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
SNN
Smith & Nephew PLC

Healthcare
25
New
$23.89 - $30.34 $597 - $759
25 $0
ZG
Zillow Group, Inc.

Communication Services
1
New
$66.41 - $85.29 $66.4 - $85.3
1 $0
Ssga Active Tr
100
New
N/A
100 $0
BNDI
Shp ETF Tr Neos Enhanced Incom
20.4K
New
N/A
20.4K $0
Workhorse Group Inc
1
New
N/A
1 $0
BFOR
Alps ETF Tr Barrons 400 ETF
200
New
N/A
200 $0
CSHI
Shp ETF Tr Neos Enhanced Incom
7.17K
New
N/A
7.17K $0
Neos ETF Trust
46.6K
New
N/A
46.6K $0
ASGN
Asgn Inc

Technology
7
New
$63.02 - $93.96 $441 - $658
7 $0
WMG
Warner Music Group Corp.

Communication Services
14
New
$29.3 - $36.3 $410 - $508
14 $0
Talen Energy Corp
41
New
N/A
41 $0
Biohaven LTD
290
New
N/A
290 $0
WULF
Terawulf Inc.

Financial Services
305
New
$2.73 - $6.82 $833 - $2.08K
305 $0
XP
Xp Inc.

Financial Services
47
New
$11.05 - $15.69 $519 - $737
47 $0
Twin Hospitality Group Inc
76
New
N/A
76 $0
AMED
Amedisys Inc

Healthcare
5
New
$90.44 - $92.9 $452 - $465
5 $0
VAL
Valaris LTD

Energy
1
New
$32.85 - $49.52 $32.9 - $49.5
1 $0
Lithium Argentina Ag
50
New
N/A
50 $0
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
5
New
$36.21 - $45.78 $181 - $229
5 $0
Standardaero Inc
19
New
N/A
19 $0
Amer Sports Inc
4
New
N/A
4 $0
CNHI
Cnh Industrial N.V.

Industrials
87
New
N/A
87 $0
Smurfit Westrock PLC
41
New
N/A
41 $0
ST
Sensata Technologies Holding PLC

Technology
17
New
$24.27 - $30.0 $413 - $510
17 $0
RPRX
Royalty Pharma PLC

Healthcare
15
New
$25.75 - $33.86 $386 - $508
15 $0
LIVN
Liva Nova PLC

Healthcare
9
New
$37.02 - $50.73 $333 - $457
9 $0
ESNT
Essent Group Ltd.

Financial Services
10
New
$53.6 - $59.25 $536 - $593
10 $0
Qiagen Nv
186
New
N/A
186 $0
TEF
Telefonica S A

Communication Services
146
New
$3.89 - $4.73 $568 - $691
146 $0
TCBI
Texas Capital Bancshares Inc

Financial Services
11
New
$70.86 - $83.85 $779 - $922
11 $0
CDAY
Ceridian Hcm Holding Inc.

Technology
5
New
N/A
5 $0
HIW
Highwoods Properties, Inc.

Real Estate
19
New
$27.69 - $30.78 $526 - $585
19 $0
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
5
New
$33.7 - $43.19 $169 - $216
5 $0
HOMB
Home Bancshares Inc

Financial Services
17
New
$27.23 - $31.23 $463 - $531
17 $0
BRO
Brown & Brown, Inc.

Financial Services
6
New
$100.54 - $124.4 $603 - $746
6 $0
INFA
Informatica Inc.

Technology
1
New
$17.39 - $26.5 $17.4 - $26.5
1 $0
NSP
Insperity, Inc.

Industrials
7
New
$69.6 - $94.21 $487 - $659
7 $0
EAT
Brinker International, Inc

Consumer Cyclical
0
New
$133.46 - $189.14 $0 - $0
0 $0
Innovator Etfs Trust
112K
New
N/A
112K $0
RZG
Invesco Fd Tr S&P Smallcap 600
30
New
N/A
30 $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
4.97K
New
N/A
4.97K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
4.13K
New
N/A
4.13K $0
Blackrock ETF Trust Ii
40
New
N/A
40 $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
263K
New
N/A
263K $0
IRDM
Iridium Communications Inc.

Communication Services
24
New
$26.87 - $32.66 $645 - $784
24 $0
Beta Bionics Inc
90
New
N/A
90 $0
Healthcare Rlty Tr
175
New
N/A
175 $0
BFA
Brown Forman Corp Cl A
11
New
N/A
11 $0
HWC
Hancock Whitney Corp

Financial Services
7
New
$49.61 - $61.03 $347 - $427
7 $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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