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
GGG
Graco Inc

Industrials
294
+ 160.66%
$74.02 - $87.26 $21.8K - $25.7K
477 $41K
GWRE
Guidewire Software, Inc.

Technology
101
+ 214.89%
$172.73 - $257.37 $17.4K - $26K
148 $34K
VOYA
Voya Financial, Inc.

Financial Services
343
+ 116.27%
$54.27 - $71.0 $18.6K - $24.4K
638 $45K
EXEL
Exelixis, Inc.

Healthcare
217
+ 10.0%
$34.13 - $46.26 $7.41K - $10K
2.39K $105K
KBR
Kbr, Inc.

Industrials
526
+ 5844.44%
$46.2 - $56.12 $24.3K - $29.5K
535 $25K
PRI
Primerica, Inc.

Financial Services
96
+ 106.67%
$244.39 - $290.62 $23.5K - $27.9K
186 $50K
XPO
Xpo Logistics, Inc.

Industrials
198
+ 2828.57%
$91.46 - $128.1 $18.1K - $25.4K
205 $25K
BOX
Box Inc

Technology
65
+ 0.98%
$28.42 - $38.55 $1.85K - $2.51K
6.71K $229K
CRAI
Cra International, Inc.

Industrials
128
+ 266.67%
$160.48 - $195.43 $20.5K - $25K
176 $32K
GTES
Gates Industrial Corp PLC

Industrials
199
+ 4.95%
$15.56 - $23.13 $3.1K - $4.6K
4.22K $97K
PB
Prosperity Bancshares Inc

Financial Services
362
+ 33.12%
$63.76 - $73.75 $23.1K - $26.7K
1.46K $102K
XLRE
Select Sector Spdr Tr Real Est

ETFs
600
+ 52.86%
$37.08 - $42.26 $22.2K - $25.4K
1.74K $71K
TXG
10x Genomics, Inc.

Healthcare
1.69K
+ 113.62%
$7.14 - $11.73 $12.1K - $19.9K
3.19K $36K
ALKT
Alkami Technology, Inc.

Technology
743
+ 373.37%
$22.54 - $31.19 $16.7K - $23.2K
942 $28K
ACA
Arcosa, Inc.

Industrials
203
+ 36.64%
$70.66 - $90.53 $14.3K - $18.4K
757 $65K
AVNT
Avient Corp

Basic Materials
949
+ 60.1%
$28.93 - $39.01 $27.5K - $37K
2.53K $81K
AX
Axos Financial, Inc.

Financial Services
256
+ 73.99%
$56.36 - $76.85 $14.4K - $19.7K
602 $45K
BTI
British American Tobacco P.L.C.

Consumer Defensive
455
+ 247.28%
$39.43 - $49.34 $17.9K - $22.4K
639 $30K
CELH
Celsius Holdings, Inc.

Consumer Defensive
479
+ 395.87%
$33.89 - $46.39 $16.2K - $22.2K
600 $27K
ONB
Old National Bancorp

Financial Services
1.1K
+ 9954.55%
$17.95 - $22.57 $19.7K - $24.7K
1.11K $23K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
363
+ 132.97%
$53.93 - $61.5 $19.6K - $22.3K
636 $39K
ATI
Allegheny Technologies Inc

Industrials
156
+ 60.0%
$41.97 - $86.8 $6.55K - $13.5K
416 $35K
ELS
Equity Lifestyle Properties Inc

Real Estate
358
+ 1234.48%
$61.46 - $68.02 $22K - $24.4K
387 $23K
FTDR
Frontdoor, Inc.

Consumer Cyclical
300
+ 150.75%
$37.35 - $59.68 $11.2K - $17.9K
499 $29K
PWV
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.17%
$52.26 - $62.14 $732 - $870
8.13K $505K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$35.77 - $42.27 $35.8 - $42.3
12K $506K
ONTO
Onto Innovation Inc.

Technology
245
+ 150.31%
$88.5 - $133.37 $21.7K - $32.7K
408 $41K
PFGC
Performance Food Group CO

Consumer Defensive
249
+ 8300.0%
$71.62 - $89.56 $17.8K - $22.3K
252 $22K
PCOR
Procore Technologies, Inc.

Technology
304
+ 45.44%
$56.26 - $72.4 $17.1K - $22K
973 $66K
SABR
Sabre Corp

Consumer Cyclical
490
+ 0.82%
$1.95 - $3.18 $956 - $1.56K
60K $189K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1
+ 0.01%
$24.38 - $30.18 $24.4 - $30.2
8.4K $253K
WST
West Pharmaceutical Services Inc

Healthcare
164
+ 5.94%
$190.39 - $227.7 $31.2K - $37.3K
2.92K $639K
ALKS
Alkermes Plc.

Healthcare
744
+ 539.13%
$26.59 - $32.65 $19.8K - $24.3K
882 $25K
AR
Antero Resources Corp

Energy
512
+ 70.04%
$31.92 - $43.78 $16.3K - $22.4K
1.24K $50K
CLH
Clean Harbors Inc

Industrials
85
+ 257.58%
$182.1 - $233.5 $15.5K - $19.8K
118 $27K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
159
+ 795.0%
$49.95 - $128.54 $7.94K - $20.4K
179 $22K
EVRG
Evergy, Inc.

Utilities
298
+ 150.51%
$64.06 - $69.64 $19.1K - $20.8K
496 $34K
HUBS
Hubspot Inc

Technology
46
+ 13.65%
$487.07 - $672.24 $22.4K - $30.9K
383 $213K
MATX
Matson, Inc.

Industrials
203
+ 322.22%
$93.11 - $132.21 $18.9K - $26.8K
266 $29K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
83
+ 34.44%
$140.37 - $177.56 $11.7K - $14.7K
324 $55K
XLC
Select Sector Spdr Tr Communic

ETFs
74
+ 6.9%
$86.13 - $108.53 $6.37K - $8.03K
1.15K $124K
ST
Sensata Technologies Holding PLC

Technology
681
+ 4005.88%
$17.69 - $30.11 $12K - $20.5K
698 $21K
TRGP
Targa Resources Corp.

Energy
176
+ 45.36%
$157.32 - $205.72 $27.7K - $36.2K
564 $98K
PCVX
Vaxcyte, Inc.

Healthcare
708
+ 222.64%
$28.04 - $37.2 $19.9K - $26.3K
1.03K $33K
VNT
Vontier Corp

Technology
535
+ 303.98%
$28.04 - $37.3 $15K - $20K
711 $26K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
436
+ 71.13%
$67.83 - $92.33 $29.6K - $40.3K
1.05K $76K
BRO
Brown & Brown, Inc.

Financial Services
177
+ 2950.0%
$104.48 - $124.43 $18.5K - $22K
183 $20K
CF
Cf Industries Holdings, Inc.

Basic Materials
166
+ 45.73%
$68.47 - $102.48 $11.4K - $17K
529 $48K
CFLT
Confluent, Inc.

Technology
665
+ 28.47%
$19.44 - $24.93 $12.9K - $16.6K
3K $74K
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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