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
EPAM
Epam Systems, Inc.

Technology
60
+ 43.17%
N/A
199 $36K
WBS
Webster Financial Corp

Financial Services
188
+ 180.77%
$47.55 - $61.41 $8.94K - $11.5K
292 $15K
ES
Eversource Energy

Utilities
115
+ 19.83%
$55.63 - $63.8 $6.4K - $7.34K
695 $43K
AI
C3.Ai, Inc.

Technology
800
+ 145.45%
$20.92 - $36.93 $16.7K - $29.5K
1.35K $28K
TNET
Trinet Group, Inc.

Industrials
296
+ 24.92%
$66.51 - $95.72 $19.7K - $28.3K
1.48K $117K
PEY
Invesco Exchange Traded Fd Tr

ETFs
405
+ 5.25%
$20.82 - $22.08 $8.43K - $8.94K
8.12K $174K
FLS
Flowserve Corp

Industrials
1.24K
+ 21.35%
$46.47 - $64.75 $57.4K - $80K
7.02K $342K
CHWY
Chewy, Inc.

Consumer Cyclical
321
+ 19.37%
$31.83 - $39.8 $10.2K - $12.8K
1.98K $64K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
74
+ 672.73%
$120.07 - $144.17 $8.89K - $10.7K
85 $10K
GVI
Ishares Tr

ETFs
15
+ 0.37%
$103.49 - $106.02 $1.55K - $1.59K
4.1K $434K
NRG
Nrg Energy, Inc.

Utilities
67
+ 23.02%
$84.82 - $113.33 $5.68K - $7.59K
358 $34K
ROAD
Construction Partners, Inc.

Industrials
154
+ 72.99%
$67.61 - $93.18 $10.4K - $14.3K
365 $26K
ZION
Zions Bancorporation, National Association

Financial Services
870
+ 10.71%
$47.0 - $59.03 $40.9K - $51.4K
8.99K $448K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
180
+ 5.72%
$9.19 - $12.93 $1.65K - $2.33K
3.33K $37K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
67
+ 6.67%
$25.2 - $68.74 $1.69K - $4.61K
1.07K $31K
OEF
Ishares S&P 100 ETF

ETFs
26
+ 0.54%
N/A
4.88K $1.3M
RNA
Avidity Biosciences, Inc.

Healthcare
202
+ 118.13%
$27.05 - $35.11 $5.46K - $7.09K
373 $11K
COTY
Coty Inc.

Consumer Defensive
1.2K
+ 1203.0%
$5.43 - $7.61 $6.53K - $9.15K
1.3K $7K
TDF
Templeton Dragon Fund Inc

Financial Services
10
+ 0.16%
$8.08 - $10.29 $80.8 - $103
6.28K $60K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
22
+ 0.17%
$20.2 - $22.24 $444 - $489
13.1K $280K
CF
Cf Industries Holdings, Inc.

Basic Materials
96
+ 35.96%
$75.03 - $97.25 $7.2K - $9.34K
363 $28K
DCI
Donaldson CO Inc

Industrials
99
+ 495.0%
$66.51 - $72.28 $6.58K - $7.16K
119 $7K
UBS
Ubs Group Ag

Financial Services
30
+ 0.19%
$30.28 - $35.78 $908 - $1.07K
15.6K $478K
UWMC
Uwm Holdings Corp

Financial Services
1.04K
+ 728.87%
$5.43 - $6.63 $5.62K - $6.86K
1.18K $6K
NYT
New York Times CO

Communication Services
117
+ 22.99%
$46.9 - $55.89 $5.49K - $6.54K
626 $31K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
68
+ 309.09%
$69.67 - $86.15 $4.74K - $5.86K
90 $6K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
153
+ 2.01%
$11.44 - $12.4 $1.75K - $1.9K
7.76K $93K
PH
Parker Hannifin Corp

Industrials
973
+ 4.68%
$591.65 - $707.05 $576K - $688K
21.8K $13.2M
NFG
National Fuel Gas CO

Energy
44
+ 44.0%
$60.71 - $79.19 $2.67K - $3.48K
144 $11K
MTZ
Mastec Inc

Industrials
91
+ 36.4%
$108.66 - $160.79 $9.89K - $14.6K
341 $39K
ESI
Element Solutions Inc

Basic Materials
277
+ 230.83%
$22.61 - $27.55 $6.26K - $7.63K
397 $8K
PCTY
Paylocity Holding Corp

Technology
30
+ 56.6%
$183.21 - $217.86 $5.5K - $6.54K
83 $15K
CELH
Celsius Holdings, Inc.

Consumer Defensive
112
+ 1244.44%
$21.28 - $35.62 $2.38K - $3.99K
121 $4K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10
+ 0.48%
$110.75 - $119.78 $1.11K - $1.2K
2.11K $244K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
270
+ 1.67%
$7.89 - $8.07 $2.13K - $2.18K
16.4K $130K
CLBT
Cellebrite Di Ltd.

Technology
228
+ 141.61%
$16.78 - $26.0 $3.83K - $5.93K
389 $7K
HRL
Hormel Foods Corp

Consumer Defensive
155
+ 29.92%
$28.29 - $31.52 $4.38K - $4.89K
673 $20K
RE
Everest Re Group LTD

Financial Services
10
+ 10.31%
N/A
107 $39K
SCI
Service Corp International

Consumer Cyclical
46
+ 3.45%
$75.99 - $84.16 $3.5K - $3.87K
1.38K $110K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
131
+ 1.54%
$54.25 - $57.64 $7.11K - $7.55K
8.61K $474K
EVR
Evercore Inc.

Financial Services
111
+ 46.64%
$190.28 - $291.27 $21.1K - $32.3K
349 $69K
VECO
Veeco Instruments Inc

Technology
275
+ 161.76%
$20.08 - $28.72 $5.52K - $7.9K
445 $8K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
163
+ 183.15%
$23.24 - $28.11 $3.79K - $4.58K
252 $6K
VST
Vistra Corp.

Utilities
90
+ 26.09%
$108.49 - $191.89 $9.76K - $17.3K
435 $51K
RYAAY
Ryanair Holdings PLC

Industrials
86
+ 573.33%
$41.54 - $50.08 $3.57K - $4.31K
101 $4K
PCOR
Procore Technologies, Inc.

Technology
122
+ 22.3%
$65.21 - $88.33 $7.96K - $10.8K
669 $44K
BPOP
Popular, Inc.

Financial Services
53
+ 61.63%
$87.14 - $106.33 $4.62K - $5.64K
139 $12K
ATRC
Atri Cure, Inc.

Healthcare
81
+ 43.32%
$30.4 - $42.4 $2.46K - $3.43K
268 $8K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
46
+ 88.46%
$46.83 - $56.05 $2.15K - $2.58K
98 $5K
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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