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
ASH
Ashland Global Holdings Inc

Basic Materials
3.74K
+ 93.99%
$55.87 - $73.16 $209K - $273K
7.71K $457K
GBDC
Golub Capital Bdc, Inc.

Financial Services
11.4K
+ 87.78%
$14.46 - $15.96 $165K - $182K
24.4K $369K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.67K
+ 2.97%
$25.08 - $25.64 $192K - $197K
266K $6.69M
PPG
Ppg Industries Inc

Basic Materials
3K
+ 18.27%
$107.44 - $124.29 $322K - $373K
19.4K $2.12M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.96K
+ 26.99%
$76.94 - $78.28 $150K - $153K
9.2K $720K
HTGC
Hercules Capital, Inc.

Financial Services
8.67K
+ 110.43%
$18.01 - $22.0 $156K - $191K
16.5K $317K
IBRX
Immunity Bio, Inc.

Healthcare
20K
+ 9.25%
$2.32 - $3.9 $46.4K - $78K
236K $710K
CNQ
Canadian Natural Resources LTD

Energy
5.03K
+ 21878.26%
$26.72 - $32.74 $134K - $165K
5.06K $155K
IEF
Ishares Barclays

ETFs
1.29K
+ 14.67%
$91.17 - $95.39 $117K - $123K
10.1K $960K
CION
Cion Investment Corp

Financial Services
15.6K
+ 119.76%
$10.35 - $12.55 $161K - $195K
28.6K $295K
MSCI
Msci Inc.

Financial Services
278
+ 59.78%
$541.46 - $628.34 $151K - $175K
743 $420K
XPRO
Expro Group Holdings N.V.

Energy
14.6K
+ 652.42%
$9.94 - $14.83 $145K - $216K
16.8K $167K
ITM
Vaneck Intermediate Muni ETF

ETFs
4.1K
+ 4.89%
$45.21 - $46.67 $185K - $191K
88K $4M
GD
General Dynamics Corp

Industrials
269
+ 4.19%
$241.94 - $272.58 $65.1K - $73.3K
6.69K $1.82M
RBLX
Roblox Corp

Communication Services
2.25K
+ 3577.78%
$53.77 - $75.47 $121K - $170K
2.32K $135K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
5.57K
+ 57.97%
$22.61 - $23.14 $126K - $129K
15.2K $350K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
711
+ 43.14%
$189.39 - $204.09 $135K - $145K
2.36K $450K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
10.1K
+ 64.28%
$12.18 - $12.91 $123K - $130K
25.7K $318K
AKAM
Akamai Technologies Inc

Technology
1.32K
+ 1.17%
N/A
114K $10.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.4K
+ 47.33%
$63.07 - $73.5 $88.4K - $103K
4.36K $306K
D
Dominion Energy, Inc

Utilities
722
+ 2.05%
$52.85 - $57.43 $38.2K - $41.5K
36K $2.02M
SIVR
Abrdn Silver ETF Trust

ETFs
1K
+ 5.75%
$28.07 - $32.82 $28.1K - $32.8K
18.4K $598K
MELI
Mercadolibre Inc

Consumer Cyclical
27
+ 10.93%
$1739.0 - $2260.0 $47K - $61K
274 $534K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
10K
+ 100.0%
$11.4 - $11.96 $114K - $120K
20K $230K
HES
Hess Corp

Energy
547
+ 56.28%
$135.42 - $160.52 $74.1K - $87.8K
1.52K $242K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
303
+ 11.56%
$408.78 - $448.82 $124K - $136K
2.92K $1.23M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.4K
+ 349.38%
$80.08 - $92.93 $112K - $130K
1.8K $145K
CNC
Centene Corp

Healthcare
1.81K
+ 5832.26%
$55.93 - $65.89 $101K - $119K
1.84K $111K
OPCH
Option Care Health, Inc.

Healthcare
468
+ 6.03%
$22.7 - $35.2 $10.6K - $16.5K
8.23K $287K
RYN
Rayonier Inc

Real Estate
2.87K
+ 18.57%
$24.95 - $28.24 $71.5K - $80.9K
18.3K $509K
SNOW
Snowflake Inc.

Technology
851
+ 36.73%
$146.16 - $192.78 $124K - $164K
3.17K $463K
PRGO
Perrigo CO PLC

Healthcare
1.98K
+ 9.26%
$23.5 - $29.47 $46.6K - $58.4K
23.4K $655K
APH
Amphenol Corp

Technology
2.58K
+ 15.24%
$61.62 - $78.55 $159K - $203K
19.5K $1.28M
RWR
Spdr Dow Jones Reit ETF

ETFs
923
+ 2.05%
$95.15 - $104.06 $87.8K - $96K
46K $4.56M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
10K
+ 100.0%
$9.89 - $10.46 $98.9K - $105K
20K $199K
PCG
Pg&E Corp

Utilities
5.77K
+ 434.19%
$15.16 - $20.4 $87.4K - $118K
7.09K $121K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
6.21K
+ 123.88%
$14.48 - $16.6 $89.8K - $103K
11.2K $167K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.81K
+ 9.74%
$33.57 - $37.22 $60.8K - $67.4K
20.4K $731K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
194
+ 17.48%
$233.07 - $290.7 $45.2K - $56.4K
1.3K $352K
SUN
Sunoco LP

Energy
1.4K
+ 95.43%
$51.29 - $59.25 $71.8K - $83K
2.87K $166K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.24K
+ 495.22%
$61.25 - $72.83 $76.1K - $90.5K
1.49K $105K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.66K
+ 1.03%
$19.42 - $19.54 $71.1K - $71.5K
359K $6.99M
DASH
Door Dash, Inc.

Communication Services
469
+ 226.57%
$168.37 - $213.38 $79K - $100K
676 $123K
BSX
Boston Scientific Corp

Healthcare
620
+ 26.87%
$89.38 - $106.18 $55.4K - $65.8K
2.93K $295K
GRMN
Garmin LTD

Technology
40
+ 0.55%
$204.55 - $241.93 $8.18K - $9.68K
7.36K $1.6M
WPM
Wheaton Precious Metals Corp.

Basic Materials
713
+ 47.85%
$55.75 - $77.63 $39.7K - $55.4K
2.2K $171K
LNG
Cheniere Energy, Inc.

Energy
225
+ 10.74%
$209.32 - $253.66 $47.1K - $57.1K
2.32K $536K
GILD
Gilead Sciences, Inc.

Healthcare
292
+ 10.84%
$89.14 - $117.41 $26K - $34.3K
2.99K $334K
CWST
Casella Waste Systems Inc

Industrials
592
+ 16.82%
$104.2 - $115.86 $61.7K - $68.6K
4.11K $458K
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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