Clearstead Advisors, LLC Incresed Positions in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
287K
+ 2664.35%
$76.35 - $82.58 $21.9M - $23.7M
298K $24.6M
GOOGL
Alphabet Inc.

Communication Services
12.7K
+ 4.13%
$174.36 - $254.72 $2.21M - $3.22M
319K $77.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.73K
+ 0.4%
$620.67 - $670.08 $1.07M - $1.16M
437K $293M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
375K
+ 17.23%
$45.72 - $47.27 $17.1M - $17.7M
2.55M $120M
NVDA
Nvidia Corp

Technology
4.73K
+ 0.94%
$153.3 - $186.58 $725K - $882K
508K $94.7M
ZM
Zoom Video Communications, Inc.

Technology
178K
+ 6074.22%
$69.77 - $86.83 $12.4M - $15.5M
181K $14.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
150K
+ 5.34%
$39.8 - $42.86 $5.95M - $6.41M
2.95M $126M
NSC
Norfolk Southern Corp

Industrials
553
+ 0.2%
$259.49 - $300.41 $143K - $166K
279K $83.9M
CAT
Caterpillar Inc

Industrials
5.29K
+ 5.32%
$390.92 - $477.15 $2.07M - $2.53M
105K $50M
VO
Vanguard Mid Cap ETF

ETFs
5.3K
+ 0.77%
$279.83 - $293.74 $1.48M - $1.56M
697K $205M
VONE
Vanguard Russell 1000 ETF

ETFs
34.1K
+ 314.48%
$280.68 - $303.97 $9.56M - $10.4M
44.9K $13.6M
IEFA
Ishares Tr

ETFs
83.8K
+ 11.01%
$81.7 - $87.53 $6.85M - $7.33M
845K $73.8M
VTV
Vanguard Value ETF

ETFs
13K
+ 1.95%
$175.51 - $186.57 $2.29M - $2.43M
681K $127M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
35K
+ 7.49%
$108.46 - $120.63 $3.8M - $4.22M
502K $59.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.7K
+ 2.15%
$181.56 - $190.33 $2.31M - $2.43M
606K $115M
VIG
Vanguard Dividend Appreciation

ETFs
32K
+ 24.14%
N/A
165K $30M
CROX
Crocs, Inc.

Consumer Cyclical
84.8K
+ 118.43%
$74.39 - $108.79 $6.3M - $9.22M
156K $13.1M
DFAI
Dimensional ETF Tr

ETFs
32.7K
+ 1.26%
$34.05 - $36.55 $1.11M - $1.2M
2.63M $95.6M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
4.53K
+ 0.43%
$82.42 - $87.03 $374K - $395K
1.05M $91.8M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
429K
+ 54.46%
$11.15 - $11.87 $4.78M - $5.09M
1.22M $14.1M
TSLA
Tesla, Inc.

Consumer Cyclical
68
+ 0.17%
$293.94 - $444.72 $20K - $30.2K
40K $17.8M
GLD
Spdr Gold Trust

ETFs
9.02K
+ 26.94%
$300.96 - $355.47 $2.71M - $3.21M
42.5K $15.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.98K
+ 1.1%
$108.97 - $121.65 $434K - $484K
367K $44.3M
BSCU
Invesco Exc Self Ind Tr

ETFs
212K
+ 6.79%
$16.67 - $17.03 $3.53M - $3.61M
3.34M $56.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.27K
+ 0.43%
$92.26 - $97.51 $302K - $319K
768K $74.2M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
169K
+ 6.27%
$20.41 - $20.67 $3.45M - $3.5M
2.87M $58.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
17K
+ 3.59%
$87.29 - $93.61 $1.49M - $1.59M
491K $45.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
130K
+ 8.22%
$24.69 - $25.26 $3.22M - $3.29M
1.71M $43.1M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
62.3K
+ 47.74%
$50.9 - $52.37 $3.17M - $3.26M
193K $10.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.92K
+ 0.52%
$62.09 - $66.51 $306K - $327K
945K $61.7M
MU
Micron Technology Inc

Technology
5.93K
+ 12.38%
$104.88 - $168.89 $622K - $1M
53.8K $9.01M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
141K
+ 1456.76%
$20.76 - $21.78 $2.92M - $3.06M
150K $3.24M
GE
General Electric CO

Industrials
5.34K
+ 16.9%
$244.75 - $305.63 $1.31M - $1.63M
37K $11.1M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
141K
+ 4.73%
$18.61 - $18.94 $2.62M - $2.67M
3.12M $58.7M
CVX
Chevron Corp

Energy
6.68K
+ 4.28%
$145.57 - $161.83 $972K - $1.08M
163K $25.3M
HD
Home Depot, Inc.

Consumer Cyclical
581
+ 0.84%
$357.4 - $423.42 $208K - $246K
70K $28.4M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
226
+ 0.68%
$473.44 - $553.71 $107K - $125K
33.5K $18.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
101K
+ 34125.68%
$26.44 - $27.1 $2.67M - $2.74M
101K $2.73M
PEP
Pepsico Inc

Consumer Defensive
5.51K
+ 2.74%
$133.81 - $152.16 $737K - $839K
206K $29M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
160
+ 0.12%
$89.32 - $107.82 $14.3K - $17.3K
130K $14M
WMT
Walmart Inc.

Consumer Defensive
196
+ 0.05%
$94.4 - $104.27 $18.5K - $20.4K
409K $42.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.57K
+ 5.91%
$132.9 - $142.03 $1.01M - $1.08M
136K $19.1M
BX
Blackstone Inc.

Financial Services
2.63K
+ 3.92%
$152.77 - $188.68 $401K - $495K
69.6K $11.9M
DFAE
Dimensional ETF Tr

ETFs
739
+ 0.11%
$28.84 - $31.84 $21.3K - $23.5K
670K $21.1M
INTC
Intel Corp

Technology
5.74K
+ 4.19%
$19.31 - $35.5 $111K - $204K
143K $4.79M
MO
Altria Group, Inc.

Consumer Defensive
1.24K
+ 0.58%
$57.75 - $67.68 $71.5K - $83.8K
214K $14.1M
SCHW
Schwab Charles Corp

Financial Services
6.46K
+ 2.75%
$91.03 - $98.69 $588K - $638K
241K $23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
22.7K
+ 31.0%
$49.43 - $54.52 $1.12M - $1.24M
96K $5.2M
XOM
Exxon Mobil Corp

Energy
4.14K
+ 1.85%
$105.83 - $117.22 $438K - $485K
227K $25.6M
Activity Summary
Buys All Purchases 1723 New Holdings 559 Increased Positions 1164 Sells All Sells 863 Reductions 863 Sold out 0 Options Calls 5 Puts 2
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