Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
26
+ 0.54%
N/A
4.88K $1.3M
MOS
Mosaic CO

Basic Materials
260
New
$23.08 - $28.8 $6K - $7.49K
260 $7K
SANA
Sana Biotechnology, Inc.

Healthcare
4.65K
New
$1.65 - $4.3 $7.67K - $20K
4.65K $7K
TDF
Templeton Dragon Fund Inc

Financial Services
10
+ 0.16%
$8.08 - $10.29 $80.8 - $103
6.28K $60K
CF
Cf Industries Holdings, Inc.

Basic Materials
96
+ 35.96%
$75.03 - $97.25 $7.2K - $9.34K
363 $28K
DCI
Donaldson CO Inc

Industrials
99
+ 495.0%
$66.51 - $72.28 $6.58K - $7.16K
119 $7K
PNW
Pinnacle West Capital Corp

Utilities
66
New
$81.76 - $95.25 $5.4K - $6.29K
66 $6K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
22
+ 0.17%
$20.2 - $22.24 $444 - $489
13.1K $280K
S
Sentinel One, Inc.

Technology
348
New
$18.17 - $24.97 $6.32K - $8.69K
348 $6K
UWMC
Uwm Holdings Corp

Financial Services
1.04K
+ 728.87%
$5.43 - $6.63 $5.62K - $6.86K
1.18K $6K
STVN
Stevanato Group S.P.A.

Healthcare
303
New
$18.11 - $24.11 $5.49K - $7.31K
303 $6K
AGI
Alamos Gold Inc

Basic Materials
200
New
$18.69 - $26.74 $3.74K - $5.35K
200 $5K
ALKT
Alkami Technology, Inc.

Technology
199
New
$23.76 - $37.53 $4.73K - $7.47K
199 $5K
CSWI
Csw Industrials, Inc.

Industrials
20
New
$283.77 - $396.86 $5.68K - $7.94K
20 $5K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
153
+ 2.01%
$11.44 - $12.4 $1.75K - $1.9K
7.76K $93K
ESI
Element Solutions Inc

Basic Materials
277
+ 230.83%
$22.61 - $27.55 $6.26K - $7.63K
397 $8K
IIIV
I3 Verticals, Inc.

Technology
203
New
$23.2 - $29.67 $4.71K - $6.02K
203 $5K
JPIN
Jp Morgan Diversified Return I

ETFs
100
New
$52.75 - $58.91 $5.28K - $5.89K
100 $5K
MTZ
Mastec Inc

Industrials
91
+ 36.4%
$108.66 - $160.79 $9.89K - $14.6K
341 $39K
NFG
National Fuel Gas CO

Energy
44
+ 44.0%
$60.71 - $79.19 $2.67K - $3.48K
144 $11K
NYT
New York Times CO

Communication Services
117
+ 22.99%
$46.9 - $55.89 $5.49K - $6.54K
626 $31K
PH
Parker Hannifin Corp

Industrials
973
+ 4.68%
$591.65 - $707.05 $576K - $688K
21.8K $13.2M
PCTY
Paylocity Holding Corp

Technology
30
+ 56.6%
$183.21 - $217.86 $5.5K - $6.54K
83 $15K
PAYO
Payoneer Global Inc.

Technology
710
New
$7.04 - $11.04 $5K - $7.84K
710 $5K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
68
+ 309.09%
$69.67 - $86.15 $4.74K - $5.86K
90 $6K
UPWK
Upwork, Inc

Industrials
454
New
$12.34 - $17.44 $5.6K - $7.92K
454 $5K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
57
New
$96.85 - $111.39 $5.52K - $6.35K
57 $5K
AAP
Advance Auto Parts Inc

Consumer Cyclical
108
New
$33.63 - $49.79 $3.63K - $5.38K
108 $4K
BKH
Black Hills Corp

Utilities
69
New
$55.74 - $61.86 $3.85K - $4.27K
69 $4K
CACI
Caci International Inc

Technology
11
New
N/A
11 $4K
CELH
Celsius Holdings, Inc.

Consumer Defensive
112
+ 1244.44%
$21.28 - $35.62 $2.38K - $3.99K
121 $4K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
194
New
$23.43 - $25.55 $4.55K - $4.96K
194 $4K
EVR
Evercore Inc.

Financial Services
111
+ 46.64%
$190.28 - $291.27 $21.1K - $32.3K
349 $69K
HRL
Hormel Foods Corp

Consumer Defensive
155
+ 29.92%
$28.29 - $31.52 $4.38K - $4.89K
673 $20K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
131
+ 1.54%
$54.25 - $57.64 $7.11K - $7.55K
8.61K $474K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
270
+ 1.67%
$7.89 - $8.07 $2.13K - $2.18K
16.4K $130K
BPOP
Popular, Inc.

Financial Services
53
+ 61.63%
$87.14 - $106.33 $4.62K - $5.64K
139 $12K
PCOR
Procore Technologies, Inc.

Technology
122
+ 22.3%
$65.21 - $88.33 $7.96K - $10.8K
669 $44K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
163
+ 183.15%
$23.24 - $28.11 $3.79K - $4.58K
252 $6K
RYAAY
Ryanair Holdings PLC

Industrials
86
+ 573.33%
$41.54 - $50.08 $3.57K - $4.31K
101 $4K
SCI
Service Corp International

Consumer Cyclical
46
+ 3.45%
$75.99 - $84.16 $3.5K - $3.87K
1.38K $110K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10
+ 0.48%
$110.75 - $119.78 $1.11K - $1.2K
2.11K $244K
VECO
Veeco Instruments Inc

Technology
275
+ 161.76%
$20.08 - $28.72 $5.52K - $7.9K
445 $8K
VST
Vistra Corp.

Utilities
90
+ 26.09%
$108.49 - $191.89 $9.76K - $17.3K
435 $51K
RE
Everest Re Group LTD

Financial Services
10
+ 10.31%
N/A
107 $39K
CLBT
Cellebrite Di Ltd.

Technology
228
+ 141.61%
$16.78 - $26.0 $3.83K - $5.93K
389 $7K
A
Agilent Technologies, Inc.

Healthcare
82
+ 20.92%
$116.69 - $152.6 $9.57K - $12.5K
474 $55K
ALLY
Ally Financial Inc.

Financial Services
74
+ 94.87%
$32.99 - $40.09 $2.44K - $2.97K
152 $5K
ATRC
Atri Cure, Inc.

Healthcare
81
+ 43.32%
$30.4 - $42.4 $2.46K - $3.43K
268 $8K
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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