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
SPOK
Spok Holdings, Inc

Healthcare
16
New
$13.82 - $17.68 $221 - $283
16 $0
Star Hldgs
23
New
N/A
23 $0
RGP
Resources Connection, Inc.

Industrials
84
New
$4.94 - $6.65 $415 - $559
84 $0
WEST
Westrock Coffee Holdings, LLC
62
New
$5.51 - $7.84 $342 - $486
62 $0
WSR
Whitestone Reit

Real Estate
8
New
$12.06 - $14.62 $96.5 - $117
8 $0
WLDN
Willdan Group, Inc.

Industrials
2
New
$36.9 - $62.51 $73.8 - $125
2 $0
HEAR
Turtle Beach Corp

Technology
6
New
N/A
6 $0
RLAY
Relay Therapeutics, Inc.

Healthcare
13
New
$2.0 - $3.49 $26 - $45.4
13 $0
LAB
Standard Biotools Inc.

Healthcare
213
New
$0.92 - $1.27 $196 - $271
213 $0
SMRT
Smart Rent, Inc.

Technology
115
New
$0.72 - $1.15 $82.8 - $132
115 $0
Wedbush Ser Tr
288
New
N/A
288 $0
TSBK
Timberland Bancorp Inc

Financial Services
8
New
$28.33 - $32.23 $227 - $258
8 $0
SDRL
Seadrill Limited

Energy
328
New
N/A
328 $0
REI
Ring Energy, Inc.

Energy
33
New
$0.74 - $1.17 $24.4 - $38.6
33 $0
Rigel Pharmaceuticals Inc
58
New
N/A
58 $0
Tidal Trust Iii
591
New
N/A
591 $0
TCBX
Third Coast Bancshares, Inc.

Financial Services
1
New
$27.48 - $33.21 $27.5 - $33.2
1 $0
VREX
Varex Imaging Corp

Healthcare
2
New
$6.88 - $11.43 $13.8 - $22.9
2 $0
Themes ETF Tr
125
New
N/A
125 $0
STEL
Stellar Bancorp Inc
190
New
N/A
190 $0
Blackrock ETF Trust
39
New
N/A
39 $0
CBL
Cbl & Associates Properties Inc

Real Estate
5
New
$22.42 - $27.27 $112 - $136
5 $0
Celestica Inc
264
New
N/A
264 $0
CENTA
Central Garden & Pet Company C

Consumer Defensive
3
New
$29.57 - $32.86 $88.7 - $98.6
3 $0
Cg Oncology Inc
343
New
N/A
343 $0
CHMG
Chemung Financial Corp

Financial Services
1
New
$40.73 - $49.98 $40.7 - $50
1 $0
CIFR
Cipher Mining Inc.

Financial Services
64
New
$2.1 - $4.78 $134 - $306
64 $0
Circle Internet Group Inc
25
New
N/A
25 $0
CZNC
Citizens & Northern Corp

Financial Services
21
New
$18.07 - $20.04 $379 - $421
21 $0
CIVB
Civista Bancshares, Inc.

Financial Services
4
New
$18.44 - $23.76 $73.8 - $95
4 $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
8.95K
New
N/A
8.95K $0
CRBU
Caribou Biosciences, Inc.

Healthcare
351
New
$0.73 - $1.42 $256 - $498
351 $0
CBNK
Capital Bancorp Inc

Financial Services
4
New
$26.11 - $33.58 $104 - $134
4 $0
Blackrock ETF Trust
289
New
N/A
289 $0
Boundless Bio Inc
24
New
N/A
24 $0
BRCC
Brc Inc.

Consumer Defensive
490
New
$1.24 - $2.37 $608 - $1.16K
490 $0
BWB
Bridgewater Bancshares Inc

Financial Services
36
New
$12.29 - $16.19 $442 - $583
36 $0
BRSP
Bright Spire Capital, Inc.

Real Estate
13
New
$4.3 - $5.59 $55.9 - $72.7
13 $0
BV
Bright View Holdings, Inc.

Industrials
2
New
$12.2 - $16.94 $24.4 - $33.9
2 $0
BKE
Buckle Inc

Consumer Cyclical
3
New
$33.77 - $45.57 $101 - $137
3 $0
BUR
Burford Capital LTD

Financial Services
9
New
$10.91 - $14.43 $98.2 - $130
9 $0
BHRB
Burke Herbert Finl Svcs Corp C
33
New
N/A
33 $0
CWH
Camping World Holdings, Inc.

Consumer Cyclical
1
New
$11.68 - $19.18 $11.7 - $19.2
1 $0
ELYM
Eliem Therapeutics, Inc.

Healthcare
11
New
N/A
11 $0
CDE
Coeur Mining, Inc.

Basic Materials
41
New
$4.81 - $9.46 $197 - $388
41 $0
COMM
Comm Scope Holding Company, Inc.

Technology
22
New
$3.02 - $8.28 $66.4 - $182
22 $0
DH
Definitive Healthcare Corp.

Healthcare
207
New
$2.45 - $4.0 $507 - $828
207 $0
Destiny Tech100 Inc
102
New
N/A
102 $0
Digitalbridge Group Inc
771
New
N/A
771 $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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