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
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
355
+ 93.92%
$107.83 - $119.94 $38.3K - $42.6K
733 $79K
ROBO
Robo Global Robotics And Autom

ETFs
590
+ 1843.75%
$43.89 - $59.78 $25.9K - $35.3K
622 $37K
AN
Autonation, Inc.

Consumer Cyclical
165
+ 253.85%
$155.71 - $201.03 $25.7K - $33.2K
230 $45K
CR
Crane Holdings, Co.

Industrials
91
+ 19.36%
$132.79 - $189.89 $12.1K - $17.3K
561 $106K
ZI
Zoom Info Technologies Inc.

Technology
3.46K
+ 114.61%
$7.41 - $10.31 $25.6K - $35.7K
6.48K $65K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
643
+ 3.96%
$47.02 - $47.83 $30.2K - $30.8K
16.9K $807K
MTG
Mgic Investment Corp

Financial Services
1.13K
+ 176.29%
$22.43 - $28.1 $25.3K - $31.8K
1.77K $49K
OPCH
Option Care Health, Inc.

Healthcare
1.66K
+ 20.2%
$30.69 - $34.95 $51K - $58.1K
9.9K $321K
SUN
Sunoco LP

Energy
869
+ 30.31%
$50.38 - $59.13 $43.8K - $51.4K
3.74K $200K
APPF
Appfolio Inc

Technology
139
+ 128.7%
$192.02 - $234.65 $26.7K - $32.6K
247 $56K
R
Ryder System Inc

Industrials
55
+ 3.41%
$130.14 - $160.88 $7.16K - $8.85K
1.67K $265K
SOFI
So Fi Technologies, Inc.

Financial Services
807
+ 28.3%
$9.5 - $18.21 $7.67K - $14.7K
3.66K $66K
AWI
Armstrong World Industries Inc

Industrials
89
+ 10.95%
$126.1 - $163.12 $11.2K - $14.5K
902 $146K
ET
Energy Transfer LP

Energy
2.05K
+ 18.08%
$15.65 - $18.93 $32K - $38.7K
13.4K $242K
ENSG
Ensign Group, Inc

Healthcare
198
+ 295.52%
$119.93 - $156.36 $23.7K - $31K
265 $40K
RACE
Ferrari N.V.

Consumer Cyclical
45
+ 29.03%
$397.86 - $499.02 $17.9K - $22.5K
200 $98K
HAE
Haemonetics Corp

Healthcare
236
+ 18.61%
$56.04 - $74.77 $13.2K - $17.6K
1.5K $112K
PJAN
Innovator U.S. Equity Power Bu

ETFs
706
+ 216.56%
$38.7 - $44.05 $27.3K - $31.1K
1.03K $45K
SOXX
Ishares Semiconductor ETF

ETFs
86
+ 39.81%
$154.86 - $239.07 $13.3K - $20.6K
302 $72K
OSIS
Osi Systems Inc

Technology
76
+ 15.2%
$174.22 - $239.05 $13.2K - $18.2K
576 $129K
REXR
Rexford Industrial Realty, Inc.

Real Estate
913
+ 22825.0%
$31.57 - $39.41 $28.8K - $36K
917 $32K
SJM
J M Smucker CO

Consumer Defensive
1.4K
+ 26.85%
$94.41 - $118.52 $132K - $166K
6.62K $649K
WIX
Wix.Com Ltd.

Technology
200
+ 416.67%
$146.5 - $189.61 $29.3K - $37.9K
248 $39K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
278
+ 33.21%
$110.23 - $131.5 $30.6K - $36.6K
1.12K $137K
HES
Hess Corp

Energy
454
+ 29.89%
$126.32 - $161.29 $57.3K - $73.2K
1.97K $273K
SAIA
Saia Inc

Industrials
137
+ 157.47%
$236.65 - $374.8 $32.4K - $51.3K
224 $61K
TRMB
Trimble Inc.

Technology
381
+ 145.42%
$55.12 - $75.98 $21K - $28.9K
643 $48K
GATX
Gatx Corp

Industrials
220
+ 10.23%
$141.27 - $159.24 $31.1K - $35K
2.37K $363K
INSM
Insmed Inc

Healthcare
189
+ 45.22%
$64.81 - $105.9 $12.2K - $20K
607 $61K
LCII
Lci Industries

Consumer Cyclical
328
+ 341.67%
$75.07 - $92.4 $24.6K - $30.3K
424 $38K
MUSA
Murphy Usa Inc.

Consumer Cyclical
80
+ 190.48%
$388.56 - $520.27 $31.1K - $41.6K
122 $49K
OGE
Oge Energy Corp.

Utilities
673
+ 5608.33%
$42.23 - $46.38 $28.4K - $31.2K
685 $30K
THC
Tenet Healthcare Corp

Healthcare
99
+ 36.0%
$110.41 - $176.0 $10.9K - $17.4K
374 $65K
APP
App Lovin Corp

Technology
35
+ 18.42%
$219.37 - $417.89 $7.68K - $14.6K
225 $78K
BRKR
Bruker Corp

Healthcare
713
+ 76.18%
$35.5 - $42.18 $25.3K - $30.1K
1.65K $67K
CCL
Carnival Corp

Consumer Cyclical
754
+ 99.34%
$16.43 - $28.12 $12.4K - $21.2K
1.51K $42K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
167
+ 8.06%
$105.8 - $131.55 $17.7K - $22K
2.24K $287K
GPS
Gap Inc

Consumer Cyclical
1.42K
+ 109.16%
N/A
2.72K $54K
HSIC
Henry Schein Inc

Healthcare
336
+ 47.59%
$62.7 - $73.66 $21.1K - $24.7K
1.04K $76K
IREN
Iris Energy LTD

Financial Services
750
+ 37.5%
$5.3 - $14.57 $3.98K - $10.9K
2.75K $40K
AIT
Applied Industrial Technologies Inc

Industrials
109
+ 50.7%
$206.03 - $243.28 $22.5K - $26.5K
324 $75K
DTM
Dt Midstream, Inc.

Energy
162
+ 25.63%
$87.23 - $109.91 $14.1K - $17.8K
794 $87K
ITGR
Integer Holdings Corp

Healthcare
113
+ 4.28%
$106.73 - $126.93 $12.1K - $14.3K
2.75K $338K
PKG
Packaging Corp Of America

Consumer Cyclical
156
+ 52.7%
$175.97 - $201.36 $27.5K - $31.4K
452 $85K
PCTY
Paylocity Holding Corp

Technology
149
+ 179.52%
$172.54 - $201.04 $25.7K - $30K
232 $42K
PINS
Pinterest, Inc.

Communication Services
468
+ 22.2%
$24.21 - $35.95 $11.3K - $16.8K
2.58K $92K
RJF
Raymond James Financial Inc

Financial Services
152
+ 60.08%
$123.65 - $153.88 $18.8K - $23.4K
405 $62K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.33K
+ 70.06%
$10.59 - $11.48 $24.7K - $26.8K
5.66K $64K
EA
Electronic Arts Inc.

Communication Services
105
+ 18.36%
$132.53 - $159.7 $13.9K - $16.8K
677 $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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