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
PCB
Pcb Bancorp

Financial Services
29
New
$16.8 - $20.98 $487 - $608
29 $0
PEBO
Peoples Bancorp Inc

Financial Services
3
New
$26.85 - $31.02 $80.6 - $93.1
3 $0
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
6
New
$24.7 - $30.88 $148 - $185
6 $0
PHR
Phreesia, Inc.

Healthcare
4
New
$23.25 - $28.49 $93 - $114
4 $0
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
93
New
N/A
93 $0
PBFS
Pioneer Bancorp, Inc.

Financial Services
30
New
$11.03 - $12.53 $331 - $376
30 $0
Ouster Inc
180
New
N/A
180 $0
Orrstown Finl Svcs Inc
113
New
N/A
113 $0
Noble Corp PLC
1.95K
New
N/A
1.95K $0
NECB
North East Community Bancorp, Inc.

Financial Services
17
New
$20.74 - $24.08 $353 - $409
17 $0
NUVB
Nuvation Bio Inc.

Healthcare
491
New
$1.66 - $2.53 $815 - $1.24K
491 $0
Offerpad Solutions Inc
21
New
N/A
21 $0
OI
O I Glass, Inc.

Consumer Cyclical
4
New
$9.62 - $15.51 $38.5 - $62
4 $0
OIS
Oil States International, Inc

Energy
33
New
$3.25 - $5.62 $107 - $185
33 $0
OFLX
Omega Flex, Inc.

Industrials
8
New
$29.0 - $35.12 $232 - $281
8 $0
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
4
New
$4.26 - $10.55 $17 - $42.2
4 $0
ORN
Orion Group Holdings Inc

Industrials
4
New
$5.03 - $9.2 $20.1 - $36.8
4 $0
PBPB
Potbelly Corp

Consumer Cyclical
30
New
$7.89 - $12.25 $237 - $368
30 $0
Fibrobiologics Inc
202
New
N/A
202 $0
EAF
Graftech International LTD

Industrials
1K
New
$0.56 - $1.3 $560 - $1.3K
1K $0
GRPN
Groupon, Inc.

Communication Services
5
New
$16.78 - $38.84 $83.9 - $194
5 $0
Gt Biopharma Inc
865
New
N/A
865 $0
Guardian Pharmacy Svcs Inc
73
New
N/A
73 $0
HAIN
Hain Celestial Group Inc

Consumer Defensive
24
New
$1.45 - $4.16 $34.8 - $99.8
24 $0
HNRG
Hallador Energy CO

Energy
60
New
$10.3 - $19.53 $618 - $1.17K
60 $0
Hamilton Insurance Group LTD
3
New
N/A
3 $0
HLVX
Hille Vax, Inc.

Healthcare
167
New
$1.39 - $2.04 $232 - $341
167 $0
HLLY
Holley Inc.

Consumer Cyclical
377
New
$1.77 - $2.57 $667 - $969
377 $0
HUMA
Humacyte, Inc.

Healthcare
7
New
$1.15 - $2.77 $8.05 - $19.4
7 $0
GOGL
Golden Ocean Group LTD

Industrials
63
New
$6.48 - $8.39 $408 - $529
63 $0
Global X Fds
100
New
N/A
100 $0
Fidelis Insurance Holdings L
30
New
N/A
30 $0
FDBC
Fidelity D & D Bancorp Inc

Financial Services
4
New
$37.43 - $46.0 $150 - $184
4 $0
FRBA
First Bank (Nj) Common Stock

Financial Services
14
New
$12.86 - $15.49 $180 - $217
14 $0
INBK
First Internet Bancorp

Financial Services
4
New
$20.26 - $27.75 $81 - $111
4 $0
Flagstar Financial Inc
204
New
N/A
204 $0
Forge Global Holdings Inc
1
New
N/A
1 $0
Forrester Resh Inc
53
New
N/A
53 $0
FNKO
Funko, Inc.

Consumer Cyclical
14
New
$3.51 - $6.86 $49.1 - $96
14 $0
GCI
Gannett Co., Inc.

Communication Services
26
New
$2.64 - $3.71 $68.6 - $96.5
26 $0
GOOD
Gladstone Commercial Corp

Real Estate
11
New
$13.16 - $15.07 $145 - $166
11 $0
Hycroft Mining Holding Corp
47.5K
New
N/A
47.5K $0
Ibotta Inc
44
New
N/A
44 $0
IGMS
Igm Biosciences, Inc.

Healthcare
61
New
$1.02 - $1.46 $62.2 - $89.1
61 $0
JELD
Jeld Wen Holding, Inc.

Industrials
12
New
$3.36 - $6.09 $40.3 - $73.1
12 $0
Karman Hldgs Inc
110
New
N/A
110 $0
KMT
Kennametal Inc

Industrials
1
New
$17.54 - $23.27 $17.5 - $23.3
1 $0
Kiniksa Pharmaceuticals Intl
795
New
N/A
795 $0
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
21
New
$8.6 - $10.66 $181 - $224
21 $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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