Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RYT
Invesco S&P 500 Equal Weight T

ETFs
4
+ 0.01%
N/A
33K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
6.72K
+ 664.89%
N/A
7.73K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
11.4K
+ 63.56%
N/A
29.4K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
4.13K
New
N/A
4.13K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
28.4K
+ 350.26%
N/A
36.5K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
263K
New
N/A
263K $0
IRDM
Iridium Communications Inc.

Communication Services
24
New
$26.87 - $32.66 $645 - $784
24 $0
IDU
Ishares Tr U S Utils ETF

ETFs
0
New
$95.33 - $102.77 $0 - $0
0 $0
ICLN
Ishares

ETFs
19
+ 3.86%
$10.94 - $11.86 $208 - $225
511 $5K
PFF
Ishares Trust Ishares Pfd And

ETFs
110
+ 2.85%
$30.73 - $32.26 $3.38K - $3.55K
3.97K $121K
AOK
Ishares Tr Core Conservative A

ETFs
15
New
$36.86 - $38.15 $553 - $572
15 $0
Ishares Bitcoin Trust ETF
9.01K
+ 43.78%
N/A
29.6K $0
Ishares Tr
12.4K
New
N/A
12.4K $0
J P Morgan Exchange Traded F
7.37K
New
N/A
7.37K $0
Jacobs Solutions Inc
339
+ 5.3%
N/A
6.73K $0
JHX
James Hardie Industries PLC

Basic Materials
16
New
$23.56 - $34.63 $377 - $554
16 $0
JNPR
Juniper Networks Inc

Technology
11
New
$34.38 - $39.03 $378 - $429
11 $0
KBR
Kbr, Inc.

Industrials
8
+ 800.0%
$47.88 - $60.47 $383 - $484
9 $0
Kenvue Inc
1.94K
+ 5.08%
N/A
40.1K $0
KRC
Kilroy Realty Corp

Real Estate
25
New
$32.02 - $40.63 $801 - $1.02K
25 $0
KRG
Kite Realty Group Trust

Real Estate
3
New
$21.24 - $25.05 $63.7 - $75.2
3 $0
Lazard Inc
33
+ 18.64%
N/A
210 $0
LENB
Lennar Corporation Cl B
4
+ 9.52%
N/A
46 $0
Liberty Media Corp Del
1
New
N/A
1 $0
Liberty Media Corp Del
10
+ 0.1%
N/A
9.98K $0
Liberty Media Corp Del
5
+ 0.08%
N/A
6.25K $0
Loar Holdings Inc
10
New
N/A
10 $0
L
Loews Corp

Financial Services
2
New
$81.13 - $91.91 $162 - $184
2 $0
LPX
Louisiana Pacific Corp

Industrials
7
New
$89.37 - $118.15 $626 - $827
7 $0
MDU
Mdu Resources Group Inc

Industrials
8
New
$16.45 - $18.61 $132 - $149
8 $0
MGIC
Magic Software Enterprises LTD

Technology
3
+ 1.48%
$11.45 - $14.2 $34.3 - $42.6
206 $2K
Millrose Pptys Inc
1.17K
New
N/A
1.17K $0
Mink Therapeutics Inc
14
New
N/A
14 $0
MOGA
Moog Inc Cla
112
+ 6.98%
N/A
1.72K $0
Morgan Stanley Direct Lendin
6.59K
+ 39.27%
N/A
23.4K $0
Ncr Atleos Corporation
19
New
N/A
19 $0
NWS
News Corp New Cl B Com Stk (De

Communication Services
24
New
$29.66 - $35.0 $712 - $840
24 $0
NICE
Nice Ltd.

Technology
4
+ 4.0%
$139.18 - $178.5 $557 - $714
104 $16K
NOK
Nokia Corp

Technology
2
+ 0.42%
$4.43 - $5.42 $8.86 - $10.8
474 $2K
JWN
Nordstrom Inc

Consumer Cyclical
33
New
$24.01 - $24.46 $792 - $807
33 $0
NWE
Northwestern Corp

Utilities
14
New
$51.11 - $57.87 $716 - $810
14 $0
OGE
Oge Energy Corp.

Utilities
12
New
$39.76 - $46.32 $477 - $556
12 $0
Oaktree Specialty Lending CO
715
+ 2.66%
N/A
27.6K $0
ONB
Old National Bancorp

Financial Services
11
New
$20.11 - $24.45 $221 - $269
11 $0
OMF
One Main Holdings, Inc.

Financial Services
12
New
$45.35 - $58.06 $544 - $697
12 $0
OPRA
Opera LTD

Communication Services
2
+ 1.94%
$15.94 - $21.86 $31.9 - $43.7
105 $1K
ORA
Ormat Technologies, Inc.

Utilities
8
New
$62.47 - $72.93 $500 - $583
8 $0
PNM
Pnm Resources Inc

Utilities
11
New
N/A
11 $0
PCYG
Park City Group Inc

Technology
1
+ 0.43%
N/A
234 $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