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
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
17
New
$6.41 - $11.19 $109 - $190
17 $0
BMEA
Biomea Fusion, Inc.

Healthcare
293
New
$1.37 - $2.9 $401 - $850
293 $0
BTMD
Biote Corp.

Healthcare
86
New
$3.25 - $4.28 $280 - $368
86 $0
BVS
Bioventus Inc.

Healthcare
2
New
$6.2 - $9.51 $12.4 - $19
2 $0
Birkenstock Holding PLC
1.06K
New
N/A
1.06K $0
Bitwise Bitcoin ETF Tr
500
New
N/A
500 $0
BARK
Bark, Inc.

Consumer Cyclical
9
New
$0.81 - $1.42 $7.29 - $12.8
9 $0
BWFG
Bankwell Financial Group, Inc.

Financial Services
8
New
$27.71 - $36.46 $222 - $292
8 $0
APLE
Apple Hospitality Reit, Inc.

Real Estate
10
New
$10.66 - $12.92 $107 - $129
10 $0
ARLO
Arlo Technologies, Inc.

Industrials
14
New
$8.41 - $17.36 $118 - $243
14 $0
AIP
Arteris, Inc.

Technology
6
New
$5.59 - $9.91 $33.5 - $59.5
6 $0
ARVN
Arvinas, Inc.

Healthcare
15
New
$6.07 - $9.62 $91.1 - $144
15 $0
ASPN
Aspen Aerogels Inc

Industrials
12
New
$4.31 - $6.63 $51.7 - $79.6
12 $0
ATNI
Atn International, Inc.

Communication Services
4
New
$14.04 - $20.27 $56.2 - $81.1
4 $0
AEYE
Audioeye Inc

Technology
2
New
$9.95 - $14.05 $19.9 - $28.1
2 $0
BLZE
Backblaze, Inc.

Technology
1
New
$4.26 - $5.98 $4.26 - $5.98
1 $0
BMRC
Bank Of Marin Bancorp

Financial Services
1
New
$19.65 - $23.1 $19.7 - $23.1
1 $0
Blackrock ETF Trust
142
New
N/A
142 $0
FATE
Fate Therapeutics Inc

Healthcare
642
New
$0.68 - $1.67 $437 - $1.07K
642 $0
Lifezone Metals Limited
35
New
N/A
35 $0
MFA
Mfa Financial, Inc.

Real Estate
5
New
$8.17 - $10.35 $40.9 - $51.8
5 $0
MG
Mistras Group, Inc.

Industrials
64
New
$7.26 - $10.49 $465 - $671
64 $0
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
25
New
$3.7 - $5.33 $92.5 - $133
25 $0
MVBF
Mvb Financial Corp

Financial Services
23
New
$15.72 - $22.53 $362 - $518
23 $0
NSSC
Napco Security Technologies, Inc

Industrials
5
New
$19.82 - $29.82 $99.1 - $149
5 $0
NATH
Nathans Famous, Inc.

Consumer Cyclical
4
New
$90.55 - $115.66 $362 - $463
4 $0
NRC
National Research Corp

Healthcare
35
New
$10.13 - $17.24 $355 - $603
35 $0
First Tr Exchng Traded Fd Vi
24.5K
New
N/A
24.5K $0
Nektar Therapeutics
5
New
N/A
5 $0
NAMS
Newamsterdam Pharma CO Nv Shs
88
New
N/A
88 $0
Metsera Inc
3
New
N/A
3 $0
MCBS
Metro City Bankshares, Inc.

Financial Services
9
New
$25.33 - $29.57 $228 - $266
9 $0
Lionsgate Studios Corp
36K
New
N/A
36K $0
Listed Fds Tr
6.92K
New
N/A
6.92K $0
LVWR
Live Wire Group, Inc.

Consumer Cyclical
22
New
N/A
22 $0
LXFR
Luxfer Holdings PLC

Industrials
5
New
$9.58 - $12.45 $47.9 - $62.3
5 $0
Mac Copper Limited
133
New
N/A
133 $0
Maplebear Inc
1.18K
New
N/A
1.18K $0
MTRX
Matrix Service CO

Industrials
6
New
$10.03 - $13.91 $60.2 - $83.5
6 $0
MERC
Mercer International Inc.

Basic Materials
237
New
$3.37 - $5.96 $799 - $1.41K
237 $0
MCY
Mercury General Corp

Financial Services
5
New
$49.04 - $67.34 $245 - $337
5 $0
Metagenomi Inc
130
New
N/A
130 $0
Newsmax Inc
200
New
N/A
200 $0
NKTX
Nkarta, Inc.

Healthcare
11
New
$1.51 - $2.22 $16.6 - $24.4
11 $0
LASR
Nlight, Inc.

Technology
15
New
$6.44 - $19.68 $96.6 - $295
15 $0
Pagaya Technologies LTD
4
New
N/A
4 $0
PD
Pager Duty, Inc.

Technology
1
New
$13.92 - $18.38 $13.9 - $18.4
1 $0
PTEN
Patterson Uti Energy Inc

Energy
19
New
$5.46 - $8.56 $104 - $163
19 $0
Paysafe Limited
104
New
N/A
104 $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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