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
MWA
Mueller Water Products, Inc.

Industrials
1.47K
New
$22.82 - $27.21 $33.5K - $40K
1.47K $35K
GPI
Group 1 Automotive Inc

Consumer Cyclical
79
New
$372.3 - $448.86 $29.4K - $35.5K
79 $34K
KAI
Kadant Inc

Industrials
107
New
$286.24 - $350.17 $30.6K - $37.5K
107 $33K
VGLT
Vanguard Long Term Treasury Et

ETFs
602
New
$53.66 - $58.71 $32.3K - $35.3K
602 $33K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.87K
New
$16.93 - $17.81 $31.6K - $33.3K
1.87K $33K
URBN
Urban Outfitters Inc

Consumer Cyclical
462
New
$43.24 - $75.26 $20K - $34.8K
462 $33K
KALU
Kaiser Aluminum Corp

Basic Materials
408
New
$50.21 - $80.95 $20.5K - $33K
408 $32K
LAUR
Laureate Education, Inc.

Consumer Defensive
1.38K
New
$18.34 - $23.38 $25.3K - $32.2K
1.38K $32K
MRUS
Merus N.V.

Healthcare
626
New
$34.89 - $62.42 $21.8K - $39.1K
626 $32K
BRP
Brp Group, Inc.

Financial Services
790
New
N/A
790 $31K
CSV
Carriage Services Inc

Consumer Cyclical
669
New
$36.26 - $46.06 $24.3K - $30.8K
669 $30K
VRNT
Verint Systems Inc

Technology
940
New
N/A
940 $30K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
1.08K
New
$22.25 - $30.3 $24K - $32.7K
1.08K $29K
NVR
Nvr Inc

Consumer Cyclical
4
New
$6700.0 - $7410.93 $26.8K - $29.6K
4 $29K
POST
Post Holdings, Inc.

Consumer Defensive
258
New
$107.47 - $118.46 $27.7K - $30.6K
258 $28K
GFF
Griffon Corp

Industrials
391
New
$64.73 - $74.97 $25.3K - $29.3K
391 $28K
FLEX
Flex Ltd.

Technology
556
New
$26.68 - $50.09 $14.8K - $27.9K
556 $27K
GVA
Granite Construction Inc

Industrials
299
New
$71.89 - $93.51 $21.5K - $28K
299 $27K
IBEX
Ibex LTD

Technology
941
New
$22.5 - $30.55 $21.2K - $28.7K
941 $27K
FXN
First Tr Exchange Traded Fd Fi

ETFs
1.76K
New
$12.88 - $16.75 $22.7K - $29.5K
1.76K $26K
AVT
Avnet Inc

Technology
496
New
$41.51 - $53.08 $20.6K - $26.3K
496 $26K
NMIH
Nmi Holdings, Inc.

Financial Services
595
New
$32.79 - $42.24 $19.5K - $25.1K
595 $25K
VIRT
Virtu Financial, Inc.

Financial Services
561
New
$32.82 - $44.79 $18.4K - $25.1K
561 $25K
UTI
Universal Technical Institute Inc

Consumer Defensive
716
New
$25.25 - $35.9 $18.1K - $25.7K
716 $24K
FA
First Advantage Corp

Industrials
1.48K
New
$12.99 - $18.59 $19.2K - $27.5K
1.48K $24K
DXPE
Dxp Enterprises Inc

Industrials
277
New
$71.8 - $92.02 $19.9K - $25.5K
277 $24K
FCOM
Fidelity Covington Tr Msci Com

ETFs
375
New
$50.44 - $64.81 $18.9K - $24.3K
375 $24K
EVER
Ever Quote, Inc.

Communication Services
1.01K
New
$20.21 - $26.71 $20.4K - $26.9K
1.01K $24K
MLTX
Moon Lake Immunotherapeutics

Healthcare
490
New
$32.84 - $51.05 $16.1K - $25K
490 $23K
INTA
Intapp, Inc.

Technology
463
New
$48.49 - $59.55 $22.5K - $27.6K
463 $23K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
229
New
$89.28 - $103.8 $20.4K - $23.8K
229 $23K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
747
New
$28.96 - $32.46 $21.6K - $24.2K
747 $23K
BANC
Banc Of California, Inc.

Financial Services
1.63K
New
$12.06 - $14.62 $19.6K - $23.8K
1.63K $22K
NBN
Northeast Bk Lewiston Me Com

Financial Services
252
New
$80.61 - $92.41 $20.3K - $23.3K
252 $22K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
176
New
$97.32 - $136.25 $17.1K - $24K
176 $22K
ETNB
89bio, Inc.

Healthcare
2.26K
New
$4.83 - $10.57 $10.9K - $23.9K
2.26K $22K
ADEA
Adeia Inc.

Technology
1.53K
New
$11.23 - $14.24 $17.2K - $21.8K
1.53K $21K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
217
New
$89.28 - $103.69 $19.4K - $22.5K
217 $21K
CNTA
Centessa Pharmaceuticals PLC

Healthcare
1.64K
New
$10.71 - $14.2 $17.5K - $23.3K
1.64K $21K
WEX
Wex Inc.

Technology
143
New
$113.47 - $161.8 $16.2K - $23.1K
143 $21K
FBP
First Bancorp

Financial Services
1.01K
New
$16.84 - $21.1 $17K - $21.3K
1.01K $21K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
988
New
$21.4 - $26.31 $21.1K - $26K
988 $21K
TDC
Teradata Corp

Technology
883
New
$19.2 - $23.59 $17K - $20.8K
883 $19K
CWT
California Water Service Group

Utilities
433
New
$44.67 - $51.36 $19.3K - $22.2K
433 $19K
SIG
Signet Jewelers LTD

Consumer Cyclical
239
New
$50.77 - $82.74 $12.1K - $19.8K
239 $19K
BDC
Belden Inc.

Technology
169
New
$87.1 - $116.54 $14.7K - $19.7K
169 $19K
PPL
Ppl Corp

Utilities
583
New
$33.45 - $36.5 $19.5K - $21.3K
583 $19K
BELFB
Bel Fuse Inc.

Technology
200
New
$60.82 - $97.69 $12.2K - $19.5K
200 $19K
ABM
Abm Industries Inc

Industrials
399
New
$42.24 - $52.72 $16.9K - $21K
399 $18K
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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