Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLTK
Playtika Holding Corp.

Communication Services
2.63K
New
$4.01 - $7.45 $10.5K - $19.6K
2.63K $13K
ATO
Atmos Energy Corp

Utilities
70
+ 116.67%
$136.51 - $154.58 $9.56K - $10.8K
130 $20K
BE
Bloom Energy Corp

Industrials
2.72K
+ 16.81%
$19.66 - $29.81 $53.4K - $80.9K
18.9K $370K
EPR
Epr Properties

Real Estate
177
+ 55.31%
$43.98 - $53.81 $7.78K - $9.52K
497 $26K
EA
Electronic Arts Inc.

Communication Services
89
+ 18.43%
$116.53 - $146.29 $10.4K - $13K
572 $82K
ENPH
Enphase Energy, Inc.

Technology
192
+ 533.33%
$52.87 - $73.51 $10.2K - $14.1K
228 $14K
IFRA
Ishares Tr

ETFs
347
+ 13.33%
$44.8 - $49.25 $15.5K - $17.1K
2.95K $132K
LDOS
Leidos Holdings, Inc.

Technology
92
+ 180.39%
$126.82 - $161.11 $11.7K - $14.8K
143 $19K
LNC
Lincoln National Corp

Financial Services
29
+ 1.12%
$30.06 - $39.23 $872 - $1.14K
2.63K $94K
MGM
Mgm Resorts International

Consumer Cyclical
432
New
$29.64 - $40.37 $12.8K - $17.4K
432 $12K
G
Genpact LTD

Technology
237
+ 2962.5%
$42.88 - $55.54 $10.2K - $13.2K
245 $12K
PNR
Pentair PLC

Industrials
145
New
$84.0 - $105.35 $12.2K - $15.3K
145 $12K
BAX
Baxter International Inc

Healthcare
81
+ 4.71%
$29.26 - $36.57 $2.37K - $2.96K
1.8K $61K
NET
Cloudflare, Inc.

Technology
46
+ 4.44%
$110.71 - $176.5 $5.09K - $8.12K
1.08K $122K
DRI
Darden Restaurants Inc

Consumer Cyclical
48
+ 77.42%
$180.02 - $208.56 $8.64K - $10K
110 $22K
EPAM
Epam Systems, Inc.

Technology
60
+ 43.17%
N/A
199 $36K
KMPR
Kemper Corp

Financial Services
173
New
$62.81 - $69.5 $10.9K - $12K
173 $11K
CHRD
Oasis Petroleum Inc.

Energy
98
+ 69.01%
$101.34 - $127.78 $9.93K - $12.5K
240 $27K
PK
Park Hotels & Resorts Inc.

Real Estate
1.04K
New
$10.68 - $14.19 $11.1K - $14.8K
1.04K $11K
PATK
Patrick Industries Inc

Consumer Cyclical
84
+ 3.63%
$82.13 - $97.92 $6.9K - $8.23K
2.4K $202K
VERX
Vertex, Inc.

Technology
334
New
$31.15 - $58.95 $10.4K - $19.7K
334 $11K
DEW
Wisdomtree Tr Global High Divi

ETFs
107
+ 7.91%
$51.48 - $56.43 $5.51K - $6.04K
1.46K $81K
AN
Autonation, Inc.

Consumer Cyclical
65
New
$156.67 - $195.15 $10.2K - $12.7K
65 $10K
AI
C3.Ai, Inc.

Technology
800
+ 145.45%
$20.92 - $36.93 $16.7K - $29.5K
1.35K $28K
ES
Eversource Energy

Utilities
115
+ 19.83%
$55.63 - $63.8 $6.4K - $7.34K
695 $43K
FLS
Flowserve Corp

Industrials
1.24K
+ 21.35%
$46.47 - $64.75 $57.4K - $80K
7.02K $342K
PEY
Invesco Exchange Traded Fd Tr

ETFs
405
+ 5.25%
$20.82 - $22.08 $8.43K - $8.94K
8.12K $174K
TNET
Trinet Group, Inc.

Industrials
296
+ 24.92%
$66.51 - $95.72 $19.7K - $28.3K
1.48K $117K
WBS
Webster Financial Corp

Financial Services
188
+ 180.77%
$47.55 - $61.41 $8.94K - $11.5K
292 $15K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
2.3K
New
$4.07 - $5.99 $9.36K - $13.8K
2.3K $9K
CCL
Carnival Corp

Consumer Cyclical
530
+ 231.44%
$19.08 - $28.49 $10.1K - $15.1K
759 $14K
CHWY
Chewy, Inc.

Consumer Cyclical
321
+ 19.37%
$31.83 - $39.8 $10.2K - $12.8K
1.98K $64K
GVI
Ishares Tr

ETFs
15
+ 0.37%
$103.49 - $106.02 $1.55K - $1.59K
4.1K $434K
SXI
Standex International Corp

Industrials
61
New
$160.36 - $196.08 $9.78K - $12K
61 $9K
JHG
Janus Henderson Group PLC

Financial Services
270
New
$35.98 - $45.94 $9.71K - $12.4K
270 $9K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
74
+ 672.73%
$120.07 - $144.17 $8.89K - $10.7K
85 $10K
ROAD
Construction Partners, Inc.

Industrials
154
+ 72.99%
$67.61 - $93.18 $10.4K - $14.3K
365 $26K
GWRE
Guidewire Software, Inc.

Technology
47
New
$166.74 - $218.22 $7.84K - $10.3K
47 $8K
NRG
Nrg Energy, Inc.

Utilities
67
+ 23.02%
$84.82 - $113.33 $5.68K - $7.59K
358 $34K
TFX
Teleflex Inc

Healthcare
58
New
$130.79 - $183.66 $7.59K - $10.7K
58 $8K
UI
Ubiquiti Inc.

Technology
26
New
$300.93 - $431.11 $7.82K - $11.2K
26 $8K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
180
+ 5.72%
$9.19 - $12.93 $1.65K - $2.33K
3.33K $37K
ZION
Zions Bancorporation, National Association

Financial Services
870
+ 10.71%
$47.0 - $59.03 $40.9K - $51.4K
8.99K $448K
RNA
Avidity Biosciences, Inc.

Healthcare
202
+ 118.13%
$27.05 - $35.11 $5.46K - $7.09K
373 $11K
BRX
Brixmor Property Group Inc.

Real Estate
321
New
N/A
321 $7K
COTY
Coty Inc.

Consumer Defensive
1.2K
+ 1203.0%
$5.43 - $7.61 $6.53K - $9.15K
1.3K $7K
FTDR
Frontdoor, Inc.

Consumer Cyclical
199
New
$37.07 - $62.39 $7.38K - $12.4K
199 $7K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
67
+ 6.67%
$25.2 - $68.74 $1.69K - $4.61K
1.07K $31K
IPGP
Ipg Photonics Corp

Technology
119
New
$57.86 - $77.8 $6.89K - $9.26K
119 $7K
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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