Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRH.L
Crh PLC

Basic Materials
316
+ 4.39%
N/A
7.52K $0
ESNT
Essent Group Ltd.

Financial Services
10
New
$53.6 - $59.25 $536 - $593
10 $0
Aptiv PLC
33
+ 16.1%
N/A
238 $0
FLNG
Flex Lng Ltd.

Energy
2
+ 5.56%
$21.46 - $26.35 $42.9 - $52.7
38 $0
Flutter Entmt PLC
50
+ 66.67%
N/A
125 $0
LIVN
Liva Nova PLC

Healthcare
9
New
$37.02 - $50.73 $333 - $457
9 $0
NU
Nu Holdings Ltd.

Financial Services
61
+ 2.72%
$10.12 - $13.95 $617 - $851
2.31K $23K
RPRX
Royalty Pharma PLC

Healthcare
15
New
$25.75 - $33.86 $386 - $508
15 $0
ST
Sensata Technologies Holding PLC

Technology
17
New
$24.27 - $30.0 $413 - $510
17 $0
Smurfit Westrock PLC
41
New
N/A
41 $0
XP
Xp Inc.

Financial Services
47
New
$11.05 - $15.69 $519 - $737
47 $0
Bunge Global Sa
232
+ 1054.55%
N/A
254 $0
Lithium Argentina Ag
50
New
N/A
50 $0
CNHI
Cnh Industrial N.V.

Industrials
87
New
N/A
87 $0
Qiagen Nv
186
New
N/A
186 $0
Nebius Group N.V.
3.3K
New
N/A
3.3K $0
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5
+ 27.78%
$203.38 - $274.79 $1.02K - $1.37K
23 $4K
SBLK
Star Bulk Carriers Corp.

Industrials
1
+ 0.71%
$14.35 - $17.15 $14.4 - $17.2
141 $2K
MGRC
Mcgrath Rentcorp

Industrials
24
+ 0.39%
$109.58 - $128.96 $2.63K - $3.1K
6.17K $686K
ATI
Allegheny Technologies Inc

Industrials
2
+ 0.78%
$50.0 - $65.86 $100 - $132
260 $13K
BITF
Bitfarms LTD

Financial Services
5
+ 0.71%
$0.79 - $1.76 $3.95 - $8.8
705 $0
ESAB
Esab Corp

Industrials
2
+ 0.43%
$115.08 - $131.54 $230 - $263
465 $54K
FIVN
Five9, Inc.

Technology
37
+ 35.58%
$27.15 - $42.82 $1K - $1.58K
141 $3K
GIS
General Mills Inc

Consumer Defensive
260
+ 6.08%
$57.56 - $65.3 $15K - $17K
4.54K $271K
GPN
Global Payments Inc

Industrials
147
+ 12.87%
$92.18 - $113.03 $13.6K - $16.6K
1.29K $126K
HQY
Healthequity, Inc.

Healthcare
15
+ 5.43%
$84.32 - $114.51 $1.26K - $1.72K
291 $25K
IYT
Ishares Tr U.S. Transportation

ETFs
1
+ 0.46%
$63.37 - $73.39 $63.4 - $73.4
218 $13K
MTD
Mettler Toledo International Inc

Healthcare
1
+ 2.0%
$1177.09 - $1390.0 $1.18K - $1.39K
51 $60K
MRNA
Moderna, Inc.

Healthcare
8
+ 7.14%
$28.35 - $47.53 $227 - $380
120 $3K
OPI
Office Properties Income Trust

Real Estate
12
+ 1.18%
$0.46 - $1.01 $5.52 - $12.1
1.03K $0
ON
On Semiconductor Corp

Technology
1
+ 2.63%
$40.69 - $64.51 $40.7 - $64.5
39 $1K
TRU
Trans Union

Industrials
8
+ 5.26%
$80.45 - $100.25 $644 - $802
160 $13K
UAA
Under Armour, Inc.

Consumer Cyclical
46
+ 10.98%
$6.25 - $8.66 $288 - $398
465 $2K
PCVX
Vaxcyte, Inc.

Healthcare
158
+ 98.75%
$37.76 - $92.13 $5.97K - $14.6K
318 $12K
WAT
Waters Corp

Healthcare
2
+ 0.36%
$362.16 - $417.28 $724 - $835
550 $202K
INSW
International Seaways, Inc.

Energy
1
+ 1.72%
$32.85 - $41.61 $32.9 - $41.6
59 $1K
AAON
Aaon, Inc.

Industrials
88
+ 38.43%
$73.52 - $136.95 $6.47K - $12.1K
317 $24K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
9
+ 20.45%
$75.72 - $160.92 $681 - $1.45K
53 $4K
ENS
Ener Sys

Industrials
7
+ 0.3%
$89.62 - $103.2 $627 - $722
2.32K $212K
LSTR
Landstar System Inc

Industrials
13
+ 6.84%
$146.63 - $177.82 $1.91K - $2.31K
203 $30K
NWBI
Northwest Bancshares, Inc.

Financial Services
37
+ 1.58%
$11.78 - $13.39 $436 - $495
2.38K $28K
RMBS
Rambus Inc

Technology
17
+ 0.78%
$51.55 - $68.59 $876 - $1.17K
2.19K $113K
SHAK
Shake Shack Inc.

Consumer Cyclical
15
+ 18.52%
$82.77 - $133.38 $1.24K - $2K
96 $8K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1
+ 0.07%
$48.02 - $53.02 $48 - $53
1.36K $67K
WIX
Wix.Com Ltd.

Technology
3
+ 6.67%
$163.38 - $246.76 $490 - $740
48 $7K
AES
Aes Corp

Utilities
2.45K
+ 3.31%
$9.93 - $13.23 $24.3K - $32.4K
76.3K $947K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
2.49K
+ 4.79%
$11.83 - $13.03 $29.4K - $32.4K
54.4K $656K
FMNB
Farmers National Banc Corp

Financial Services
1.4K
+ 7.46%
$12.8 - $14.51 $17.9K - $20.3K
20.2K $263K
FRT
Federal Realty Investment Trust

Real Estate
4
+ 2.0%
$94.7 - $111.82 $379 - $447
204 $19K
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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