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
ORI
Old Republic International Corp

Financial Services
2.1K
+ 198.86%
$33.46 - $39.22 $70.1K - $82.2K
3.15K $123K
STLA
Stellantis N.V.

Consumer Cyclical
15.5K
+ 31.57%
$11.21 - $14.21 $174K - $221K
64.8K $726K
MPC
Marathon Petroleum Corp

Energy
225
+ 2.75%
$134.72 - $159.03 $30.3K - $35.8K
8.41K $1.22M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.42K
+ 16.58%
$26.53 - $29.63 $117K - $131K
31.1K $837K
GL
Globe Life Inc.

Financial Services
149
+ 4.8%
$111.2 - $131.72 $16.6K - $19.6K
3.26K $428K
HDV
Ishares Core High Dividend ETF

ETFs
237
+ 4.02%
$110.86 - $121.12 $26.3K - $28.7K
6.14K $743K
RHI
Robert Half International Inc.

Industrials
1.5K
+ 10026.67%
$51.96 - $71.3 $78.1K - $107K
1.52K $82K
ZS
Zscaler, Inc.

Technology
332
+ 41.09%
$181.66 - $216.87 $60.3K - $72K
1.14K $226K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.23K
+ 839.04%
$54.27 - $63.81 $66.5K - $78.2K
1.37K $87K
IDXX
Idexx Laboratories Inc

Healthcare
158
+ 9.14%
$406.29 - $469.04 $64.2K - $74.1K
1.89K $792K
VRT
Vertiv Holdings CO

Industrials
897
+ 74.32%
N/A
2.1K $182K
WEN
Wendy'S CO

Consumer Cyclical
5.17K
+ 25860.0%
$14.17 - $16.17 $73.3K - $83.6K
5.19K $75K
WTW
Willis Towers Watson PLC

Financial Services
19
+ 0.74%
$306.61 - $340.78 $5.83K - $6.47K
2.59K $875K
IVE
Ishares S&P 500 Value ETF

ETFs
564
+ 0.51%
$185.78 - $198.58 $105K - $112K
112K $21.3M
RILY
B. Riley Financial, Inc.

Financial Services
17.5K
+ 175000.0%
$3.08 - $6.39 $53.9K - $112K
17.5K $67K
SCHV
Schwab Strategic Tr Us Large C

ETFs
848
+ 1.01%
$25.77 - $27.6 $21.9K - $23.4K
84.4K $2.24M
AFL
Aflac Inc

Financial Services
7
+ 0.08%
$100.99 - $111.19 $707 - $778
8.35K $928K
EIX
Edison International

Utilities
1.16K
+ 765.79%
$50.06 - $80.01 $58.3K - $93.1K
1.32K $77K
ADSK
Autodesk, Inc.

Technology
267
+ 5.64%
N/A
5K $1.23M
ROK
Rockwell Automation, Inc

Industrials
510
+ 20.86%
$255.29 - $303.75 $130K - $155K
2.96K $763K
DLTR
Dollar Tree, Inc.

Consumer Defensive
838
+ 7.5%
$61.92 - $76.95 $51.9K - $64.5K
12K $901K
TOWN
Towne Bank (Va)

Financial Services
1.28K
+ 0.8%
$32.13 - $37.51 $41.2K - $48.1K
161K $5.51M
USFD
Us Foods Holding Corp.

Consumer Defensive
984
+ 392.03%
$63.38 - $72.02 $62.4K - $70.9K
1.24K $80K
CLF
Cleveland Cliffs Inc.

Basic Materials
18.9K
+ 24.18%
$8.22 - $12.02 $156K - $228K
97.3K $799K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.64K
+ 3.77%
$61.91 - $66.79 $101K - $109K
45.1K $2.81M
XEL
Xcel Energy Inc

Utilities
670
+ 14.74%
$63.37 - $72.1 $42.5K - $48.3K
5.22K $369K
DDOG
Datadog, Inc.

Technology
658
+ 1400.0%
$98.68 - $151.89 $64.9K - $99.9K
705 $69K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.43K
+ 18.34%
$40.03 - $46.81 $137K - $160K
22.1K $901K
RGA
Reinsurance Group Of America Inc

Financial Services
438
+ 29.2%
$186.01 - $231.1 $81.5K - $101K
1.94K $381K
DD
Du Pont De Nemours, Inc.

Basic Materials
918
+ 17.35%
$72.7 - $84.32 $66.7K - $77.4K
6.21K $463K
EBAY
Ebay Inc

Consumer Cyclical
453
+ 8.76%
$61.61 - $70.93 $27.9K - $32.1K
5.62K $380K
CQP
Cheniere Energy Partners, L.P.

Energy
726
+ 72.6%
$55.42 - $67.71 $40.2K - $49.2K
1.73K $113K
NUE
Nucor Corp

Basic Materials
242
+ 2.87%
$114.48 - $142.52 $27.7K - $34.5K
8.67K $1.04M
AEE
Ameren Corp

Utilities
2
+ 0.04%
$86.87 - $103.67 $174 - $207
5.28K $529K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.32K
+ 529.2%
$41.41 - $45.24 $54.8K - $59.9K
1.57K $68K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1.39K
+ 802.31%
$43.49 - $58.8 $60.4K - $81.6K
1.56K $67K
VTR
Ventas, Inc.

Real Estate
812
+ 345.53%
$56.9 - $70.47 $46.2K - $57.2K
1.05K $71K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
11
+ 2.36%
$1227.6 - $1458.46 $13.5K - $16K
478 $645K
VDC
Vanguard Consumer Staples ETF

ETFs
5
+ 0.07%
$206.54 - $226.16 $1.03K - $1.13K
7.59K $1.66M
SSTK
Shutterstock, Inc.

Communication Services
3K
+ 13636.36%
$17.79 - $34.5 $53.4K - $104K
3.02K $56K
SJM
J M Smucker CO

Consumer Defensive
118
+ 2.31%
$100.41 - $118.41 $11.8K - $14K
5.22K $617K
NTNX
Nutanix, Inc.

Technology
786
+ 4623.53%
$61.28 - $77.44 $48.2K - $60.9K
803 $56K
ETSY
Etsy Inc

Consumer Cyclical
1.24K
+ 149.82%
$44.4 - $57.29 $54.9K - $70.8K
2.06K $97K
DINO
Hf Sinclair Corp

Energy
1.67K
+ 1896.59%
$30.66 - $38.48 $51.2K - $64.2K
1.76K $57K
DKNG
Draft Kings Inc.

Consumer Cyclical
2.11K
+ 50.81%
$33.21 - $53.49 $70K - $113K
6.26K $207K
LBRDA
Liberty Broadband Corp

Communication Services
5
+ 0.1%
$72.73 - $88.43 $364 - $442
4.98K $423K
JNK
Spdr Bloomberg High Yield Bond

ETFs
557
+ 36.64%
$94.86 - $97.12 $52.8K - $54.1K
2.08K $197K
PATH
Ui Path, Inc.

Technology
6.12K
+ 116.41%
$9.97 - $15.19 $61K - $92.9K
11.4K $117K
ESTC
Elastic N.V.

Technology
586
+ 604.12%
$89.1 - $117.76 $52.2K - $69K
683 $60K
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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