Clearstead Advisors, LLC Incresed Positions in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
117
+ 3.4%
$402.49 - $513.76 $47.1K - $60.1K
3.55K $1.72M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.77K
+ 49.1%
$45.92 - $47.58 $311K - $322K
20.6K $976K
CVGI
Commercial Vehicle Group, Inc.

Consumer Cyclical
400K
+ 400.0%
$1.15 - $2.33 $460K - $932K
500K $575K
ENB
Enbridge Inc

Energy
6.62K
+ 43.9%
$41.54 - $45.45 $275K - $301K
21.7K $960K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
13.1K
+ 10.98%
$20.1 - $20.8 $263K - $273K
133K $2.75M
TRV
Travelers Companies, Inc.

Financial Services
639
+ 10.23%
$232.43 - $265.13 $149K - $169K
6.89K $1.82M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.01K
+ 119.43%
$73.78 - $76.59 $296K - $307K
7.38K $564K
ACN
Accenture PLC

Technology
3.85K
+ 17.21%
$300.91 - $398.25 $1.16M - $1.53M
26.2K $8.17M
IAU
Ishares Gold Trust

ETFs
428
+ 1.42%
$49.74 - $58.96 $21.3K - $25.2K
30.5K $1.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
924
+ 1301.41%
$333.37 - $384.99 $308K - $356K
995 $332K
CTVA
Corteva, Inc.

Basic Materials
4.24K
+ 63.46%
$55.94 - $66.15 $237K - $280K
10.9K $686K
ECL
Ecolab Inc.

Basic Materials
1.03K
+ 55.44%
$229.72 - $269.82 $238K - $279K
2.9K $734K
INTC
Intel Corp

Technology
3.69K
+ 4.82%
$19.1 - $27.39 $70.5K - $101K
80.4K $1.83M
DOW
Dow Inc.

Basic Materials
10.9K
+ 54.86%
$34.36 - $41.92 $376K - $458K
30.9K $1.08M
SPMD
Spdr Portfolio

ETFs
5.69K
+ 102.23%
$50.21 - $57.73 $286K - $329K
11.3K $576K
ED
Consolidated Edison Inc

Utilities
216
+ 1.87%
$88.0 - $110.59 $19K - $23.9K
11.8K $1.3M
VTHR
Vanguard Russell 3000 ETF

ETFs
1.74K
+ 13.33%
$243.2 - $272.04 $422K - $473K
14.8K $3.64M
VNQ
Vanguard Specialized Funds Van

ETFs
1.88K
+ 3.1%
$85.55 - $94.34 $160K - $177K
62.4K $5.65M
FTNT
Fortinet, Inc.

Technology
2.59K
+ 57.9%
$92.49 - $114.57 $240K - $297K
7.07K $680K
EPD
Enterprise Products Partners L.P.

Energy
2.83K
+ 4.97%
$31.75 - $34.14 $90K - $96.8K
59.8K $2.04M
FCX
Freeport Mcmoran Inc

Basic Materials
6.82K
+ 31.06%
$34.5 - $43.01 $235K - $293K
28.8K $1.09M
DELL
Dell Technologies Inc.

Technology
3.18K
+ 212.3%
$90.34 - $124.66 $287K - $396K
4.67K $425K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.99K
+ 18.69%
$44.72 - $46.25 $223K - $231K
31.7K $1.46M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
26.5K
+ 389.15%
$8.17 - $10.63 $216K - $281K
33.3K $307K
AEP
American Electric Power CO Inc

Utilities
805
+ 8.87%
$90.32 - $109.27 $72.7K - $88K
9.88K $1.08M
SNPS
Synopsys Inc

Technology
2.74K
+ 16.52%
$428.58 - $551.54 $1.17M - $1.51M
19.3K $8.28M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.98K
+ 1567.3%
$34.58 - $45.97 $172K - $229K
5.3K $243K
MU
Micron Technology Inc

Technology
1.09K
+ 2.32%
$86.89 - $109.38 $94.9K - $119K
48.1K $4.18M
VGSH
Vanguard

ETFs
3.78K
+ 2660.56%
$58.07 - $58.69 $219K - $222K
3.92K $230K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.02%
$254.06 - $273.83 $762 - $821
19.9K $5.28M
HUBB
Hubbell Inc

Industrials
1.68K
+ 43.92%
$330.91 - $456.86 $557K - $768K
5.51K $1.82M
VLO
Valero Energy Corp

Energy
1.01K
+ 11.58%
$121.76 - $142.99 $123K - $144K
9.72K $1.28M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.42K
+ 122.45%
$94.32 - $110.46 $228K - $268K
4.4K $424K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
3.11K
+ 498.08%
$61.2 - $68.24 $191K - $212K
3.74K $246K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
14.8K
+ 58.22%
$16.57 - $18.85 $245K - $279K
40.2K $668K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.6K
+ 56.08%
$51.45 - $58.51 $237K - $269K
12.8K $663K
AVUV
American Centy ETF Tr Avantis

ETFs
4.43K
+ 22.31%
$84.95 - $100.62 $376K - $446K
24.3K $2.12M
AEM
Agnico Eagle Mines LTD

Basic Materials
140
+ 2.37%
$79.66 - $108.41 $11.2K - $15.2K
6.04K $654K
C
Citigroup Inc

Financial Services
2.33K
+ 5.23%
$67.23 - $84.63 $156K - $197K
46.8K $3.32M
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.07%
$123.25 - $162.53 $740 - $975
8.2K $1.29M
META
Meta Platforms, Inc.

Communication Services
896
+ 3.69%
$576.36 - $736.67 $516K - $660K
25.2K $14.5M
QCOM
Qualcomm Inc

Technology
1.22K
+ 2.97%
$151.94 - $175.86 $185K - $214K
42.3K $6.49M
ACWI
Ishares Msci Acwi ETF

ETFs
2.17K
+ 3.63%
$115.16 - $124.13 $249K - $269K
61.9K $7.2M
STLD
Steel Dynamics Inc

Basic Materials
1.86K
+ 1145.68%
N/A
2.02K $197K
CTAS
Cintas Corp

Industrials
471
+ 13.05%
$182.09 - $208.14 $85.8K - $98K
4.08K $838K
PSX
Phillips 66

Energy
444
+ 3.41%
$113.93 - $131.55 $50.6K - $58.4K
13.5K $1.66M
ARES
Ares Management Corp

Financial Services
1.46K
+ 116.53%
$140.19 - $198.28 $205K - $289K
2.71K $397K
GTO
Invesco Actively Managed ETF T

ETFs
3.53K
+ 17.67%
$45.9 - $47.37 $162K - $167K
23.5K $1.1M
JCI
Johnson Controls International PLC

Industrials
2.16K
+ 268.32%
$76.12 - $90.6 $164K - $196K
2.97K $237K
Activity Summary
Buys All Purchases 1040 New Holdings 252 Increased Positions 788 Sells All Sells 628 Reductions 628 Sold out 0 Options Calls 3 Puts 1
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