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
WING
Wingstop Inc.

Consumer Cyclical
152
+ 5.45%
$207.0 - $311.93 $31.5K - $47.4K
2.94K $663K
MRVL
Marvell Technology, Inc.

Technology
2.72K
+ 44.21%
$61.57 - $126.06 $168K - $343K
8.89K $547K
AXP
American Express CO

Financial Services
3.87K
+ 9.03%
$255.39 - $325.87 $989K - $1.26M
46.8K $12.6M
IWN
Ishares Russell2000 Val ETF

ETFs
218
+ 1.47%
$149.27 - $169.4 $32.5K - $36.9K
15.1K $2.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.73K
+ 4.15%
$302.31 - $337.54 $825K - $921K
68.5K $21M
KKR
Kkr & Co. Inc.

Financial Services
2.47K
+ 16.75%
$108.17 - $167.07 $267K - $412K
17.2K $1.99M
UEIC
Universal Electronics Inc

Technology
1.25K
+ 2.42%
$6.12 - $10.99 $7.65K - $13.7K
52.9K $323K
MS
Morgan Stanley

Financial Services
325
+ 0.97%
$111.68 - $141.08 $36.3K - $45.9K
33.7K $3.93M
WST
West Pharmaceutical Services Inc

Healthcare
52
+ 1.92%
$199.11 - $347.87 $10.4K - $18.1K
2.76K $617K
PEP
Pepsico Inc

Consumer Defensive
870
+ 0.44%
$142.64 - $156.42 $124K - $136K
197K $29.5M
LMT
Lockheed Martin Corp

Industrials
454
+ 3.5%
$423.19 - $506.29 $192K - $230K
13.4K $5.99M
XLK
Technology Sector Spdr

ETFs
838
+ 4.3%
$206.38 - $242.18 $173K - $203K
20.3K $4.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.74K
+ 2.1%
$120.29 - $134.6 $209K - $234K
84.7K $10.3M
GS
Goldman Sachs Group Inc

Financial Services
45
+ 0.32%
$524.81 - $672.19 $23.6K - $30.2K
14.1K $7.68M
VXF
Vanguard Extended Market ETF

ETFs
1.48K
+ 3.46%
$170.36 - $201.04 $253K - $298K
44.4K $7.65M
AMAT
Applied Materials Inc

Technology
104
+ 0.28%
$145.06 - $195.51 $15.1K - $20.3K
37.2K $5.39M
WMT
Walmart Inc.

Consumer Defensive
3.96K
+ 1.03%
$84.5 - $105.05 $334K - $416K
388K $34.1M
NOW
Service Now, Inc.

Technology
50
+ 1.57%
$783.83 - $1170.39 $39.2K - $58.5K
3.24K $2.58M
BKNG
Booking Holdings Inc.

Consumer Cyclical
116
+ 2.88%
$4295.4 - $5141.88 $498K - $596K
4.14K $19.1M
PANW
Palo Alto Networks Inc

Technology
1.02K
+ 0.96%
$167.82 - $208.28 $172K - $213K
107K $18.3M
AHH
Armada Hoffler Properties, Inc.

Real Estate
81.2K
+ 12.9%
$7.5 - $10.2 $609K - $828K
710K $5.34M
DHR
Danaher Corp

Healthcare
4.37K
+ 4.94%
$201.62 - $250.59 $881K - $1.09M
92.9K $19M
DAL
Delta Air Lines, Inc.

Industrials
1.28K
+ 1.49%
$43.6 - $69.06 $55.6K - $88.1K
86.9K $3.79M
ADBE
Adobe Inc.

Technology
1.54K
+ 4.61%
$377.84 - $464.11 $580K - $713K
34.8K $13.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
358
+ 0.7%
$522.96 - $601.18 $187K - $215K
51.7K $27.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.03K
+ 3.32%
$314.47 - $431.35 $325K - $445K
32.1K $11.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.76K
+ 1.97%
$168.16 - $186.21 $1.64M - $1.82M
506K $86.4M
ETN
Eaton Corp PLC

Industrials
397
+ 0.96%
$271.83 - $371.23 $108K - $147K
41.8K $11.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.9K
+ 2.37%
$57.21 - $65.8 $1.31M - $1.5M
986K $57.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23.7K
+ 4.78%
$102.49 - $119.96 $2.42M - $2.84M
519K $54.2M
CAT
Caterpillar Inc

Industrials
890
+ 0.82%
$326.75 - $407.63 $291K - $363K
109K $35.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.17K
+ 2.07%
$65.15 - $91.81 $272K - $383K
205K $13.4M
ORCL
Oracle Corp

Technology
1.35K
+ 0.63%
$139.81 - $186.47 $189K - $252K
217K $30.4M
GOOG
Alphabet Inc.

Communication Services
4.07K
+ 2.06%
$156.06 - $207.71 $635K - $845K
202K $31.5M
AMZN
Amazon Com Inc

Consumer Cyclical
6.87K
+ 2.06%
$190.26 - $242.06 $1.31M - $1.66M
340K $64.8M
GOOGL
Alphabet Inc.

Communication Services
472
+ 0.16%
$154.33 - $206.19 $72.8K - $97.3K
293K $45.2M
MSFT
Microsoft Corp

Technology
7.9K
+ 2.62%
$375.39 - $447.2 $2.97M - $3.53M
309K $116M
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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