.86M
258K $21.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.6K
+ 9.19%
$551.42 - $612.93 $5.85M - $6.5M
126K $70.5M
WM
Waste Management Inc

Industrials
838
+ 0.94%
$200.54 - $233.78 $168K - $196K
89.6K $20.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.52K
+ 3.25%
$890.62 - $1076.86 $1.35M - $1.64M
48.4K $45.7M
TPL
Texas Pacific Land Corp

Energy
1.5K
+ 100.07%
$1180.08 - $1431.01 $1.77M - $2.15M
3K $3.98M
AMT
American Tower Corp

Real Estate
6.22K
+ 22.77%
$173.46 - $217.6 $1.08M - $1.35M
33.5K $7.29M
TDG
Trans Digm Group Inc

Industrials
1.43K
+ 65.82%
$1251.32 - $1394.11 $1.78M - $1.99M
3.59K $4.97M
DFAE
Dimensional ETF Tr

ETFs
69K
+ 11.54%
$24.64 - $26.86 $1.7M - $1.85M
667K $17.3M
GLD
Spdr Gold Trust

ETFs
738
+ 1.82%
$243.19 - $288.14 $179K - $213K
41.3K $11.9M
SHW
Sherwin Williams CO

Basic Materials
5.22K
+ 19.33%
$330.16 - $365.55 $1.72M - $1.91M
32.2K $11.3M
PX
P10, Inc.

Financial Services
172K
New
$11.04 - $13.77 $1.9M - $2.37M
172K $2.02M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
77.3K
+ 2.72%
$18.18 - $18.58 $1.41M - $1.44M
2.91M $54M
ROP
Roper Technologies Inc

Industrials
2.79K
+ 66.15%
$502.71 - $593.81 $1.4M - $1.66M
7.01K $4.13M
CSGP
Costar Group, Inc.

Real Estate
6.76K
+ 3.81%
$69.29 - $80.37 $468K - $543K
184K $14.6M
NFLX
Netflix Inc

Communication Services
1.79K
+ 34.67%
$828.4 - $1058.6 $1.48M - $1.89M
6.94K $6.47M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
61.4K
+ 2.42%
$20.05 - $20.4 $1.23M - $1.25M
2.6M $52.9M
KO
Coca Cola CO

Consumer Defensive
2.37K
+ 1.36%
$60.81 - $72.32 $144K - $171K
177K $12.7M
ZTS
Zoetis Inc.

Healthcare
10K
+ 11.8%
$156.48 - $175.67 $1.57M - $1.76M
95.1K $15.7M
SPGI
S&P Global Inc.

Financial Services
3.19K
+ 25.32%
$478.26 - $543.77 $1.53M - $1.74M
15.8K $8.03M
FAST
Fastenal CO

Industrials
20.1K
+ 77.26%
$71.11 - $79.98 $1.43M - $1.61M
46.1K $3.58M
MKL
Markel Corp

Financial Services
741
+ 35.71%
$1660.14 - $2059.83 $1.23M - $1.53M
2.82K $5.26M
VTI
Vanguard Total Stock Market Et

ETFs
12.9K
+ 10.23%
$271.18 - $303.12 $3.5M - $3.91M
139K $38.2M
DUK
Duke Energy Corp

Utilities
8.28K
+ 19.45%
$105.87 - $121.97 $877K - $1.01M
50.9K $6.2M
PM
Philip Morris International Inc.

Consumer Defensive
970
+ 2.66%
$117.15 - $158.79 $114K - $154K
37.5K $5.95M
Activity Summary
Buys All Purchases 1040 New Holdings 252 Increased Positions 788 Sells All Sells 628 Reductions 628 Sold out 0 Options Calls 3 Puts 1
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