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
WMB
Williams Companies, Inc.

Energy
2.96K
+ 25.59%
$54.33 - $62.87 $161K - $186K
14.5K $913K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
8.67K
+ 6.54%
$20.23 - $21.04 $175K - $182K
141K $2.97M
GL
Globe Life Inc.

Financial Services
1.92K
+ 58.92%
$113.29 - $133.09 $217K - $255K
5.17K $642K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.2K
+ 166.23%
$51.36 - $62.5 $164K - $200K
5.13K $320K
ABC
Amerisourcebergen Corp

Healthcare
1.14K
+ 43.26%
N/A
3.79K $700K
ENB
Enbridge Inc

Energy
4.06K
+ 18.7%
$41.09 - $47.16 $167K - $191K
25.7K $1.17M
INCY
Incyte Corp

Healthcare
2.8K
+ 146.85%
$55.17 - $71.22 $154K - $199K
4.71K $320K
LBRDK
Liberty Broadband Corp

Communication Services
8
+ 0.05%
$73.65 - $101.29 $589 - $810
15.3K $1.51M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
406
+ 2.97%
$97.68 - $121.38 $39.7K - $49.3K
14.1K $1.71M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.22K
+ 9.15%
$91.43 - $91.74 $203K - $203K
26.4K $2.42M
NTAP
Net App, Inc.

Technology
603
+ 8.14%
$76.1 - $106.55 $45.9K - $64.2K
8.01K $853K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
688
+ 1.26%
$60.86 - $71.29 $41.9K - $49K
55.3K $3.94M
ITA
Ishares Tr

ETFs
760
+ 48.07%
$135.31 - $188.64 $103K - $143K
2.34K $441K
NVS
Novartis Ag

Healthcare
128
+ 0.68%
$101.96 - $121.01 $13.1K - $15.5K
19K $2.3M
COIN
Coinbase Global, Inc.

Technology
256
+ 42.88%
$151.47 - $375.07 $38.8K - $96K
853 $298K
HSY
Hershey CO

Consumer Defensive
1.31K
+ 30.44%
$151.29 - $173.13 $198K - $227K
5.61K $931K
RDVY
First Trust Rising Dividend Ac

ETFs
2.56K
+ 34.3%
$51.6 - $62.74 $132K - $160K
10K $627K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.11K
+ 27.69%
$136.63 - $176.62 $152K - $196K
5.12K $863K
ROKU
Roku, Inc

Communication Services
1.81K
+ 109.44%
$55.1 - $87.89 $99.7K - $159K
3.46K $304K
NEE
Nextera Energy Inc

Utilities
4.54K
+ 5.19%
$64.11 - $75.0 $291K - $341K
92K $6.39M
CMI
Cummins Inc

Industrials
291
+ 4.6%
$267.12 - $336.65 $77.7K - $98K
6.62K $2.17M
ZTS
Zoetis Inc.

Healthcare
6.47K
+ 6.8%
$144.41 - $170.3 $934K - $1.1M
102K $15.8M
CBRE
Cbre Group, Inc.

Real Estate
760
+ 9.34%
$113.94 - $140.12 $86.6K - $106K
8.9K $1.25M
HRL
Hormel Foods Corp

Consumer Defensive
5.97K
+ 887.67%
$29.11 - $31.44 $174K - $188K
6.65K $201K
DXCM
Dexcom Inc

Healthcare
1.88K
+ 242.03%
$59.83 - $87.57 $113K - $165K
2.66K $232K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
429
+ 2.66%
$57.14 - $72.68 $24.5K - $31.2K
16.6K $1.2M
DTE
Dte Energy CO

Utilities
1.39K
+ 101.76%
$127.39 - $139.49 $177K - $194K
2.75K $364K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
584
+ 19.05%
$153.22 - $199.8 $89.5K - $117K
3.65K $684K
XLE
Energy Sector Spdr

ETFs
3.49K
+ 24.31%
$76.44 - $94.13 $267K - $328K
17.8K $1.51M
HPE
Hewlett Packard Enterprise CO

Technology
4.9K
+ 36.47%
$12.51 - $20.45 $61.3K - $100K
18.3K $374K
XLP
Consumer Staples Sector Spdr

ETFs
2.19K
+ 239.98%
N/A
3.1K $236K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.93K
+ 47.21%
$55.13 - $75.25 $162K - $221K
9.14K $626K
KR
Kroger CO

Consumer Defensive
1.37K
+ 8.53%
$64.62 - $74.0 $88.7K - $102K
17.5K $1.25M
RMD
Resmed Inc

Healthcare
626
+ 3130.0%
$204.54 - $258.0 $128K - $162K
646 $166K
IFF
International Flavors & Fragrances Inc

Basic Materials
2.22K
+ 353.5%
$66.85 - $79.33 $148K - $176K
2.85K $209K
ORI
Old Republic International Corp

Financial Services
4.25K
+ 134.95%
$35.25 - $39.79 $150K - $169K
7.4K $284K
FV
First Trust Dorsey Wright Focu

ETFs
2.5K
+ 102.59%
$48.43 - $59.26 $121K - $148K
4.93K $292K
NDAQ
Nasdaq, Inc.

Financial Services
1.37K
+ 50.16%
$66.4 - $89.42 $91K - $123K
4.1K $366K
VLO
Valero Energy Corp

Energy
1.01K
+ 10.36%
$104.69 - $141.77 $105K - $143K
10.7K $1.44M
EOG
Eog Resources Inc

Energy
1.45K
+ 78.94%
$104.61 - $129.97 $152K - $189K
3.29K $393K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2.22K
+ 7.13%
$23.87 - $29.82 $52.9K - $66.1K
33.3K $993K
TROW
Price T Rowe Group Inc

Financial Services
1.11K
+ 10.99%
$80.27 - $98.06 $88.9K - $109K
11.2K $1.08M
AIG
American International Group, Inc.

Financial Services
1.81K
+ 38.73%
$77.56 - $87.72 $141K - $159K
6.49K $555K
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
9.58K
+ 72.9%
$14.06 - $16.54 $135K - $158K
22.7K $360K
DVN
Devon Energy Corp

Energy
8.75K
+ 36.55%
$26.8 - $37.92 $235K - $332K
32.7K $1.04M
GWW
W.W. Grainger, Inc.

Industrials
33
+ 1.59%
$919.93 - $1101.66 $30.4K - $36.4K
2.11K $2.2M
GIS
General Mills Inc

Consumer Defensive
3.48K
+ 76.63%
$50.37 - $60.97 $175K - $212K
8.01K $415K
XLU
Utilities Sector Spdr

ETFs
1.61K
+ 36.29%
$73.09 - $82.77 $118K - $134K
6.06K $494K
TXN
Texas Instruments Inc

Technology
736
+ 0.76%
N/A
97.6K $19M
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email