Clearstead Advisors, LLC New Holdings in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
380K
New
$20.7 - $21.15 $7.86M - $8.03M
380K $7.86M
PLTR
Palantir Technologies Inc.

Technology
54.2K
New
$64.98 - $124.62 $3.52M - $6.76M
54.2K $4.58M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
80.3K
New
$37.87 - $39.86 $3.04M - $3.2M
80.3K $3.06M
PX
P10, Inc.

Financial Services
172K
New
$11.04 - $13.77 $1.9M - $2.37M
172K $2.02M
HEFA
Ishares Currency Hedged Msci E

ETFs
40.1K
New
$34.83 - $37.52 $1.4M - $1.51M
40.1K $1.46M
LADR
Ladder Capital Corp

Real Estate
116K
New
$10.81 - $11.87 $1.25M - $1.38M
116K $1.32M
PICK
Ishares Inc Msci Global Select

ETFs
20.4K
New
$34.93 - $38.35 $713K - $783K
20.4K $732K
JXI
Ishares Tr Global Utils ETF

ETFs
8.1K
New
$62.9 - $69.09 $509K - $560K
8.1K $559K
PMAR
Innovator U.S. Equity Power Bu

ETFs
13.8K
New
$39.51 - $41.0 $545K - $566K
13.8K $551K
KXI
Ishares Tr Global Consumer Sta

ETFs
8.24K
New
$58.57 - $64.8 $482K - $534K
8.24K $527K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
17.9K
New
$23.61 - $24.38 $423K - $437K
17.9K $437K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.49K
New
$67.08 - $76.14 $368K - $418K
5.49K $404K
CPK
Chesapeake Utilities Corp

Utilities
2.25K
New
$116.55 - $130.37 $262K - $293K
2.25K $288K
GBIL
Goldman Sachs Access Treasury

ETFs
2.75K
New
$99.85 - $100.19 $274K - $275K
2.75K $275K
UMBF
Umb Financial Corp

Financial Services
2.32K
New
$98.0 - $122.56 $228K - $285K
2.32K $234K
BSCV
Invesco ETF Self Indexed Fd Tr
12.9K
New
$15.87 - $16.38 $205K - $211K
12.9K $210K
ET
Energy Transfer LP

Energy
11.3K
New
$17.26 - $21.08 $195K - $238K
11.3K $210K
SGOL
Abrdn Gold ETF Trust

ETFs
6.82K
New
$25.14 - $29.82 $171K - $203K
6.82K $203K
RYLD
Global X Fds Russell 2000 Cove

ETFs
12.4K
New
$14.93 - $16.85 $185K - $209K
12.4K $186K
VRSN
Verisign Inc

Technology
520
New
$205.1 - $254.74 $107K - $132K
520 $132K
INCY
Incyte Corp

Healthcare
1.91K
New
$60.0 - $75.26 $114K - $143K
1.91K $115K
FTI
Technip Fmc PLC

Energy
2.52K
New
$25.3 - $32.57 $63.9K - $82.2K
2.52K $79K
AXS
Axis Capital Holdings LTD

Financial Services
728
New
$85.54 - $100.24 $62.3K - $73K
728 $72K
CNXC
Concentrix Corp

Technology
1.11K
New
$42.45 - $65.04 $47.2K - $72.3K
1.11K $61K
EWA
Ishares Msci Australia ETF

ETFs
2.52K
New
$23.02 - $25.66 $58K - $64.7K
2.52K $59K
HUN
Huntsman Corp

Basic Materials
3.59K
New
$15.79 - $18.04 $56.6K - $64.7K
3.59K $56K
RGLD
Royal Gold Inc

Basic Materials
345
New
$132.55 - $163.51 $45.7K - $56.4K
345 $56K
OSK
Oshkosh Corp

Industrials
535
New
$89.56 - $116.4 $47.9K - $62.3K
535 $50K
HYD
Vaneck High Yield Muni ETF

ETFs
924
New
$50.79 - $52.53 $46.9K - $48.5K
924 $47K
IVZ
Invesco Ltd.

Financial Services
2.74K
New
$14.82 - $19.34 $40.6K - $53K
2.74K $41K
MOH
Molina Healthcare, Inc.

Healthcare
126
New
$266.57 - $333.27 $33.6K - $42K
126 $41K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
1.81K
New
$21.87 - $34.63 $39.6K - $62.7K
1.81K $39K
PDT
John Hancock Premium Dividend Fund

Financial Services
3K
New
$12.43 - $13.08 $37.3K - $39.2K
3K $39K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
762
New
$48.06 - $53.73 $36.6K - $40.9K
762 $37K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
399
New
$87.72 - $111.91 $35K - $44.7K
399 $36K
FIVE
Five Below, Inc

Consumer Cyclical
492
New
$72.25 - $103.2 $35.5K - $50.8K
492 $36K
NWSA
News Corp

Communication Services
1.35K
New
$26.29 - $30.49 $35.6K - $41.3K
1.35K $36K
UTHR
United Therapeutics Corp

Healthcare
99
New
$304.42 - $380.78 $30.1K - $37.7K
99 $30K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
5.86K
New
$5.29 - $10.87 $31K - $63.7K
5.86K $30K
EEMV
Ishares Msci Emerging Markets

ETFs
505
New
$57.07 - $59.29 $28.8K - $29.9K
505 $29K
MGV
Vanguard Mega Cap Value

ETFs
222
New
$123.61 - $133.01 $27.4K - $29.5K
222 $28K
MAN
Manpower Group Inc.

Industrials
488
New
$53.77 - $62.66 $26.2K - $30.6K
488 $28K
MAT
Mattel Inc

Consumer Cyclical
1.45K
New
$17.73 - $21.94 $25.7K - $31.8K
1.45K $28K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.11K
New
$24.29 - $24.65 $26.9K - $27.3K
1.11K $27K
QDEL
Quidel Ortho Corp

Healthcare
782
New
$34.78 - $47.61 $27.2K - $37.2K
782 $27K
ARW
Arrow Electronics Inc

Technology
265
New
$101.93 - $119.3 $27K - $31.6K
265 $27K
ENOR
Ishares Tr Msci Norway ETF

ETFs
1K
New
$22.79 - $26.25 $22.8K - $26.3K
1K $25K
ALGN
Align Technology Inc

Healthcare
163
New
$158.86 - $234.89 $25.9K - $38.3K
163 $25K
PRI
Primerica, Inc.

Financial Services
90
New
$271.41 - $296.43 $24.4K - $26.7K
90 $25K
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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