Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Perimeter Solutions Inc
212
New
N/A
212 $0
PKI
Perkinelmer Inc

Healthcare
5
New
N/A
5 $0
PPC
Pilgrims Pride Corp

Consumer Defensive
10
New
$44.52 - $55.93 $445 - $559
10 $0
Pimco ETF Tr
123K
+ 128.23%
N/A
219K $0
Ramaco Res Inc
1
+ 100.0%
N/A
2 $0
RRC
Range Resources Corp

Energy
20
New
$35.22 - $41.29 $704 - $826
20 $0
RDVT
Red Violet, Inc.

Technology
1
+ 1.0%
$33.88 - $43.16 $33.9 - $43.2
101 $3K
RGTI
Rigetti Computing, Inc.

Technology
100
New
$6.05 - $19.51 $605 - $1.95K
100 $0
RNG
Ring Central, Inc.

Technology
3
New
$24.76 - $36.77 $74.3 - $110
3 $0
Rubrik Inc.
167
New
N/A
167 $0
CSHI
Shp ETF Tr Neos Enhanced Incom
7.17K
New
N/A
7.17K $0
Neos ETF Trust
46.6K
New
N/A
46.6K $0
Neos ETF Trust
66.2K
+ 9.26%
N/A
781K $0
Ssga Active Tr
100
New
N/A
100 $0
Sandisk Corp
292
New
N/A
292 $0
FNDX
Schwab Fundamental U S Large C

ETFs
3
+ 0.2%
$23.03 - $25.01 $69.1 - $75
1.49K $35K
Seaport Entmt Group Inc
1
+ 50.0%
N/A
3 $0
Genedx Holdings Corp
34
+ 109.68%
N/A
65 $0
SLAB
Silicon Laboratories Inc.

Technology
5
+ 5.21%
$112.57 - $158.7 $563 - $794
101 $11K
Siriusxm Holdings Inc
1.12K
+ 2.93%
N/A
39.5K $0
SNN
Smith & Nephew PLC

Healthcare
25
New
$23.89 - $30.34 $597 - $759
25 $0
Solventum Corp
360
+ 11.57%
N/A
3.47K $0
Standardaero Inc
19
New
N/A
19 $0
SUI
Sun Communities Inc

Real Estate
2
+ 200.0%
$120.53 - $136.43 $241 - $273
3 $0
Super Micro Computer Inc
497
+ 45.89%
N/A
1.58K $0
Tko Group Holdings Inc
4
+ 2.72%
N/A
151 $0
Talen Energy Corp
41
New
N/A
41 $0
TEF
Telefonica S A

Communication Services
146
New
$3.89 - $4.73 $568 - $691
146 $0
Saba Capital Income & Opport
125
+ 2.54%
N/A
5.04K $0
TS
Tenaris Sa

Energy
6
+ 85.71%
$35.73 - $40.28 $214 - $242
13 $0
WULF
Terawulf Inc.

Financial Services
305
New
$2.73 - $6.82 $833 - $2.08K
305 $0
TCBI
Texas Capital Bancshares Inc

Financial Services
11
New
$70.86 - $83.85 $779 - $922
11 $0
2023 ETF Series Trust
57K
+ 111.6%
N/A
108K $0
Tidal Tr Ii
68
+ 158.14%
N/A
111 $0
Twin Hospitality Group Inc
76
New
N/A
76 $0
UGI
Ugi Corp

Utilities
10
+ 142.86%
$28.0 - $34.16 $280 - $342
17 $0
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
5
New
$36.21 - $45.78 $181 - $229
5 $0
UA
Under Armour Inc Cl C

Consumer Cyclical
138
+ 2300.0%
$5.95 - $7.79 $821 - $1.08K
144 $0
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2
+ 1.21%
$16.76 - $17.69 $33.5 - $35.4
167 $2K
Vanguard Wellington Fd
5.14K
+ 2937.71%
N/A
5.32K $0
Veralto Corp
316
+ 3.45%
N/A
9.47K $0
Volatility Shs Tr
245
+ 2.58%
N/A
9.75K $0
WMG
Warner Music Group Corp.

Communication Services
14
New
$29.3 - $36.3 $410 - $508
14 $0
WTS
Watts Water Technologies Inc

Industrials
2
New
$195.28 - $224.67 $391 - $449
2 $0
Workhorse Group Inc
1
New
N/A
1 $0
ZG
Zillow Group, Inc.

Communication Services
1
New
$66.41 - $85.29 $66.4 - $85.3
1 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2
+ 3.45%
$68.37 - $87.97 $137 - $176
60 $4K
Amer Sports Inc
4
New
N/A
4 $0
Biohaven LTD
290
New
N/A
290 $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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