Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
308
+ 5.82%
$156.61 - $168.02 $48.2K - $51.8K
5.6K $898K
FIX
Comfort Systems Usa Inc

Industrials
144
+ 342.86%
$313.26 - $550.27 $45.1K - $79.2K
186 $59K
MOH
Molina Healthcare, Inc.

Healthcare
126
New
$266.57 - $333.27 $33.6K - $42K
126 $41K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
57
+ 1.26%
$98.98 - $113.18 $5.64K - $6.45K
4.57K $517K
ACGL
Arch Capital Group Ltd.

Financial Services
20
+ 0.2%
$88.13 - $96.94 $1.76K - $1.94K
10.2K $982K
IVZ
Invesco Ltd.

Financial Services
2.74K
New
$14.82 - $19.34 $40.6K - $53K
2.74K $41K
K
Kellogg CO

Consumer Defensive
35
+ 0.14%
$81.06 - $82.9 $2.84K - $2.9K
24.8K $2.05M
OVV
Ovintiv Inc.

Energy
939
+ 10433.33%
$37.84 - $45.91 $35.5K - $43.1K
948 $40K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
1.81K
New
$21.87 - $34.63 $39.6K - $62.7K
1.81K $39K
AWI
Armstrong World Industries Inc

Industrials
279
+ 52.25%
$136.0 - $154.19 $37.9K - $43K
813 $114K
MBB
Ishares Tr

ETFs
358
+ 13.43%
$90.37 - $94.08 $32.4K - $33.7K
3.02K $283K
TENB
Tenable Holdings, Inc.

Technology
1.8K
+ 32.23%
$34.94 - $44.5 $62.9K - $80.1K
7.39K $258K
XYL
Xylem Inc.

Industrials
245
+ 10.69%
$114.02 - $132.04 $27.9K - $32.3K
2.54K $303K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
762
New
$48.06 - $53.73 $36.6K - $40.9K
762 $37K
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 0.12%
$268.63 - $301.33 $537 - $603
1.61K $480K
AME
Ametek Inc

Industrials
498
+ 8.07%
$170.39 - $190.43 $84.9K - $94.8K
6.67K $1.15M
DTE
Dte Energy CO

Utilities
98
+ 7.73%
$117.6 - $138.27 $11.5K - $13.6K
1.37K $188K
FIVE
Five Below, Inc

Consumer Cyclical
492
New
$72.25 - $103.2 $35.5K - $50.8K
492 $36K
NEOG
Neogen Corp

Healthcare
10.8K
+ 65.64%
$8.43 - $13.07 $91.3K - $141K
27.3K $236K
NWSA
News Corp

Communication Services
1.35K
New
$26.29 - $30.49 $35.6K - $41.3K
1.35K $36K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
399
New
$87.72 - $111.91 $35K - $44.7K
399 $36K
EPAC
Enerpac Tool Group Corp

Industrials
744
+ 163.16%
$40.26 - $47.26 $30K - $35.2K
1.2K $53K
CASY
Caseys General Stores Inc

Consumer Cyclical
73
+ 155.32%
$378.71 - $442.54 $27.6K - $32.3K
120 $52K
ILMN
Illumina, Inc.

Healthcare
775
+ 150.19%
$79.34 - $144.22 $61.5K - $112K
1.29K $102K
VFH
Vanguard Financial ETF

ETFs
201
+ 2.75%
$114.07 - $127.34 $22.9K - $25.6K
7.5K $895K
APP
App Lovin Corp

Technology
136
+ 251.85%
$238.08 - $510.13 $32.4K - $69.4K
190 $50K
BRBR
Bellring Brands, Inc.

Consumer Defensive
451
+ 644.29%
$65.4 - $79.39 $29.5K - $35.8K
521 $38K
GLW
Corning Inc

Technology
2.18K
+ 5.68%
$44.91 - $54.25 $97.8K - $118K
40.5K $1.85M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
570
+ 4.67%
$49.22 - $51.73 $28.1K - $29.5K
12.8K $645K
NWL
Newell Brands Inc.

Consumer Defensive
5.35K
+ 9066.1%
$6.2 - $10.66 $33.2K - $57K
5.41K $33K
UHS
Universal Health Services Inc

Healthcare
171
+ 143.7%
$163.99 - $193.27 $28K - $33K
290 $54K
VFC
V F Corp

Consumer Cyclical
2.24K
+ 730.94%
$15.52 - $26.93 $34.8K - $60.4K
2.55K $39K
BROS
Dutch Bros Inc.

Consumer Cyclical
478
+ 144.85%
$55.77 - $85.37 $26.7K - $40.8K
808 $49K
HAL
Halliburton CO

Energy
1.33K
+ 114.24%
$24.15 - $29.9 $32.2K - $39.8K
2.5K $63K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
604
+ 1.33%
$24.79 - $25.26 $15K - $15.3K
46.1K $1.16M
LYFT
Lyft, Inc.

Technology
2.72K
+ 13575.0%
$11.27 - $15.12 $30.6K - $41.1K
2.74K $32K
TPR
Tapestry, Inc.

Consumer Cyclical
401
+ 62.75%
$65.63 - $89.21 $26.3K - $35.8K
1.04K $73K
WU
Western Union CO

Financial Services
3.1K
+ 8.99%
$10.24 - $11.62 $31.7K - $36K
37.6K $397K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
352
+ 134.87%
$92.51 - $102.81 $32.6K - $36.2K
613 $56K
AOA
Ishares Tr Core Aggressive All

ETFs
502
+ 0.8%
$75.7 - $80.01 $38K - $40.2K
63.1K $4.83M
SNV
Synovus Financial Corp

Financial Services
662
+ 906.85%
$43.7 - $56.87 $28.9K - $37.6K
735 $34K
WCC
Wesco International Inc

Industrials
237
+ 98.75%
$155.3 - $199.95 $36.8K - $47.4K
477 $74K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
5.86K
New
$5.29 - $10.87 $31K - $63.7K
5.86K $30K
CMCSA
Comcast Corp

Communication Services
2.08K
+ 2.8%
$33.19 - $38.23 $69.1K - $79.6K
76.5K $2.82M
TIP
Ishares Tr Tips Bd ETF

ETFs
105
+ 2.5%
$106.22 - $111.09 $11.2K - $11.7K
4.3K $477K
XLU
Utilities Sector Spdr

ETFs
211
+ 4.98%
$74.7 - $80.27 $15.8K - $16.9K
4.45K $350K
UTHR
United Therapeutics Corp

Healthcare
99
New
$304.42 - $380.78 $30.1K - $37.7K
99 $30K
XRAY
Dentsply Sirona Inc.

Healthcare
2.1K
+ 419.2%
$14.93 - $20.31 $31.3K - $42.6K
2.6K $38K
GTLB
Gitlab Inc.

Technology
810
+ 89.31%
$47.0 - $73.14 $38.1K - $59.2K
1.72K $80K
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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