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
DY
Dycom Industries Inc

Industrials
39
+ 125.81%
$138.96 - $245.71 $5.42K - $9.58K
70 $17K
FDS
Factset Research Systems Inc

Financial Services
30
+ 49.18%
$398.85 - $473.32 $12K - $14.2K
91 $40K
FCF
First Commonwealth Financial Corp

Financial Services
665
+ 21.21%
$14.08 - $16.35 $9.36K - $10.9K
3.8K $61K
FRPT
Freshpet, Inc.

Consumer Defensive
243
+ 108.48%
$67.88 - $89.64 $16.5K - $21.8K
467 $31K
HXL
Hexcel Corp

Industrials
95
+ 2.4%
$47.49 - $57.32 $4.51K - $5.45K
4.05K $229K
HST
Host Hotels & Resorts, Inc.

Real Estate
839
+ 566.89%
$12.7 - $16.07 $10.7K - $13.5K
987 $15K
INVH
Invitation Homes Inc.

Real Estate
479
+ 36.12%
$30.53 - $35.47 $14.6K - $17K
1.81K $59K
JNPR
Juniper Networks Inc

Technology
317
+ 2881.82%
$33.93 - $39.93 $10.8K - $12.7K
328 $13K
BPMC
Blueprint Medicines Corp

Healthcare
83
+ 218.42%
$79.22 - $128.4 $6.58K - $10.7K
121 $15K
FYBR
Frontier Communications Parent, Inc.

Communication Services
333
+ 34.91%
$35.51 - $36.83 $11.8K - $12.3K
1.29K $46K
LNC
Lincoln National Corp

Financial Services
454
+ 17.28%
$28.95 - $37.27 $13.1K - $16.9K
3.08K $106K
L
Loews Corp

Financial Services
139
+ 6950.0%
$80.89 - $92.09 $11.2K - $12.8K
141 $12K
MDU
Mdu Resources Group Inc

Industrials
715
+ 8937.5%
$15.6 - $17.76 $11.2K - $12.7K
723 $12K
PNR
Pentair PLC

Industrials
91
+ 62.76%
$76.17 - $103.58 $6.93K - $9.43K
236 $24K
PTC
Ptc Inc.

Technology
72
+ 360.0%
$136.74 - $173.24 $9.85K - $12.5K
92 $15K
SANA
Sana Biotechnology, Inc.

Healthcare
2.67K
+ 57.3%
$1.34 - $2.97 $3.57K - $7.92K
7.32K $19K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
419
+ 419.0%
$22.01 - $27.62 $9.22K - $11.6K
519 $14K
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 0.06%
$70.56 - $87.22 $70.6 - $87.2
1.8K $157K
HLN
Haleon PLC

Healthcare
878
+ 3.56%
$9.27 - $11.41 $8.14K - $10K
25.6K $265K
WRB
Berkley W R Corp

Financial Services
113
+ 9.94%
$64.28 - $75.17 $7.26K - $8.49K
1.25K $91K
HRB
H&R Block Inc

Consumer Cyclical
212
+ 3533.33%
$54.32 - $63.04 $11.5K - $13.4K
218 $11K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
113
+ 3766.67%
$86.97 - $102.82 $9.83K - $11.6K
116 $11K
CYTK
Cytokinetics Inc

Healthcare
327
+ 2515.38%
$29.84 - $42.92 $9.76K - $14K
340 $11K
GNRC
Generac Holdings Inc.

Industrials
23
+ 4.9%
$101.92 - $143.21 $2.34K - $3.29K
492 $70K
JKHY
Henry Jack & Associates Inc

Technology
62
+ 25.41%
$163.54 - $186.02 $10.1K - $11.5K
306 $55K
KIM
Kimco Realty Corp

Real Estate
534
+ 88.12%
$18.7 - $21.69 $9.99K - $11.6K
1.14K $23K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
80
+ 800.0%
$87.64 - $143.29 $7.01K - $11.5K
90 $12K
MIR
Mirion Technologies, Inc.

Industrials
237
+ 25.65%
$12.7 - $21.71 $3.01K - $5.15K
1.16K $24K
NU
Nu Holdings Ltd.

Financial Services
206
+ 8.93%
$9.6 - $13.72 $1.98K - $2.83K
2.51K $34K
PAYC
Paycom Software, Inc.

Technology
45
+ 204.55%
$193.07 - $265.71 $8.69K - $12K
67 $15K
PJT
Pjt Partners Inc.

Financial Services
32
+ 15.24%
$125.44 - $166.41 $4.01K - $5.33K
242 $39K
TENB
Tenable Holdings, Inc.

Technology
600
+ 8.12%
$30.45 - $35.17 $18.3K - $21.1K
7.99K $269K
CPB
Campbell Soup CO

Consumer Defensive
543
+ 92.98%
$30.65 - $39.9 $16.6K - $21.7K
1.13K $34K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.11%
$158.36 - $178.82 $317 - $358
1.88K $331K
ADC
Agree Realty Corp

Real Estate
138
+ 83.13%
$70.68 - $79.12 $9.75K - $10.9K
304 $22K
ALLY
Ally Financial Inc.

Financial Services
250
+ 164.47%
$30.09 - $38.95 $7.52K - $9.74K
402 $15K
CNA
Cna Financial Corp

Financial Services
257
+ 55.27%
$45.03 - $50.88 $11.6K - $13.1K
722 $33K
DXC
Dxc Technology CO

Technology
633
+ 411.04%
$14.03 - $17.63 $8.88K - $11.2K
787 $12K
HTH
Hilltop Holdings Inc.

Financial Services
314
+ 640.82%
$27.95 - $30.99 $8.78K - $9.73K
363 $11K
LKFN
Lakeland Financial Corp

Financial Services
161
+ 84.29%
$51.45 - $61.84 $8.28K - $9.96K
352 $21K
PR
Permian Resources Corporation

Energy
718
+ 419.88%
$10.36 - $14.93 $7.44K - $10.7K
889 $12K
PNFP
Pinnacle Financial Partners Inc

Financial Services
88
+ 517.65%
$87.19 - $111.51 $7.67K - $9.81K
105 $11K
UAA
Under Armour, Inc.

Consumer Cyclical
1.42K
+ 306.24%
$4.94 - $7.03 $7.03K - $10K
1.89K $12K
GTLS
Chart Industries Inc

Industrials
50
+ 294.12%
$115.08 - $175.5 $5.75K - $8.78K
67 $11K
CCSI
Consensus Cloud Solutions, Inc.

Technology
414
+ 113.11%
$18.19 - $23.53 $7.53K - $9.74K
780 $17K
CDAY
Ceridian Hcm Holding Inc.

Technology
145
+ 2900.0%
N/A
150 $9K
EGP
Eastgroup Properties Inc

Real Estate
62
+ 50.82%
$145.28 - $176.09 $9.01K - $10.9K
184 $30K
EIX
Edison International

Utilities
364
+ 27.66%
$48.32 - $59.92 $17.6K - $21.8K
1.68K $86K
PDN
Invesco Fd Tr

ETFs
194
+ 56.73%
$30.37 - $38.92 $5.89K - $7.55K
536 $20K
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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