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
EXR
Extra Space Storage Inc.

Real Estate
967
+ 32.74%
$126.61 - $152.99 $122K - $148K
3.92K $578K
XYLD
Global X Fds S&P 500 Covered C

ETFs
3.66K
+ 52.73%
$35.62 - $39.64 $130K - $145K
10.6K $412K
PPG
Ppg Industries Inc

Basic Materials
458
+ 2.36%
$91.66 - $115.04 $42K - $52.7K
19.9K $2.26M
ASND
Ascendis Pharma A/S

Healthcare
791
+ 1363.79%
$137.41 - $179.1 $109K - $142K
849 $146K
DLR
Digital Realty Trust, Inc.

Real Estate
416
+ 20.3%
$136.11 - $177.69 $56.6K - $73.9K
2.47K $429K
AUTL
Autolus Therapeutics PLC

Healthcare
30K
+ 32.93%
$1.14 - $2.4 $34.2K - $72K
121K $276K
DVY
Ishares Tr

ETFs
1.41K
+ 3.99%
$118.37 - $134.86 $166K - $189K
36.7K $4.87M
VAW
Vanguard Materials ETF

ETFs
600
+ 21.2%
$163.82 - $196.64 $98.3K - $118K
3.43K $668K
VZ
Verizon Communications Inc

Communication Services
6.99K
+ 8.62%
$41.67 - $45.62 $291K - $319K
88.1K $3.81M
AMKR
Amkor Technology, Inc.

Technology
5.56K
+ 106.5%
$14.88 - $21.18 $82.7K - $118K
10.8K $226K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
33.2K
+ 96.56%
$3.55 - $4.0 $118K - $133K
67.6K $268K
WDAY
Workday, Inc.

Technology
527
+ 64.74%
$210.47 - $274.71 $111K - $145K
1.34K $321K
EQH
Equitable Holdings, Inc.

Financial Services
430
+ 1.63%
$43.98 - $56.1 $18.9K - $24.1K
26.9K $1.51M
NET
Cloudflare, Inc.

Technology
199
+ 18.37%
$97.08 - $195.83 $19.3K - $39K
1.28K $251K
VV
Vanguard Large Cap ETF

ETFs
373
+ 48.82%
$228.25 - $285.3 $85.1K - $106K
1.14K $324K
IDV
Ishares Tr

ETFs
1.52K
+ 7.08%
$27.79 - $34.84 $42.2K - $53K
23K $792K
TPR
Tapestry, Inc.

Consumer Cyclical
1.25K
+ 120.0%
$60.6 - $87.81 $75.6K - $110K
2.29K $200K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
391
+ 1700.0%
$177.93 - $313.14 $69.6K - $122K
414 $129K
WDC
Western Digital Corp

Technology
1.6K
+ 181.36%
$30.54 - $63.99 $48.7K - $102K
2.48K $158K
XEL
Xcel Energy Inc

Utilities
2.01K
+ 38.45%
$65.65 - $72.39 $132K - $145K
7.22K $491K
KMX
Carmax Inc

Consumer Cyclical
3.13K
+ 37.59%
$62.27 - $82.77 $195K - $259K
11.5K $770K
CVS
Cvs Health Corp

Healthcare
1.44K
+ 8.71%
$60.04 - $70.18 $86.3K - $101K
17.9K $1.24M
GIL
Gildan Activewear Inc.

Consumer Cyclical
509
+ 2.75%
$37.68 - $50.22 $19.2K - $25.6K
19K $935K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.92K
+ 32.45%
$22.7 - $23.33 $112K - $115K
20.1K $468K
DAR
Darling Ingredients Inc.

Consumer Defensive
2.04K
+ 34.66%
$27.63 - $38.64 $56.3K - $78.7K
7.91K $300K
RYLD
Global X Fds Russell 2000 Cove

ETFs
7.91K
+ 63.87%
$13.37 - $15.25 $106K - $121K
20.3K $302K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
451
+ 3.77%
$58.41 - $72.69 $26.3K - $32.8K
12.4K $903K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.16K
+ 22.98%
$71.28 - $83.74 $82.7K - $97.1K
6.21K $519K
CB
Chubb LTD

Financial Services
914
+ 7.49%
$274.32 - $302.46 $251K - $276K
13.1K $3.8M
PSX
Phillips 66

Energy
1.43K
+ 10.63%
$92.87 - $125.73 $133K - $180K
14.9K $1.78M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.22K
+ 363.99%
$50.56 - $59.57 $112K - $132K
2.84K $146K
LVS
Las Vegas Sands Corp

Consumer Cyclical
10
+ 0.04%
$30.7 - $44.12 $307 - $441
23.1K $1.01M
ITW
Illinois Tool Works Inc

Industrials
493
+ 3.93%
$218.41 - $252.43 $108K - $124K
13K $3.22M
STLD
Steel Dynamics Inc

Basic Materials
1.14K
+ 56.29%
N/A
3.15K $309K
APD
Air Products & Chemicals, Inc.

Basic Materials
903
+ 8.04%
$248.61 - $294.96 $224K - $266K
12.1K $3.42M
JBL
Jabil Inc

Technology
418
+ 179.4%
$116.88 - $218.1 $48.9K - $91.2K
651 $141K
USB
Us Bancorp \De\

Financial Services
1.83K
+ 20.21%
$36.4 - $45.76 $66.6K - $83.7K
10.9K $492K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.62K
+ 50.0%
$29.12 - $35.84 $76.3K - $93.9K
7.86K $281K
MP
Mp Materials Corp.

Basic Materials
136
+ 1.15%
$18.77 - $37.74 $2.55K - $5.13K
12K $397K
TTEK
Tetra Tech Inc

Industrials
2.66K
+ 130.79%
$28.01 - $36.25 $74.5K - $96.4K
4.69K $168K
VST
Vistra Corp.

Utilities
387
+ 88.97%
$98.07 - $195.04 $38K - $75.5K
822 $159K
BALL
Ball Corp

Consumer Cyclical
1.35K
+ 18.18%
$44.94 - $56.99 $60.7K - $76.9K
8.78K $492K
DEO
Diageo PLC

Consumer Defensive
1.1K
+ 72.84%
$99.86 - $115.75 $110K - $127K
2.6K $262K
F
Ford Motor CO

Consumer Cyclical
4.54K
+ 6.87%
$8.69 - $10.85 $39.5K - $49.3K
70.7K $766K
PSN
Parsons Corp

Industrials
551
+ 10.96%
$58.88 - $71.77 $32.4K - $39.5K
5.58K $400K
ASH
Ashland Global Holdings Inc

Basic Materials
3.42K
+ 44.37%
$46.53 - $57.87 $159K - $198K
11.1K $559K
BMI
Badger Meter Inc

Technology
252
+ 34.95%
$170.72 - $254.17 $43K - $64.1K
973 $238K
FNB
Fnb Corp

Financial Services
2.73K
+ 5.1%
$11.48 - $14.58 $31.4K - $39.8K
56.4K $821K
ECVT
Ecovyst Inc.

Basic Materials
5.21K
+ 18.4%
$5.33 - $8.58 $27.8K - $44.7K
33.5K $275K
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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