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
MOD
Modine Manufacturing CO

Consumer Cyclical
44
+ 1.0%
$69.3 - $105.57 $3.05K - $4.65K
4.43K $436K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.91K
+ 3.31%
$7.69 - $11.46 $22.4K - $33.3K
90.9K $1.04M
SPG
Simon Property Group Inc

Real Estate
605
+ 458.33%
$140.37 - $171.44 $84.9K - $104K
737 $118K
KMI
Kinder Morgan, Inc.

Energy
2.36K
+ 7.6%
$25.21 - $29.4 $59.6K - $69.5K
33.5K $983K
BBY
Best Buy CO Inc

Consumer Cyclical
2.68K
+ 20.44%
$56.17 - $75.73 $150K - $203K
15.8K $1.06M
KD
Kyndryl Holdings, Inc.

Technology
1.88K
+ 132.04%
$27.77 - $41.96 $52.1K - $78.7K
3.3K $138K
EL
Estee Lauder Companies Inc

Consumer Defensive
537
+ 15.54%
$50.06 - $80.8 $26.9K - $43.4K
3.99K $322K
SONY
Sony Group Corp

Technology
2.7K
+ 7.11%
$21.24 - $26.88 $57.2K - $72.4K
40.6K $1.06M
VBK
Vanguard Small Cap Growth ETF

ETFs
203
+ 13.57%
$219.76 - $276.94 $44.6K - $56.2K
1.7K $470K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.1K
+ 9.3%
$77.94 - $79.5 $85.7K - $87.5K
12.9K $1.03M
TRV
Travelers Companies, Inc.

Financial Services
263
+ 3.82%
$233.83 - $276.34 $61.5K - $72.7K
7.15K $1.91M
ADM
Archer Daniels Midland CO

Consumer Defensive
246
+ 1.51%
$41.79 - $54.16 $10.3K - $13.3K
16.6K $873K
EBAY
Ebay Inc

Consumer Cyclical
690
+ 12.27%
$59.52 - $79.36 $41.1K - $54.8K
6.31K $470K
MCHP
Microchip Technology Inc

Technology
626
+ 29.4%
$35.34 - $71.6 $22.1K - $44.8K
2.76K $193K
ZM
Zoom Video Communications, Inc.

Technology
1.06K
+ 56.76%
$66.7 - $84.62 $70.8K - $89.9K
2.93K $228K
FCFS
First Cash Holdings, Inc.

Financial Services
414
+ 18.8%
$118.0 - $137.63 $48.9K - $57K
2.62K $353K
IYJ
Ishares Tr

ETFs
5
+ 0.07%
$115.07 - $142.31 $575 - $712
7.23K $1.03M
WTM
White Mountains Insurance Group LTD

Financial Services
50
+ 1250.0%
$1699.35 - $1901.99 $85K - $95.1K
54 $96K
A
Agilent Technologies, Inc.

Healthcare
743
+ 156.75%
$99.29 - $120.52 $73.8K - $89.5K
1.22K $143K
NTRS
Northern Trust Corp

Financial Services
190
+ 8.32%
$84.45 - $126.79 $16K - $24.1K
2.47K $313K
VDC
Vanguard Consumer Staples ETF

ETFs
396
+ 5.22%
$204.89 - $224.73 $81.1K - $89K
7.99K $1.75M
IEF
Ishares Barclays

ETFs
867
+ 8.61%
$93.15 - $96.56 $80.8K - $83.7K
10.9K $1.05M
SEIC
Sei Investments CO

Financial Services
139
+ 2.26%
$66.45 - $89.86 $9.24K - $12.5K
6.29K $564K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.13K
+ 2137.74%
$57.46 - $75.58 $65.1K - $85.6K
1.19K $89K
BPOP
Popular, Inc.

Financial Services
753
+ 541.73%
$81.63 - $110.51 $61.5K - $83.2K
892 $98K
VDE
Vanguard Energy ETF

ETFs
900
+ 45.0%
$105.87 - $130.56 $95.3K - $118K
2.9K $345K
HAS
Hasbro, Inc.

Consumer Cyclical
291
+ 5.64%
$50.71 - $73.82 $14.8K - $21.5K
5.45K $402K
IR
Ingersoll Rand Inc.

Industrials
1.01K
+ 902.68%
$66.75 - $84.94 $67.5K - $85.9K
1.12K $93K
RMBS
Rambus Inc

Technology
910
+ 41.48%
$42.9 - $64.02 $39K - $58.3K
3.1K $198K
AEIS
Advanced Energy Industries Inc

Industrials
33
+ 1.54%
$79.03 - $133.84 $2.61K - $4.42K
2.17K $288K
ARW
Arrow Electronics Inc

Technology
609
+ 229.81%
$90.32 - $128.28 $55K - $78.1K
874 $111K
MTB
M&T Bank Corp

Financial Services
283
+ 14.68%
$156.58 - $193.99 $44.3K - $54.9K
2.21K $428K
RS
Reliance Steel & Aluminum CO

Basic Materials
113
+ 6.0%
$262.08 - $316.81 $29.6K - $35.8K
2K $626K
DT
Dynatrace, Inc.

Technology
1.48K
+ 1183.2%
$41.21 - $55.9 $60.9K - $82.7K
1.6K $88K
STE
Steris PLC

Healthcare
270
+ 20.16%
$208.55 - $252.55 $56.3K - $68.2K
1.61K $386K
RSG
Republic Services, Inc.

Industrials
253
+ 6.01%
$227.2 - $258.07 $57.5K - $65.3K
4.47K $1.1M
VRT
Vertiv Holdings CO

Industrials
937
+ 44.53%
N/A
3.04K $263K
EFX
Equifax Inc

Industrials
188
+ 9.45%
$205.5 - $280.54 $38.6K - $52.7K
2.18K $564K
LNTH
Lantheus Holdings, Inc.

Healthcare
998
+ 950.48%
$73.86 - $108.74 $73.7K - $109K
1.1K $90K
TWLO
Twilio Inc

Communication Services
600
+ 333.33%
$81.34 - $124.36 $48.8K - $74.6K
780 $97K
MSCI
Msci Inc.

Financial Services
121
+ 16.29%
$506.56 - $576.74 $61.3K - $69.8K
864 $498K
APO
Apollo Global Management, Inc.

Financial Services
525
+ 72.92%
$108.68 - $145.07 $57.1K - $76.2K
1.25K $176K
KMPR
Kemper Corp

Financial Services
1.22K
+ 705.2%
$55.12 - $67.26 $67.2K - $82.1K
1.39K $89K
SYY
Sysco Corp

Consumer Defensive
788
+ 3.22%
$68.0 - $75.91 $53.6K - $59.8K
25.3K $1.91M
BCAT
Black Rock Capital Allocation Trust

ETFs
1K
+ 1.2%
$13.2 - $15.27 $13.2K - $15.3K
84.4K $1.28M
BR
Broadridge Financial Solutions, Inc.

Technology
318
+ 91.64%
$217.22 - $246.25 $69.1K - $78.3K
665 $161K
HPQ
Hp Inc

Technology
6.52K
+ 25.75%
$21.88 - $29.32 $143K - $191K
31.8K $778K
NSP
Insperity, Inc.

Industrials
1.29K
+ 18357.14%
$58.55 - $89.92 $75.2K - $116K
1.29K $77K
VCIT
Vanguard Intermediate Term Cor

ETFs
912
+ 61.87%
$79.56 - $82.92 $72.6K - $75.6K
2.39K $197K
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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