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
HOG
Harley Davidson, Inc.

Consumer Cyclical
242
+ 242.0%
$20.82 - $25.94 $5.04K - $6.28K
342 $8K
GVI
Ishares Tr

ETFs
24
+ 0.59%
$104.82 - $106.79 $2.52K - $2.56K
4.13K $440K
LKQ
Lkq Corp

Consumer Cyclical
178
+ 523.53%
$36.86 - $43.38 $6.56K - $7.72K
212 $7K
NAT
Nordic American Tankers LTD

Industrials
1.65K
+ 11006.67%
N/A
1.67K $6K
OMF
One Main Holdings, Inc.

Financial Services
98
+ 816.67%
$40.42 - $57.0 $3.96K - $5.59K
110 $6K
QLYS
Qualys, Inc.

Technology
42
+ 4200.0%
$115.21 - $142.87 $4.84K - $6K
43 $6K
RDNT
Rad Net, Inc.

Healthcare
47
+ 10.9%
$47.36 - $61.14 $2.23K - $2.87K
478 $27K
STEP
Step Stone Group Inc.

Financial Services
87
+ 51.79%
$42.46 - $60.26 $3.69K - $5.24K
255 $14K
TKR
Timken CO

Industrials
62
+ 3.05%
$57.34 - $74.03 $3.56K - $4.59K
2.09K $151K
UFPI
Ufp Industries Inc

Basic Materials
59
+ 2950.0%
$94.93 - $109.1 $5.6K - $6.44K
61 $6K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
53
+ 92.98%
$86.58 - $104.98 $4.59K - $5.56K
110 $11K
BNDX
Vanguard Total International B

ETFs
14
+ 0.19%
$48.77 - $49.55 $683 - $694
7.53K $372K
VITL
Vital Farms, Inc.

Consumer Defensive
127
+ 142.7%
$30.52 - $38.52 $3.88K - $4.89K
216 $8K
VNO
Vornado Realty Trust

Real Estate
140
+ 560.0%
$31.74 - $41.27 $4.44K - $5.78K
165 $6K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
168
+ 1.49%
$39.34 - $40.41 $6.61K - $6.79K
11.4K $459K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
3
+ 0.3%
$14.1 - $22.95 $42.3 - $68.9
1K $21K
AFL
Aflac Inc

Financial Services
496
+ 5.94%
$99.77 - $112.45 $49.5K - $55.8K
8.85K $933K
CHDN
Churchill Downs Inc

Consumer Cyclical
61
+ 80.26%
$87.99 - $111.79 $5.37K - $6.82K
137 $13K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
423
+ 48.56%
$21.27 - $26.73 $9K - $11.3K
1.29K $28K
EPAM
Epam Systems, Inc.

Technology
27
+ 13.57%
N/A
226 $41K
FOX
Fox Corp Cl B (De)

Communication Services
94
+ 1175.0%
$43.81 - $53.0 $4.12K - $4.98K
102 $5K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
173
+ 19.12%
$23.13 - $24.23 $4K - $4.19K
1.08K $26K
LITE
Lumentum Holdings Inc.

Technology
48
+ 400.0%
$49.56 - $95.06 $2.38K - $4.56K
60 $5K
LYB
Lyondell Basell Industries N.V.

Basic Materials
251
+ 32.3%
$53.23 - $70.65 $13.4K - $17.7K
1.03K $59K
MMSI
Merit Medical Systems Inc

Healthcare
60
+ 58.82%
$88.48 - $107.04 $5.31K - $6.42K
162 $15K
MPLX
Mplx LP

Energy
244
+ 6.44%
$46.68 - $53.89 $11.4K - $13.1K
4.03K $207K
MSM
Msc Industrial Direct CO Inc

Industrials
54
+ 125.58%
$70.15 - $85.48 $3.79K - $4.62K
97 $8K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
522
+ 3.18%
$7.05 - $8.02 $3.68K - $4.19K
16.9K $135K
PARA
Paramount Global

Communication Services
415
+ 20750.0%
$10.65 - $12.9 $4.42K - $5.35K
417 $5K
PFG
Principal Financial Group Inc

Financial Services
112
+ 17.1%
$69.56 - $86.19 $7.79K - $9.65K
767 $60K
SITM
Sitime Corp

Technology
21
+ 131.25%
$116.79 - $241.6 $2.45K - $5.07K
37 $7K
SRLN
Ssga Active Trust

ETFs
101
+ 19.2%
$39.47 - $41.59 $3.99K - $4.2K
627 $26K
TGTX
Tg Therapeutics, Inc.

Healthcare
136
+ 206.06%
$33.37 - $45.51 $4.54K - $6.19K
202 $7K
RCII
Rent A Center Inc De

Industrials
181
+ 15.08%
N/A
1.38K $36K
ZWS
Zurn Water Solutions Corp

Industrials
66
+ 7.99%
$28.5 - $37.54 $1.88K - $2.48K
892 $32K
TOWN
Towne Bank (Va)

Financial Services
151
+ 0.09%
$30.4 - $35.29 $4.59K - $5.33K
161K $5.51M
ASIX
Advan Six Inc.

Basic Materials
156
+ 650.0%
$18.69 - $24.81 $2.92K - $3.87K
180 $4K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
935
+ 40.65%
$3.1 - $4.72 $2.9K - $4.41K
3.24K $13K
ASGN
Asgn Inc

Technology
79
+ 1128.57%
$48.58 - $63.92 $3.84K - $5.05K
86 $4K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
106
+ 203.85%
$35.46 - $44.91 $3.76K - $4.76K
158 $6K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
177
+ 1.34%
$9.86 - $10.92 $1.75K - $1.93K
13.4K $145K
BRX
Brixmor Property Group Inc.

Real Estate
175
+ 54.52%
N/A
496 $11K
CE
Celanese Corp

Basic Materials
94
+ 14.01%
$37.49 - $59.36 $3.52K - $5.58K
765 $42K
OFC
Corporate Office Properties Trust

Real Estate
193
+ 4.6%
N/A
4.39K $105K
DENN
Denny'S Corp

Consumer Cyclical
1.21K
+ 24140.0%
$2.91 - $4.64 $3.51K - $5.6K
1.21K $4K
XRAY
Dentsply Sirona Inc.

Healthcare
84
+ 3.24%
$12.55 - $16.75 $1.05K - $1.41K
2.68K $42K
DBX
Dropbox, Inc.

Technology
132
+ 220.0%
$25.42 - $29.7 $3.36K - $3.92K
192 $5K
G
Genpact LTD

Technology
137
+ 55.92%
$40.65 - $50.56 $5.57K - $6.93K
382 $16K
GOSS
Gossamer Bio, Inc.

Healthcare
1.55K
+ 7.05%
$0.78 - $1.44 $1.21K - $2.23K
23.6K $28K
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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