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
ALL
Allstate Corp

Financial Services
513
+ 3.39%
$180.53 - $212.64 $92.6K - $109K
15.6K $3.15M
ACLS
Axcelis Technologies Inc

Technology
229
+ 1761.54%
$42.42 - $70.92 $9.71K - $16.2K
242 $16K
CADE
Cadence Bank

Financial Services
515
+ 7357.14%
$26.42 - $32.41 $13.6K - $16.7K
522 $16K
COLB
Columbia Banking System, Inc.

Financial Services
707
+ 142.54%
$20.71 - $25.63 $14.6K - $18.1K
1.2K $28K
EFSC
Enterprise Financial Services Corp

Financial Services
177
+ 4.25%
$46.2 - $55.78 $8.18K - $9.87K
4.34K $239K
EQT
Eqt Corp

Energy
93
+ 4.41%
$46.11 - $60.44 $4.29K - $5.62K
2.2K $128K
NLOK
Norton Life Lock Inc.

Technology
752
+ 1059.15%
N/A
823 $17K
HOMB
Home Bancshares Inc

Financial Services
551
+ 3241.18%
$25.05 - $29.62 $13.8K - $16.3K
568 $16K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
99
+ 53.51%
$103.49 - $133.44 $10.2K - $13.2K
284 $37K
PRCT
Procept Bio Robotics Corp

Healthcare
285
+ 380.0%
$48.82 - $65.05 $13.9K - $18.5K
360 $20K
UGI
Ugi Corp

Utilities
433
+ 2547.06%
$30.18 - $36.59 $13.1K - $15.8K
450 $16K
VC
Visteon Corp

Consumer Cyclical
173
+ 1153.33%
$67.04 - $94.19 $11.6K - $16.3K
188 $17K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
167
+ 54.58%
$84.41 - $106.28 $14.1K - $17.7K
473 $44K
BRZE
Braze, Inc.

Technology
658
+ 161.67%
$25.84 - $36.89 $17K - $24.3K
1.07K $29K
CNHI
Cnh Industrial N.V.

Industrials
1.36K
+ 1566.67%
N/A
1.45K $15K
CMA
Comerica Inc

Financial Services
202
+ 3.55%
$50.42 - $59.65 $10.2K - $12K
5.9K $351K
CUZ
Cousins Properties Inc

Real Estate
507
+ 1179.07%
$25.15 - $30.53 $12.8K - $15.5K
550 $16K
CUBE
Cube Smart

Real Estate
417
+ 3.0%
$35.88 - $43.68 $15K - $18.2K
14.3K $608K
FMNB
Farmers National Banc Corp

Financial Services
76
+ 0.38%
$11.92 - $13.89 $906 - $1.06K
20.2K $278K
GME
Game Stop Corp.

Consumer Cyclical
623
+ 8900.0%
$21.1 - $35.01 $13.1K - $21.8K
630 $15K
MYE
Myers Industries Inc

Consumer Cyclical
792
+ 55.93%
$9.13 - $14.87 $7.23K - $11.8K
2.21K $31K
RRC
Range Resources Corp

Energy
370
+ 1850.0%
$32.1 - $43.23 $11.9K - $16K
390 $15K
FNDA
Schwab Fundamental U S Small C

ETFs
55
+ 0.54%
$23.85 - $28.69 $1.31K - $1.58K
10.2K $292K
S
Sentinel One, Inc.

Technology
823
+ 236.49%
$16.17 - $20.34 $13.3K - $16.7K
1.17K $21K
SKX
Skechers Usa Inc

Consumer Cyclical
235
+ 419.64%
$45.48 - $63.1 $10.7K - $14.8K
291 $18K
SONO
Sonos Inc

Technology
1.34K
+ 119.73%
$7.7 - $11.25 $10.3K - $15.1K
2.46K $26K
TMDX
Trans Medics Group, Inc.

Healthcare
24
+ 13.95%
$67.67 - $143.04 $1.62K - $3.43K
196 $26K
WSFS
Wsfs Financial Corp

Financial Services
267
+ 76.5%
$45.9 - $55.54 $12.3K - $14.8K
616 $33K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
1.3K
+ 71.78%
$16.36 - $23.0 $21.3K - $29.9K
3.11K $53K
DCI
Donaldson CO Inc

Industrials
192
+ 161.34%
$59.18 - $71.02 $11.4K - $13.6K
311 $21K
EXPD
Expeditors International Of Washington Inc

Industrials
127
+ 488.46%
$102.84 - $122.24 $13.1K - $15.5K
153 $17K
FRT
Federal Realty Investment Trust

Real Estate
148
+ 72.55%
$83.56 - $99.08 $12.4K - $14.7K
352 $33K
IEX
Idex Corp

Industrials
79
+ 987.5%
$160.66 - $191.29 $12.7K - $15.1K
87 $15K
INSW
International Seaways, Inc.

Energy
366
+ 620.34%
$28.76 - $40.96 $10.5K - $15K
425 $15K
LEA
Lear Corp

Consumer Cyclical
148
+ 360.98%
$75.18 - $95.54 $11.1K - $14.1K
189 $17K
LAD
Lithia Motors Inc

Consumer Cyclical
41
+ 585.71%
$271.94 - $339.35 $11.1K - $13.9K
48 $16K
NFG
National Fuel Gas CO

Energy
158
+ 109.72%
$73.0 - $86.01 $11.5K - $13.6K
302 $25K
PLXS
Plexus Corp

Technology
8
+ 0.46%
$110.95 - $136.15 $888 - $1.09K
1.76K $238K
SWKS
Skyworks Solutions, Inc.

Technology
158
+ 73.49%
$49.2 - $74.95 $7.77K - $11.8K
373 $27K
TDW
Tidewater Inc

Energy
205
+ 16.87%
$32.27 - $48.26 $6.62K - $9.89K
1.42K $65K
VMI
Valmont Industries Inc

Industrials
3
+ 0.9%
$263.86 - $333.86 $792 - $1K
336 $109K
WTS
Watts Water Technologies Inc

Industrials
57
+ 2850.0%
$180.4 - $247.22 $10.3K - $14.1K
59 $14K
ADMA
Adma Biologics, Inc.

Healthcare
799
+ 127.23%
$17.6 - $24.51 $14.1K - $19.6K
1.43K $25K
ATR
Aptargroup, Inc.

Healthcare
31
+ 3.23%
$133.66 - $158.53 $4.14K - $4.91K
992 $155K
BAX
Baxter International Inc

Healthcare
669
+ 37.19%
$27.8 - $34.02 $18.6K - $22.8K
2.47K $74K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
656
+ 43.91%
$54.08 - $68.32 $35.5K - $44.8K
2.15K $118K
ORCC
Owl Rock Capital Corp

Financial Services
1.01K
+ 38.27%
N/A
3.65K $48K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
320
+ 3.02%
$8.65 - $10.52 $2.77K - $3.37K
10.9K $114K
DPZ
Dominos Pizza Inc

Consumer Cyclical
28
+ 466.67%
$430.72 - $497.52 $12.1K - $13.9K
34 $15K
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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