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
LEA
Lear Corp

Consumer Cyclical
41
New
$87.96 - $99.36 $3.61K - $4.07K
41 $3K
POR
Portland General Electric CO

Utilities
81
New
$40.56 - $45.24 $3.29K - $3.66K
81 $3K
NNN
National Retail Properties, Inc.

Real Estate
73
New
$38.0 - $43.19 $2.77K - $3.15K
73 $3K
MSM
Msc Industrial Direct CO Inc

Industrials
43
New
$74.45 - $83.08 $3.2K - $3.57K
43 $3K
SKX
Skechers Usa Inc

Consumer Cyclical
56
New
$54.98 - $78.24 $3.08K - $4.38K
56 $3K
ENR
Energizer Holdings, Inc.

Industrials
117
New
$29.28 - $35.79 $3.43K - $4.19K
117 $3K
SITM
Sitime Corp

Technology
16
New
$150.28 - $257.0 $2.4K - $4.11K
16 $2K
UVE
Universal Insurance Holdings, Inc.

Financial Services
100
New
$18.91 - $23.7 $1.89K - $2.37K
100 $2K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
100
New
$25.31 - $30.02 $2.53K - $3K
100 $2K
WTRG
Essential Utilities, Inc.

Utilities
65
New
$33.49 - $40.57 $2.18K - $2.64K
65 $2K
MPW
Medical Properties Trust Inc

Real Estate
383
New
$3.83 - $6.21 $1.47K - $2.38K
383 $2K
NJR
New Jersey Resources Corp

Utilities
49
New
$45.25 - $49.37 $2.22K - $2.42K
49 $2K
FNLC
First Bancorp, Inc

Financial Services
100
New
$24.51 - $27.11 $2.45K - $2.71K
100 $2K
IBOC
International Bancshares Corp

Financial Services
39
New
$60.62 - $67.91 $2.36K - $2.65K
39 $2K
KBE
Spdr S&P Bank ETF

ETFs
40
New
$51.28 - $59.92 $2.05K - $2.4K
40 $2K
PR
Permian Resources Corporation

Energy
171
New
$12.33 - $16.0 $2.11K - $2.74K
171 $2K
LAD
Lithia Motors Inc

Consumer Cyclical
7
New
$285.59 - $385.71 $2K - $2.7K
7 $2K
GURU
Global X Guru Index ETF

ETFs
51
New
$47.54 - $53.92 $2.42K - $2.75K
51 $2K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
12
New
$192.82 - $222.1 $2.31K - $2.67K
12 $2K
FFIN
First Financial Bankshares Inc

Financial Services
72
New
$34.78 - $38.52 $2.5K - $2.77K
72 $2K
SR
Spire Inc

Utilities
15
New
$65.62 - $78.25 $984 - $1.17K
15 $1K
LOGI
Logitech International S.A.

Technology
21
New
$81.64 - $105.06 $1.71K - $2.21K
21 $1K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
10
New
$96.88 - $148.78 $969 - $1.49K
10 $1K
BCC
Boise Cascade CO

Basic Materials
20
New
$96.38 - $129.12 $1.93K - $2.58K
20 $1K
ELS
Equity Lifestyle Properties Inc

Real Estate
29
New
$64.36 - $69.32 $1.87K - $2.01K
29 $1K
SWX
Southwest Gas Holdings, Inc.

Utilities
20
New
$68.42 - $78.18 $1.37K - $1.56K
20 $1K
APG
A Pi Group Corp

Industrials
33
New
$35.67 - $40.88 $1.18K - $1.35K
33 $1K
CBSH
Commerce Bancshares Inc

Financial Services
22
New
$58.85 - $68.59 $1.29K - $1.51K
22 $1K
CRI
Carters Inc

Consumer Cyclical
28
New
$39.79 - $55.09 $1.11K - $1.54K
28 $1K
CUZ
Cousins Properties Inc

Real Estate
43
New
$28.06 - $31.21 $1.21K - $1.34K
43 $1K
VSH
Vishay Intertechnology Inc

Technology
78
New
$15.9 - $19.1 $1.24K - $1.49K
78 $1K
UHAL
Amerco

Industrials
19
New
$62.22 - $74.71 $1.18K - $1.42K
19 $1K
E
Eni Spa

Energy
49
New
$27.51 - $31.47 $1.35K - $1.54K
49 $1K
LNW
Light & Wonder, Inc.

Consumer Cyclical
19
New
$85.08 - $111.48 $1.62K - $2.12K
19 $1K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
18
New
$68.32 - $75.06 $1.23K - $1.35K
18 $1K
FHB
First Hawaiian, Inc.

Financial Services
60
New
$24.13 - $28.18 $1.45K - $1.69K
60 $1K
ALE
Allete Inc

Utilities
25
New
$64.9 - $65.91 $1.62K - $1.65K
25 $1K
BERY
Berry Global Group, Inc.

Consumer Cyclical
19
New
$64.35 - $73.03 $1.22K - $1.39K
19 $1K
AOM
Ishares Tr Core Moderate Alloc

ETFs
30
New
$42.93 - $44.71 $1.29K - $1.34K
30 $1K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
7
New
$160.89 - $187.27 $1.13K - $1.31K
7 $1K
VC
Visteon Corp

Consumer Cyclical
15
New
$77.62 - $90.68 $1.16K - $1.36K
15 $1K
WDS
Woodside Energy Group LTD

Energy
73
New
$14.15 - $16.33 $1.03K - $1.19K
73 $1K
RFG
Invesco Exchange Traded Fd Tr

ETFs
25
New
$43.07 - $51.51 $1.08K - $1.29K
25 $1K
PALL
Abrdn Palladium ETF Trust

ETFs
21
New
$83.55 - $92.52 $1.75K - $1.94K
21 $1K
VLUE
Ishares Msci Usa Value Factor

ETFs
17
New
$104.89 - $113.56 $1.78K - $1.93K
17 $1K
WTS
Watts Water Technologies Inc

Industrials
2
New
$195.28 - $224.67 $391 - $449
2 $0
Sandisk Corp
292
New
N/A
292 $0
Nebius Group N.V.
3.3K
New
N/A
3.3K $0
Rubrik Inc.
167
New
N/A
167 $0
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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