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
IPG
Interpublic Group Of Companies, Inc.

Communication Services
330
+ 20.87%
$22.66 - $26.12 $7.48K - $8.62K
1.91K $46K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1
+ 0.73%
$122.04 - $169.14 $122 - $169
138 $23K
KRG
Kite Realty Group Trust

Real Estate
195
+ 6500.0%
$19.53 - $23.3 $3.81K - $4.54K
198 $4K
LRMR
Larimar Therapeutics, Inc.

Healthcare
1.15K
+ 76.93%
$1.71 - $3.25 $1.97K - $3.75K
2.65K $7K
LZ
Legalzoom.Com, Inc.

Industrials
465
+ 23.25%
$6.61 - $9.71 $3.07K - $4.52K
2.47K $21K
MOS
Mosaic CO

Basic Materials
48
+ 18.46%
$22.76 - $36.95 $1.09K - $1.77K
308 $11K
NMRK
Newmark Group, Inc.

Real Estate
314
+ 81.98%
$10.09 - $12.35 $3.17K - $3.88K
697 $8K
NOVT
Novanta Inc

Technology
31
+ 25.62%
N/A
152 $23K
ORA
Ormat Technologies, Inc.

Utilities
45
+ 562.5%
$66.4 - $86.59 $2.99K - $3.9K
53 $4K
SLGN
Silgan Holdings Inc

Consumer Cyclical
75
+ 29.18%
$45.48 - $56.15 $3.41K - $4.21K
332 $17K
UDR
Udr, Inc.

Real Estate
206
+ 19.88%
$38.09 - $45.36 $7.85K - $9.34K
1.24K $50K
MTN
Vail Resorts Inc

Consumer Cyclical
35
+ 11.18%
$131.42 - $164.64 $4.6K - $5.76K
348 $54K
HYD
Vaneck High Yield Muni ETF

ETFs
101
+ 10.93%
$49.08 - $51.35 $4.96K - $5.19K
1.03K $51K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
306
+ 18.26%
$99.37 - $134.05 $30.4K - $41K
1.98K $224K
ASB
Associated Banc Corp

Financial Services
119
+ 1081.82%
$18.91 - $24.56 $2.25K - $2.92K
130 $3K
DSTL
ETF Ser Solution Distillate Us

ETFs
42
+ 10.19%
$48.53 - $55.35 $2.04K - $2.32K
454 $25K
FHI
Federated Hermes, Inc.

Financial Services
81
+ 900.0%
$35.85 - $44.32 $2.9K - $3.59K
90 $3K
FFIN
First Financial Bankshares Inc

Financial Services
73
+ 101.39%
$31.3 - $37.48 $2.28K - $2.74K
145 $5K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
49
+ 25.52%
$67.02 - $83.8 $3.28K - $4.11K
241 $18K
FNV
Franco Nevada Corp

Basic Materials
1
+ 0.22%
$143.04 - $178.17 $143 - $178
452 $74K
FCN
Fti Consulting, Inc

Industrials
22
+ 275.0%
$152.87 - $168.51 $3.36K - $3.71K
30 $4K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1
+ 0.27%
$53.5 - $71.62 $53.5 - $71.6
372 $26K
IRDM
Iridium Communications Inc.

Communication Services
81
+ 337.5%
$21.57 - $30.17 $1.75K - $2.44K
105 $3K
MARA
Marathon Digital Holdings, Inc.

Financial Services
134
+ 11.56%
N/A
1.29K $29K
MAS
Masco Corp

Industrials
103
+ 15.24%
$58.73 - $71.06 $6.05K - $7.32K
779 $50K
MUR
Murphy Oil Corp

Energy
111
+ 462.5%
$19.62 - $29.21 $2.18K - $3.24K
135 $3K
NWS
News Corp New Cl B Com Stk (De

Communication Services
74
+ 308.33%
$27.41 - $34.31 $2.03K - $2.54K
98 $3K
KWR
Quaker Chemical Corp

Basic Materials
36
+ 46.75%
$97.26 - $124.36 $3.5K - $4.48K
113 $12K
SNA
Snap On Inc

Industrials
18
+ 15.38%
$292.36 - $342.2 $5.26K - $6.16K
135 $42K
SWX
Southwest Gas Holdings, Inc.

Utilities
35
+ 175.0%
$66.91 - $76.44 $2.34K - $2.68K
55 $4K
SXI
Standex International Corp

Industrials
18
+ 29.51%
$130.91 - $162.93 $2.36K - $2.93K
79 $12K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
1.05K
+ 10480.0%
$2.75 - $4.79 $2.88K - $5.02K
1.06K $3K
TCBI
Texas Capital Bancshares Inc

Financial Services
30
+ 272.73%
$61.24 - $79.4 $1.84K - $2.38K
41 $3K
TTC
Toro CO

Industrials
114
+ 5.05%
$63.51 - $77.8 $7.24K - $8.87K
2.37K $167K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
36
+ 2.73%
$35.42 - $43.89 $1.28K - $1.58K
1.35K $59K
PNM
Pnm Resources Inc

Utilities
70
+ 636.36%
N/A
81 $3K
WMG
Warner Music Group Corp.

Communication Services
107
+ 764.29%
$25.91 - $31.32 $2.77K - $3.35K
121 $3K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
55
+ 4.05%
$43.28 - $50.37 $2.38K - $2.77K
1.41K $70K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
129
+ 59.17%
$28.23 - $38.37 $3.64K - $4.95K
347 $10K
ZD
Ziff Davis, Inc.

Communication Services
234
+ 42.39%
$29.53 - $38.63 $6.91K - $9.04K
786 $23K
MKC
Mccormick & CO Inc

Consumer Defensive
1.7K
+ 8.7%
$71.11 - $82.25 $121K - $140K
21.3K $1.61M
AGI
Alamos Gold Inc

Basic Materials
100
+ 50.0%
$23.81 - $30.33 $2.38K - $3.03K
300 $7K
ALGM
Allegro Microsystems, Inc.

Technology
53
+ 106.0%
$16.53 - $34.19 $876 - $1.81K
103 $3K
CHX
Champion X Corp

Energy
87
+ 104.82%
$22.52 - $30.02 $1.96K - $2.61K
170 $4K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
157
+ 2.02%
$10.7 - $12.22 $1.68K - $1.92K
7.91K $95K
CNDT
Conduent Inc

Technology
609
+ 390.38%
$1.97 - $2.81 $1.2K - $1.71K
765 $2K
SATS
Echo Star Corp

Technology
68
+ 400.0%
$15.99 - $28.81 $1.09K - $1.96K
85 $2K
GBDC
Golub Capital Bdc, Inc.

Financial Services
922
+ 3.78%
$13.03 - $15.28 $12K - $14.1K
25.3K $371K
HRI
Herc Holdings Inc

Industrials
15
+ 37.5%
$102.34 - $142.19 $1.54K - $2.13K
55 $7K
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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