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
UBSI
United Bankshares Inc

Financial Services
998
+ 17.14%
$31.5 - $37.32 $31.4K - $37.2K
6.82K $248K
WLY
John Wiley & Sons, Inc.

Communication Services
1.05K
+ 305.23%
$37.03 - $45.5 $38.9K - $47.8K
1.39K $62K
ALGN
Align Technology Inc

Healthcare
213
+ 130.67%
$144.32 - $190.42 $30.7K - $40.6K
376 $71K
FE
Firstenergy Corp

Utilities
1.14K
+ 40.01%
$38.31 - $43.17 $43.8K - $49.3K
4K $161K
MTZ
Mastec Inc

Industrials
162
+ 47.51%
$106.07 - $171.99 $17.2K - $27.9K
503 $85K
MOH
Molina Healthcare, Inc.

Healthcare
167
+ 132.54%
$290.25 - $353.24 $48.5K - $59K
293 $87K
PRU
Prudential Financial Inc

Financial Services
970
+ 7.01%
$95.12 - $112.71 $92.3K - $109K
14.8K $1.59M
EHC
Encompass Health Corp

Healthcare
331
+ 143.91%
$96.12 - $122.63 $31.8K - $40.6K
561 $68K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
241
+ 3442.86%
$162.37 - $200.76 $39.1K - $48.4K
248 $46K
OZK
Bank Ozk

Financial Services
919
+ 547.02%
$37.58 - $47.34 $34.5K - $43.5K
1.09K $51K
CATH
Global X Fds Global X S&P 500

ETFs
424
+ 27.75%
$59.85 - $75.45 $25.4K - $32K
1.95K $147K
WEC
Wec Energy Group, Inc.

Utilities
689
+ 11.91%
$102.24 - $109.76 $70.4K - $75.6K
6.47K $674K
WWW
Wolverine World Wide Inc

Consumer Cyclical
782
+ 10.76%
$10.07 - $18.79 $7.87K - $14.7K
8.05K $145K
ETR
Entergy Corp

Utilities
526
+ 241.28%
$79.01 - $86.61 $41.6K - $45.6K
744 $61K
UTHR
United Therapeutics Corp

Healthcare
158
+ 159.6%
$276.47 - $328.4 $43.7K - $51.9K
257 $73K
ANSS
Ansys Inc

Technology
113
+ 171.21%
$284.19 - $351.22 $32.1K - $39.7K
179 $62K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.43K
+ 84.68%
$25.21 - $34.03 $36.1K - $48.7K
3.12K $93K
CASY
Caseys General Stores Inc

Consumer Cyclical
65
+ 54.17%
$415.82 - $510.91 $27K - $33.2K
185 $94K
ESS
Essex Property Trust, Inc.

Real Estate
152
+ 475.0%
N/A
184 $50K
EEFT
Euronet Worldwide, Inc.

Technology
434
+ 171.54%
$87.44 - $112.74 $37.9K - $48.9K
687 $69K
MGRC
Mcgrath Rentcorp

Industrials
113
+ 1.83%
$101.45 - $118.14 $11.5K - $13.3K
6.28K $728K
NCR
Ncr Corp

Technology
2.65K
+ 10.57%
N/A
27.8K $437K
WTFC
Wintrust Financial Corp

Financial Services
316
+ 120.61%
$95.17 - $124.21 $30.1K - $39.3K
578 $71K
SO
Southern CO

Utilities
522
+ 0.94%
$84.91 - $92.56 $44.3K - $48.3K
55.9K $5.14M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
90
+ 2.41%
$59.57 - $75.11 $5.36K - $6.76K
3.83K $287K
CNM
Core & Main, Inc.

Industrials
463
+ 44.82%
$44.53 - $60.36 $20.6K - $27.9K
1.5K $90K
MTH
Meritage Homes Corp

Consumer Cyclical
768
+ 28.79%
$62.44 - $71.44 $48K - $54.9K
3.44K $230K
TREX
Trex CO Inc

Industrials
762
+ 3810.0%
$50.52 - $61.77 $38.5K - $47.1K
782 $42K
PLD
Prologis, Inc.

Real Estate
912
+ 10.86%
$89.76 - $112.34 $81.9K - $102K
9.31K $978K
GDDY
Go Daddy Inc.

Technology
226
+ 1.88%
$162.11 - $192.36 $36.6K - $43.5K
12.2K $2.2M
MET
Metlife Inc

Financial Services
490
+ 25.74%
$68.42 - $82.49 $33.5K - $40.4K
2.39K $192K
ODFL
Old Dominion Freight Line, Inc.

Industrials
247
+ 81.79%
$146.74 - $176.07 $36.2K - $43.5K
549 $89K
FRST
Primis Financial Corp.

Financial Services
1.18K
+ 4.68%
$7.94 - $10.85 $9.39K - $12.8K
26.4K $286K
UAL
United Airlines Holdings, Inc.

Industrials
215
+ 9.99%
$56.15 - $84.23 $12.1K - $18.1K
2.37K $188K
CRS
Carpenter Technology Corp

Industrials
110
+ 120.88%
$151.3 - $276.38 $16.6K - $30.4K
201 $55K
STZ
Constellation Brands, Inc.

Consumer Defensive
301
+ 66.15%
$160.0 - $195.62 $48.2K - $58.9K
756 $122K
DHI
Horton D R Inc

Consumer Cyclical
243
+ 5.41%
$115.1 - $129.63 $28K - $31.5K
4.74K $610K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
170
+ 0.51%
$8.48 - $11.94 $1.44K - $2.03K
33.4K $346K
IRTC
I Rhythm Technologies, Inc.

Healthcare
178
+ 78.41%
$96.84 - $154.71 $17.2K - $27.5K
405 $62K
DGRO
Ishares Core Dividend Growth E

ETFs
602
+ 209.76%
$55.22 - $63.94 $33.2K - $38.5K
889 $56K
UCTT
Ultra Clean Holdings, Inc.

Technology
1.14K
+ 10.26%
$17.84 - $22.81 $20.3K - $26K
12.2K $276K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
42
+ 0.76%
$65.84 - $80.81 $2.77K - $3.39K
5.53K $443K
AVB
Avalonbay Communities Inc

Real Estate
187
+ 4675.0%
$187.23 - $215.61 $35K - $40.3K
191 $38K
FICO
Fair Isaac Corp

Technology
21
+ 29.17%
$1503.62 - $2206.01 $31.6K - $46.3K
93 $170K
PCAR
Paccar Inc

Industrials
600
+ 7.39%
$86.4 - $99.09 $51.8K - $59.5K
8.72K $828K
BOTZ
Global X Fds

ETFs
1.09K
+ 524.15%
$24.51 - $32.65 $26.6K - $35.4K
1.29K $42K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.3%
$108.06 - $135.3 $864 - $1.08K
2.68K $362K
OKE
Oneok Inc

Energy
1.52K
+ 30.64%
$78.71 - $100.37 $119K - $152K
6.46K $527K
AXS
Axis Capital Holdings LTD

Financial Services
314
+ 43.13%
$87.23 - $106.93 $27.4K - $33.6K
1.04K $108K
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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