Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PBR
Petrobras Petroleo Brasileiro Sa

Energy
23
+ 3.93%
$12.61 - $14.92 $290 - $343
608 $8K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12
+ 0.63%
$51.26 - $52.53 $615 - $630
1.92K $99K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
18
New
$68.32 - $75.06 $1.23K - $1.35K
18 $1K
QRVO
Qorvo, Inc.

Technology
10
+ 50.0%
$69.12 - $90.57 $691 - $906
30 $2K
DGX
Quest Diagnostics Inc

Healthcare
5
+ 0.24%
N/A
2.05K $281K
RIO
Rio Tinto PLC

Basic Materials
10
+ 6.9%
$58.19 - $64.29 $582 - $643
155 $9K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
53
+ 8.32%
$32.39 - $34.01 $1.72K - $1.8K
690 $22K
SAND
Sandstorm Gold LTD

Basic Materials
1
+ 0.28%
$5.54 - $7.65 $5.54 - $7.65
355 $2K
LNW
Light & Wonder, Inc.

Consumer Cyclical
19
New
$85.08 - $111.48 $1.62K - $2.12K
19 $1K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.76%
$85.92 - $101.48 $172 - $203
265 $24K
SR
Spire Inc

Utilities
15
New
$65.62 - $78.25 $984 - $1.17K
15 $1K
SYM
Symbotic Inc.

Financial Services
200
+ 23.09%
$20.16 - $33.5 $4.03K - $6.7K
1.07K $21K
PDN
Invesco Fd Tr

ETFs
2
+ 0.59%
$31.2 - $34.9 $62.4 - $69.8
342 $11K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2
+ 0.8%
$47.39 - $54.26 $94.8 - $109
253 $13K
VCYT
Veracyte, Inc.

Healthcare
35
+ 100.0%
$29.65 - $46.14 $1.04K - $1.61K
70 $2K
VSH
Vishay Intertechnology Inc

Technology
78
New
$15.9 - $19.1 $1.24K - $1.49K
78 $1K
VC
Visteon Corp

Consumer Cyclical
15
New
$77.62 - $90.68 $1.16K - $1.36K
15 $1K
WDS
Woodside Energy Group LTD

Energy
73
New
$14.15 - $16.33 $1.03K - $1.19K
73 $1K
WYNN
Wynn Resorts LTD

Consumer Cyclical
12
+ 200.0%
$77.0 - $93.47 $924 - $1.12K
18 $1K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
103
+ 41.53%
$7.15 - $8.48 $736 - $873
351 $2K
NVT
N Vent Electric PLC

Industrials
60
+ 56.07%
$52.42 - $75.4 $3.15K - $4.52K
167 $8K
LOGI
Logitech International S.A.

Technology
21
New
$81.64 - $105.06 $1.71K - $2.21K
21 $1K
Canadian Pacific Kansas City
246
+ 1.88%
N/A
13.3K $0
BFOR
Alps ETF Tr Barrons 400 ETF
200
New
N/A
200 $0
ASGN
Asgn Inc

Technology
7
New
$63.02 - $93.96 $441 - $658
7 $0
Aegon LTD
77
+ 0.17%
N/A
45.8K $0
AFRM
Affirm Holdings, Inc.

Technology
12
+ 44.44%
$43.7 - $80.98 $524 - $972
39 $1K
AMED
Amedisys Inc

Healthcare
5
New
$90.44 - $92.9 $452 - $465
5 $0
AAL
American Airlines Group Inc.

Industrials
59
+ 29.8%
N/A
257 $2K
AVGE
American Centy ETF Tr Avantis
1.61K
New
N/A
1.61K $0
COLD
Americold Realty Trust

Real Estate
2
New
$20.74 - $23.05 $41.5 - $46.1
2 $0
Amplify ETF Tr
30
New
N/A
30 $0
Annaly Capital Management In
103
+ 3.38%
N/A
3.15K $0
ARMK
Aramark

Industrials
3
New
$34.13 - $39.63 $102 - $119
3 $0
Arista Networks Inc
4.36K
+ 15.63%
N/A
32.3K $0
Arm Holdings PLC
1.1K
+ 187.37%
N/A
1.68K $0
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
1
New
$12.74 - $21.53 $12.7 - $21.5
1 $0
ASB
Associated Banc Corp

Financial Services
11
New
$21.06 - $25.63 $232 - $282
11 $0
Astera Labs Inc
202
+ 57.71%
N/A
552 $0
Atlassian Corporation
374
+ 195.81%
N/A
565 $0
AVB
Avalonbay Communities Inc

Real Estate
4
New
$207.86 - $228.08 $831 - $912
4 $0
OZK
Bank Ozk

Financial Services
2
+ 1.2%
$41.71 - $53.1 $83.4 - $106
168 $7K
Beta Bionics Inc
90
New
N/A
90 $0
BSM
Black Stone Minerals, L.P.

Energy
3
+ 3.03%
$14.48 - $15.59 $43.4 - $46.8
102 $1K
BL
Blackline, Inc.

Technology
66
+ 33.17%
$47.46 - $65.64 $3.13K - $4.33K
265 $12K
Blackrock ETF Trust Ii
40
New
N/A
40 $0
BXP
Boston Properties Inc

Real Estate
1
+ 20.0%
$63.97 - $74.91 $64 - $74.9
6 $0
Brightspring Health Svcs Inc
110
+ 44.72%
N/A
356 $0
EAT
Brinker International, Inc

Consumer Cyclical
0
New
$133.46 - $189.14 $0 - $0
0 $0
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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