Clearstead Advisors, LLC Incresed Positions in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
78
+ 1.23%
$49.78 - $53.19 $3.88K - $4.15K
6.44K $328K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
53
+ 16.67%
$60.05 - $72.21 $3.18K - $3.83K
371 $23K
REG
Regency Centers Corp

Real Estate
41
+ 15.3%
$68.83 - $77.74 $2.82K - $3.19K
309 $22K
FHN
First Horizon Corp

Financial Services
143
+ 204.29%
$17.7 - $22.43 $2.53K - $3.21K
213 $4K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
348
+ 44.85%
$16.4 - $22.98 $5.71K - $8K
1.12K $18K
VCIT
Vanguard Intermediate Term Cor

ETFs
11
+ 0.75%
$79.17 - $82.04 $871 - $902
1.47K $120K
U
Unity Software Inc.

Technology
162
+ 216.0%
$19.44 - $28.34 $3.15K - $4.59K
237 $4K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
95
+ 1.78%
N/A
5.44K $171K
A
Agilent Technologies, Inc.

Healthcare
82
+ 20.92%
$116.69 - $152.6 $9.57K - $12.5K
474 $55K
GMED
Globus Medical Inc

Healthcare
91
+ 24.46%
$69.68 - $93.32 $6.34K - $8.49K
463 $33K
M
Macy'S, Inc.

Consumer Cyclical
316
+ 509.68%
$12.56 - $16.82 $3.97K - $5.32K
378 $4K
IYE
Ishares Tr

ETFs
5
+ 0.6%
$45.23 - $49.95 $226 - $250
840 $41K
JLL
Jones Lang Lasalle Inc

Real Estate
14
+ 11.97%
$238.0 - $284.76 $3.33K - $3.99K
131 $32K
ALLY
Ally Financial Inc.

Financial Services
74
+ 94.87%
$32.99 - $40.09 $2.44K - $2.97K
152 $5K
RY
Royal Bank Of Canada

Financial Services
1.04K
+ 7.03%
$108.81 - $123.4 $113K - $128K
15.8K $1.78M
ROKU
Roku, Inc

Communication Services
112
+ 7.27%
$67.36 - $99.07 $7.54K - $11.1K
1.65K $116K
HST
Host Hotels & Resorts, Inc.

Real Estate
146
+ 7300.0%
$14.21 - $17.45 $2.07K - $2.55K
148 $2K
ESS
Essex Property Trust, Inc.

Real Estate
10
+ 45.45%
N/A
32 $8K
BRZE
Braze, Inc.

Technology
99
+ 32.14%
$32.44 - $47.22 $3.21K - $4.67K
407 $14K
TMDX
Trans Medics Group, Inc.

Healthcare
22
+ 14.67%
$56.73 - $79.42 $1.25K - $1.75K
172 $11K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
32
+ 2.49%
$40.55 - $48.43 $1.3K - $1.55K
1.32K $56K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
73
+ 98.65%
$11.66 - $14.98 $851 - $1.09K
147 $2K
HSBC
Hsbc Holdings PLC

Financial Services
28
+ 155.56%
$48.68 - $61.58 $1.36K - $1.72K
46 $2K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
57
+ 570.0%
$42.18 - $45.16 $2.4K - $2.57K
67 $2K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
12
+ 0.41%
$22.46 - $23.26 $270 - $279
2.96K $68K
SIGI
Selective Insurance Group Inc

Financial Services
26
+ 9.89%
$78.49 - $95.48 $2.04K - $2.48K
289 $26K
INMB
Inmune Bio, Inc.

Healthcare
100
+ 20.41%
$4.93 - $10.48 $493 - $1.05K
590 $4K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
87
+ 11.1%
$25.9 - $31.26 $2.25K - $2.72K
871 $23K
EVRG
Evergy, Inc.

Utilities
4
+ 2.06%
$59.9 - $69.52 $240 - $278
198 $13K
RVLV
Revolve Group, Inc.

Consumer Cyclical
107
+ 214.0%
$21.26 - $33.75 $2.27K - $3.61K
157 $3K
WWD
Woodward, Inc.

Industrials
9
+ 14.52%
$171.38 - $195.22 $1.54K - $1.76K
71 $12K
PEG
Public Service Enterprise Group Inc

Utilities
67
+ 3.66%
$78.2 - $90.39 $5.24K - $6.06K
1.9K $156K
CPB
Campbell Soup CO

Consumer Defensive
75
+ 14.73%
$37.29 - $42.04 $2.8K - $3.15K
584 $23K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
3
+ 0.34%
$123.11 - $130.57 $369 - $392
894 $113K
CBT
Cabot Corp

Basic Materials
300
+ 10.73%
$81.12 - $92.51 $24.3K - $27.8K
3.1K $257K
PSA
Public Storage

Real Estate
6
+ 2.32%
$288.99 - $313.98 $1.73K - $1.88K
265 $79K
NOVT
Novanta Inc

Technology
9
+ 8.04%
N/A
121 $19K
QRVO
Qorvo, Inc.

Technology
10
+ 50.0%
$69.12 - $90.57 $691 - $906
30 $2K
SAND
Sandstorm Gold LTD

Basic Materials
1
+ 0.28%
$5.54 - $7.65 $5.54 - $7.65
355 $2K
BRC
Brady Corp

Industrials
52
+ 6.43%
$68.85 - $75.89 $3.58K - $3.95K
861 $60K
DGX
Quest Diagnostics Inc

Healthcare
5
+ 0.24%
N/A
2.05K $281K
VCYT
Veracyte, Inc.

Healthcare
35
+ 100.0%
$29.65 - $46.14 $1.04K - $1.61K
70 $2K
EQR
Equity Residential

Real Estate
10
+ 2.79%
$66.98 - $75.02 $670 - $750
368 $26K
TAP
Molson Coors Beverage CO

Consumer Defensive
24
+ 300.0%
$52.44 - $62.91 $1.26K - $1.51K
32 $1K
PDN
Invesco Fd Tr

ETFs
2
+ 0.59%
$31.2 - $34.9 $62.4 - $69.8
342 $11K
SYM
Symbotic Inc.

Financial Services
200
+ 23.09%
$20.16 - $33.5 $4.03K - $6.7K
1.07K $21K
CAG
Conagra Brands Inc.

Consumer Defensive
146
+ 5.5%
$23.9 - $27.67 $3.49K - $4.04K
2.8K $74K
CPNG
Coupang, Inc.

Consumer Cyclical
45
+ 2.95%
$21.34 - $25.52 $960 - $1.15K
1.57K $34K
WYNN
Wynn Resorts LTD

Consumer Cyclical
12
+ 200.0%
$77.0 - $93.47 $924 - $1.12K
18 $1K
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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