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
AES
Aes Corp

Utilities
2.45K
+ 3.31%
$9.93 - $13.23 $24.3K - $32.4K
76.3K $947K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.28%
$96.93 - $109.51 $96.9 - $110
354 $34K
TM
Toyota Motor Corp

Consumer Cyclical
6
+ 2.55%
$176.53 - $195.35 $1.06K - $1.17K
241 $42K
KRE
Spdr S&P Regional Banking ETF

ETFs
7
+ 0.54%
$55.11 - $65.5 $386 - $459
1.31K $74K
PRG
Prog Holdings, Inc.

Industrials
1
+ 0.46%
$25.94 - $43.82 $25.9 - $43.8
219 $5K
RDNT
Rad Net, Inc.

Healthcare
62
+ 16.8%
$45.92 - $72.75 $2.85K - $4.51K
431 $21K
AVNT
Avient Corp

Basic Materials
47
+ 3.07%
$36.91 - $44.21 $1.73K - $2.08K
1.58K $58K
LCID
Lucid Group, Inc.

Consumer Cyclical
3
+ 0.04%
$2.03 - $3.48 $6.09 - $10.4
7.46K $18K
FLR
Fluor Corp

Industrials
4
+ 1.28%
$34.29 - $55.28 $137 - $221
316 $11K
ALV
Autoliv Inc

Consumer Cyclical
16
+ 1.88%
$87.68 - $102.7 $1.4K - $1.64K
869 $76K
IFF
International Flavors & Fragrances Inc

Basic Materials
6
+ 0.96%
$76.48 - $87.72 $459 - $526
628 $48K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1
+ 0.09%
$119.84 - $136.1 $120 - $136
1.09K $131K
INGR
Ingredion Inc

Consumer Defensive
7
+ 0.31%
$125.6 - $137.36 $879 - $962
2.29K $309K
INSP
Inspire Medical Systems, Inc.

Healthcare
5
+ 2.12%
$157.24 - $215.42 $786 - $1.08K
241 $38K
TXG
10x Genomics, Inc.

Healthcare
224
+ 17.68%
$8.73 - $16.31 $1.96K - $3.65K
1.49K $13K
MTCH
Match Group, Inc.

Communication Services
119
+ 1.87%
$30.08 - $36.47 $3.58K - $4.34K
6.47K $201K
BIIB
Biogen Inc.

Healthcare
75
+ 6.71%
$133.43 - $153.27 $10K - $11.5K
1.19K $163K
PSMT
Pricesmart Inc

Consumer Defensive
13
+ 0.67%
$82.4 - $94.86 $1.07K - $1.23K
1.94K $170K
BILL
Bill.Com Holdings, Inc.

Technology
59
+ 22.18%
$43.59 - $97.07 $2.57K - $5.73K
325 $14K
CW
Curtiss Wright Corp

Industrials
32
+ 6.46%
$304.82 - $384.07 $9.75K - $12.3K
527 $167K
MANH
Manhattan Associates Inc

Technology
110
+ 40.15%
$163.5 - $295.1 $18K - $32.5K
384 $66K
OII
Oceaneering International Inc

Energy
1.23K
+ 14.55%
$19.14 - $27.93 $23.6K - $34.4K
9.69K $211K
ZD
Ziff Davis, Inc.

Communication Services
2
+ 0.36%
$37.58 - $55.5 $75.2 - $111
552 $20K
RLI
Rli Corp

Financial Services
486
+ 85.71%
$71.75 - $163.21 $34.9K - $79.3K
1.05K $84K
VTRS
Viatris Inc

Healthcare
465
+ 13.06%
$8.68 - $12.42 $4.04K - $5.78K
4.03K $35K
BNS
Bank Of Nova Scotia

Financial Services
7
+ 0.41%
$47.21 - $53.7 $330 - $376
1.69K $80K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.26K
+ 5.96%
$31.63 - $35.22 $39.9K - $44.4K
22.4K $716K
AGYS
Agilysys Inc

Technology
2
+ 1.25%
$71.45 - $134.56 $143 - $269
162 $11K
SOFI
So Fi Technologies, Inc.

Financial Services
2
+ 0.07%
$11.18 - $18.03 $22.4 - $36.1
2.85K $33K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
96
+ 0.06%
$42.38 - $43.28 $4.07K - $4.15K
153K $6.5M
FDUS
Fidus Investment Corp

Financial Services
84
+ 0.41%
$20.39 - $23.37 $1.71K - $1.96K
20.6K $419K
GLOB
Globant S.A.

Technology
19
+ 12.84%
$117.72 - $228.73 $2.24K - $4.35K
167 $19K
XAR
Spdr S&P Aerospace & Defense E

ETFs
8
+ 0.3%
$157.71 - $180.77 $1.26K - $1.45K
2.64K $424K
MKSI
Mks Instruments Inc

Technology
814
+ 25.41%
$78.89 - $122.69 $64.2K - $99.9K
4.02K $322K
PLXS
Plexus Corp

Technology
240
+ 15.83%
$120.51 - $170.49 $28.9K - $40.9K
1.76K $224K
FTV
Fortive Corp

Technology
92
+ 0.86%
$71.82 - $82.98 $6.61K - $7.63K
10.8K $786K
SSB
South State Corp

Financial Services
73
+ 2.42%
$89.4 - $108.33 $6.53K - $7.91K
3.09K $286K
R
Ryder System Inc

Industrials
41
+ 2.6%
$136.38 - $170.92 $5.59K - $7.01K
1.62K $232K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
41
+ 8.04%
$634.14 - $744.83 $26K - $30.5K
551 $349K
WDC
Western Digital Corp

Technology
44
+ 5.26%
$40.43 - $72.03 $1.78K - $3.17K
880 $35K
MTH
Meritage Homes Corp

Consumer Cyclical
1.33K
+ 100.0%
$69.41 - $152.01 $92.6K - $203K
2.67K $189K
DOV
Dover Corp

Industrials
46
+ 2.25%
$174.65 - $206.43 $8.03K - $9.5K
2.09K $366K
BAH
Booz Allen Hamilton Holding Corp

Industrials
527
+ 17.55%
$102.72 - $143.06 $54.1K - $75.4K
3.53K $369K
ABR
Arbor Realty Trust Inc

Real Estate
344
+ 3.45%
$11.68 - $13.98 $4.02K - $4.81K
10.3K $121K
IRM
Iron Mountain Inc

Real Estate
4
+ 0.43%
$82.79 - $111.31 $331 - $445
934 $80K
CLX
Clorox CO

Consumer Defensive
566
+ 8.56%
$141.76 - $162.89 $80.2K - $92.2K
7.18K $1.06M
MCHP
Microchip Technology Inc

Technology
12
+ 0.57%
$48.41 - $64.3 $581 - $772
2.13K $103K
BBY
Best Buy CO Inc

Consumer Cyclical
1.66K
+ 14.54%
$70.3 - $91.1 $117K - $151K
13.1K $963K
HPE
Hewlett Packard Enterprise CO

Technology
2.81K
+ 26.51%
$14.77 - $24.42 $41.6K - $68.7K
13.4K $207K
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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