Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
1.4K
+ 349.38%
$80.08 - $92.93 $112K - $130K
1.8K $145K
OPCH
Option Care Health, Inc.

Healthcare
468
+ 6.03%
$22.7 - $35.2 $10.6K - $16.5K
8.23K $287K
RYN
Rayonier Inc

Real Estate
2.87K
+ 18.57%
$24.95 - $28.24 $71.5K - $80.9K
18.3K $509K
SNOW
Snowflake Inc.

Technology
851
+ 36.73%
$146.16 - $192.78 $124K - $164K
3.17K $463K
PRGO
Perrigo CO PLC

Healthcare
1.98K
+ 9.26%
$23.5 - $29.47 $46.6K - $58.4K
23.4K $655K
APH
Amphenol Corp

Technology
2.58K
+ 15.24%
$61.62 - $78.55 $159K - $203K
19.5K $1.28M
RWR
Spdr Dow Jones Reit ETF

ETFs
923
+ 2.05%
$95.15 - $104.06 $87.8K - $96K
46K $4.56M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
10K
+ 100.0%
$9.89 - $10.46 $98.9K - $105K
20K $199K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
6.21K
+ 123.88%
$14.48 - $16.6 $89.8K - $103K
11.2K $167K
PCG
Pg&E Corp

Utilities
5.77K
+ 434.19%
$15.16 - $20.4 $87.4K - $118K
7.09K $121K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
194
+ 17.48%
$233.07 - $290.7 $45.2K - $56.4K
1.3K $352K
SUN
Sunoco LP

Energy
1.4K
+ 95.43%
$51.29 - $59.25 $71.8K - $83K
2.87K $166K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.24K
+ 495.22%
$61.25 - $72.83 $76.1K - $90.5K
1.49K $105K
BSX
Boston Scientific Corp

Healthcare
620
+ 26.87%
$89.38 - $106.18 $55.4K - $65.8K
2.93K $295K
DASH
Door Dash, Inc.

Communication Services
469
+ 226.57%
$168.37 - $213.38 $79K - $100K
676 $123K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.66K
+ 1.03%
$19.42 - $19.54 $71.1K - $71.5K
359K $6.99M
WPM
Wheaton Precious Metals Corp.

Basic Materials
713
+ 47.85%
$55.75 - $77.63 $39.7K - $55.4K
2.2K $171K
GRMN
Garmin LTD

Technology
40
+ 0.55%
$204.55 - $241.93 $8.18K - $9.68K
7.36K $1.6M
CWST
Casella Waste Systems Inc

Industrials
592
+ 16.82%
$104.2 - $115.86 $61.7K - $68.6K
4.11K $458K
LNG
Cheniere Energy, Inc.

Energy
225
+ 10.74%
$209.32 - $253.66 $47.1K - $57.1K
2.32K $536K
GILD
Gilead Sciences, Inc.

Healthcare
292
+ 10.84%
$89.14 - $117.41 $26K - $34.3K
2.99K $334K
ORI
Old Republic International Corp

Financial Services
2.1K
+ 198.86%
$33.46 - $39.22 $70.1K - $82.2K
3.15K $123K
STLA
Stellantis N.V.

Consumer Cyclical
15.5K
+ 31.57%
$11.21 - $14.21 $174K - $221K
64.8K $726K
MPC
Marathon Petroleum Corp

Energy
225
+ 2.75%
$134.72 - $159.03 $30.3K - $35.8K
8.41K $1.22M
GL
Globe Life Inc.

Financial Services
149
+ 4.8%
$111.2 - $131.72 $16.6K - $19.6K
3.26K $428K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.42K
+ 16.58%
$26.53 - $29.63 $117K - $131K
31.1K $837K
HDV
Ishares Core High Dividend ETF

ETFs
237
+ 4.02%
$110.86 - $121.12 $26.3K - $28.7K
6.14K $743K
RHI
Robert Half International Inc.

Industrials
1.5K
+ 10026.67%
$51.96 - $71.3 $78.1K - $107K
1.52K $82K
ZS
Zscaler, Inc.

Technology
332
+ 41.09%
$181.66 - $216.87 $60.3K - $72K
1.14K $226K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.23K
+ 839.04%
$54.27 - $63.81 $66.5K - $78.2K
1.37K $87K
FTI
Technip Fmc PLC

Energy
2.52K
New
$25.3 - $32.57 $63.9K - $82.2K
2.52K $79K
BIGZ
Black Rock Innovation & Growth Trust
12.5K
+ 222.87%
$6.4 - $8.25 $79.9K - $103K
18.1K $119K
IDXX
Idexx Laboratories Inc

Healthcare
158
+ 9.14%
$406.29 - $469.04 $64.2K - $74.1K
1.89K $792K
VRT
Vertiv Holdings CO

Industrials
897
+ 74.32%
N/A
2.1K $182K
WEN
Wendy'S CO

Consumer Cyclical
5.17K
+ 25860.0%
$14.17 - $16.17 $73.3K - $83.6K
5.19K $75K
IVE
Ishares S&P 500 Value ETF

ETFs
564
+ 0.51%
$185.78 - $198.58 $105K - $112K
112K $21.3M
WTW
Willis Towers Watson PLC

Financial Services
19
+ 0.74%
$306.61 - $340.78 $5.83K - $6.47K
2.59K $875K
AXS
Axis Capital Holdings LTD

Financial Services
728
New
$85.54 - $100.24 $62.3K - $73K
728 $72K
RILY
B. Riley Financial, Inc.

Financial Services
17.5K
+ 175000.0%
$3.08 - $6.39 $53.9K - $112K
17.5K $67K
AFL
Aflac Inc

Financial Services
7
+ 0.08%
$100.99 - $111.19 $707 - $778
8.35K $928K
ADSK
Autodesk, Inc.

Technology
267
+ 5.64%
N/A
5K $1.23M
EIX
Edison International

Utilities
1.16K
+ 765.79%
$50.06 - $80.01 $58.3K - $93.1K
1.32K $77K
ROK
Rockwell Automation, Inc

Industrials
510
+ 20.86%
$255.29 - $303.75 $130K - $155K
2.96K $763K
SCHV
Schwab Strategic Tr Us Large C

ETFs
848
+ 1.01%
$25.77 - $27.6 $21.9K - $23.4K
84.4K $2.24M
DLTR
Dollar Tree, Inc.

Consumer Defensive
838
+ 7.5%
$61.92 - $76.95 $51.9K - $64.5K
12K $901K
TOWN
Towne Bank (Va)

Financial Services
1.28K
+ 0.8%
$32.13 - $37.51 $41.2K - $48.1K
161K $5.51M
USFD
Us Foods Holding Corp.

Consumer Defensive
984
+ 392.03%
$63.38 - $72.02 $62.4K - $70.9K
1.24K $80K
CLF
Cleveland Cliffs Inc.

Basic Materials
18.9K
+ 24.18%
$8.22 - $12.02 $156K - $228K
97.3K $799K
DDOG
Datadog, Inc.

Technology
658
+ 1400.0%
$98.68 - $151.89 $64.9K - $99.9K
705 $69K
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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