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
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
7.02K
+ 643.67%
$106.81 - $136.49 $749K - $958K
8.11K $1.11M
CEG
Constellation Energy Corp

Utilities
169
+ 2.4%
$170.96 - $322.76 $28.9K - $54.5K
7.21K $2.33M
BX
Blackstone Inc.

Financial Services
1.72K
+ 2.64%
$120.07 - $151.11 $207K - $260K
66.9K $10M
INQQ
Exchange Traded Concepts Tr In

ETFs
49.1K
+ 235.68%
$13.61 - $16.6 $668K - $815K
69.9K $1.16M
EPI
Wisdomtree Tr India Earnings F

ETFs
17.6K
+ 256.34%
$41.3 - $47.52 $726K - $835K
24.4K $1.16M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
29.3K
+ 3.39%
$24.88 - $25.41 $728K - $744K
892K $22.7M
APH
Amphenol Corp

Technology
1.93K
+ 9.89%
$59.09 - $98.75 $114K - $191K
21.5K $2.12M
KO
Coca Cola CO

Consumer Defensive
13.9K
+ 7.86%
$68.37 - $73.9 $950K - $1.03M
191K $13.5M
IGV
Ishares Expanded Tech Software

ETFs
6.34K
+ 101.12%
$80.15 - $109.5 $508K - $694K
12.6K $1.38M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.91K
+ 2.16%
$121.58 - $136.74 $719K - $809K
280K $38M
IVE
Ishares S&P 500 Value ETF

ETFs
1.25K
+ 1.12%
$168.34 - $195.42 $211K - $245K
113K $22.1M
TJX
Tjx Companies Inc

Consumer Cyclical
5.62K
+ 11.74%
$119.13 - $135.03 $670K - $759K
53.5K $6.61M
CDNS
Cadence Design Systems Inc

Technology
2.43K
+ 546.52%
$231.64 - $323.08 $563K - $786K
2.88K $886K
SNOW
Snowflake Inc.

Technology
2.35K
+ 74.05%
$130.53 - $223.77 $306K - $525K
5.51K $1.23M
RBLX
Roblox Corp

Communication Services
6.28K
+ 271.13%
$51.22 - $105.59 $322K - $663K
8.6K $904K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.76K
+ 19.43%
$45.98 - $56.15 $403K - $492K
53.8K $3.02M
IBMP
Ishares Tr Ibonds December 202

ETFs
27.3K
+ 3.14%
$24.98 - $25.35 $683K - $693K
898K $22.8M
SPGI
S&P Global Inc.

Financial Services
839
+ 5.31%
$438.31 - $527.29 $368K - $442K
16.6K $8.78M
IBMO
Ishares Tr Ibonds December 202

ETFs
26.8K
+ 3.13%
$25.32 - $25.63 $677K - $686K
882K $22.6M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
71.5K
+ 9.99%
$10.78 - $11.28 $771K - $807K
788K $8.77M
AMD
Advanced Micro Devices Inc

Technology
1.74K
+ 14.27%
$78.21 - $143.81 $136K - $251K
14K $1.98M
TDG
Trans Digm Group Inc

Industrials
148
+ 4.12%
$1231.75 - $1520.64 $182K - $225K
3.74K $5.68M
C
Citigroup Inc

Financial Services
490
+ 1.05%
$58.13 - $85.12 $28.5K - $41.7K
47.3K $4.02M
CRWD
Crowd Strike Holdings, Inc.

Technology
562
+ 21.99%
$321.63 - $509.31 $181K - $286K
3.12K $1.59M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.6K
+ 9.96%
$86.05 - $107.7 $309K - $387K
39.7K $4.28M
QCOM
Qualcomm Inc

Technology
2.68K
+ 6.34%
$124.66 - $159.48 $334K - $428K
45K $7.16M
MKL
Markel Corp

Financial Services
145
+ 5.15%
$1678.5 - $1997.36 $243K - $290K
2.96K $5.91M
VGT
Vanguard Information Technolog

ETFs
326
+ 9.12%
$470.37 - $663.28 $153K - $216K
3.9K $2.59M
WSBC
Wesbanco Inc

Financial Services
20.3K
+ 2140.74%
$26.79 - $32.33 $545K - $657K
21.3K $673K
TT
Trane Technologies PLC

Industrials
925
+ 40.62%
$315.21 - $437.41 $292K - $405K
3.2K $1.4M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
5.96K
+ 135.45%
$83.8 - $101.39 $499K - $604K
10.4K $1.05M
FNDC
Schwab Fundamental Intl Small

ETFs
13.7K
+ 447.12%
$32.97 - $42.05 $451K - $575K
16.7K $703K
COF
Capital One Financial Corp

Financial Services
503
+ 3.48%
$150.57 - $212.76 $75.7K - $107K
15K $3.19M
CVGI
Commercial Vehicle Group, Inc.

Consumer Cyclical
200K
+ 40.0%
$0.83 - $1.66 $166K - $332K
700K $1.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.66K
+ 6.36%
$72.02 - $73.82 $552K - $565K
128K $9.43M
NEM
Newmont Corp

Basic Materials
6.32K
+ 29.43%
$44.18 - $59.46 $279K - $376K
27.8K $1.62M
TXT
Textron Inc

Industrials
7.23K
+ 2203.05%
$60.72 - $80.34 $439K - $581K
7.55K $606K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.68K
+ 6.69%
$149.76 - $186.42 $251K - $313K
26.8K $4.99M
DAL
Delta Air Lines, Inc.

Industrials
1.78K
+ 2.04%
$35.88 - $52.99 $63.7K - $94.1K
88.7K $4.36M
CI
Cigna Corp

Healthcare
1.7K
+ 30.38%
$301.89 - $340.04 $513K - $578K
7.3K $2.41M
MAR
Marriott International Inc

Consumer Cyclical
1.52K
+ 35.17%
$211.12 - $274.14 $322K - $418K
5.85K $1.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.01K
+ 1.41%
$34.72 - $42.74 $69.8K - $85.9K
144K $6.17M
GD
General Dynamics Corp

Industrials
1.48K
+ 22.15%
$247.68 - $291.66 $367K - $432K
8.17K $2.38M
CGGO
Capital Group Global Growth Eq

ETFs
17.4K
+ 1882.07%
$25.31 - $32.17 $441K - $561K
18.4K $586K
CSGP
Costar Group, Inc.

Real Estate
4.03K
+ 2.19%
$72.62 - $83.22 $293K - $335K
188K $15.1M
CPRT
Copart Inc

Consumer Cyclical
14K
+ 68.84%
$47.72 - $63.84 $670K - $896K
34.4K $1.69M
MPC
Marathon Petroleum Corp

Energy
2.18K
+ 25.94%
$118.55 - $170.08 $259K - $371K
10.6K $1.76M
FIW
First Trust Water ETF

ETFs
4.57K
+ 84.75%
$90.26 - $108.05 $413K - $494K
9.97K $1.08M
AMT
American Tower Corp

Real Estate
1.88K
+ 5.62%
$203.96 - $228.19 $384K - $430K
35.4K $7.82M
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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