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
MNST
Monster Beverage Corp

Consumer Defensive
5.7K
+ 13.57%
$55.01 - $64.24 $313K - $366K
47.7K $2.99M
DASH
Door Dash, Inc.

Communication Services
1.95K
+ 288.91%
$163.16 - $246.51 $319K - $481K
2.63K $648K
WM
Waste Management Inc

Industrials
3.34K
+ 3.73%
$216.47 - $242.1 $723K - $808K
93K $21.3M
HBAN
Huntington Bancshares Inc

Financial Services
10.8K
+ 5.56%
$12.49 - $16.76 $134K - $180K
204K $3.43M
KLAC
Kla Corp

Technology
265
+ 20.61%
$576.53 - $902.94 $153K - $239K
1.55K $1.39M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
787
+ 8.71%
$224.16 - $285.86 $176K - $225K
9.82K $2.81M
FIX
Comfort Systems Usa Inc

Industrials
855
+ 459.68%
$296.51 - $536.21 $254K - $458K
1.04K $558K
MPWR
Monolithic Power Systems Inc

Technology
592
+ 158.71%
$455.19 - $737.73 $269K - $437K
965 $705K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
635
+ 0.54%
$35.22 - $43.72 $22.4K - $27.8K
119K $5.2M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
53
+ 0.03%
$26.38 - $32.66 $1.4K - $1.73K
157K $5.14M
MMM
3 M CO

Industrials
2.12K
+ 7.41%
$126.09 - $154.15 $267K - $326K
30.7K $4.67M
HD
Home Depot, Inc.

Consumer Cyclical
1.25K
+ 1.84%
$335.24 - $380.78 $420K - $477K
69.4K $25.5M
ADBE
Adobe Inc.

Technology
888
+ 2.55%
$340.0 - $420.68 $302K - $374K
35.7K $13.8M
CTAS
Cintas Corp

Industrials
1.74K
+ 42.57%
$190.11 - $227.66 $330K - $395K
5.82K $1.3M
DELL
Dell Technologies Inc.

Technology
2.53K
+ 54.22%
$71.63 - $125.98 $181K - $319K
7.21K $883K
VIG
Vanguard Dividend Appreciation

ETFs
2.51K
+ 1.93%
N/A
133K $24.1M
CSX
Csx Corp

Industrials
4.19K
+ 4.21%
$26.69 - $32.91 $112K - $138K
104K $3.38M
ASML
Asml Holding Nv

Technology
492
+ 113.1%
$595.37 - $815.24 $293K - $401K
927 $742K
VRSN
Verisign Inc

Technology
1.51K
+ 289.62%
$234.49 - $288.8 $353K - $435K
2.03K $585K
GLW
Corning Inc

Technology
3.04K
+ 7.5%
$39.07 - $52.59 $119K - $160K
43.5K $2.29M
SAP
Sap Se

Technology
982
+ 26.98%
$237.53 - $309.8 $233K - $304K
4.62K $1.41M
TFC
Truist Financial Corp

Financial Services
5.98K
+ 6.64%
$34.79 - $42.99 $208K - $257K
96.1K $4.13M
GTO
Invesco Actively Managed ETF T

ETFs
9.01K
+ 38.34%
$45.73 - $47.2 $412K - $425K
32.5K $1.52M
NEU
Newmarket Corp

Basic Materials
11
+ 0.33%
$519.95 - $690.86 $5.72K - $7.6K
3.32K $2.29M
CME
Cme Group Inc.

Financial Services
979
+ 7.15%
$252.37 - $290.71 $247K - $285K
14.7K $4.04M
EME
Emcor Group, Inc.

Industrials
642
+ 165.46%
$342.02 - $534.89 $220K - $343K
1.03K $550K
HOOD
Robinhood Markets, Inc.

Technology
2.16K
+ 54.97%
$34.17 - $93.63 $73.9K - $202K
6.1K $570K
VTHR
Vanguard Russell 3000 ETF

ETFs
78
+ 0.53%
$218.71 - $272.75 $17.1K - $21.3K
14.8K $4.05M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
23.9K
+ 59.5%
$14.97 - $16.79 $358K - $401K
64.1K $1.07M
IDXX
Idexx Laboratories Inc

Healthcare
341
+ 18.07%
$361.04 - $536.34 $123K - $183K
2.23K $1.19M
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.11K
+ 9.21%
$67.22 - $100.51 $74.3K - $111K
13.1K $1.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
13.3K
+ 1399.37%
$24.21 - $29.47 $322K - $392K
14.2K $419K
FCX
Freeport Mcmoran Inc

Basic Materials
5.38K
+ 18.7%
$29.15 - $44.46 $157K - $239K
34.1K $1.48M
XLY
Select Sector Spdr Consumer Di

ETFs
1.7K
+ 201.54%
$176.34 - $218.59 $300K - $372K
2.55K $553K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
3.2K
+ 4.33%
$26.99 - $33.86 $86.4K - $108K
77.1K $2.58M
VEEV
Veeva Systems Inc

Healthcare
751
+ 26.48%
$209.39 - $289.94 $157K - $218K
3.59K $1.03M
CARR
Carrier Global Corp

Industrials
1.1K
+ 3.7%
$55.55 - $75.83 $61.1K - $83.4K
30.8K $2.26M
IWN
Ishares Russell2000 Val ETF

ETFs
1.71K
+ 11.36%
$131.84 - $157.76 $226K - $270K
16.8K $2.65M
IYW
Ishares Dj Us Tech ETF

ETFs
1.16K
+ 22.61%
$122.57 - $173.27 $142K - $201K
6.29K $1.09M
XOM
Exxon Mobil Corp

Energy
24K
+ 12.03%
$99.93 - $119.04 $2.39M - $2.85M
223K $24.1M
YUM
Yum Brands Inc

Consumer Cyclical
2.98K
+ 36.35%
$138.36 - $161.45 $412K - $481K
11.2K $1.66M
AKAM
Akamai Technologies Inc

Technology
4K
+ 3.5%
N/A
118K $10.7M
CTRA
Coterra Energy Inc.

Energy
14.1K
+ 5450.0%
$22.6 - $29.07 $318K - $409K
14.3K $363K
CAH
Cardinal Health Inc

Healthcare
1.63K
+ 60.35%
$125.0 - $168.0 $203K - $273K
4.32K $726K
CW
Curtiss Wright Corp

Industrials
523
+ 99.24%
$283.18 - $488.55 $148K - $256K
1.05K $512K
URI
United Rentals, Inc.

Industrials
156
+ 8.74%
$551.94 - $753.4 $86.1K - $118K
1.94K $1.46M
CHTR
Charter Communications, Inc.

Communication Services
667
+ 38.73%
$321.68 - $427.25 $215K - $285K
2.39K $976K
DG
Dollar General Corp

Consumer Defensive
2.87K
+ 743.78%
$86.02 - $114.95 $247K - $330K
3.26K $372K
VBR
Vanguard Small Cap Value ETF

ETFs
860
+ 4.51%
$162.76 - $195.77 $140K - $168K
19.9K $3.89M
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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