Clearstead Advisors, LLC Purchases in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WBD
Warner Bros. Discovery, Inc.

Communication Services
924
+ 1.06%
$9.47 - $11.46 $8.75K - $10.6K
88K $944K
OWL
Blue Owl Capital Inc.

Financial Services
1K
New
$18.49 - $26.68 $18.5K - $26.7K
1K $20K
CUBE
Cube Smart

Real Estate
504
+ 3.76%
$40.23 - $43.23 $20.3K - $21.8K
13.9K $593K
GPS
Gap Inc

Consumer Cyclical
999
+ 333.0%
N/A
1.3K $26K
HUM
Humana Inc

Healthcare
64
+ 20.0%
$249.11 - $303.11 $15.9K - $19.4K
384 $101K
OMC
Omnicom Group Inc.

Communication Services
377
+ 10.63%
$79.43 - $88.34 $29.9K - $33.3K
3.92K $325K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
986
+ 1.64%
$23.32 - $23.84 $23K - $23.5K
61.3K $1.43M
GDV
Gabelli Dividend & Income Trust

Financial Services
800
New
$23.47 - $25.3 $18.8K - $20.2K
800 $19K
IAI
Ishares Tr Us Broker Dealers &

ETFs
137
New
$134.68 - $159.3 $18.5K - $21.8K
137 $19K
MKTX
Marketaxess Holdings Inc

Financial Services
89
+ 523.53%
$189.81 - $226.47 $16.9K - $20.2K
106 $22K
CHY
Calamos Convertible & High Income Fund

Financial Services
2.57K
+ 64.47%
$10.1 - $12.0 $25.9K - $30.8K
6.55K $66K
HLI
Houlihan Lokey, Inc.

Financial Services
343
+ 11.17%
$154.43 - $187.4 $53K - $64.3K
3.41K $551K
TW
Tradeweb Markets Inc.

Financial Services
103
+ 67.76%
$123.42 - $148.46 $12.7K - $15.3K
255 $37K
GRAB
Grab Holdings LTD

Technology
4K
New
$4.12 - $5.34 $16.5K - $21.4K
4K $18K
AA
Alcoa Corp

Basic Materials
570
New
$30.5 - $39.53 $17.4K - $22.5K
570 $17K
MEDP
Medpace Holdings, Inc.

Healthcare
79
+ 33.62%
$304.69 - $360.97 $24.1K - $28.5K
314 $95K
UTG
Reaves Utility Income Fund

Financial Services
550
New
$31.08 - $34.42 $17.1K - $18.9K
550 $17K
SAIC
Science Applications International Corp

Technology
159
New
$95.77 - $119.82 $15.2K - $19.1K
159 $17K
TRMB
Trimble Inc.

Technology
252
+ 2520.0%
$65.52 - $77.49 $16.5K - $19.5K
262 $17K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
183
+ 148.78%
$93.57 - $120.35 $17.1K - $22K
306 $29K
CVLT
Commvault Systems Inc

Technology
85
+ 28.72%
$146.82 - $187.9 $12.5K - $16K
381 $60K
EW
Edwards Lifesciences Corp

Healthcare
271
+ 12.84%
$67.95 - $76.19 $18.4K - $20.6K
2.38K $172K
LAMR
Lamar Advertising CO

Real Estate
414
+ 10.6%
$110.65 - $132.9 $45.8K - $55K
4.32K $491K
PB
Prosperity Bancshares Inc

Financial Services
266
+ 32.16%
$69.3 - $80.69 $18.4K - $21.5K
1.09K $78K
TNL
Travel & Leisure Co.

Consumer Cyclical
353
New
$46.29 - $57.86 $16.3K - $20.4K
353 $16K
BKR
Baker Hughes CO

Energy
249
+ 17.47%
$41.16 - $48.85 $10.2K - $12.2K
1.67K $73K
FE
Firstenergy Corp

Utilities
341
+ 13.55%
$37.95 - $43.5 $12.9K - $14.8K
2.86K $115K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
190
+ 9500.0%
$80.4 - $106.5 $15.3K - $20.2K
192 $15K
MTG
Mgic Investment Corp

Financial Services
625
+ 3906.25%
$22.56 - $25.71 $14.1K - $16.1K
641 $15K
PEGA
Pegasystems Inc

Technology
324
+ 103.51%
$68.14 - $112.29 $22.1K - $36.4K
637 $44K
PFG
Principal Financial Group Inc

Financial Services
126
+ 23.82%
$76.34 - $89.04 $9.62K - $11.2K
655 $55K
ONON
On Holding Ag

Consumer Cyclical
394
+ 237.35%
$43.92 - $63.62 $17.3K - $25.1K
560 $24K
APPF
Appfolio Inc

Technology
71
+ 191.89%
$206.66 - $260.64 $14.7K - $18.5K
108 $23K
GIB
Cgi Inc

Technology
150
New
$98.12 - $122.43 $14.7K - $18.4K
150 $14K
CRUS
Cirrus Logic, Inc.

Technology
150
New
$97.89 - $111.4 $14.7K - $16.7K
150 $14K
EWBC
East West Bancorp Inc

Financial Services
300
+ 14.49%
$84.35 - $103.91 $25.3K - $31.2K
2.37K $212K
HWM
Howmet Aerospace Inc.

Industrials
64
+ 25.2%
$110.79 - $139.39 $7.09K - $8.92K
318 $41K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
149
New
$90.12 - $109.07 $13.4K - $16.3K
149 $14K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
108
+ 0.97%
$38.99 - $40.37 $4.21K - $4.36K
11.3K $454K
LRN
Stride, Inc.

Consumer Defensive
104
+ 173.33%
$106.34 - $142.28 $11.1K - $14.8K
164 $20K
TOL
Toll Brothers, Inc.

Consumer Cyclical
169
+ 100.6%
$103.02 - $140.69 $17.4K - $23.8K
337 $35K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.11%
$161.24 - $173.33 $322 - $347
1.88K $320K
VMC
Vulcan Materials CO

Basic Materials
209
+ 14.12%
$220.9 - $277.54 $46.2K - $58K
1.69K $394K
ZM
Zoom Video Communications, Inc.

Technology
348
+ 22.85%
$72.23 - $88.64 $25.1K - $30.8K
1.87K $138K
DV
Double Verify Holdings, Inc.

Technology
1.03K
New
$13.34 - $23.07 $13.8K - $23.9K
1.03K $13K
ETR
Entergy Corp

Utilities
142
+ 186.84%
$75.26 - $87.89 $10.7K - $12.5K
218 $18K
IAC
Iac/Inter Active Corp

Communication Services
296
New
$41.0 - $50.0 $12.1K - $14.8K
296 $13K
PJAN
Innovator U.S. Equity Power Bu

ETFs
326
New
$41.09 - $43.24 $13.4K - $14.1K
326 $13K
IYK
Ishares U.S. Consumer Staples

ETFs
9
+ 0.42%
$63.29 - $71.8 $570 - $646
2.13K $152K
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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