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
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.76K
+ 4.02%
$272.36 - $339.57 $750K - $936K
71.2K $24.2M
PLTR
Palantir Technologies Inc.

Technology
2.69K
+ 4.95%
$74.01 - $144.25 $199K - $387K
56.9K $7.76M
TTWO
Take Two Interactive Software Inc

Communication Services
2.74K
+ 3.94%
$194.58 - $243.05 $532K - $665K
72.2K $17.5M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.55K
+ 1.25%
$118.81 - $151.28 $184K - $234K
125K $18.9M
GS
Goldman Sachs Group Inc

Financial Services
570
+ 4.06%
$462.22 - $707.75 $263K - $403K
14.6K $10.3M
AMAT
Applied Materials Inc

Technology
6.47K
+ 17.4%
$126.95 - $183.52 $821K - $1.19M
43.6K $7.99M
DIS
Walt Disney CO

Communication Services
11K
+ 23.22%
$81.72 - $124.01 $903K - $1.37M
58.6K $7.27M
BA
Boeing CO

Industrials
10.2K
+ 107.53%
$136.59 - $217.51 $1.39M - $2.22M
19.7K $4.13M
AXP
American Express CO

Financial Services
299
+ 0.64%
$231.39 - $318.98 $69.2K - $95.4K
47.1K $15M
GE
General Electric CO

Industrials
3.05K
+ 10.69%
$166.81 - $257.39 $509K - $786K
31.6K $8.14M
DFAE
Dimensional ETF Tr

ETFs
2.28K
+ 0.34%
$22.87 - $28.95 $52K - $65.9K
669K $19.4M
IBM
International Business Machines Corp

Technology
409
+ 0.98%
$221.03 - $294.78 $90.4K - $121K
42K $12.4M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
39.3K
+ 303.41%
$42.85 - $50.11 $1.68M - $1.97M
52.2K $2.62M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.82K
+ 3.24%
$151.62 - $183.47 $579K - $700K
122K $22.3M
NKE
Nike, Inc.

Consumer Cyclical
21.8K
+ 42.84%
$53.27 - $72.04 $1.16M - $1.57M
72.7K $5.16M
PWR
Quanta Services, Inc.

Industrials
1.57K
+ 14.53%
$239.47 - $381.26 $376K - $599K
12.4K $4.68M
CINF
Cincinnati Financial Corp

Financial Services
12K
+ 103.81%
$126.6 - $151.6 $1.52M - $1.82M
23.5K $3.5M
BSCU
Invesco Exc Self Ind Tr

ETFs
72.2K
+ 2.37%
$16.31 - $16.78 $1.18M - $1.21M
3.12M $52.4M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
38.9K
+ 48.46%
$36.26 - $40.45 $1.41M - $1.57M
119K $4.82M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
80.3K
+ 2.98%
$19.49 - $19.66 $1.57M - $1.58M
2.78M $54.6M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
65.6K
+ 2.25%
$18.28 - $18.7 $1.2M - $1.23M
2.98M $55.7M
WFC
Wells Fargo & Company

Financial Services
12.5K
+ 14.78%
$60.98 - $80.12 $763K - $1M
97.2K $7.78M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
21K
+ 481.31%
$62.73 - $78.42 $1.32M - $1.65M
25.4K $1.96M
DE
Deere & CO

Industrials
1.69K
+ 9.07%
$412.99 - $531.48 $699K - $900K
20.4K $10.4M
MDT
Medtronic PLC

Healthcare
18.7K
+ 93.74%
$80.68 - $88.86 $1.51M - $1.66M
38.7K $3.37M
CRM
Salesforce, Inc.

Technology
4.4K
+ 6.04%
$236.26 - $291.15 $1.04M - $1.28M
77.3K $21.1M
IXN
Ishares Global Information Tec

ETFs
15.1K
+ 238.02%
$65.81 - $92.34 $996K - $1.4M
21.5K $1.98M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.81K
+ 3.31%
$108.12 - $135.04 $303K - $379K
87.5K $11.8M
MA
Mastercard Inc

Financial Services
1.09K
+ 1.78%
$479.92 - $590.74 $524K - $645K
62.4K $35M
XLK
Technology Sector Spdr

ETFs
1.77K
+ 8.68%
$179.73 - $253.23 $317K - $447K
22.1K $5.6M
EEMV
Ishares Msci Emerging Markets

ETFs
22.2K
+ 4393.66%
$54.12 - $62.8 $1.2M - $1.39M
22.7K $1.43M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.3K
+ 44.54%
$55.54 - $69.09 $903K - $1.12M
52.7K $3.64M
MS
Morgan Stanley

Financial Services
3.38K
+ 10.03%
$99.83 - $140.86 $337K - $476K
37.1K $5.22M
INTC
Intel Corp

Technology
56.7K
+ 70.58%
$18.13 - $22.69 $1.03M - $1.29M
137K $3.07M
BAC
Bank Of America Corp

Financial Services
11.4K
+ 9.12%
$34.39 - $47.46 $394K - $543K
137K $6.48M
ACWI
Ishares Msci Acwi ETF

ETFs
3.74K
+ 6.04%
$103.59 - $128.6 $388K - $481K
65.6K $8.44M
SYK
Stryker Corp

Healthcare
2.19K
+ 14.19%
$337.37 - $395.63 $738K - $866K
17.6K $6.96M
KEX
Kirby Corp

Industrials
10.4K
+ 1118.44%
$87.32 - $114.99 $911K - $1.2M
11.4K $1.29M
MCK
Mckesson Corp

Healthcare
1.48K
+ 88.5%
$652.83 - $732.78 $965K - $1.08M
3.15K $2.31M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20.8K
+ 162.38%
$45.88 - $54.4 $954K - $1.13M
33.6K $1.83M
MLM
Martin Marietta Materials Inc

Basic Materials
1.25K
+ 19.46%
$452.51 - $568.19 $566K - $711K
7.68K $4.22M
ISRG
Intuitive Surgical Inc

Healthcare
1.81K
+ 55.18%
$451.58 - $565.94 $818K - $1.02M
5.09K $2.77M
HAP
Vaneck ETF Tr Natural Resource

ETFs
20.4K
+ 100.0%
$43.16 - $52.92 $879K - $1.08M
40.7K $2.12M
EMR
Emerson Electric CO

Industrials
619
+ 1.46%
$94.15 - $133.33 $58.3K - $82.5K
43K $5.73M
ADI
Analog Devices Inc

Technology
2.64K
+ 20.89%
$164.6 - $238.02 $435K - $628K
15.3K $3.64M
PM
Philip Morris International Inc.

Consumer Defensive
896
+ 2.39%
$149.23 - $184.95 $134K - $166K
38.4K $6.99M
INTU
Intuit Inc

Technology
391
+ 9.54%
$544.07 - $787.63 $213K - $308K
4.49K $3.53M
VXF
Vanguard Extended Market ETF

ETFs
437
+ 0.98%
$150.43 - $192.71 $65.7K - $84.2K
44.8K $8.64M
BSX
Boston Scientific Corp

Healthcare
9.03K
+ 308.61%
$89.7 - $107.41 $810K - $970K
12K $1.28M
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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