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
GPRE
Green Plains Inc.

Basic Materials
20K
+ 80.0%
$4.85 - $10.26 $97K - $205K
45K $218K
EXAS
Exact Sciences Corp

Healthcare
254
+ 10.47%
$43.04 - $58.51 $10.9K - $14.9K
2.68K $115K
RF
Regions Financial Corp

Financial Services
150
+ 1.05%
$20.84 - $24.77 $3.13K - $3.72K
14.5K $314K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
289
+ 2.8%
$9.59 - $11.83 $2.77K - $3.42K
10.6K $101K
ECVT
Ecovyst Inc.

Basic Materials
2.5K
+ 9.69%
$6.2 - $8.42 $15.5K - $21.1K
28.3K $175K
SYF
Synchrony Financial

Financial Services
9
+ 0.48%
$51.9 - $70.63 $467 - $636
1.87K $98K
BC
Brunswick Corp

Consumer Cyclical
47
+ 1.93%
$53.49 - $70.51 $2.51K - $3.31K
2.48K $133K
RGEN
Repligen Corp

Healthcare
20
+ 1.23%
$127.24 - $174.24 $2.54K - $3.48K
1.64K $208K
SWK
Stanley Black & Decker, Inc.

Industrials
262
+ 1.93%
$76.43 - $90.41 $20K - $23.7K
13.8K $1.06M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
164
+ 1.39%
$64.88 - $72.1 $10.6K - $11.8K
12K $787K
HXL
Hexcel Corp

Industrials
40
+ 1.02%
$54.76 - $70.69 $2.19K - $2.83K
3.96K $216K
NXPI
Nxp Semiconductors N.V.

Technology
21
+ 1.13%
$189.99 - $245.86 $3.99K - $5.16K
1.88K $357K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
909
+ 11.18%
$254.58 - $302.92 $231K - $275K
9.04K $2.31M
BWXT
Bwx Technologies, Inc.

Industrials
63
+ 1.92%
$96.59 - $128.46 $6.09K - $8.09K
3.35K $329K
AMKR
Amkor Technology, Inc.

Technology
87
+ 1.7%
$18.06 - $26.73 $1.57K - $2.33K
5.22K $94K
RPD
Rapid7, Inc.

Technology
2.28K
+ 32.15%
$26.51 - $39.81 $60.5K - $90.8K
9.38K $248K
EXPE
Expedia Group, Inc.

Consumer Cyclical
174
+ 4.54%
$157.11 - $206.52 $27.3K - $35.9K
4.01K $673K
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.13%
$247.97 - $296.33 $496 - $593
1.5K $376K
RPM
Rpm International Inc

Basic Materials
290
+ 2.76%
$114.03 - $128.31 $33.1K - $37.2K
10.8K $1.25M
BA
Boeing CO

Industrials
91
+ 0.97%
$148.15 - $186.25 $13.5K - $16.9K
9.5K $1.62M
BCAT
Black Rock Capital Allocation Trust

ETFs
960
+ 1.16%
$14.35 - $15.88 $13.8K - $15.2K
83.4K $1.2M
FSLR
First Solar, Inc.

Technology
1.31K
+ 30.33%
$126.34 - $197.73 $166K - $260K
5.64K $713K
TOST
Toast, Inc.

Technology
25
+ 0.16%
$32.61 - $41.98 $815 - $1.05K
15.8K $522K
ACM
Aecom

Industrials
16
+ 0.42%
$92.54 - $111.05 $1.48K - $1.78K
3.81K $353K
TT
Trane Technologies PLC

Industrials
59
+ 2.66%
$332.0 - $400.86 $19.6K - $23.7K
2.28K $767K
NEE
Nextera Energy Inc

Utilities
244
+ 0.28%
$66.96 - $76.16 $16.3K - $18.6K
87.4K $6.2M
DLR
Digital Realty Trust, Inc.

Real Estate
85
+ 4.33%
$142.1 - $183.56 $12.1K - $15.6K
2.05K $293K
ALB
Albemarle Corp

Basic Materials
36
+ 0.85%
$69.95 - $97.49 $2.52K - $3.51K
4.29K $309K
MSA
Msa Safety Inc

Industrials
3
+ 0.1%
$146.69 - $166.47 $440 - $499
2.98K $436K
UAL
United Airlines Holdings, Inc.

Industrials
8
+ 0.37%
$69.05 - $110.52 $552 - $884
2.15K $148K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
410
+ 4.21%
$147.38 - $176.39 $60.4K - $72.3K
10.1K $1.54M
FNB
Fnb Corp

Financial Services
447
+ 0.84%
$13.08 - $15.95 $5.85K - $7.13K
53.6K $721K
FORM
Formfactor Inc

Technology
1.12K
+ 17.86%
$28.29 - $47.24 $31.8K - $53.1K
7.41K $209K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.25K
+ 2.09%
$21.75 - $24.28 $49K - $54.7K
110K $2.43M
WFRD
Weatherford International PLC

Energy
114
+ 2.52%
$51.89 - $74.8 $5.92K - $8.53K
4.64K $248K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14
+ 0.09%
$117.4 - $131.02 $1.64K - $1.83K
15.1K $1.81M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18.1K
+ 4.96%
$25.58 - $29.24 $464K - $530K
384K $10.1M
URI
United Rentals, Inc.

Industrials
83
+ 4.88%
$594.17 - $789.56 $49.3K - $65.5K
1.78K $1.12M
PSN
Parsons Corp

Industrials
898
+ 21.74%
$55.35 - $96.44 $49.7K - $86.6K
5.03K $297K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.32K
+ 6.31%
$81.62 - $96.63 $189K - $224K
39K $3.25M
MAR
Marriott International Inc

Consumer Cyclical
318
+ 7.92%
$237.01 - $304.45 $75.4K - $96.8K
4.33K $1.03M
NTAP
Net App, Inc.

Technology
1.03K
+ 16.06%
$87.84 - $126.3 $90K - $129K
7.41K $650K
HPQ
Hp Inc

Technology
985
+ 4.05%
$27.69 - $34.72 $27.3K - $34.2K
25.3K $701K
UCTT
Ultra Clean Holdings, Inc.

Technology
1.8K
+ 19.35%
$21.41 - $39.15 $38.5K - $70.5K
11.1K $237K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.71K
+ 7.33%
$168.84 - $202.89 $289K - $348K
25.1K $4.41M
EQIX
Equinix Inc

Real Estate
4
+ 0.48%
$803.0 - $959.97 $3.21K - $3.84K
830 $676K
CMI
Cummins Inc

Industrials
344
+ 5.74%
$312.92 - $386.07 $108K - $133K
6.33K $1.98M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.93K
+ 3.86%
$23.16 - $27.04 $67.9K - $79.3K
78.9K $1.85M
OC
Owens Corning

Industrials
14
+ 0.31%
$137.83 - $191.19 $1.93K - $2.68K
4.59K $654K
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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