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
WY
Weyerhaeuser CO

Real Estate
340
+ 10.03%
$24.69 - $29.48 $8.39K - $10K
3.73K $95K
EMN
Eastman Chemical CO

Basic Materials
96
+ 11.12%
$72.7 - $88.29 $6.98K - $8.48K
959 $71K
CHE
Chemed Corp

Healthcare
37
+ 19.37%
$486.93 - $619.21 $18K - $22.9K
228 $111K
ACGL
Arch Capital Group Ltd.

Financial Services
503
+ 4.93%
$84.99 - $96.82 $42.7K - $48.7K
10.7K $975K
OGS
One Gas, Inc.

Utilities
54
+ 1.85%
$71.59 - $81.38 $3.87K - $4.39K
2.97K $213K
ABR
Arbor Realty Trust Inc

Real Estate
315
+ 3.05%
$8.92 - $11.89 $2.81K - $3.75K
10.6K $113K
AXSM
Axsome Therapeutics, Inc.

Healthcare
60
+ 5.3%
$95.65 - $116.49 $5.74K - $6.99K
1.19K $124K
BRBR
Bellring Brands, Inc.

Consumer Defensive
11
+ 2.11%
$57.26 - $78.92 $630 - $868
532 $30K
MSI
Motorola Solutions, Inc.

Technology
301
+ 3.82%
$394.72 - $440.39 $119K - $133K
8.18K $3.44M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
114
+ 0.44%
$11.35 - $12.45 $1.29K - $1.42K
25.8K $308K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.87K
+ 17.78%
$21.02 - $26.3 $39.4K - $49.3K
12.4K $261K
CODI
Compass Diversified Holdings

Industrials
5.59K
+ 142.46%
$6.0 - $18.81 $33.5K - $105K
9.51K $59K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.86K
+ 174.44%
$50.53 - $212.53 $93.8K - $394K
2.92K $161K
WCN
Waste Connections, Inc.

Industrials
41
+ 1.53%
$183.26 - $199.95 $7.51K - $8.2K
2.72K $507K
WSO
Watsco Inc

Industrials
9
+ 3.26%
$421.84 - $520.66 $3.8K - $4.69K
285 $125K
GRMN
Garmin LTD

Technology
219
+ 2.97%
$173.63 - $218.07 $38K - $47.8K
7.58K $1.58M
GPN
Global Payments Inc

Industrials
88
+ 6.83%
$67.47 - $99.6 $5.94K - $8.76K
1.38K $110K
AIZ
Assurant, Inc.

Financial Services
23
+ 1.31%
$179.73 - $211.56 $4.13K - $4.87K
1.78K $351K
WTW
Willis Towers Watson PLC

Financial Services
202
+ 7.79%
$295.96 - $337.43 $59.8K - $68.2K
2.79K $856K
FANG
Diamondback Energy, Inc.

Energy
8
+ 0.87%
$119.25 - $161.49 $954 - $1.29K
930 $127K
AUR
Aurora Innovation, Inc.

Technology
300
+ 1.83%
$5.17 - $8.14 $1.55K - $2.44K
16.7K $87K
DECK
Deckers Outdoor Corp

Consumer Cyclical
96
+ 2.46%
$100.44 - $129.37 $9.64K - $12.4K
4K $412K
SFBS
Servis First Bancshares, Inc.

Financial Services
70
+ 1.15%
$68.48 - $82.21 $4.79K - $5.75K
6.14K $475K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
730
+ 9.92%
$212.1 - $244.27 $155K - $178K
8.09K $1.77M
ALB
Albemarle Corp

Basic Materials
190
+ 4.43%
$50.76 - $72.25 $9.64K - $13.7K
4.48K $280K
RPM
Rpm International Inc

Basic Materials
214
+ 1.98%
$96.97 - $117.58 $20.8K - $25.2K
11K $1.21M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
612
+ 13.39%
$90.21 - $112.66 $55.2K - $68.9K
5.18K $472K
AMCR
Amcor PLC

Consumer Cyclical
1.22K
+ 1.04%
$8.57 - $9.81 $10.5K - $12K
118K $1.09M
COP
Conocophillips

Energy
3.04K
+ 14.24%
$82.66 - $106.1 $251K - $322K
24.4K $2.19M
AES
Aes Corp

Utilities
8.32K
+ 10.9%
$9.63 - $12.55 $80.1K - $104K
84.6K $890K
IBRX
Immunity Bio, Inc.

Healthcare
11.3K
+ 4.78%
$1.89 - $3.44 $21.3K - $38.9K
247K $653K
PAYX
Paychex Inc

Industrials
498
+ 3.36%
$137.01 - $159.78 $68.2K - $79.6K
15.3K $2.23M
CL
Colgate Palmolive CO

Consumer Defensive
616
+ 1.46%
$87.57 - $96.0 $53.9K - $59.1K
42.8K $3.89M
UNP
Union Pacific Corp

Industrials
206
+ 1.03%
$208.27 - $238.46 $42.9K - $49.1K
20.2K $4.64M
WU
Western Union CO

Financial Services
22
+ 0.06%
$8.37 - $10.63 $184 - $234
37.6K $316K
MCD
Mcdonalds Corp

Consumer Cyclical
2.55K
+ 6.14%
$285.55 - $321.23 $728K - $819K
44.1K $12.9M
DUK
Duke Energy Corp

Utilities
846
+ 1.66%
$112.46 - $124.05 $95.1K - $105K
51.7K $6.1M
SNY
Sanofi

Healthcare
551
+ 3.0%
$47.62 - $55.44 $26.2K - $30.5K
18.9K $913K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
4.25K
+ 889.54%
$105.72 - $1416.0 $450K - $6.02M
4.73K $528K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.5K
+ 3.78%
$24.32 - $27.87 $255K - $292K
288K $7.63M
TSCO
Tractor Supply CO

Consumer Cyclical
163
+ 0.25%
$47.86 - $55.77 $7.8K - $9.09K
65.3K $3.45M
FTV
Fortive Corp

Technology
701
+ 6.52%
$52.13 - $74.29 $36.5K - $52.1K
11.5K $597K
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.06K
+ 0.22%
$19.94 - $22.91 $21.2K - $24.4K
490K $10.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
107
+ 0.95%
$310.86 - $348.77 $33.3K - $37.3K
11.4K $3.65M
DOW
Dow Inc.

Basic Materials
355
+ 1.15%
$25.81 - $34.89 $9.16K - $12.4K
31.2K $826K
AHH
Armada Hoffler Properties, Inc.

Real Estate
13.3K
+ 1.87%
$6.37 - $7.42 $84.5K - $98.5K
724K $4.97M
AWK
American Water Works Company, Inc.

Utilities
3.34K
+ 2.86%
$133.82 - $151.96 $447K - $508K
120K $16.8M
FAST
Fastenal CO

Industrials
26.7K
+ 57.82%
$40.65 - $83.16 $1.08M - $2.22M
72.8K $3.06M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
121K
+ 1419.8%
$87.84 - $1441.89 $10.6M - $174M
129K $11.7M
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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