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
Aptiv PLC
33
+ 16.1%
N/A
238 $0
Tko Group Holdings Inc
4
+ 2.72%
N/A
151 $0
Seaport Entmt Group Inc
1
+ 50.0%
N/A
3 $0
Volatility Shs Tr
245
+ 2.58%
N/A
9.75K $0
SLAB
Silicon Laboratories Inc.

Technology
5
+ 5.21%
$112.57 - $158.7 $563 - $794
101 $11K
UGI
Ugi Corp

Utilities
10
+ 142.86%
$28.0 - $34.16 $280 - $342
17 $0
Morgan Stanley Direct Lendin
6.59K
+ 39.27%
N/A
23.4K $0
BXP
Boston Properties Inc

Real Estate
1
+ 20.0%
$63.97 - $74.91 $64 - $74.9
6 $0
KBR
Kbr, Inc.

Industrials
8
+ 800.0%
$47.88 - $60.47 $383 - $484
9 $0
Brightspring Health Svcs Inc
110
+ 44.72%
N/A
356 $0
Ishares Bitcoin Trust ETF
9.01K
+ 43.78%
N/A
29.6K $0
Brookfield Asset Managmt LTD
42.7K
+ 97.97%
N/A
86.3K $0
IEZ
Ishares Tr

ETFs
2
+ 0.64%
$18.42 - $22.2 $36.8 - $44.4
314 $6K
PFF
Ishares Trust Ishares Pfd And

ETFs
110
+ 2.85%
$30.73 - $32.26 $3.38K - $3.55K
3.97K $121K
ICLN
Ishares

ETFs
19
+ 3.86%
$10.94 - $11.86 $208 - $225
511 $5K
Kenvue Inc
1.94K
+ 5.08%
N/A
40.1K $0
Lazard Inc
33
+ 18.64%
N/A
210 $0
MOGA
Moog Inc Cla
112
+ 6.98%
N/A
1.72K $0
Canadian Pacific Kansas City
246
+ 1.88%
N/A
13.3K $0
OZK
Bank Ozk

Financial Services
2
+ 1.2%
$41.71 - $53.1 $83.4 - $106
168 $7K
BSM
Black Stone Minerals, L.P.

Energy
3
+ 3.03%
$14.48 - $15.59 $43.4 - $46.8
102 $1K
MGIC
Magic Software Enterprises LTD

Technology
3
+ 1.48%
$11.45 - $14.2 $34.3 - $42.6
206 $2K
BL
Blackline, Inc.

Technology
66
+ 33.17%
$47.46 - $65.64 $3.13K - $4.33K
265 $12K
Liberty Media Corp Del
5
+ 0.08%
N/A
6.25K $0
Liberty Media Corp Del
10
+ 0.1%
N/A
9.98K $0
LENB
Lennar Corporation Cl B
4
+ 9.52%
N/A
46 $0
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
17
+ 56.67%
$25.0 - $39.76 $425 - $676
47 $1K
CWENA
Clearway Energy Inc Cl A
1
+ 0.16%
N/A
611 $21K
Astera Labs Inc
202
+ 57.71%
N/A
552 $0
DFSU
Dimensional ETF Tr Dimen Us Su
770
+ 22.49%
N/A
4.19K $0
HEIA
Heico Crp Cl A
45
+ 41.67%
N/A
153 $0
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
23
+ 2.31%
$11.31 - $12.37 $260 - $285
1.02K $11K
Grail Inc
357
+ 321.62%
N/A
468 $0
Ge Vernova Inc
124
+ 1.93%
N/A
6.54K $0
Ge Healthcare Technologies I
940
+ 16.4%
N/A
6.67K $0
FRPT
Freshpet, Inc.

Consumer Defensive
99
+ 79.2%
$83.17 - $162.59 $8.23K - $16.1K
224 $18K
Fortrea Hldgs Inc
369
+ 171.63%
N/A
584 $0
EQNR
Equinor Asa

Energy
1
+ 4.35%
$22.37 - $26.45 $22.4 - $26.5
24 $0
DWAC
Digital World Acquisition Corp.

Financial Services
16
+ 9.94%
N/A
177 $0
HOLX
Hologic Inc

Healthcare
53
+ 17.49%
$60.7 - $73.77 $3.22K - $3.91K
356 $21K
CIGI
Colliers International Group Inc.

Real Estate
67
+ 13.19%
$118.9 - $145.92 $7.97K - $9.78K
575 $69K
Corpay Inc
36
+ 109.09%
N/A
69 $0
CURI
Curiosity Stream Inc.

Communication Services
4
+ 1.26%
$1.52 - $3.17 $6.08 - $12.7
321 $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
28.4K
+ 350.26%
N/A
36.5K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
11.4K
+ 63.56%
N/A
29.4K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
6.72K
+ 664.89%
N/A
7.73K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
4
+ 0.01%
N/A
33K $0
HUBS
Hubspot Inc

Technology
61
+ 22.1%
$571.29 - $819.71 $34.8K - $50K
337 $192K
Howard Hughes Holdings Inc
6
+ 30.0%
N/A
26 $0
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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