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
Liberty Media Corp Del
2
+ 0.03%
N/A
6.26K $0
Liberty Media Corp Del
3
+ 0.03%
N/A
9.98K $0
Masterbrand Inc
981
+ 467.14%
N/A
1.19K $0
MAA
Mid America Apartment Communities Inc.

Real Estate
11
+ 11.22%
$145.91 - $168.0 $1.61K - $1.85K
109 $16K
Nebius Group N.V.
1.69K
+ 51.09%
N/A
4.99K $0
Neos ETF Trust
1.4K
+ 3.0%
N/A
48K $0
BNDI
Shp ETF Tr Neos Enhanced Incom
396
+ 1.95%
N/A
20.8K $0
Nextracker Inc
1.07K
+ 325.45%
N/A
1.4K $0
Oaktree Specialty Lending CO
1.12K
+ 4.05%
N/A
28.7K $0
Perimeter Solutions Inc
169
+ 79.72%
N/A
381 $0
URE
Proshares Ultra Real Estate

ETFs
2
+ 0.55%
$50.99 - $66.16 $102 - $132
368 $23K
Rb Global Inc
29
+ 2.6%
N/A
1.15K $0
Sandisk Corp
1.09K
+ 371.58%
N/A
1.38K $0
Siriusxm Holdings Inc
1.59K
+ 4.03%
N/A
41.1K $0
SWBI
Smith & Wesson Brands, Inc.

Industrials
8
+ 27.59%
$8.48 - $10.88 $67.8 - $87
37 $0
Smurfit Westrock PLC
359
+ 875.61%
N/A
400 $0
Solventum Corp
298
+ 8.58%
N/A
3.77K $0
Standardaero Inc
124
+ 652.63%
N/A
143 $0
Talen Energy Corp
17
+ 41.46%
N/A
58 $0
Te Connectivity PLC
422
+ 12.58%
N/A
3.78K $0
Tko Group Holdings Inc
29
+ 19.21%
N/A
180 $0
United Sts Nat Gas Fd LP
10K
+ 1000.0%
N/A
11K $0
UWMC
Uwm Holdings Corp

Financial Services
410
+ 34.83%
$3.94 - $5.79 $1.62K - $2.37K
1.59K $6K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3
+ 1.8%
$15.52 - $17.13 $46.6 - $51.4
170 $2K
Vanguard Wellington Fd
7.09K
+ 133.33%
N/A
12.4K $0
Veralto Corp
667
+ 7.04%
N/A
10.1K $0
Verastem Inc
193
+ 46.39%
N/A
609 $0
Viper Energy Inc
910
+ 476.44%
N/A
1.1K $0
NEP
Nextera Energy Partners, LP

Utilities
100
+ 10.0%
N/A
1.1K $9K
ZG
Zillow Group, Inc.

Communication Services
6
+ 600.0%
$59.44 - $70.64 $357 - $424
7 $0
BLDR
Builders First Source, Inc.

Industrials
8
+ 3.83%
$105.63 - $131.12 $845 - $1.05K
217 $25K
GMED
Globus Medical Inc

Healthcare
80
+ 17.28%
$55.82 - $75.5 $4.47K - $6.04K
543 $32K
IEZ
Ishares Tr

ETFs
1
+ 0.32%
$14.77 - $19.84 $14.8 - $19.8
315 $5K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
7
+ 1.15%
$11.11 - $14.46 $77.8 - $101
615 $7K
REAL
The Real Real, Inc.

Consumer Cyclical
35
+ 2.02%
$4.79 - $7.29 $168 - $255
1.77K $8K
UDMY
Udemy, Inc.

Consumer Defensive
25
+ 1.1%
$5.78 - $7.9 $145 - $198
2.29K $16K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
39
+ 9.77%
$78.47 - $92.25 $3.06K - $3.6K
438 $35K
FDUS
Fidus Investment Corp

Financial Services
90
+ 0.44%
$17.32 - $20.65 $1.56K - $1.86K
20.7K $417K
PCG
Pg&E Corp

Utilities
1.45K
+ 20.4%
$13.55 - $17.87 $19.6K - $25.9K
8.54K $119K
UNIT
Uniti Group Inc.

Real Estate
12
+ 0.52%
$4.06 - $5.24 $48.7 - $62.9
2.31K $9K
WFRD
Weatherford International PLC

Energy
250
+ 5.38%
$39.17 - $54.26 $9.79K - $13.6K
4.89K $246K
AEE
Ameren Corp

Utilities
201
+ 3.81%
$94.23 - $101.68 $18.9K - $20.4K
5.48K $526K
EXPO
Exponent Inc

Industrials
38
+ 3.67%
$72.88 - $81.75 $2.77K - $3.11K
1.07K $80K
FRME
First Merchants Corp

Financial Services
240
+ 4.41%
$34.13 - $40.19 $8.19K - $9.65K
5.69K $217K
IYE
Ishares Tr

ETFs
5
+ 0.6%
$40.36 - $49.67 $202 - $248
845 $38K
KNSL
Kinsale Capital Group, Inc.

Financial Services
21
+ 0.43%
$419.99 - $501.97 $8.82K - $10.5K
4.85K $2.35M
TIP
Ishares Tr Tips Bd ETF

ETFs
3
+ 0.07%
$107.93 - $110.97 $324 - $333
4.3K $473K
HUN
Huntsman Corp

Basic Materials
1.48K
+ 41.24%
$10.28 - $15.52 $15.2K - $23K
5.07K $52K
NWL
Newell Brands Inc.

Consumer Defensive
28
+ 0.52%
$4.48 - $6.27 $125 - $176
5.44K $29K
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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