Clearstead Advisors, LLC New Holdings in Q2 2025

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
9.7K
New
$75.29 - $91.16 $730K - $884K
9.7K $873K
IBDV
Ishares Tr

Technology
22.9K
New
$21.28 - $21.98 $487K - $503K
22.9K $502K
PCEF
Invesco Cef Income Composite E

ETFs
15.2K
New
$16.85 - $19.54 $257K - $298K
15.2K $297K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.87K
New
$27.29 - $29.28 $242K - $260K
8.87K $259K
IYG
Ishares Tr

ETFs
2.85K
New
$68.9 - $85.6 $196K - $244K
2.85K $243K
PHM
Pultegroup Inc

Consumer Cyclical
1.96K
New
$92.02 - $106.54 $180K - $209K
1.96K $206K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.96K
New
$89.02 - $104.29 $174K - $204K
1.96K $204K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.51K
New
$67.03 - $80.35 $168K - $202K
2.51K $200K
NGD
New Gold Inc.

Basic Materials
39.3K
New
$2.98 - $4.95 $117K - $195K
39.3K $194K
QBTS
D Wave Quantum Inc.

Technology
12.7K
New
$6.22 - $19.04 $78.7K - $241K
12.7K $185K
FTCS
First Trust Capital Strength E

ETFs
1.65K
New
$81.6 - $92.39 $135K - $152K
1.65K $149K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
30.9K
New
$3.75 - $4.3 $116K - $133K
30.9K $132K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
12.8K
New
$9.25 - $10.26 $118K - $131K
12.8K $131K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
22.1K
New
$5.17 - $5.91 $114K - $131K
22.1K $130K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
11.9K
New
$9.73 - $11.03 $115K - $131K
11.9K $130K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
1.04K
New
$100.45 - $111.8 $104K - $116K
1.04K $116K
DTH
Wisdomtree Tr

ETFs
2.25K
New
$37.84 - $46.83 $85.1K - $105K
2.25K $104K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
3.08K
New
$25.92 - $33.03 $79.8K - $102K
3.08K $101K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
7.84K
New
$11.12 - $12.78 $87.1K - $100K
7.84K $94K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
10K
New
$7.75 - $9.2 $77.5K - $92K
10K $90K
EAT
Brinker International, Inc

Consumer Cyclical
473
New
$128.68 - $181.78 $60.9K - $86K
473 $85K
EGY
Vaalco Energy Inc

Energy
22.2K
New
$3.1 - $3.94 $68.7K - $87.4K
22.2K $80K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
883
New
$61.92 - $81.5 $54.7K - $72K
883 $71K
ALK
Alaska Air Group, Inc.

Industrials
1.44K
New
$41.01 - $54.88 $58.8K - $78.8K
1.44K $71K
STC
Stewart Information Services Corp

Financial Services
1.05K
New
$59.82 - $72.65 $63.1K - $76.6K
1.05K $68K
MASI
Masimo Corp

Healthcare
397
New
$144.4 - $171.97 $57.3K - $68.3K
397 $66K
STRL
Sterling Construction CO Inc

Industrials
253
New
$104.96 - $231.51 $26.6K - $58.6K
253 $58K
BGSF
Bgsf, Inc.

Industrials
8.85K
New
$2.94 - $6.37 $26K - $56.4K
8.85K $56K
SLM
Slm Corp

Financial Services
1.63K
New
$24.84 - $34.36 $40.5K - $56K
1.63K $53K
W
Wayfair Inc.

Consumer Cyclical
1.03K
New
$24.14 - $51.22 $24.8K - $52.7K
1.03K $52K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
780
New
$53.75 - $67.21 $41.9K - $52.4K
780 $51K
AWR
American States Water CO

Utilities
626
New
$75.1 - $81.3 $47K - $50.9K
626 $47K
PLMR
Palomar Holdings, Inc.

Financial Services
303
New
$129.99 - $175.67 $39.4K - $53.2K
303 $46K
NI
Nisource Inc.

Utilities
1.14K
New
$37.11 - $40.64 $42.1K - $46.1K
1.14K $45K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
2K
New
$19.41 - $22.77 $38.8K - $45.5K
2K $45K
CGNX
Cognex Corp

Technology
1.4K
New
$23.27 - $32.07 $32.5K - $44.8K
1.4K $44K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
500
New
$80.28 - $91.78 $40.1K - $45.9K
500 $43K
SNEX
Stone X Group Inc.

Financial Services
450
New
$69.59 - $94.15 $31.3K - $42.4K
450 $41K
SMTC
Semtech Corp

Technology
909
New
$24.34 - $45.62 $22.1K - $41.5K
909 $41K
AGZ
Ishares Agency Bond ETF

ETFs
380
New
$108.32 - $109.92 $41.2K - $41.8K
380 $41K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
652
New
$51.81 - $61.79 $33.8K - $40.3K
652 $40K
CRDO
Credo Technology Group Holding LTD

Technology
419
New
$33.3 - $95.05 $14K - $39.8K
419 $38K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
751
New
$42.54 - $50.99 $31.9K - $38.3K
751 $38K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
600
New
$61.03 - $67.59 $36.6K - $40.6K
600 $38K
RAMP
Live Ramp Holdings, Inc.

Technology
1.17K
New
$23.55 - $33.5 $27.6K - $39.3K
1.17K $38K
IDCC
Inter Digital, Inc.

Communication Services
168
New
$183.37 - $234.7 $30.8K - $39.4K
168 $37K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
590
New
$46.95 - $68.11 $27.7K - $40.2K
590 $37K
PBF
Pbf Energy Inc.

Energy
1.7K
New
$14.37 - $24.39 $24.4K - $41.5K
1.7K $36K
NOG
Northern Oil & Gas, Inc.

Energy
1.24K
New
$20.6 - $32.16 $25.4K - $39.7K
1.24K $35K
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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