Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
2.8K
+ 26.29%
$348.44 - $409.32 $977K - $1.15M
13.5K $5.37M
INDA
Ishares Msci India Index Fund

ETFs
29.7K
+ 994.67%
$47.8 - $53.4 $1.42M - $1.59M
32.7K $1.68M
HEFA
Ishares Currency Hedged Msci E

ETFs
40.1K
New
$34.83 - $37.52 $1.4M - $1.51M
40.1K $1.46M
DE
Deere & CO

Industrials
1.27K
+ 7.27%
$408.57 - $509.27 $517K - $644K
18.7K $8.76M
LADR
Ladder Capital Corp

Real Estate
116K
New
$10.81 - $11.87 $1.25M - $1.38M
116K $1.32M
CNI
Canadian National Railway CO

Industrials
14.1K
+ 91.76%
$95.46 - $106.79 $1.34M - $1.5M
29.4K $2.87M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
50.9K
+ 1.92%
$19.43 - $19.62 $988K - $998K
2.7M $52.8M
MNST
Monster Beverage Corp

Consumer Defensive
19.1K
+ 83.45%
$46.16 - $58.58 $882K - $1.12M
42K $2.46M
ACI
Albertsons Companies, Inc.

Consumer Defensive
3.78K
+ 0.78%
$19.58 - $22.02 $74K - $83.2K
489K $10.7M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
13K
+ 56.29%
$96.88 - $111.25 $1.26M - $1.45M
36.1K $3.61M
PG
Procter & Gamble CO

Consumer Defensive
3.34K
+ 1.56%
$158.56 - $176.26 $530K - $589K
217K $37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.93K
+ 23.74%
$468.34 - $539.52 $1.84M - $2.12M
20.5K $9.6M
CPRT
Copart Inc

Consumer Cyclical
17K
+ 503.67%
$52.3 - $59.83 $890K - $1.02M
20.4K $1.15M
IQV
Iqvia Holdings Inc.

Healthcare
5.83K
+ 99.13%
$176.3 - $209.96 $1.03M - $1.22M
11.7K $2.07M
BDX
Becton Dickinson & CO

Healthcare
3.77K
+ 28.17%
$222.79 - $249.08 $839K - $939K
17.1K $3.93M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.8K
+ 10.27%
$27.01 - $28.54 $698K - $738K
277K $7.76M
UPS
United Parcel Service Inc

Industrials
10.4K
+ 62.47%
$109.66 - $136.26 $1.14M - $1.41M
27K $2.97M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
12.4K
+ 801.55%
$67.03 - $74.61 $830K - $924K
13.9K $947K
VEA
Vanguard Ftse Developed Market

ETFs
225
+ 0.08%
$47.4 - $52.99 $10.7K - $11.9K
271K $13.8M
CSCO
Cisco Systems, Inc.

Technology
3.92K
+ 1.71%
$58.74 - $64.87 $230K - $254K
232K $14.3M
MLM
Martin Marietta Materials Inc

Basic Materials
1.98K
+ 44.37%
$460.39 - $552.64 $910K - $1.09M
6.43K $3.07M
AYI
Acuity Brands Inc

Industrials
3.53K
+ 56.82%
$257.8 - $337.07 $910K - $1.19M
9.74K $2.57M
MMM
3 M CO

Industrials
1.82K
+ 6.8%
$129.7 - $155.12 $236K - $282K
28.6K $4.2M
PICK
Ishares Inc Msci Global Select

ETFs
20.4K
New
$34.93 - $38.35 $713K - $783K
20.4K $732K
SLB
Schlumberger Limited

Energy
4.92K
+ 3.44%
$38.4 - $43.74 $189K - $215K
148K $6.19M
AMP
Ameriprise Financial Inc

Financial Services
1.64K
+ 75.91%
$472.29 - $575.13 $776K - $944K
3.81K $1.84M
MCO
Moodys Corp

Financial Services
1.53K
+ 41.18%
$437.8 - $527.48 $669K - $807K
5.24K $2.44M
IWV
Ishares Russell 3000 ETF

ETFs
6.88K
+ 7.36%
$313.1 - $349.83 $2.15M - $2.41M
100K $31.9M
MO
Altria Group, Inc.

Consumer Defensive
2.67K
+ 4.75%
$50.81 - $60.02 $135K - $160K
58.8K $3.53M
IGF
Ishares Global Infrastructure

ETFs
8.71K
+ 21.43%
$51.96 - $54.84 $453K - $478K
49.3K $2.7M
NOC
Northrop Grumman Corp

Industrials
196
+ 1.79%
$433.45 - $513.82 $85K - $101K
11.1K $5.7M
JXI
Ishares Tr Global Utils ETF

ETFs
8.1K
New
$62.9 - $69.09 $509K - $560K
8.1K $559K
CVS
Cvs Health Corp

Healthcare
3.95K
+ 31.46%
$44.22 - $68.64 $175K - $271K
16.5K $1.12M
MSTR
Microstrategy Inc

Technology
1.93K
+ 1283.33%
$239.27 - $396.5 $461K - $763K
2.08K $598K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.2K
+ 38.11%
$51.52 - $52.37 $526K - $535K
37K $1.94M
PMAR
Innovator U.S. Equity Power Bu

ETFs
13.8K
New
$39.51 - $41.0 $545K - $566K
13.8K $551K
KXI
Ishares Tr Global Consumer Sta

ETFs
8.24K
New
$58.57 - $64.8 $482K - $534K
8.24K $527K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.88K
+ 2.27%
$89.27 - $92.9 $257K - $267K
130K $12M
CME
Cme Group Inc.

Financial Services
295
+ 2.2%
$225.82 - $266.54 $66.6K - $78.6K
13.7K $3.63M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
20K
New
$23.17 - $24.25 $463K - $484K
20K $484K
HYLB
Xtrackers Usd High Yield Corp

ETFs
12.2K
+ 2.35%
$35.96 - $36.72 $439K - $449K
533K $19.3M
SUB
Ishares Short Term National Mu

ETFs
4.48K
+ 17.95%
$105.3 - $106.24 $472K - $476K
29.5K $3.11M
SEIC
Sei Investments CO

Financial Services
6.03K
+ 5153.85%
$72.08 - $86.58 $435K - $522K
6.15K $477K
TMUS
T Mobile Us, Inc.

Communication Services
1.29K
+ 55.38%
$211.3 - $272.83 $273K - $352K
3.63K $966K
COP
Conocophillips

Energy
3.19K
+ 17.59%
$88.6 - $105.85 $283K - $338K
21.3K $2.24M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
17.9K
New
$23.61 - $24.38 $423K - $437K
17.9K $437K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
18.1K
+ 32.37%
$27.52 - $33.6 $497K - $607K
73.9K $2.2M
GUNR
Flexshares Tr Morningstar Glob

ETFs
10.7K
+ 369.54%
$36.6 - $39.56 $393K - $425K
13.6K $529K
KMB
Kimberly Clark Corp

Consumer Defensive
1.4K
+ 7.11%
$124.46 - $147.4 $174K - $206K
21K $2.99M
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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