Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CNP
Centerpoint Energy Inc

Utilities
83
New
$30.87 - $36.25 $2.56K - $3.01K
83 $3K
ENR
Energizer Holdings, Inc.

Industrials
117
New
$29.28 - $35.79 $3.43K - $4.19K
117 $3K
FHN
First Horizon Corp

Financial Services
143
+ 204.29%
$17.7 - $22.43 $2.53K - $3.21K
213 $4K
FYBR
Frontier Communications Parent, Inc.

Communication Services
54
+ 6.0%
$34.83 - $36.05 $1.88K - $1.95K
954 $34K
GMED
Globus Medical Inc

Healthcare
91
+ 24.46%
$69.68 - $93.32 $6.34K - $8.49K
463 $33K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
95
+ 1.78%
N/A
5.44K $171K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
46
+ 88.46%
$46.83 - $56.05 $2.15K - $2.58K
98 $5K
IYE
Ishares Tr

ETFs
5
+ 0.6%
$45.23 - $49.95 $226 - $250
840 $41K
JLL
Jones Lang Lasalle Inc

Real Estate
14
+ 11.97%
$238.0 - $284.76 $3.33K - $3.99K
131 $32K
LEA
Lear Corp

Consumer Cyclical
41
New
$87.96 - $99.36 $3.61K - $4.07K
41 $3K
M
Macy'S, Inc.

Consumer Cyclical
316
+ 509.68%
$12.56 - $16.82 $3.97K - $5.32K
378 $4K
NNN
National Retail Properties, Inc.

Real Estate
73
New
$38.0 - $43.19 $2.77K - $3.15K
73 $3K
POR
Portland General Electric CO

Utilities
81
New
$40.56 - $45.24 $3.29K - $3.66K
81 $3K
REG
Regency Centers Corp

Real Estate
41
+ 15.3%
$68.83 - $77.74 $2.82K - $3.19K
309 $22K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
53
+ 16.67%
$60.05 - $72.21 $3.18K - $3.83K
371 $23K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
78
+ 1.23%
$49.78 - $53.19 $3.88K - $4.15K
6.44K $328K
SKX
Skechers Usa Inc

Consumer Cyclical
56
New
$54.98 - $78.24 $3.08K - $4.38K
56 $3K
U
Unity Software Inc.

Technology
162
+ 216.0%
$19.44 - $28.34 $3.15K - $4.59K
237 $4K
VCIT
Vanguard Intermediate Term Cor

ETFs
11
+ 0.75%
$79.17 - $82.04 $871 - $902
1.47K $120K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
348
+ 44.85%
$16.4 - $22.98 $5.71K - $8K
1.12K $18K
BRZE
Braze, Inc.

Technology
99
+ 32.14%
$32.44 - $47.22 $3.21K - $4.67K
407 $14K
CBT
Cabot Corp

Basic Materials
300
+ 10.73%
$81.12 - $92.51 $24.3K - $27.8K
3.1K $257K
CPB
Campbell Soup CO

Consumer Defensive
75
+ 14.73%
$37.29 - $42.04 $2.8K - $3.15K
584 $23K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
87
+ 11.1%
$25.9 - $31.26 $2.25K - $2.72K
871 $23K
WTRG
Essential Utilities, Inc.

Utilities
65
New
$33.49 - $40.57 $2.18K - $2.64K
65 $2K
ESS
Essex Property Trust, Inc.

Real Estate
10
+ 45.45%
N/A
32 $8K
EVRG
Evergy, Inc.

Utilities
4
+ 2.06%
$59.9 - $69.52 $240 - $278
198 $13K
FNLC
First Bancorp, Inc

Financial Services
100
New
$24.51 - $27.11 $2.45K - $2.71K
100 $2K
FFIN
First Financial Bankshares Inc

Financial Services
72
New
$34.78 - $38.52 $2.5K - $2.77K
72 $2K
HSBC
Hsbc Holdings PLC

Financial Services
28
+ 155.56%
$48.68 - $61.58 $1.36K - $1.72K
46 $2K
HST
Host Hotels & Resorts, Inc.

Real Estate
146
+ 7300.0%
$14.21 - $17.45 $2.07K - $2.55K
148 $2K
INMB
Inmune Bio, Inc.

Healthcare
100
+ 20.41%
$4.93 - $10.48 $493 - $1.05K
590 $4K
IBOC
International Bancshares Corp

Financial Services
39
New
$60.62 - $67.91 $2.36K - $2.65K
39 $2K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
12
New
$192.82 - $222.1 $2.31K - $2.67K
12 $2K
LAD
Lithia Motors Inc

Consumer Cyclical
7
New
$285.59 - $385.71 $2K - $2.7K
7 $2K
MPW
Medical Properties Trust Inc

Real Estate
383
New
$3.83 - $6.21 $1.47K - $2.38K
383 $2K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
73
+ 98.65%
$11.66 - $14.98 $851 - $1.09K
147 $2K
GURU
Global X Guru Index ETF

ETFs
51
New
$47.54 - $53.92 $2.42K - $2.75K
51 $2K
NJR
New Jersey Resources Corp

Utilities
49
New
$45.25 - $49.37 $2.22K - $2.42K
49 $2K
NOVT
Novanta Inc

Technology
9
+ 8.04%
N/A
121 $19K
PR
Permian Resources Corporation

Energy
171
New
$12.33 - $16.0 $2.11K - $2.74K
171 $2K
PEG
Public Service Enterprise Group Inc

Utilities
67
+ 3.66%
$78.2 - $90.39 $5.24K - $6.06K
1.9K $156K
PSA
Public Storage

Real Estate
6
+ 2.32%
$288.99 - $313.98 $1.73K - $1.88K
265 $79K
RVLV
Revolve Group, Inc.

Consumer Cyclical
107
+ 214.0%
$21.26 - $33.75 $2.27K - $3.61K
157 $3K
ROKU
Roku, Inc

Communication Services
112
+ 7.27%
$67.36 - $99.07 $7.54K - $11.1K
1.65K $116K
RY
Royal Bank Of Canada

Financial Services
1.04K
+ 7.03%
$108.81 - $123.4 $113K - $128K
15.8K $1.78M
KBE
Spdr S&P Bank ETF

ETFs
40
New
$51.28 - $59.92 $2.05K - $2.4K
40 $2K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
3
+ 0.34%
$123.11 - $130.57 $369 - $392
894 $113K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
57
+ 570.0%
$42.18 - $45.16 $2.4K - $2.57K
67 $2K
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email