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
FPI
Farmland Partners Inc.

Real Estate
12
+ 11.21%
$10.72 - $12.51 $129 - $150
119 $1K
Atlassian Corporation
374
+ 195.81%
N/A
565 $0
NOK
Nokia Corp

Technology
2
+ 0.42%
$4.43 - $5.42 $8.86 - $10.8
474 $2K
OPRA
Opera LTD

Communication Services
2
+ 1.94%
$15.94 - $21.86 $31.9 - $43.7
105 $1K
AAL
American Airlines Group Inc.

Industrials
59
+ 29.8%
N/A
257 $2K
PCYG
Park City Group Inc

Technology
1
+ 0.43%
N/A
234 $2K
Oaktree Specialty Lending CO
715
+ 2.66%
N/A
27.6K $0
Annaly Capital Management In
103
+ 3.38%
N/A
3.15K $0
Neos ETF Trust
66.2K
+ 9.26%
N/A
781K $0
Arista Networks Inc
4.36K
+ 15.63%
N/A
32.3K $0
AFRM
Affirm Holdings, Inc.

Technology
12
+ 44.44%
$43.7 - $80.98 $524 - $972
39 $1K
Ramaco Res Inc
1
+ 100.0%
N/A
2 $0
ESRT
Empire State Realty Trust, Inc.

Real Estate
1
+ 1.05%
$7.82 - $10.26 $7.82 - $10.3
96 $0
NICE
Nice Ltd.

Technology
4
+ 4.0%
$139.18 - $178.5 $557 - $714
104 $16K
Aegon LTD
77
+ 0.17%
N/A
45.8K $0
RDVT
Red Violet, Inc.

Technology
1
+ 1.0%
$33.88 - $43.16 $33.9 - $43.2
101 $3K
Pimco ETF Tr
123K
+ 128.23%
N/A
219K $0
WAT
Waters Corp

Healthcare
2
+ 0.36%
$362.16 - $417.28 $724 - $835
550 $202K
GPN
Global Payments Inc

Industrials
147
+ 12.87%
$92.18 - $113.03 $13.6K - $16.6K
1.29K $126K
HQY
Healthequity, Inc.

Healthcare
15
+ 5.43%
$84.32 - $114.51 $1.26K - $1.72K
291 $25K
TRU
Trans Union

Industrials
8
+ 5.26%
$80.45 - $100.25 $644 - $802
160 $13K
INSW
International Seaways, Inc.

Energy
1
+ 1.72%
$32.85 - $41.61 $32.9 - $41.6
59 $1K
UAA
Under Armour, Inc.

Consumer Cyclical
46
+ 10.98%
$6.25 - $8.66 $288 - $398
465 $2K
IYT
Ishares Tr U.S. Transportation

ETFs
1
+ 0.46%
$63.37 - $73.39 $63.4 - $73.4
218 $13K
ATI
Allegheny Technologies Inc

Industrials
2
+ 0.78%
$50.0 - $65.86 $100 - $132
260 $13K
ESAB
Esab Corp

Industrials
2
+ 0.43%
$115.08 - $131.54 $230 - $263
465 $54K
MRNA
Moderna, Inc.

Healthcare
8
+ 7.14%
$28.35 - $47.53 $227 - $380
120 $3K
PCVX
Vaxcyte, Inc.

Healthcare
158
+ 98.75%
$37.76 - $92.13 $5.97K - $14.6K
318 $12K
ON
On Semiconductor Corp

Technology
1
+ 2.63%
$40.69 - $64.51 $40.7 - $64.5
39 $1K
OPI
Office Properties Income Trust

Real Estate
12
+ 1.18%
$0.46 - $1.01 $5.52 - $12.1
1.03K $0
MTD
Mettler Toledo International Inc

Healthcare
1
+ 2.0%
$1177.09 - $1390.0 $1.18K - $1.39K
51 $60K
GIS
General Mills Inc

Consumer Defensive
260
+ 6.08%
$57.56 - $65.3 $15K - $17K
4.54K $271K
FIVN
Five9, Inc.

Technology
37
+ 35.58%
$27.15 - $42.82 $1K - $1.58K
141 $3K
BITF
Bitfarms LTD

Financial Services
5
+ 0.71%
$0.79 - $1.76 $3.95 - $8.8
705 $0
AAON
Aaon, Inc.

Industrials
88
+ 38.43%
$73.52 - $136.95 $6.47K - $12.1K
317 $24K
WIX
Wix.Com Ltd.

Technology
3
+ 6.67%
$163.38 - $246.76 $490 - $740
48 $7K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
9
+ 20.45%
$75.72 - $160.92 $681 - $1.45K
53 $4K
LSTR
Landstar System Inc

Industrials
13
+ 6.84%
$146.63 - $177.82 $1.91K - $2.31K
203 $30K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1
+ 0.07%
$48.02 - $53.02 $48 - $53
1.36K $67K
NWBI
Northwest Bancshares, Inc.

Financial Services
37
+ 1.58%
$11.78 - $13.39 $436 - $495
2.38K $28K
ENS
Ener Sys

Industrials
7
+ 0.3%
$89.62 - $103.2 $627 - $722
2.32K $212K
RMBS
Rambus Inc

Technology
17
+ 0.78%
$51.55 - $68.59 $876 - $1.17K
2.19K $113K
SHAK
Shake Shack Inc.

Consumer Cyclical
15
+ 18.52%
$82.77 - $133.38 $1.24K - $2K
96 $8K
NBIX
Neurocrine Biosciences Inc

Healthcare
43
+ 13.74%
$107.22 - $153.29 $4.61K - $6.59K
356 $39K
TQQQ
Proshares Ultrapro Qqq

ETFs
150
+ 28.14%
$57.3 - $90.39 $8.6K - $13.6K
683 $39K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
2.49K
+ 4.79%
$11.83 - $13.03 $29.4K - $32.4K
54.4K $656K
FRT
Federal Realty Investment Trust

Real Estate
4
+ 2.0%
$94.7 - $111.82 $379 - $447
204 $19K
POWL
Powell Industries Inc

Industrials
10
+ 10.31%
$155.56 - $311.38 $1.56K - $3.11K
107 $18K
FMNB
Farmers National Banc Corp

Financial Services
1.4K
+ 7.46%
$12.8 - $14.51 $17.9K - $20.3K
20.2K $263K
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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