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
POWL
Powell Industries Inc

Industrials
23
+ 21.5%
$159.38 - $211.34 $3.67K - $4.86K
130 $27K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
391
+ 13.22%
$22.68 - $23.28 $8.87K - $9.1K
3.35K $77K
SSB
South State Corp

Financial Services
124
+ 4.01%
$80.59 - $94.67 $9.99K - $11.7K
3.21K $295K
AL
Air Lease Corp

Industrials
91
+ 40.44%
$40.46 - $58.71 $3.68K - $5.34K
316 $18K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
528
+ 52800.0%
$9.99 - $16.97 $5.27K - $8.96K
529 $8K
BXP
Boston Properties Inc

Real Estate
118
+ 1966.67%
$56.86 - $74.12 $6.71K - $8.75K
124 $8K
AI
C3.Ai, Inc.

Technology
137
+ 10.15%
$18.24 - $27.8 $2.5K - $3.81K
1.49K $36K
NVST
Envista Holdings Corp

Healthcare
449
+ 724.19%
$14.76 - $19.67 $6.63K - $8.83K
511 $9K
ESAB
Esab Corp

Industrials
53
+ 11.4%
$104.48 - $130.25 $5.54K - $6.9K
518 $62K
IBOC
International Bancshares Corp

Financial Services
121
+ 310.26%
$56.4 - $66.7 $6.82K - $8.07K
160 $10K
MEDP
Medpace Holdings, Inc.

Healthcare
16
+ 5.1%
$277.23 - $315.28 $4.44K - $5.04K
330 $103K
MORN
Morningstar, Inc.

Financial Services
22
+ 25.88%
$255.31 - $313.93 $5.62K - $6.91K
107 $33K
PNW
Pinnacle West Capital Corp

Utilities
101
+ 153.03%
$88.3 - $95.43 $8.92K - $9.64K
167 $14K
POR
Portland General Electric CO

Utilities
198
+ 244.44%
$39.96 - $44.75 $7.91K - $8.86K
279 $11K
RNG
Ring Central, Inc.

Technology
312
+ 10400.0%
$21.51 - $28.36 $6.71K - $8.85K
315 $8K
STAG
Stag Industrial, Inc.

Real Estate
205
+ 3.57%
$30.08 - $37.02 $6.17K - $7.59K
5.95K $215K
OXY
Occidental Petroleum Corp

Energy
2.31K
+ 18.86%
$36.11 - $49.33 $83.5K - $114K
14.6K $611K
ALE
Allete Inc

Utilities
109
+ 436.0%
$63.53 - $65.71 $6.92K - $7.16K
134 $8K
AMED
Amedisys Inc

Healthcare
75
+ 1500.0%
$91.31 - $98.39 $6.85K - $7.38K
80 $7K
AAL
American Airlines Group Inc.

Industrials
624
+ 242.8%
N/A
881 $9K
BKR
Baker Hughes CO

Energy
424
+ 25.33%
$35.0 - $44.92 $14.8K - $19K
2.1K $80K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
25
+ 36.76%
$89.13 - $167.48 $2.23K - $4.19K
93 $14K
CTRE
Care Trust Reit, Inc.

Real Estate
196
+ 32.83%
$26.65 - $30.69 $5.22K - $6.02K
793 $24K
CRUS
Cirrus Logic, Inc.

Technology
58
+ 38.67%
$77.43 - $107.58 $4.49K - $6.24K
208 $21K
CNXC
Concentrix Corp

Technology
193
+ 17.36%
$45.73 - $57.88 $8.83K - $11.2K
1.31K $68K
FSS
Federal Signal Corp

Industrials
49
+ 68.06%
$69.23 - $106.42 $3.39K - $5.21K
121 $12K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
519
+ 4.06%
$45.3 - $50.64 $23.5K - $26.3K
13.3K $652K
FUBO
Fubo Tv Inc.

Communication Services
391
+ 6.21%
$2.42 - $3.86 $946 - $1.51K
6.69K $25K
PI
Impinj Inc

Technology
45
+ 44.55%
$62.54 - $125.05 $2.81K - $5.63K
146 $16K
JHG
Janus Henderson Group PLC

Financial Services
153
+ 56.67%
$29.47 - $38.84 $4.51K - $5.94K
423 $16K
LPX
Louisiana Pacific Corp

Industrials
80
+ 1142.86%
$81.16 - $95.48 $6.49K - $7.64K
87 $7K
TAP
Molson Coors Beverage CO

Consumer Defensive
150
+ 468.75%
$47.24 - $62.46 $7.09K - $9.37K
182 $8K
NOV
Nov Inc.

Energy
641
+ 311.17%
$11.11 - $15.41 $7.12K - $9.88K
847 $10K
POOL
Pool Corp

Industrials
32
+ 34.04%
$285.0 - $325.66 $9.12K - $10.4K
126 $36K
REG
Regency Centers Corp

Real Estate
106
+ 34.3%
$65.48 - $74.74 $6.94K - $7.92K
415 $29K
SIGI
Selective Insurance Group Inc

Financial Services
101
+ 34.95%
$82.37 - $92.83 $8.32K - $9.38K
390 $33K
SXT
Sensient Technologies Corp

Basic Materials
41
+ 32.28%
$68.75 - $98.6 $2.82K - $4.04K
168 $16K
SLAB
Silicon Laboratories Inc.

Technology
25
+ 24.75%
$86.17 - $148.63 $2.15K - $3.72K
126 $18K
AOS
Smith A O Corp

Industrials
110
+ 35.03%
$59.63 - $70.52 $6.56K - $7.76K
424 $27K
LUV
Southwest Airlines CO

Industrials
209
+ 38.99%
$24.04 - $34.36 $5.02K - $7.18K
745 $24K
RUN
Sunrun Inc.

Technology
165
+ 7.02%
$5.67 - $12.85 $936 - $2.12K
2.51K $20K
SNX
Td Synnex Corp

Technology
36
+ 44.44%
$95.81 - $137.79 $3.45K - $4.96K
117 $15K
THO
Thor Industries Inc

Consumer Cyclical
50
+ 38.17%
$64.83 - $89.72 $3.24K - $4.49K
181 $16K
OLED
Universal Display Corp Pa

Technology
31
+ 19.25%
$106.6 - $161.02 $3.3K - $4.99K
192 $29K
FDX
Fedex Corp

Industrials
460
+ 7.65%
$198.07 - $245.17 $91.1K - $113K
6.47K $1.47M
SAN
Banco Santander, S.A.

Financial Services
608
+ 447.06%
$5.72 - $8.32 $3.48K - $5.06K
744 $6K
ERIE
Erie Indemnity CO

Financial Services
18
+ 900.0%
$340.45 - $423.93 $6.13K - $7.63K
20 $6K
HALO
Halozyme Therapeutics, Inc.

Healthcare
151
+ 158.95%
$47.91 - $70.14 $7.23K - $10.6K
246 $12K
THG
Hanover Insurance Group, Inc.

Financial Services
38
+ 316.67%
$150.66 - $178.04 $5.73K - $6.77K
50 $8K
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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