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
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
754
+ 1.46%
$49.48 - $61.22 $37.3K - $46.2K
52.5K $3.2M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.86K
+ 849.55%
$90.5 - $114.3 $259K - $327K
3.2K $365K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.5K
+ 1361.82%
$186.58 - $225.78 $279K - $338K
1.61K $350K
IT
Gartner Inc

Technology
814
+ 767.92%
$377.5 - $449.52 $307K - $366K
920 $371K
FTNT
Fortinet, Inc.

Technology
2.43K
+ 34.38%
$84.71 - $108.69 $206K - $264K
9.51K $1M
XLI
Industrial Sector Spdr

ETFs
2K
+ 113.75%
$116.42 - $147.52 $233K - $295K
3.76K $554K
GM
General Motors CO

Consumer Cyclical
5.7K
+ 33.5%
$42.48 - $50.46 $242K - $288K
22.7K $1.12M
AUB
Atlantic Union Bankshares Corp

Financial Services
9.94K
+ 44.34%
$23.85 - $32.24 $237K - $320K
32.4K $1.01M
IGF
Ishares Global Infrastructure

ETFs
1.51K
+ 3.06%
$50.55 - $59.83 $76.3K - $90.3K
50.9K $3.01M
HAL
Halliburton CO

Energy
15.9K
+ 636.75%
$19.26 - $25.7 $306K - $409K
18.4K $375K
AVUV
American Centy ETF Tr Avantis

ETFs
2.34K
+ 9.62%
$75.17 - $91.21 $176K - $213K
26.6K $2.43M
SIVR
Abrdn Silver ETF Trust

ETFs
7.89K
+ 42.86%
$28.36 - $35.37 $224K - $279K
26.3K $904K
MCO
Moodys Corp

Financial Services
232
+ 4.43%
$396.7 - $501.59 $92K - $116K
5.47K $2.75M
FITB
Fifth Third Bancorp

Financial Services
537
+ 0.37%
$33.32 - $41.51 $17.9K - $22.3K
147K $6.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.74K
+ 1.58%
$19.6 - $24.44 $34K - $42.5K
112K $2.73M
LYFT
Lyft, Inc.

Technology
17.8K
+ 651.81%
$9.97 - $17.21 $178K - $307K
20.6K $324K
AXON
Axon Enterprise, Inc.

Industrials
141
+ 25.59%
$497.13 - $827.94 $70.1K - $117K
692 $572K
CTSH
Cognizant Technology Solutions Corp

Technology
3.54K
+ 81.69%
$66.47 - $81.81 $235K - $289K
7.87K $614K
D
Dominion Energy, Inc

Utilities
4.69K
+ 13.05%
$49.66 - $58.0 $233K - $272K
40.7K $2.3M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
9.39K
+ 16473.68%
$28.49 - $33.82 $268K - $318K
9.45K $280K
RE
Everest Re Group LTD

Financial Services
743
+ 694.39%
N/A
850 $315K
STT
State Street Corp

Financial Services
224
+ 1.5%
$75.33 - $106.34 $16.9K - $23.8K
15.2K $1.62M
ARES
Ares Management Corp

Financial Services
1.17K
+ 43.19%
$118.04 - $175.83 $138K - $206K
3.88K $672K
ADP
Automatic Data Processing Inc

Industrials
520
+ 1.31%
$276.76 - $326.81 $144K - $170K
40.3K $12.4M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
4.24K
+ 53.57%
N/A
12.1K $786K
EFV
Msci Eafe Value ETF

ETFs
3.11K
+ 19.59%
$52.4 - $64.65 $163K - $201K
19K $1.2M
SUB
Ishares Short Term National Mu

ETFs
2.32K
+ 7.88%
$104.77 - $106.34 $243K - $247K
31.8K $3.38M
AMP
Ameriprise Financial Inc

Financial Services
135
+ 3.55%
$422.19 - $533.73 $57K - $72.1K
3.94K $2.1M
RF
Regions Financial Corp

Financial Services
9.87K
+ 68.28%
$18.34 - $23.52 $181K - $232K
24.3K $572K
ECL
Ecolab Inc.

Basic Materials
767
+ 26.46%
$225.65 - $270.95 $173K - $208K
3.67K $987K
HWM
Howmet Aerospace Inc.

Industrials
1.25K
+ 393.71%
$112.33 - $186.13 $141K - $233K
1.57K $292K
EW
Edwards Lifesciences Corp

Healthcare
2.96K
+ 124.1%
$67.07 - $78.22 $198K - $231K
5.34K $417K
VMC
Vulcan Materials CO

Basic Materials
747
+ 44.23%
$226.49 - $276.01 $169K - $206K
2.44K $635K
FIS
Fidelity National Information Services, Inc.

Technology
2.86K
+ 307.97%
$68.14 - $82.13 $195K - $235K
3.79K $308K
ZS
Zscaler, Inc.

Technology
342
+ 30.0%
$174.67 - $315.32 $59.7K - $108K
1.48K $465K
GILD
Gilead Sciences, Inc.

Healthcare
2.18K
+ 72.84%
$96.91 - $113.0 $211K - $246K
5.16K $572K
HII
Huntington Ingalls Industries, Inc.

Industrials
921
+ 217.22%
$183.31 - $241.46 $169K - $222K
1.35K $324K
FSLR
First Solar, Inc.

Technology
87
+ 1.54%
$120.38 - $192.98 $10.5K - $16.8K
5.73K $948K
AON
Aon PLC

Financial Services
2.26K
+ 16.75%
$335.85 - $398.81 $758K - $900K
15.7K $5.61M
RGLD
Royal Gold Inc

Basic Materials
1.29K
+ 373.04%
$155.48 - $186.71 $200K - $240K
1.63K $290K
SMG
Scotts Miracle Gro CO

Basic Materials
1.01K
+ 6.8%
$48.21 - $66.48 $48.6K - $67K
15.8K $1.04M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.76K
+ 914.81%
$46.79 - $48.56 $223K - $231K
5.28K $254K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.41K
+ 66.89%
$104.23 - $134.39 $147K - $190K
3.52K $473K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.81K
+ 15.2%
$45.12 - $46.23 $217K - $223K
36.5K $1.69M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
818
+ 10.26%
$35.11 - $63.01 $28.7K - $51.5K
8.79K $536K
CTVA
Corteva, Inc.

Basic Materials
1.33K
+ 12.23%
$55.52 - $74.53 $74.1K - $99.4K
12.2K $912K
ROK
Rockwell Automation, Inc

Industrials
24
+ 0.81%
$218.97 - $332.17 $5.26K - $7.97K
2.98K $989K
KHC
Kraft Heinz CO

Consumer Defensive
14.1K
+ 46.46%
$25.61 - $30.81 $362K - $435K
44.5K $1.15M
IONQ
Ion Q, Inc.

Technology
620
+ 6.53%
$20.68 - $48.04 $12.8K - $29.8K
10.1K $434K
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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