Clearstead Advisors, LLC Incresed Positions in Q2 2025

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NTNX
Nutanix, Inc.

Technology
727
+ 90.54%
$58.17 - $83.07 $42.3K - $60.4K
1.53K $116K
IRM
Iron Mountain Inc

Real Estate
424
+ 45.4%
$76.93 - $105.25 $32.6K - $44.6K
1.36K $139K
VFH
Vanguard Financial ETF

ETFs
2
+ 0.03%
$104.87 - $127.3 $210 - $255
7.5K $954K
HWC
Hancock Whitney Corp

Financial Services
1K
+ 14342.86%
$46.05 - $58.03 $46.2K - $58.3K
1.01K $58K
OKTA
Okta, Inc.

Technology
592
+ 212.19%
$91.24 - $127.3 $54K - $75.4K
871 $87K
USFD
Us Foods Holding Corp.

Consumer Defensive
558
+ 45.18%
$60.47 - $79.12 $33.7K - $44.1K
1.79K $138K
WSM
Williams Sonoma Inc

Consumer Cyclical
2
+ 0.02%
$137.62 - $174.44 $275 - $349
10.9K $1.78M
PEG
Public Service Enterprise Group Inc

Utilities
643
+ 33.88%
$77.13 - $84.18 $49.6K - $54.1K
2.54K $213K
FLR
Fluor Corp

Industrials
1K
+ 317.09%
$30.86 - $51.42 $30.9K - $51.5K
1.32K $67K
HUM
Humana Inc

Healthcare
259
+ 67.45%
$224.93 - $295.04 $58.3K - $76.4K
643 $157K
PFE
Pfizer Inc

Healthcare
11K
+ 5.7%
$21.59 - $24.84 $238K - $273K
204K $4.95M
ESLT
Elbit Systems LTD

Industrials
10
+ 1.31%
$364.73 - $454.9 $3.65K - $4.55K
775 $348K
NTRA
Natera, Inc.

Healthcare
243
+ 49.19%
$132.23 - $171.87 $32.1K - $41.8K
737 $124K
XLB
Select Sector Spdr Fd Material

ETFs
576
+ 28.66%
$74.27 - $88.92 $42.8K - $51.2K
2.59K $227K
SYF
Synchrony Financial

Financial Services
429
+ 22.97%
$43.81 - $66.74 $18.8K - $28.6K
2.3K $153K
EAD
Allspring Income Opportunities Fund

Financial Services
7.3K
+ 57.68%
$6.11 - $7.06 $44.6K - $51.5K
19.9K $140K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
5.35K
+ 41.25%
$8.45 - $9.78 $45.2K - $52.3K
18.3K $178K
WTRG
Essential Utilities, Inc.

Utilities
1.46K
+ 2249.23%
$36.92 - $41.39 $54K - $60.5K
1.53K $56K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
641
+ 1209.43%
$66.94 - $88.47 $42.9K - $56.7K
694 $57K
CVLT
Commvault Systems Inc

Technology
270
+ 70.87%
$139.35 - $190.99 $37.6K - $51.6K
651 $113K
EWBC
East West Bancorp Inc

Financial Services
262
+ 11.05%
$71.03 - $101.75 $18.6K - $26.7K
2.63K $265K
ES
Eversource Energy

Utilities
817
+ 117.55%
$54.25 - $65.89 $44.3K - $53.8K
1.51K $96K
NBIX
Neurocrine Biosciences Inc

Healthcare
376
+ 105.62%
$87.54 - $128.18 $32.9K - $48.2K
732 $92K
RRX
Regal Rexnord Corp

Industrials
364
+ 3309.09%
$94.06 - $147.0 $34.2K - $53.5K
375 $54K
SPYG
Spdr Portfolio

ETFs
480
+ 98.56%
$71.83 - $95.32 $34.5K - $45.8K
967 $92K
PATH
Ui Path, Inc.

Technology
1.96K
+ 17.27%
$9.79 - $13.31 $19.2K - $26.1K
13.3K $170K
CBSH
Commerce Bancshares Inc

Financial Services
834
+ 3790.91%
$55.42 - $65.63 $46.2K - $54.7K
856 $53K
FORM
Formfactor Inc

Technology
189
+ 2.55%
$23.18 - $35.26 $4.38K - $6.66K
7.6K $261K
SHV
Ishares Tr

ETFs
488
+ 1.59%
$110.06 - $110.46 $53.7K - $53.9K
31.2K $3.44M
MKTX
Marketaxess Holdings Inc

Financial Services
227
+ 214.15%
$203.19 - $231.09 $46.1K - $52.5K
333 $74K
DGX
Quest Diagnostics Inc

Healthcare
383
+ 18.68%
N/A
2.43K $333K
STLA
Stellantis N.V.

Consumer Cyclical
12.8K
+ 19.75%
$8.53 - $11.27 $109K - $144K
77.6K $777K
AGM
Federal Agricultural Mortgage Corp

Financial Services
263
+ 906.9%
$165.45 - $198.11 $43.5K - $52.1K
292 $56K
HIG
Hartford Financial Services Group, Inc.

Financial Services
372
+ 32.12%
$109.83 - $131.67 $40.9K - $49K
1.53K $194K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
9.56K
+ 64.85%
$4.83 - $5.39 $46.2K - $51.5K
24.3K $130K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
299
+ 162.5%
$144.63 - $179.53 $43.2K - $53.7K
483 $79K
EXAS
Exact Sciences Corp

Healthcare
428
+ 15.98%
$40.31 - $58.08 $17.3K - $24.9K
3.11K $165K
PEGA
Pegasystems Inc

Technology
1.11K
+ 173.78%
$49.95 - $103.29 $55.3K - $114K
1.74K $94K
GKOS
Glaukos Corp

Healthcare
468
+ 400.0%
$82.27 - $103.29 $38.5K - $48.3K
585 $60K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.83K
+ 18.53%
$32.56 - $35.71 $59.6K - $65.4K
11.7K $387K
KEYS
Keysight Technologies, Inc.

Technology
115
+ 5.28%
$127.02 - $165.4 $14.6K - $19K
2.29K $375K
LFUS
Littelfuse Inc

Technology
56
+ 4.59%
$149.72 - $227.31 $8.38K - $12.7K
1.28K $289K
NYT
New York Times CO

Communication Services
818
+ 130.67%
$45.37 - $57.12 $37.1K - $46.7K
1.44K $80K
UMBF
Umb Financial Corp

Financial Services
374
+ 16.1%
$86.4 - $107.99 $32.3K - $40.4K
2.7K $283K
BIIB
Biogen Inc.

Healthcare
490
+ 41.07%
$113.38 - $135.49 $55.6K - $66.4K
1.68K $211K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
288
+ 5.43%
$41.45 - $54.46 $11.9K - $15.7K
5.59K $291K
AGO
Assured Guaranty LTD

Financial Services
546
+ 568.75%
$76.56 - $90.18 $41.8K - $49.2K
642 $55K
DDOG
Datadog, Inc.

Technology
161
+ 22.84%
$87.0 - $134.33 $14K - $21.6K
866 $116K
FLS
Flowserve Corp

Industrials
428
+ 6.1%
$39.49 - $53.64 $16.9K - $23K
7.45K $389K
Activity Summary
Buys All Purchases 1879 New Holdings 718 Increased Positions 1161 Sells All Sells 463 Reductions 462 Sold out 1 Options Calls 0 Puts 0
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