Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EEMV
Ishares Msci Emerging Markets

ETFs
505
New
$57.07 - $59.29 $28.8K - $29.9K
505 $29K
NTRA
Natera, Inc.

Healthcare
237
+ 92.22%
$132.63 - $177.0 $31.4K - $41.9K
494 $69K
SRE
Sempra Energy

Utilities
1.84K
+ 29.54%
$67.85 - $87.67 $125K - $161K
8.06K $574K
UNM
Unum Group

Financial Services
23
+ 0.72%
$71.8 - $83.34 $1.65K - $1.92K
3.23K $262K
MAN
Manpower Group Inc.

Industrials
488
New
$53.77 - $62.66 $26.2K - $30.6K
488 $28K
MAT
Mattel Inc

Consumer Cyclical
1.45K
New
$17.73 - $21.94 $25.7K - $31.8K
1.45K $28K
SF
Stifel Financial Corp

Financial Services
662
+ 22.84%
$91.62 - $117.6 $60.7K - $77.9K
3.56K $335K
MGV
Vanguard Mega Cap Value

ETFs
222
New
$123.61 - $133.01 $27.4K - $29.5K
222 $28K
ZI
Zoom Info Technologies Inc.

Technology
2.76K
+ 1051.91%
$9.43 - $12.01 $26K - $33.1K
3.02K $30K
ARW
Arrow Electronics Inc

Technology
265
New
$101.93 - $119.3 $27K - $31.6K
265 $27K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.94K
+ 15.05%
$21.23 - $23.75 $41.2K - $46.1K
14.8K $319K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.11K
New
$24.29 - $24.65 $26.9K - $27.3K
1.11K $27K
SOXX
Ishares Semiconductor ETF

ETFs
150
+ 227.27%
$188.17 - $235.81 $28.2K - $35.4K
216 $40K
TRMK
Trustmark Corp

Financial Services
917
+ 14.05%
$32.92 - $38.83 $30.2K - $35.6K
7.44K $256K
CRSP
Crispr Therapeutics Ag

Healthcare
799
+ 327.46%
$34.03 - $53.02 $27.2K - $42.4K
1.04K $35K
ALGN
Align Technology Inc

Healthcare
163
New
$158.86 - $234.89 $25.9K - $38.3K
163 $25K
AFG
American Financial Group Inc

Financial Services
204
+ 86.08%
$119.82 - $138.45 $24.4K - $28.2K
441 $57K
DLB
Dolby Laboratories, Inc.

Industrials
302
+ 133.04%
$76.37 - $87.32 $23.1K - $26.4K
529 $42K
INVH
Invitation Homes Inc.

Real Estate
663
+ 100.0%
$30.28 - $34.85 $20.1K - $23.1K
1.33K $46K
ENOR
Ishares Tr Msci Norway ETF

ETFs
1K
New
$22.79 - $26.25 $22.8K - $26.3K
1K $25K
OKTA
Okta, Inc.

Technology
221
+ 381.03%
$78.83 - $116.72 $17.4K - $25.8K
279 $29K
PRI
Primerica, Inc.

Financial Services
90
New
$271.41 - $296.43 $24.4K - $26.7K
90 $25K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
446
+ 2.82%
$47.33 - $47.92 $21.1K - $21.4K
16.2K $773K
RIG
Transocean Ltd.

Energy
9.55K
+ 100.0%
$2.67 - $4.28 $25.5K - $40.9K
19.1K $60K
CDW
Cdw Corp

Technology
169
+ 76.82%
$160.26 - $206.13 $27.1K - $34.8K
389 $62K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
801
+ 214.75%
$26.47 - $29.92 $21.2K - $24K
1.17K $34K
CNA
Cna Financial Corp

Financial Services
465
New
$45.86 - $51.0 $21.3K - $23.7K
465 $23K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
54
+ 0.55%
$30.38 - $34.94 $1.64K - $1.89K
9.89K $338K
MET
Metlife Inc

Financial Services
326
+ 20.66%
$77.7 - $87.0 $25.3K - $28.4K
1.9K $152K
STX
Seagate Technology Holdings PLC

Technology
452
+ 3.81%
$84.92 - $108.42 $38.4K - $49K
12.3K $1.05M
ADT
Adt Inc.

Industrials
2.77K
+ 19800.0%
$6.87 - $8.23 $19K - $22.8K
2.79K $22K
AR
Antero Resources Corp

Energy
529
+ 261.88%
$33.64 - $41.42 $17.8K - $21.9K
731 $29K
DUOL
Duolingo, Inc.

Technology
70
+ 466.67%
$272.49 - $441.39 $19.1K - $30.9K
85 $26K
EEFT
Euronet Worldwide, Inc.

Technology
201
+ 386.54%
$94.42 - $110.06 $19K - $22.1K
253 $27K
PWV
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.17%
$56.58 - $60.89 $792 - $852
8.12K $483K
NCR
Ncr Corp

Technology
1.4K
+ 5.91%
N/A
25.1K $395K
EFG
Msci Eafe Growth ETF

ETFs
211
+ 527.5%
$96.1 - $106.37 $20.3K - $22.4K
251 $25K
IOT
Samsara Inc.

Technology
638
+ 212.67%
$34.06 - $60.96 $21.7K - $38.9K
938 $35K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
357
+ 13.18%
$166.63 - $185.86 $59.5K - $66.4K
3.07K $510K
WSBC
Wesbanco Inc

Financial Services
709
+ 294.19%
$30.36 - $37.08 $21.5K - $26.3K
950 $29K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
670
+ 1367.35%
$31.92 - $38.83 $21.4K - $26K
719 $23K
EHC
Encompass Health Corp

Healthcare
204
+ 784.62%
$91.05 - $102.2 $18.6K - $20.8K
230 $23K
FFIV
F5, Inc.

Technology
67
+ 29.39%
$251.75 - $310.6 $16.9K - $20.8K
295 $78K
FELE
Franklin Electric CO Inc

Industrials
332
+ 12.34%
$93.38 - $106.03 $31K - $35.2K
3.02K $283K
HLN
Haleon PLC

Healthcare
220
+ 0.9%
$9.02 - $10.67 $1.98K - $2.35K
24.7K $254K
JBHT
Hunt J B Transport Services Inc

Industrials
146
New
$146.12 - $186.55 $21.3K - $27.2K
146 $21K
MPLX
Mplx LP

Energy
2
+ 0.05%
$47.88 - $54.65 $95.8 - $109
3.79K $202K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
151
+ 167.78%
$141.31 - $175.89 $21.3K - $26.6K
241 $34K
X
United States Steel Corp

Basic Materials
14
+ 0.55%
$30.47 - $43.0 $427 - $602
2.55K $107K
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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