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
CDNS
Cadence Design Systems Inc

Technology
236
+ 112.92%
$233.96 - $324.52 $55.2K - $76.6K
445 $113K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
892
+ 16.97%
$44.87 - $56.71 $40K - $50.6K
6.15K $299K
KHC
Kraft Heinz CO

Consumer Defensive
1.87K
+ 6.56%
$28.51 - $32.22 $53.3K - $60.3K
30.4K $924K
PINS
Pinterest, Inc.

Communication Services
1.55K
+ 279.14%
$29.79 - $40.0 $46.2K - $62.1K
2.11K $65K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
1.62K
+ 13.52%
$49.54 - $55.15 $80.5K - $89.6K
13.6K $687K
FMC
Fmc Corp

Basic Materials
1.27K
+ 136.31%
$34.54 - $56.38 $43.7K - $71.3K
2.19K $92K
LYB
Lyondell Basell Industries N.V.

Basic Materials
675
+ 661.76%
$69.82 - $78.67 $47.1K - $53.1K
777 $54K
CCJ
Cameco Corp

Energy
2.75K
+ 42.37%
$40.64 - $56.86 $112K - $156K
9.22K $379K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.54K
+ 1012.5%
$28.45 - $41.08 $43.8K - $63.2K
1.69K $51K
FNDF
Schwab Fundamental Intl Large

ETFs
139
+ 1.03%
$32.9 - $37.45 $4.57K - $5.21K
13.6K $491K
PKG
Packaging Corp Of America

Consumer Cyclical
236
+ 393.33%
$192.03 - $242.13 $45.3K - $57.1K
296 $58K
OHI
Omega Healthcare Investors Inc

Real Estate
1.16K
+ 2645.45%
$35.7 - $38.33 $41.6K - $44.6K
1.21K $46K
TTC
Toro CO

Industrials
761
+ 50.87%
$71.86 - $87.28 $54.7K - $66.4K
2.26K $164K
CFG
Citizens Financial Group Inc

Financial Services
1.23K
+ 56.98%
$39.73 - $48.36 $49K - $59.6K
3.4K $139K
CHTR
Charter Communications, Inc.

Communication Services
2
+ 0.12%
$334.89 - $384.77 $670 - $770
1.72K $634K
EXEL
Exelixis, Inc.

Healthcare
1.09K
+ 100.93%
$32.38 - $39.16 $35.3K - $42.7K
2.17K $80K
FCPT
Four Corners Property Trust, Inc.

Real Estate
1.31K
+ 25.99%
$26.26 - $29.31 $34.5K - $38.5K
6.36K $182K
SABR
Sabre Corp

Consumer Cyclical
25.7K
+ 75.92%
$2.81 - $4.52 $72.2K - $116K
59.5K $167K
RL
Ralph Lauren Corp

Consumer Cyclical
317
+ 12.02%
$215.68 - $286.74 $68.4K - $90.9K
2.95K $652K
VOE
Vanguard Mid Cap Value Index F

ETFs
308
+ 5.82%
$156.61 - $168.02 $48.2K - $51.8K
5.6K $898K
FIX
Comfort Systems Usa Inc

Industrials
144
+ 342.86%
$313.26 - $550.27 $45.1K - $79.2K
186 $59K
ACGL
Arch Capital Group Ltd.

Financial Services
20
+ 0.2%
$88.13 - $96.94 $1.76K - $1.94K
10.2K $982K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
57
+ 1.26%
$98.98 - $113.18 $5.64K - $6.45K
4.57K $517K
OVV
Ovintiv Inc.

Energy
939
+ 10433.33%
$37.84 - $45.91 $35.5K - $43.1K
948 $40K
K
Kellogg CO

Consumer Defensive
35
+ 0.14%
$81.06 - $82.9 $2.84K - $2.9K
24.8K $2.05M
MBB
Ishares Tr

ETFs
358
+ 13.43%
$90.37 - $94.08 $32.4K - $33.7K
3.02K $283K
TENB
Tenable Holdings, Inc.

Technology
1.8K
+ 32.23%
$34.94 - $44.5 $62.9K - $80.1K
7.39K $258K
AWI
Armstrong World Industries Inc

Industrials
279
+ 52.25%
$136.0 - $154.19 $37.9K - $43K
813 $114K
XYL
Xylem Inc.

Industrials
245
+ 10.69%
$114.02 - $132.04 $27.9K - $32.3K
2.54K $303K
VRSK
Verisk Analytics, Inc.

Industrials
2
+ 0.12%
$268.63 - $301.33 $537 - $603
1.61K $480K
DTE
Dte Energy CO

Utilities
98
+ 7.73%
$117.6 - $138.27 $11.5K - $13.6K
1.37K $188K
NEOG
Neogen Corp

Healthcare
10.8K
+ 65.64%
$8.43 - $13.07 $91.3K - $141K
27.3K $236K
AME
Ametek Inc

Industrials
498
+ 8.07%
$170.39 - $190.43 $84.9K - $94.8K
6.67K $1.15M
EPAC
Enerpac Tool Group Corp

Industrials
744
+ 163.16%
$40.26 - $47.26 $30K - $35.2K
1.2K $53K
CASY
Caseys General Stores Inc

Consumer Cyclical
73
+ 155.32%
$378.71 - $442.54 $27.6K - $32.3K
120 $52K
ILMN
Illumina, Inc.

Healthcare
775
+ 150.19%
$79.34 - $144.22 $61.5K - $112K
1.29K $102K
VFH
Vanguard Financial ETF

ETFs
201
+ 2.75%
$114.07 - $127.34 $22.9K - $25.6K
7.5K $895K
GLW
Corning Inc

Technology
2.18K
+ 5.68%
$44.91 - $54.25 $97.8K - $118K
40.5K $1.85M
NWL
Newell Brands Inc.

Consumer Defensive
5.35K
+ 9066.1%
$6.2 - $10.66 $33.2K - $57K
5.41K $33K
APP
App Lovin Corp

Technology
136
+ 251.85%
$238.08 - $510.13 $32.4K - $69.4K
190 $50K
UHS
Universal Health Services Inc

Healthcare
171
+ 143.7%
$163.99 - $193.27 $28K - $33K
290 $54K
VFC
V F Corp

Consumer Cyclical
2.24K
+ 730.94%
$15.52 - $26.93 $34.8K - $60.4K
2.55K $39K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
570
+ 4.67%
$49.22 - $51.73 $28.1K - $29.5K
12.8K $645K
BRBR
Bellring Brands, Inc.

Consumer Defensive
451
+ 644.29%
$65.4 - $79.39 $29.5K - $35.8K
521 $38K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
604
+ 1.33%
$24.79 - $25.26 $15K - $15.3K
46.1K $1.16M
WU
Western Union CO

Financial Services
3.1K
+ 8.99%
$10.24 - $11.62 $31.7K - $36K
37.6K $397K
HAL
Halliburton CO

Energy
1.33K
+ 114.24%
$24.15 - $29.9 $32.2K - $39.8K
2.5K $63K
TPR
Tapestry, Inc.

Consumer Cyclical
401
+ 62.75%
$65.63 - $89.21 $26.3K - $35.8K
1.04K $73K
BROS
Dutch Bros Inc.

Consumer Cyclical
478
+ 144.85%
$55.77 - $85.37 $26.7K - $40.8K
808 $49K
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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