Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.64K
+ 3.77%
$61.91 - $66.79 $101K - $109K
45.1K $2.81M
XEL
Xcel Energy Inc

Utilities
670
+ 14.74%
$63.37 - $72.1 $42.5K - $48.3K
5.22K $369K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.43K
+ 18.34%
$40.03 - $46.81 $137K - $160K
22.1K $901K
CNXC
Concentrix Corp

Technology
1.11K
New
$42.45 - $65.04 $47.2K - $72.3K
1.11K $61K
RGA
Reinsurance Group Of America Inc

Financial Services
438
+ 29.2%
$186.01 - $231.1 $81.5K - $101K
1.94K $381K
CQP
Cheniere Energy Partners, L.P.

Energy
726
+ 72.6%
$55.42 - $67.71 $40.2K - $49.2K
1.73K $113K
DD
Du Pont De Nemours, Inc.

Basic Materials
918
+ 17.35%
$72.7 - $84.32 $66.7K - $77.4K
6.21K $463K
EBAY
Ebay Inc

Consumer Cyclical
453
+ 8.76%
$61.61 - $70.93 $27.9K - $32.1K
5.62K $380K
NUE
Nucor Corp

Basic Materials
242
+ 2.87%
$114.48 - $142.52 $27.7K - $34.5K
8.67K $1.04M
AEE
Ameren Corp

Utilities
2
+ 0.04%
$86.87 - $103.67 $174 - $207
5.28K $529K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1.39K
+ 802.31%
$43.49 - $58.8 $60.4K - $81.6K
1.56K $67K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.32K
+ 529.2%
$41.41 - $45.24 $54.8K - $59.9K
1.57K $68K
VTR
Ventas, Inc.

Real Estate
812
+ 345.53%
$56.9 - $70.47 $46.2K - $57.2K
1.05K $71K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
11
+ 2.36%
$1227.6 - $1458.46 $13.5K - $16K
478 $645K
VDC
Vanguard Consumer Staples ETF

ETFs
5
+ 0.07%
$206.54 - $226.16 $1.03K - $1.13K
7.59K $1.66M
HUN
Huntsman Corp

Basic Materials
3.59K
New
$15.79 - $18.04 $56.6K - $64.7K
3.59K $56K
RGLD
Royal Gold Inc

Basic Materials
345
New
$132.55 - $163.51 $45.7K - $56.4K
345 $56K
SSTK
Shutterstock, Inc.

Communication Services
3K
+ 13636.36%
$17.79 - $34.5 $53.4K - $104K
3.02K $56K
SJM
J M Smucker CO

Consumer Defensive
118
+ 2.31%
$100.41 - $118.41 $11.8K - $14K
5.22K $617K
NTNX
Nutanix, Inc.

Technology
786
+ 4623.53%
$61.28 - $77.44 $48.2K - $60.9K
803 $56K
ETSY
Etsy Inc

Consumer Cyclical
1.24K
+ 149.82%
$44.4 - $57.29 $54.9K - $70.8K
2.06K $97K
DINO
Hf Sinclair Corp

Energy
1.67K
+ 1896.59%
$30.66 - $38.48 $51.2K - $64.2K
1.76K $57K
DKNG
Draft Kings Inc.

Consumer Cyclical
2.11K
+ 50.81%
$33.21 - $53.49 $70K - $113K
6.26K $207K
LBRDA
Liberty Broadband Corp

Communication Services
5
+ 0.1%
$72.73 - $88.43 $364 - $442
4.98K $423K
JNK
Spdr Bloomberg High Yield Bond

ETFs
557
+ 36.64%
$94.86 - $97.12 $52.8K - $54.1K
2.08K $197K
CDNS
Cadence Design Systems Inc

Technology
236
+ 112.92%
$233.96 - $324.52 $55.2K - $76.6K
445 $113K
PATH
Ui Path, Inc.

Technology
6.12K
+ 116.41%
$9.97 - $15.19 $61K - $92.9K
11.4K $117K
ESTC
Elastic N.V.

Technology
586
+ 604.12%
$89.1 - $117.76 $52.2K - $69K
683 $60K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
892
+ 16.97%
$44.87 - $56.71 $40K - $50.6K
6.15K $299K
OSK
Oshkosh Corp

Industrials
535
New
$89.56 - $116.4 $47.9K - $62.3K
535 $50K
KHC
Kraft Heinz CO

Consumer Defensive
1.87K
+ 6.56%
$28.51 - $32.22 $53.3K - $60.3K
30.4K $924K
PINS
Pinterest, Inc.

Communication Services
1.55K
+ 279.14%
$29.79 - $40.0 $46.2K - $62.1K
2.11K $65K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
1.62K
+ 13.52%
$49.54 - $55.15 $80.5K - $89.6K
13.6K $687K
CCJ
Cameco Corp

Energy
2.75K
+ 42.37%
$40.64 - $56.86 $112K - $156K
9.22K $379K
FMC
Fmc Corp

Basic Materials
1.27K
+ 136.31%
$34.54 - $56.38 $43.7K - $71.3K
2.19K $92K
HYD
Vaneck High Yield Muni ETF

ETFs
924
New
$50.79 - $52.53 $46.9K - $48.5K
924 $47K
LYB
Lyondell Basell Industries N.V.

Basic Materials
675
+ 661.76%
$69.82 - $78.67 $47.1K - $53.1K
777 $54K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.54K
+ 1012.5%
$28.45 - $41.08 $43.8K - $63.2K
1.69K $51K
CHTR
Charter Communications, Inc.

Communication Services
2
+ 0.12%
$334.89 - $384.77 $670 - $770
1.72K $634K
CFG
Citizens Financial Group Inc

Financial Services
1.23K
+ 56.98%
$39.73 - $48.36 $49K - $59.6K
3.4K $139K
CFLT
Confluent, Inc.

Technology
2K
+ 595.24%
$23.44 - $37.65 $46.9K - $75.3K
2.34K $54K
EXEL
Exelixis, Inc.

Healthcare
1.09K
+ 100.93%
$32.38 - $39.16 $35.3K - $42.7K
2.17K $80K
FCPT
Four Corners Property Trust, Inc.

Real Estate
1.31K
+ 25.99%
$26.26 - $29.31 $34.5K - $38.5K
6.36K $182K
OHI
Omega Healthcare Investors Inc

Real Estate
1.16K
+ 2645.45%
$35.7 - $38.33 $41.6K - $44.6K
1.21K $46K
PKG
Packaging Corp Of America

Consumer Cyclical
236
+ 393.33%
$192.03 - $242.13 $45.3K - $57.1K
296 $58K
FNDF
Schwab Fundamental Intl Large

ETFs
139
+ 1.03%
$32.9 - $37.45 $4.57K - $5.21K
13.6K $491K
TTC
Toro CO

Industrials
761
+ 50.87%
$71.86 - $87.28 $54.7K - $66.4K
2.26K $164K
SABR
Sabre Corp

Consumer Cyclical
25.7K
+ 75.92%
$2.81 - $4.52 $72.2K - $116K
59.5K $167K
RL
Ralph Lauren Corp

Consumer Cyclical
317
+ 12.02%
$215.68 - $286.74 $68.4K - $90.9K
2.95K $652K
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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