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
VTWV
Vanguard Russell 2000 Value Et

ETFs
1
+ 0.01%
$116.09 - $139.09 $116 - $139
12.9K $1.79M
HQY
Healthequity, Inc.

Healthcare
679
+ 233.33%
$76.77 - $113.06 $52.1K - $76.8K
970 $101K
UEIC
Universal Electronics Inc

Technology
7.25K
+ 13.7%
$4.37 - $7.31 $31.7K - $53K
60.2K $398K
WWD
Woodward, Inc.

Industrials
285
+ 401.41%
$157.29 - $247.55 $44.8K - $70.6K
356 $87K
ALLE
Allegion PLC

Industrials
483
+ 153.33%
$118.52 - $145.64 $57.2K - $70.3K
798 $115K
ALV
Autoliv Inc

Consumer Cyclical
479
+ 55.12%
$76.77 - $113.1 $36.8K - $54.2K
1.35K $150K
DOV
Dover Corp

Industrials
317
+ 15.2%
$151.14 - $186.7 $47.9K - $59.2K
2.4K $440K
SSNC
Ss&C Technologies Holdings Inc

Technology
977
+ 10.15%
$71.96 - $83.42 $70.3K - $81.5K
10.6K $877K
ESNT
Essent Group Ltd.

Financial Services
1.2K
+ 12030.0%
$52.78 - $61.24 $63.5K - $73.7K
1.21K $73K
CHRD
Oasis Petroleum Inc.

Energy
785
+ 327.08%
$82.03 - $113.54 $64.4K - $89.1K
1.03K $99K
FR
First Industrial Realty Trust Inc

Real Estate
1.53K
+ 996.73%
$43.07 - $54.05 $65.7K - $82.4K
1.68K $80K
SRE
Sempra Energy

Utilities
483
+ 6.0%
$63.78 - $78.91 $30.8K - $38.1K
8.54K $646K
AEP
American Electric Power CO Inc

Utilities
1.21K
+ 12.2%
$98.59 - $109.11 $119K - $131K
11.1K $1.15M
CCK
Crown Holdings Inc

Consumer Cyclical
559
+ 58.9%
$78.47 - $104.45 $43.9K - $58.4K
1.51K $155K
SBAC
Sba Communications Corp

Real Estate
289
+ 145.96%
$208.57 - $243.4 $60.3K - $70.3K
487 $114K
FOUR
Shift4 Payments, Inc.

Technology
623
+ 117.55%
$72.5 - $99.11 $45.2K - $61.7K
1.15K $114K
ZBRA
Zebra Technologies Corp

Technology
188
+ 37.38%
$213.54 - $309.26 $40.1K - $58.1K
691 $213K
BC
Brunswick Corp

Consumer Cyclical
1.21K
+ 48.89%
$41.93 - $58.37 $50.8K - $70.7K
3.69K $203K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
850
+ 170.0%
$72.71 - $82.56 $61.8K - $70.2K
1.35K $110K
XYL
Xylem Inc.

Industrials
348
+ 13.72%
$102.86 - $129.5 $35.8K - $45.1K
2.89K $373K
DUOL
Duolingo, Inc.

Technology
148
+ 174.12%
$292.88 - $540.68 $43.3K - $80K
233 $95K
JBHT
Hunt J B Transport Services Inc

Industrials
486
+ 332.88%
$124.73 - $152.78 $60.6K - $74.3K
632 $90K
MSA
Msa Safety Inc

Industrials
40
+ 1.34%
$130.21 - $169.16 $5.21K - $6.77K
3.02K $505K
NWSA
News Corp

Communication Services
2.2K
+ 162.33%
$23.97 - $29.72 $52.7K - $65.3K
3.55K $105K
PRGO
Perrigo CO PLC

Healthcare
3.7K
+ 15.81%
$24.36 - $27.91 $90.1K - $103K
27.1K $723K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
930
+ 86.83%
$25.35 - $64.65 $23.6K - $60.1K
2K $99K
ROST
Ross Stores, Inc.

Consumer Cyclical
539
+ 9.52%
$126.62 - $154.26 $68.2K - $83.1K
6.2K $791K
FTI
Technip Fmc PLC

Energy
1.77K
+ 70.17%
$23.18 - $35.33 $41.1K - $62.6K
4.3K $147K
CNS
Cohen & Steers, Inc.

Financial Services
900
+ 456.85%
$70.24 - $83.51 $63.2K - $75.2K
1.1K $82K
PRIM
Primoris Services Corp

Industrials
790
+ 306.2%
$52.66 - $80.05 $41.6K - $63.2K
1.05K $81K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.32K
+ 5.04%
$24.94 - $25.42 $57.9K - $59K
48.4K $1.23M
NNN
National Retail Properties, Inc.

Real Estate
1.54K
+ 2105.48%
$37.56 - $43.42 $57.7K - $66.7K
1.61K $69K
OTIS
Otis Worldwide Corp

Industrials
1.07K
+ 11.12%
$90.88 - $104.3 $97.1K - $111K
10.7K $1.06M
TMUS
T Mobile Us, Inc.

Communication Services
708
+ 19.53%
$220.99 - $268.54 $156K - $190K
4.33K $1.03M
ADT
Adt Inc.

Industrials
7.57K
+ 271.79%
$7.54 - $8.6 $57.1K - $65.1K
10.4K $87K
MGNI
Magnite, Inc.

Communication Services
2.6K
+ 1237.14%
$9.0 - $24.12 $23.4K - $62.7K
2.81K $67K
CSL
Carlisle Companies Inc

Industrials
110
+ 15.67%
$317.1 - $408.5 $34.9K - $44.9K
812 $303K
FN
Fabrinet

Technology
213
+ 1638.46%
$171.03 - $298.93 $36.4K - $63.7K
226 $66K
MTD
Mettler Toledo International Inc

Healthcare
55
+ 107.84%
$970.15 - $1216.57 $53.4K - $66.9K
106 $124K
NRG
Nrg Energy, Inc.

Utilities
252
+ 70.39%
$83.61 - $162.67 $21.1K - $41K
610 $97K
PEN
Penumbra Inc

Healthcare
252
+ 289.66%
$253.22 - $299.78 $63.8K - $75.5K
339 $86K
EQIX
Equinix Inc

Real Estate
99
+ 11.93%
$740.07 - $914.43 $73.3K - $90.5K
929 $738K
OSK
Oshkosh Corp

Industrials
457
+ 85.42%
$79.17 - $113.62 $36.2K - $51.9K
992 $112K
PSA
Public Storage

Real Estate
218
+ 82.26%
$266.31 - $309.77 $58.1K - $67.5K
483 $141K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.07%
$376.48 - $440.65 $753 - $881
2.93K $1.29M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.12K
+ 3.37%
$63.54 - $68.5 $70.9K - $76.4K
34.2K $2.31M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.93K
+ 23.3%
$12.25 - $15.47 $35.9K - $45.4K
15.5K $240K
PODD
Insulet Corp

Healthcare
190
+ 612.9%
$238.57 - $327.47 $45.3K - $62.2K
221 $69K
AZN
Astrazeneca PLC

Healthcare
1.29K
+ 15.62%
$64.87 - $75.0 $83.5K - $96.5K
9.53K $665K
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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