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
OMC
Omnicom Group Inc.

Communication Services
377
+ 10.63%
$79.43 - $88.34 $29.9K - $33.3K
3.92K $325K
HUM
Humana Inc

Healthcare
64
+ 20.0%
$249.11 - $303.11 $15.9K - $19.4K
384 $101K
CUBE
Cube Smart

Real Estate
504
+ 3.76%
$40.23 - $43.23 $20.3K - $21.8K
13.9K $593K
GPS
Gap Inc

Consumer Cyclical
999
+ 333.0%
N/A
1.3K $26K
OGS
One Gas, Inc.

Utilities
4
+ 0.14%
$67.77 - $76.05 $271 - $304
2.92K $220K
MKTX
Marketaxess Holdings Inc

Financial Services
89
+ 523.53%
$189.81 - $226.47 $16.9K - $20.2K
106 $22K
CHY
Calamos Convertible & High Income Fund

Financial Services
2.57K
+ 64.47%
$10.1 - $12.0 $25.9K - $30.8K
6.55K $66K
HLI
Houlihan Lokey, Inc.

Financial Services
343
+ 11.17%
$154.43 - $187.4 $53K - $64.3K
3.41K $551K
TW
Tradeweb Markets Inc.

Financial Services
103
+ 67.76%
$123.42 - $148.46 $12.7K - $15.3K
255 $37K
TRMB
Trimble Inc.

Technology
252
+ 2520.0%
$65.52 - $77.49 $16.5K - $19.5K
262 $17K
PB
Prosperity Bancshares Inc

Financial Services
266
+ 32.16%
$69.3 - $80.69 $18.4K - $21.5K
1.09K $78K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
183
+ 148.78%
$93.57 - $120.35 $17.1K - $22K
306 $29K
EW
Edwards Lifesciences Corp

Healthcare
271
+ 12.84%
$67.95 - $76.19 $18.4K - $20.6K
2.38K $172K
CVLT
Commvault Systems Inc

Technology
85
+ 28.72%
$146.82 - $187.9 $12.5K - $16K
381 $60K
LAMR
Lamar Advertising CO

Real Estate
414
+ 10.6%
$110.65 - $132.9 $45.8K - $55K
4.32K $491K
ONON
On Holding Ag

Consumer Cyclical
394
+ 237.35%
$43.92 - $63.62 $17.3K - $25.1K
560 $24K
BKR
Baker Hughes CO

Energy
249
+ 17.47%
$41.16 - $48.85 $10.2K - $12.2K
1.67K $73K
MTG
Mgic Investment Corp

Financial Services
625
+ 3906.25%
$22.56 - $25.71 $14.1K - $16.1K
641 $15K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
190
+ 9500.0%
$80.4 - $106.5 $15.3K - $20.2K
192 $15K
PEGA
Pegasystems Inc

Technology
324
+ 103.51%
$68.14 - $112.29 $22.1K - $36.4K
637 $44K
PFG
Principal Financial Group Inc

Financial Services
126
+ 23.82%
$76.34 - $89.04 $9.62K - $11.2K
655 $55K
FE
Firstenergy Corp

Utilities
341
+ 13.55%
$37.95 - $43.5 $12.9K - $14.8K
2.86K $115K
ZM
Zoom Video Communications, Inc.

Technology
348
+ 22.85%
$72.23 - $88.64 $25.1K - $30.8K
1.87K $138K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.11%
$161.24 - $173.33 $322 - $347
1.88K $320K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
108
+ 0.97%
$38.99 - $40.37 $4.21K - $4.36K
11.3K $454K
LRN
Stride, Inc.

Consumer Defensive
104
+ 173.33%
$106.34 - $142.28 $11.1K - $14.8K
164 $20K
HWM
Howmet Aerospace Inc.

Industrials
64
+ 25.2%
$110.79 - $139.39 $7.09K - $8.92K
318 $41K
TOL
Toll Brothers, Inc.

Consumer Cyclical
169
+ 100.6%
$103.02 - $140.69 $17.4K - $23.8K
337 $35K
EWBC
East West Bancorp Inc

Financial Services
300
+ 14.49%
$84.35 - $103.91 $25.3K - $31.2K
2.37K $212K
VMC
Vulcan Materials CO

Basic Materials
209
+ 14.12%
$220.9 - $277.54 $46.2K - $58K
1.69K $394K
APPF
Appfolio Inc

Technology
71
+ 191.89%
$206.66 - $260.64 $14.7K - $18.5K
108 $23K
ETR
Entergy Corp

Utilities
142
+ 186.84%
$75.26 - $87.89 $10.7K - $12.5K
218 $18K
IYK
Ishares U.S. Consumer Staples

ETFs
9
+ 0.42%
$63.29 - $71.8 $570 - $646
2.13K $152K
ATO
Atmos Energy Corp

Utilities
70
+ 116.67%
$136.51 - $154.58 $9.56K - $10.8K
130 $20K
LDOS
Leidos Holdings, Inc.

Technology
92
+ 180.39%
$126.82 - $161.11 $11.7K - $14.8K
143 $19K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
808
+ 4752.94%
$14.67 - $22.01 $11.9K - $17.8K
825 $12K
EA
Electronic Arts Inc.

Communication Services
89
+ 18.43%
$116.53 - $146.29 $10.4K - $13K
572 $82K
BE
Bloom Energy Corp

Industrials
2.72K
+ 16.81%
$19.66 - $29.81 $53.4K - $80.9K
18.9K $370K
ENPH
Enphase Energy, Inc.

Technology
192
+ 533.33%
$52.87 - $73.51 $10.2K - $14.1K
228 $14K
G
Genpact LTD

Technology
237
+ 2962.5%
$42.88 - $55.54 $10.2K - $13.2K
245 $12K
LNC
Lincoln National Corp

Financial Services
29
+ 1.12%
$30.06 - $39.23 $872 - $1.14K
2.63K $94K
IFRA
Ishares Tr

ETFs
347
+ 13.33%
$44.8 - $49.25 $15.5K - $17.1K
2.95K $132K
EPR
Epr Properties

Real Estate
177
+ 55.31%
$43.98 - $53.81 $7.78K - $9.52K
497 $26K
PATK
Patrick Industries Inc

Consumer Cyclical
84
+ 3.63%
$82.13 - $97.92 $6.9K - $8.23K
2.4K $202K
CHRD
Oasis Petroleum Inc.

Energy
98
+ 69.01%
$101.34 - $127.78 $9.93K - $12.5K
240 $27K
DRI
Darden Restaurants Inc

Consumer Cyclical
48
+ 77.42%
$180.02 - $208.56 $8.64K - $10K
110 $22K
BAX
Baxter International Inc

Healthcare
81
+ 4.71%
$29.26 - $36.57 $2.37K - $2.96K
1.8K $61K
NET
Cloudflare, Inc.

Technology
46
+ 4.44%
$110.71 - $176.5 $5.09K - $8.12K
1.08K $122K
DEW
Wisdomtree Tr Global High Divi

ETFs
107
+ 7.91%
$51.48 - $56.43 $5.51K - $6.04K
1.46K $81K
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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