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
DOCS
Doximity, Inc.

Healthcare
320
+ 92.75%
$50.71 - $61.34 $16.2K - $19.6K
665 $40K
GPOR
Gulfport Energy Corp

Energy
98
+ 196.0%
$158.62 - $206.57 $15.5K - $20.2K
148 $29K
MANH
Manhattan Associates Inc

Technology
55
+ 14.32%
$143.9 - $197.47 $7.91K - $10.9K
439 $86K
RGA
Reinsurance Group Of America Inc

Financial Services
87
+ 4.49%
$168.32 - $209.71 $14.6K - $18.2K
2.03K $401K
SCI
Service Corp International

Consumer Cyclical
221
+ 16.0%
$73.58 - $81.65 $16.3K - $18K
1.6K $130K
UNM
Unum Group

Financial Services
266
+ 8.24%
$70.48 - $82.91 $18.7K - $22.1K
3.49K $282K
WPC
W. P. Carey Inc.

Real Estate
322
+ 631.37%
$56.12 - $64.53 $18.1K - $20.8K
373 $23K
APG
A Pi Group Corp

Industrials
371
+ 1124.24%
$32.2 - $51.23 $11.9K - $19K
404 $20K
ATO
Atmos Energy Corp

Utilities
129
+ 99.23%
$145.06 - $162.66 $18.7K - $21K
259 $39K
BCO
Brinks CO

Industrials
215
+ 221.65%
$82.06 - $94.4 $17.6K - $20.3K
312 $27K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
97
+ 9700.0%
$167.22 - $212.42 $16.2K - $20.6K
98 $19K
GNTX
Gentex Corp

Consumer Cyclical
870
+ 348.0%
$20.83 - $23.52 $18.1K - $20.5K
1.12K $24K
LCID
Lucid Group, Inc.

Consumer Cyclical
10.1K
+ 135.25%
$2.1 - $2.96 $21.2K - $29.9K
17.6K $37K
NVT
N Vent Electric PLC

Industrials
212
+ 126.95%
$45.2 - $73.35 $9.58K - $15.6K
379 $27K
ON
On Semiconductor Corp

Technology
349
+ 894.87%
$31.95 - $54.21 $11.2K - $18.9K
388 $20K
SHAK
Shake Shack Inc.

Consumer Cyclical
101
+ 105.21%
$75.85 - $140.6 $7.66K - $14.2K
197 $27K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
326
+ 95.04%
N/A
669 $38K
KRE
Spdr S&P Regional Banking ETF

ETFs
253
+ 19.27%
$48.81 - $59.48 $12.3K - $15K
1.57K $93K
AFRM
Affirm Holdings, Inc.

Technology
236
+ 605.13%
$35.75 - $69.14 $8.44K - $16.3K
275 $19K
ARMK
Aramark

Industrials
449
+ 14966.67%
$30.39 - $42.1 $13.6K - $18.9K
452 $18K
BURL
Burlington Stores, Inc.

Consumer Cyclical
81
+ 106.58%
$215.78 - $270.12 $17.5K - $21.9K
157 $36K
FAF
First American Financial Corp

Financial Services
317
+ 96.35%
$54.11 - $67.0 $17.2K - $21.2K
646 $39K
IFN
India Fund Inc

Financial Services
1K
+ 67.25%
$13.8 - $16.82 $13.8K - $16.8K
2.49K $41K
IBP
Installed Building Products, Inc.

Consumer Cyclical
87
+ 32.71%
$153.99 - $182.0 $13.4K - $15.8K
353 $63K
IP
International Paper CO

Consumer Cyclical
400
+ 645.16%
$43.89 - $54.46 $17.6K - $21.8K
462 $21K
JLL
Jones Lang Lasalle Inc

Real Estate
66
+ 50.38%
$204.57 - $256.96 $13.5K - $17K
197 $50K
LEN
Lennar Corp

Consumer Cyclical
167
+ 139.17%
$102.76 - $115.66 $17.2K - $19.3K
287 $31K
MMS
Maximus, Inc.

Industrials
260
+ 13000.0%
$65.54 - $76.8 $17K - $20K
262 $18K
TGNA
Tegna Inc

Communication Services
1.11K
+ 27800.0%
$15.42 - $18.98 $17.1K - $21.1K
1.12K $18K
MGK
Vanguard Mega Cap Growth ETF

ETFs
32
+ 32.99%
$273.67 - $366.17 $8.76K - $11.7K
129 $47K
VCEL
Vericel Corp

Healthcare
415
+ 154.85%
$37.92 - $45.7 $15.7K - $19K
683 $29K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
139
+ 1.88%
$75.05 - $77.34 $10.4K - $10.8K
7.51K $581K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
371
+ 122.44%
$34.1 - $47.63 $12.7K - $17.7K
674 $30K
AROC
Archrock, Inc.

Energy
1.01K
+ 17.48%
$21.0 - $27.11 $21.3K - $27.5K
6.81K $169K
CNP
Centerpoint Energy Inc

Utilities
480
+ 578.31%
$35.5 - $39.05 $17K - $18.7K
563 $20K
CIEN
Ciena Corp

Technology
210
+ 2333.33%
$53.5 - $83.89 $11.2K - $17.6K
219 $17K
ENS
Ener Sys

Industrials
354
+ 15.24%
$78.52 - $100.4 $27.8K - $35.5K
2.68K $229K
EXC
Exelon Corp

Utilities
939
+ 10.82%
$42.2 - $47.37 $39.6K - $44.5K
9.62K $417K
FIBK
First Interstate Bancsystem Inc

Financial Services
601
+ 120.93%
$23.86 - $29.01 $14.3K - $17.4K
1.1K $31K
HOLX
Hologic Inc

Healthcare
239
+ 67.13%
$52.73 - $65.22 $12.6K - $15.6K
595 $38K
IMO
Imperial Oil LTD

Energy
40
+ 2.19%
$60.22 - $81.91 $2.41K - $3.28K
1.86K $148K
MBB
Ishares Tr

ETFs
173
+ 5.72%
$91.41 - $94.22 $15.8K - $16.3K
3.2K $300K
LIVN
Liva Nova PLC

Healthcare
371
+ 4122.22%
$33.85 - $47.6 $12.6K - $17.7K
380 $17K
MTDR
Matador Resources CO

Energy
352
+ 366.67%
$36.67 - $52.23 $12.9K - $18.4K
448 $21K
O
Realty Income Corp

Real Estate
460
+ 1.84%
$52.27 - $58.52 $24K - $26.9K
25.5K $1.47M
STWD
Starwood Property Trust, Inc.

Real Estate
848
+ 623.53%
$17.28 - $20.41 $14.7K - $17.3K
984 $19K
TFX
Teleflex Inc

Healthcare
160
+ 275.86%
$117.53 - $141.38 $18.8K - $22.6K
218 $25K
UI
Ubiquiti Inc.

Technology
37
+ 142.31%
$273.45 - $456.69 $10.1K - $16.9K
63 $25K
VRNS
Varonis Systems Inc

Technology
317
+ 255.65%
$37.96 - $50.93 $12K - $16.1K
441 $22K
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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