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
United Homes Group Inc
913
New
N/A
913 $0
Sharkninja Inc
9
New
N/A
9 $0
SHBI
Shore Bancshares Inc

Financial Services
7
New
$11.78 - $15.72 $82.5 - $110
7 $0
Upstream Bio Inc
163
New
N/A
163 $0
SXC
Sun Coke Energy, Inc.

Basic Materials
11
New
$7.75 - $9.8 $85.3 - $108
11 $0
STRO
Sutro Biopharma, Inc.

Healthcare
121
New
$0.52 - $1.3 $62.9 - $157
121 $0
ZETA
Zeta Global Holdings Corp.

Technology
7
New
$11.02 - $16.81 $77.1 - $118
7 $0
TALO
Talos Energy Inc.

Energy
5
New
$6.38 - $9.56 $31.9 - $47.8
5 $0
Zura Bio LTD
239
New
N/A
239 $0
SG
Sweetgreen, Inc.

Consumer Cyclical
49
New
$12.23 - $25.56 $599 - $1.25K
49 $0
TH
Target Hospitality Corp.

Industrials
111
New
$6.25 - $7.6 $694 - $844
111 $0
Zenas Biopharma Inc
23
New
N/A
23 $0
OB
Outbrain Inc.

Communication Services
198
New
$2.37 - $3.9 $469 - $772
198 $0
QUAD
Quad/Graphics, Inc.

Industrials
7
New
$4.75 - $6.01 $33.3 - $42.1
7 $0
X4 Pharmaceuticals Inc
64
New
N/A
64 $0
XBIT
X Biotech Inc.

Healthcare
17
New
$2.56 - $3.36 $43.5 - $57.1
17 $0
STTK
Shattuck Labs, Inc.

Healthcare
155
New
$0.73 - $1.3 $113 - $202
155 $0
Site Ctrs Corp
5
New
N/A
5 $0
YMAB
Y M Abs Therapeutics, Inc.

Healthcare
9
New
$3.64 - $5.35 $32.8 - $48.2
9 $0
VVX
V2 X, Inc.

Industrials
1
New
$43.76 - $52.31 $43.8 - $52.3
1 $0
SVC
Service Properties Trust

Real Estate
175
New
$1.78 - $2.63 $312 - $460
175 $0
RGNX
Regenxbio Inc.

Healthcare
6
New
$5.31 - $10.4 $31.9 - $62.4
6 $0
Solid Biosciences Inc
9
New
N/A
9 $0
STCE
Schwab Strategic Tr Crypto The
28
New
N/A
28 $0
VIR
Vir Biotechnology, Inc.

Healthcare
34
New
$4.5 - $6.48 $153 - $220
34 $0
WAFD
Washington Federal Inc

Financial Services
11
New
$24.48 - $30.05 $269 - $331
11 $0
Southland Hldgs Inc
20
New
N/A
20 $0
CURV
Torrid Holdings Inc.

Consumer Cyclical
41
New
$2.95 - $6.46 $121 - $265
41 $0
TMC
Tmc The Metals CO Inc.

Basic Materials
10
New
$1.62 - $7.49 $16.2 - $74.9
10 $0
Smithfield Foods Inc
1
New
N/A
1 $0
UNTY
Unity Bancorp Inc

Financial Services
1
New
$38.73 - $47.19 $38.7 - $47.2
1 $0
WSBF
Waterstone Financial, Inc.

Financial Services
64
New
$11.86 - $13.94 $759 - $892
64 $0
Rocket Lab Corp
944
New
N/A
944 $0
TMCI
Treace Medical Concepts, Inc.

Healthcare
10
New
$5.44 - $8.32 $54.4 - $83.2
10 $0
VIRC
Virco Mfg Corporation

Consumer Cyclical
3
New
$7.89 - $10.42 $23.7 - $31.3
3 $0
SES
Ses Ai Corp

Consumer Cyclical
200
New
$0.51 - $1.05 $102 - $210
200 $0
COCO
Vita Coco Company, Inc.

Consumer Defensive
3
New
$27.0 - $37.18 $81 - $112
3 $0
Savers Value Vlg Inc
572
New
N/A
572 $0
SD
Sandridge Energy Inc

Energy
11
New
$9.07 - $12.08 $99.8 - $133
11 $0
Volatility Shs Tr
487
New
N/A
487 $0
SSTI
Shotspotter, Inc

Technology
33
New
$13.06 - $17.2 $431 - $568
33 $0
South Bow Corp
735
New
N/A
735 $0
SFST
Southern First Bancshares Inc

Financial Services
12
New
$30.61 - $38.65 $367 - $464
12 $0
Soleno Therapeutics Inc
465
New
N/A
465 $0
SEDG
Solaredge Technologies, Inc.

Technology
34
New
$11.58 - $23.98 $394 - $815
34 $0
Spire Global Inc
22
New
N/A
22 $0
Venture Global Inc
100
New
N/A
100 $0
Vanguard Mun Bd Fds
9.58K
New
N/A
9.58K $0
Vanguard Instl Index Fd
1.06K
New
N/A
1.06K $0
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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