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
AGNC
Agnc Investment Corp.

Real Estate
36
+ 18.0%
$9.12 - $10.54 $328 - $379
236 $2K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.76%
$85.92 - $101.48 $172 - $203
265 $24K
MTDR
Matador Resources CO

Energy
41
+ 74.55%
$44.79 - $63.77 $1.84K - $2.61K
96 $4K
RIO
Rio Tinto PLC

Basic Materials
10
+ 6.9%
$58.19 - $64.29 $582 - $643
155 $9K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
53
+ 8.32%
$32.39 - $34.01 $1.72K - $1.8K
690 $22K
EME
Emcor Group, Inc.

Industrials
73
+ 23.17%
$361.16 - $535.99 $26.4K - $39.1K
388 $143K
GTLS
Chart Industries Inc

Industrials
10
+ 142.86%
$141.99 - $218.35 $1.42K - $2.18K
17 $2K
MORN
Morningstar, Inc.

Financial Services
13
+ 18.06%
$282.49 - $334.73 $3.67K - $4.35K
85 $25K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2
+ 0.8%
$47.39 - $54.26 $94.8 - $109
253 $13K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
23
+ 3.93%
$12.61 - $14.92 $290 - $343
608 $8K
ORCC
Owl Rock Capital Corp

Financial Services
72
+ 2.8%
N/A
2.64K $35K
AIT
Applied Industrial Technologies Inc

Industrials
16
+ 8.04%
$218.93 - $269.18 $3.5K - $4.31K
215 $48K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$39.4 - $42.61 $39.4 - $42.6
12K $484K
NLOK
Norton Life Lock Inc.

Technology
59
+ 491.67%
N/A
71 $1K
HMC
Honda Motor CO LTD

Consumer Cyclical
47
+ 47.0%
$26.9 - $30.41 $1.26K - $1.43K
147 $3K
ANSS
Ansys Inc

Technology
8
+ 13.79%
$316.56 - $360.36 $2.53K - $2.88K
66 $20K
ITGR
Integer Holdings Corp

Healthcare
295
+ 12.57%
$115.16 - $144.36 $34K - $42.6K
2.64K $311K
OGN
Organon & Co.

Healthcare
17
+ 1.96%
$14.29 - $16.41 $243 - $279
884 $13K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
103
+ 41.53%
$7.15 - $8.48 $736 - $873
351 $2K
IONQ
Ion Q, Inc.

Technology
4.5K
+ 90.0%
$18.27 - $51.07 $82.2K - $230K
9.5K $209K
NVT
N Vent Electric PLC

Industrials
60
+ 56.07%
$52.42 - $75.4 $3.15K - $4.52K
167 $8K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
17
+ 47.22%
$62.72 - $71.92 $1.07K - $1.22K
53 $3K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12
+ 0.63%
$51.26 - $52.53 $615 - $630
1.92K $99K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
1
+ 0.97%
$9.55 - $10.42 $9.55 - $10.4
104 $1K
SPXC
Spx Corp

Industrials
292
+ 13.66%
$128.78 - $154.37 $37.6K - $45.1K
2.43K $312K
KD
Kyndryl Holdings, Inc.

Technology
176
+ 14.15%
$31.32 - $43.45 $5.51K - $7.65K
1.42K $44K
SBLK
Star Bulk Carriers Corp.

Industrials
1
+ 0.71%
$14.35 - $17.15 $14.4 - $17.2
141 $2K
Genedx Holdings Corp
34
+ 109.68%
N/A
65 $0
CRH.L
Crh PLC

Basic Materials
316
+ 4.39%
N/A
7.52K $0
FLNG
Flex Lng Ltd.

Energy
2
+ 5.56%
$21.46 - $26.35 $42.9 - $52.7
38 $0
Flutter Entmt PLC
50
+ 66.67%
N/A
125 $0
SUI
Sun Communities Inc

Real Estate
2
+ 200.0%
$120.53 - $136.43 $241 - $273
3 $0
NU
Nu Holdings Ltd.

Financial Services
61
+ 2.72%
$10.12 - $13.95 $617 - $851
2.31K $23K
Saba Capital Income & Opport
125
+ 2.54%
N/A
5.04K $0
Super Micro Computer Inc
497
+ 45.89%
N/A
1.58K $0
UA
Under Armour Inc Cl C

Consumer Cyclical
138
+ 2300.0%
$5.95 - $7.79 $821 - $1.08K
144 $0
MGRC
Mcgrath Rentcorp

Industrials
24
+ 0.39%
$109.58 - $128.96 $2.63K - $3.1K
6.17K $686K
Vanguard Wellington Fd
5.14K
+ 2937.71%
N/A
5.32K $0
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5
+ 27.78%
$203.38 - $274.79 $1.02K - $1.37K
23 $4K
FNDX
Schwab Fundamental U S Large C

ETFs
3
+ 0.2%
$23.03 - $25.01 $69.1 - $75
1.49K $35K
2023 ETF Series Trust
57K
+ 111.6%
N/A
108K $0
TS
Tenaris Sa

Energy
6
+ 85.71%
$35.73 - $40.28 $214 - $242
13 $0
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2
+ 1.21%
$16.76 - $17.69 $33.5 - $35.4
167 $2K
Veralto Corp
316
+ 3.45%
N/A
9.47K $0
Tidal Tr Ii
68
+ 158.14%
N/A
111 $0
Solventum Corp
360
+ 11.57%
N/A
3.47K $0
Bunge Global Sa
232
+ 1054.55%
N/A
254 $0
Siriusxm Holdings Inc
1.12K
+ 2.93%
N/A
39.5K $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2
+ 3.45%
$68.37 - $87.97 $137 - $176
60 $4K
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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