Clearstead Advisors, LLC New Holdings in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CNA
Cna Financial Corp

Financial Services
465
New
$45.86 - $51.0 $21.3K - $23.7K
465 $23K
JBHT
Hunt J B Transport Services Inc

Industrials
146
New
$146.12 - $186.55 $21.3K - $27.2K
146 $21K
OWL
Blue Owl Capital Inc.

Financial Services
1K
New
$18.49 - $26.68 $18.5K - $26.7K
1K $20K
IAI
Ishares Tr Us Broker Dealers &

ETFs
137
New
$134.68 - $159.3 $18.5K - $21.8K
137 $19K
GDV
Gabelli Dividend & Income Trust

Financial Services
800
New
$23.47 - $25.3 $18.8K - $20.2K
800 $19K
GRAB
Grab Holdings LTD

Technology
4K
New
$4.12 - $5.34 $16.5K - $21.4K
4K $18K
UTG
Reaves Utility Income Fund

Financial Services
550
New
$31.08 - $34.42 $17.1K - $18.9K
550 $17K
SAIC
Science Applications International Corp

Technology
159
New
$95.77 - $119.82 $15.2K - $19.1K
159 $17K
AA
Alcoa Corp

Basic Materials
570
New
$30.5 - $39.53 $17.4K - $22.5K
570 $17K
TNL
Travel & Leisure Co.

Consumer Cyclical
353
New
$46.29 - $57.86 $16.3K - $20.4K
353 $16K
GIB
Cgi Inc

Technology
150
New
$98.12 - $122.43 $14.7K - $18.4K
150 $14K
CRUS
Cirrus Logic, Inc.

Technology
150
New
$97.89 - $111.4 $14.7K - $16.7K
150 $14K
IAC
Iac/Inter Active Corp

Communication Services
296
New
$41.0 - $50.0 $12.1K - $14.8K
296 $13K
PJAN
Innovator U.S. Equity Power Bu

ETFs
326
New
$41.09 - $43.24 $13.4K - $14.1K
326 $13K
PLTK
Playtika Holding Corp.

Communication Services
2.63K
New
$4.01 - $7.45 $10.5K - $19.6K
2.63K $13K
DV
Double Verify Holdings, Inc.

Technology
1.03K
New
$13.34 - $23.07 $13.8K - $23.9K
1.03K $13K
PNR
Pentair PLC

Industrials
145
New
$84.0 - $105.35 $12.2K - $15.3K
145 $12K
MGM
Mgm Resorts International

Consumer Cyclical
432
New
$29.64 - $40.37 $12.8K - $17.4K
432 $12K
KMPR
Kemper Corp

Financial Services
173
New
$62.81 - $69.5 $10.9K - $12K
173 $11K
VERX
Vertex, Inc.

Technology
334
New
$31.15 - $58.95 $10.4K - $19.7K
334 $11K
PK
Park Hotels & Resorts Inc.

Real Estate
1.04K
New
$10.68 - $14.19 $11.1K - $14.8K
1.04K $11K
AN
Autonation, Inc.

Consumer Cyclical
65
New
$156.67 - $195.15 $10.2K - $12.7K
65 $10K
SXI
Standex International Corp

Industrials
61
New
$160.36 - $196.08 $9.78K - $12K
61 $9K
JHG
Janus Henderson Group PLC

Financial Services
270
New
$35.98 - $45.94 $9.71K - $12.4K
270 $9K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
2.3K
New
$4.07 - $5.99 $9.36K - $13.8K
2.3K $9K
GWRE
Guidewire Software, Inc.

Technology
47
New
$166.74 - $218.22 $7.84K - $10.3K
47 $8K
TFX
Teleflex Inc

Healthcare
58
New
$130.79 - $183.66 $7.59K - $10.7K
58 $8K
UI
Ubiquiti Inc.

Technology
26
New
$300.93 - $431.11 $7.82K - $11.2K
26 $8K
BRX
Brixmor Property Group Inc.

Real Estate
321
New
N/A
321 $7K
FTDR
Frontdoor, Inc.

Consumer Cyclical
199
New
$37.07 - $62.39 $7.38K - $12.4K
199 $7K
IPGP
Ipg Photonics Corp

Technology
119
New
$57.86 - $77.8 $6.89K - $9.26K
119 $7K
MOS
Mosaic CO

Basic Materials
260
New
$23.08 - $28.8 $6K - $7.49K
260 $7K
SANA
Sana Biotechnology, Inc.

Healthcare
4.65K
New
$1.65 - $4.3 $7.67K - $20K
4.65K $7K
STVN
Stevanato Group S.P.A.

Healthcare
303
New
$18.11 - $24.11 $5.49K - $7.31K
303 $6K
PNW
Pinnacle West Capital Corp

Utilities
66
New
$81.76 - $95.25 $5.4K - $6.29K
66 $6K
S
Sentinel One, Inc.

Technology
348
New
$18.17 - $24.97 $6.32K - $8.69K
348 $6K
PAYO
Payoneer Global Inc.

Technology
710
New
$7.04 - $11.04 $5K - $7.84K
710 $5K
AGI
Alamos Gold Inc

Basic Materials
200
New
$18.69 - $26.74 $3.74K - $5.35K
200 $5K
IIIV
I3 Verticals, Inc.

Technology
203
New
$23.2 - $29.67 $4.71K - $6.02K
203 $5K
JPIN
Jp Morgan Diversified Return I

ETFs
100
New
$52.75 - $58.91 $5.28K - $5.89K
100 $5K
CSWI
Csw Industrials, Inc.

Industrials
20
New
$283.77 - $396.86 $5.68K - $7.94K
20 $5K
UPWK
Upwork, Inc

Industrials
454
New
$12.34 - $17.44 $5.6K - $7.92K
454 $5K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
57
New
$96.85 - $111.39 $5.52K - $6.35K
57 $5K
ALKT
Alkami Technology, Inc.

Technology
199
New
$23.76 - $37.53 $4.73K - $7.47K
199 $5K
BKH
Black Hills Corp

Utilities
69
New
$55.74 - $61.86 $3.85K - $4.27K
69 $4K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
194
New
$23.43 - $25.55 $4.55K - $4.96K
194 $4K
AAP
Advance Auto Parts Inc

Consumer Cyclical
108
New
$33.63 - $49.79 $3.63K - $5.38K
108 $4K
CACI
Caci International Inc

Technology
11
New
N/A
11 $4K
CNP
Centerpoint Energy Inc

Utilities
83
New
$30.87 - $36.25 $2.56K - $3.01K
83 $3K
Activity Summary
Buys All Purchases 1040 New Holdings 252 Increased Positions 788 Sells All Sells 628 Reductions 628 Sold out 0 Options Calls 3 Puts 1
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