Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12
+ 0.41%
$22.46 - $23.26 $270 - $279
2.96K $68K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
100
New
$25.31 - $30.02 $2.53K - $3K
100 $2K
SIGI
Selective Insurance Group Inc

Financial Services
26
+ 9.89%
$78.49 - $95.48 $2.04K - $2.48K
289 $26K
SITM
Sitime Corp

Technology
16
New
$150.28 - $257.0 $2.4K - $4.11K
16 $2K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
32
+ 2.49%
$40.55 - $48.43 $1.3K - $1.55K
1.32K $56K
TMDX
Trans Medics Group, Inc.

Healthcare
22
+ 14.67%
$56.73 - $79.42 $1.25K - $1.75K
172 $11K
UVE
Universal Insurance Holdings, Inc.

Financial Services
100
New
$18.91 - $23.7 $1.89K - $2.37K
100 $2K
VITL
Vital Farms, Inc.

Consumer Defensive
89
New
$29.32 - $45.12 $2.61K - $4.02K
89 $2K
WWD
Woodward, Inc.

Industrials
9
+ 14.52%
$171.38 - $195.22 $1.54K - $1.76K
71 $12K
AGNC
Agnc Investment Corp.

Real Estate
36
+ 18.0%
$9.12 - $10.54 $328 - $379
236 $2K
PALL
Abrdn Palladium ETF Trust

ETFs
21
New
$83.55 - $92.52 $1.75K - $1.94K
21 $1K
ALE
Allete Inc

Utilities
25
New
$64.9 - $65.91 $1.62K - $1.65K
25 $1K
UHAL
Amerco

Industrials
19
New
$62.22 - $74.71 $1.18K - $1.42K
19 $1K
ANSS
Ansys Inc

Technology
8
+ 13.79%
$316.56 - $360.36 $2.53K - $2.88K
66 $20K
AIT
Applied Industrial Technologies Inc

Industrials
16
+ 8.04%
$218.93 - $269.18 $3.5K - $4.31K
215 $48K
BERY
Berry Global Group, Inc.

Consumer Cyclical
19
New
$64.35 - $73.03 $1.22K - $1.39K
19 $1K
BCC
Boise Cascade CO

Basic Materials
20
New
$96.38 - $129.12 $1.93K - $2.58K
20 $1K
BRC
Brady Corp

Industrials
52
+ 6.43%
$68.85 - $75.89 $3.58K - $3.95K
861 $60K
CRI
Carters Inc

Consumer Cyclical
28
New
$39.79 - $55.09 $1.11K - $1.54K
28 $1K
GTLS
Chart Industries Inc

Industrials
10
+ 142.86%
$141.99 - $218.35 $1.42K - $2.18K
17 $2K
CBSH
Commerce Bancshares Inc

Financial Services
22
New
$58.85 - $68.59 $1.29K - $1.51K
22 $1K
CAG
Conagra Brands Inc.

Consumer Defensive
146
+ 5.5%
$23.9 - $27.67 $3.49K - $4.04K
2.8K $74K
CPNG
Coupang, Inc.

Consumer Cyclical
45
+ 2.95%
$21.34 - $25.52 $960 - $1.15K
1.57K $34K
CUZ
Cousins Properties Inc

Real Estate
43
New
$28.06 - $31.21 $1.21K - $1.34K
43 $1K
E
Eni Spa

Energy
49
New
$27.51 - $31.47 $1.35K - $1.54K
49 $1K
EME
Emcor Group, Inc.

Industrials
73
+ 23.17%
$361.16 - $535.99 $26.4K - $39.1K
388 $143K
ELS
Equity Lifestyle Properties Inc

Real Estate
29
New
$64.36 - $69.32 $1.87K - $2.01K
29 $1K
EQR
Equity Residential

Real Estate
10
+ 2.79%
$66.98 - $75.02 $670 - $750
368 $26K
FHB
First Hawaiian, Inc.

Financial Services
60
New
$24.13 - $28.18 $1.45K - $1.69K
60 $1K
SPXC
Spx Corp

Industrials
292
+ 13.66%
$128.78 - $154.37 $37.6K - $45.1K
2.43K $312K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
17
+ 47.22%
$62.72 - $71.92 $1.07K - $1.22K
53 $3K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
1
+ 0.97%
$9.55 - $10.42 $9.55 - $10.4
104 $1K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
7
New
$160.89 - $187.27 $1.13K - $1.31K
7 $1K
HMC
Honda Motor CO LTD

Consumer Cyclical
47
+ 47.0%
$26.9 - $30.41 $1.26K - $1.43K
147 $3K
ITGR
Integer Holdings Corp

Healthcare
295
+ 12.57%
$115.16 - $144.36 $34K - $42.6K
2.64K $311K
RFG
Invesco Exchange Traded Fd Tr

ETFs
25
New
$43.07 - $51.51 $1.08K - $1.29K
25 $1K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$39.4 - $42.61 $39.4 - $42.6
12K $484K
IONQ
Ion Q, Inc.

Technology
4.5K
+ 90.0%
$18.27 - $51.07 $82.2K - $230K
9.5K $209K
AOM
Ishares Tr Core Moderate Alloc

ETFs
30
New
$42.93 - $44.71 $1.29K - $1.34K
30 $1K
VLUE
Ishares Msci Usa Value Factor

ETFs
17
New
$104.89 - $113.56 $1.78K - $1.93K
17 $1K
KD
Kyndryl Holdings, Inc.

Technology
176
+ 14.15%
$31.32 - $43.45 $5.51K - $7.65K
1.42K $44K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
10
New
$96.88 - $148.78 $969 - $1.49K
10 $1K
MTDR
Matador Resources CO

Energy
41
+ 74.55%
$44.79 - $63.77 $1.84K - $2.61K
96 $4K
TAP
Molson Coors Beverage CO

Consumer Defensive
24
+ 300.0%
$52.44 - $62.91 $1.26K - $1.51K
32 $1K
MORN
Morningstar, Inc.

Financial Services
13
+ 18.06%
$282.49 - $334.73 $3.67K - $4.35K
85 $25K
NRZ
New Residential Investment Corp.

Real Estate
68
+ 2.17%
N/A
3.2K $23K
NLOK
Norton Life Lock Inc.

Technology
59
+ 491.67%
N/A
71 $1K
OGN
Organon & Co.

Healthcare
17
+ 1.96%
$14.29 - $16.41 $243 - $279
884 $13K
ORCC
Owl Rock Capital Corp

Financial Services
72
+ 2.8%
N/A
2.64K $35K
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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