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
OEF
Ishares S&P 100 ETF

ETFs
6
+ 0.12%
N/A
4.88K $1.3M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
31
+ 36.47%
$97.78 - $126.44 $3.03K - $3.92K
116 $12K
KRC
Kilroy Realty Corp

Real Estate
40
+ 160.0%
$28.32 - $35.95 $1.13K - $1.44K
65 $2K
LANC
Lancaster Colony Corp

Consumer Defensive
12
+ 400.0%
$159.67 - $192.9 $1.92K - $2.31K
15 $2K
MLI
Mueller Industries Inc

Industrials
9
+ 2.88%
$68.45 - $79.6 $616 - $716
321 $25K
NWBI
Northwest Bancshares, Inc.

Financial Services
37
+ 1.55%
$10.9 - $12.84 $403 - $475
2.42K $30K
NWE
Northwestern Corp

Utilities
26
+ 185.71%
$50.8 - $59.51 $1.32K - $1.55K
40 $2K
PPC
Pilgrims Pride Corp

Consumer Defensive
52
+ 520.0%
$44.55 - $56.26 $2.32K - $2.93K
62 $2K
PRO
Pros Holdings, Inc.

Technology
158
+ 43.29%
$13.98 - $20.02 $2.21K - $3.16K
523 $8K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
17
+ 4.66%
$139.81 - $165.8 $2.38K - $2.82K
382 $59K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
83
+ 12.03%
$31.07 - $32.25 $2.58K - $2.68K
773 $24K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
35
+ 52.24%
$38.81 - $44.28 $1.36K - $1.55K
102 $4K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
4
+ 0.45%
$114.16 - $129.6 $457 - $518
898 $115K
SR
Spire Inc

Utilities
36
+ 240.0%
$71.03 - $79.07 $2.56K - $2.85K
51 $3K
RGR
Sturm Ruger & CO Inc

Industrials
48
+ 77.42%
N/A
110 $4K
TDF
Templeton Dragon Fund Inc

Financial Services
10
+ 0.16%
$8.21 - $10.09 $82.1 - $101
6.29K $62K
TRU
Trans Union

Industrials
13
+ 8.13%
$69.26 - $91.89 $900 - $1.19K
173 $15K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
34
+ 22.97%
N/A
182 $9K
VAL
Valaris LTD

Energy
54
+ 5400.0%
$28.94 - $46.88 $1.56K - $2.53K
55 $2K
AGNC
Agnc Investment Corp.

Real Estate
149
+ 63.14%
$8.12 - $9.49 $1.21K - $1.41K
385 $3K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2
+ 0.92%
$37.18 - $42.55 $74.4 - $85.1
220 $9K
ATRC
Atri Cure, Inc.

Healthcare
20
+ 7.46%
$29.07 - $34.94 $581 - $699
288 $9K
AVY
Avery Dennison Corp

Industrials
7
+ 2.6%
$159.58 - $183.97 $1.12K - $1.29K
276 $48K
CLBT
Cellebrite Di Ltd.

Technology
133
+ 34.19%
$15.47 - $20.14 $2.06K - $2.68K
522 $8K
CHH
Choice Hotels International Inc

Consumer Cyclical
15
+ 8.88%
$117.49 - $134.0 $1.76K - $2.01K
184 $23K
CMS
Cms Energy Corp

Utilities
221
+ 8.8%
$68.57 - $75.51 $15.2K - $16.7K
2.73K $189K
DVA
Davita Inc.

Healthcare
116
+ 7.56%
$133.5 - $155.51 $15.5K - $18K
1.65K $235K
EBF
Ennis, Inc.

Industrials
85
+ 85.0%
$17.27 - $20.22 $1.47K - $1.72K
185 $3K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
20
+ 1.08%
$42.72 - $44.24 $854 - $885
1.88K $82K
FLNC
Fluence Energy, Inc.

Utilities
187
+ 340.0%
$3.61 - $6.71 $675 - $1.25K
242 $1K
HLNE
Hamilton Lane Inc

Financial Services
10
+ 6.21%
$126.65 - $175.49 $1.27K - $1.75K
171 $24K
HAYW
Hayward Holdings, Inc.

Industrials
123
+ 2.75%
$11.32 - $14.76 $1.39K - $1.82K
4.6K $63K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
29
+ 580.0%
$31.8 - $42.16 $922 - $1.22K
34 $1K
HY
Hyster Yale Materials Handling, Inc.

Industrials
66
+ 7.16%
$36.24 - $43.32 $2.39K - $2.86K
988 $39K
INFA
Informatica Inc.

Technology
72
+ 7200.0%
$15.86 - $24.35 $1.14K - $1.75K
73 $1K
LSTR
Landstar System Inc

Industrials
23
+ 11.33%
$131.55 - $151.93 $3.03K - $3.49K
226 $31K
LNW
Light & Wonder, Inc.

Consumer Cyclical
6
+ 31.58%
$77.8 - $96.26 $467 - $578
25 $2K
NTGR
Netgear, Inc.

Technology
15
+ 37.5%
$19.97 - $31.25 $300 - $469
55 $1K
NJR
New Jersey Resources Corp

Utilities
36
+ 73.47%
$44.23 - $49.97 $1.59K - $1.8K
85 $3K
OPI
Office Properties Income Trust

Real Estate
4.04K
+ 393.0%
$0.18 - $0.45 $727 - $1.82K
5.07K $1K
PEB
Pebblebrook Hotel Trust

Real Estate
148
+ 2.5%
$7.71 - $10.59 $1.14K - $1.57K
6.07K $60K
ROLL
Rbc Bearings Inc

Industrials
4
+ 1.08%
N/A
375 $92K
NRZ
New Residential Investment Corp.

Real Estate
227
+ 7.09%
N/A
3.43K $24K
FNDX
Schwab Fundamental U S Large C

ETFs
8
+ 0.54%
$20.84 - $24.54 $167 - $196
1.5K $36K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
65
+ 34.76%
$30.03 - $40.05 $1.95K - $2.6K
252 $8K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
221
+ 2.22%
$24.14 - $25.43 $5.33K - $5.62K
10.2K $252K
VTYX
Ventyx Biosciences, Inc.

Healthcare
315
+ 63.0%
$0.84 - $2.65 $265 - $835
815 $1K
WRBY
Warby Parker Inc.

Healthcare
2
+ 1.98%
$14.0 - $22.6 $28 - $45.2
103 $2K
XP
Xp Inc.

Financial Services
41
+ 87.23%
$12.69 - $20.62 $520 - $845
88 $1K
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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