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
CC
Chemours CO

Basic Materials
66
New
$13.41 - $19.99 $885 - $1.32K
66 $0
CIEN
Ciena Corp

Technology
9
New
$60.43 - $98.18 $544 - $884
9 $0
CATY
Cathay General Bancorp

Financial Services
11
New
$42.27 - $48.78 $465 - $537
11 $0
Core Natural Resources Inc
341
New
N/A
341 $0
CYTK
Cytokinetics Inc

Healthcare
13
New
$40.19 - $51.12 $522 - $665
13 $0
CADE
Cadence Bank

Financial Services
7
New
$29.1 - $35.93 $204 - $252
7 $0
Vestis Corporation
1.68K
New
N/A
1.68K $0
ERIE
Erie Indemnity CO

Financial Services
2
New
$377.62 - $450.61 $755 - $901
2 $0
FHI
Federated Hermes, Inc.

Financial Services
9
New
$37.58 - $41.51 $338 - $374
9 $0
First Tr Exchng Traded Fd Vi
3K
New
N/A
3K $0
FUTU
Futu Holdings LTD

Financial Services
9
New
$75.13 - $123.56 $676 - $1.11K
9 $0
GME
Game Stop Corp.

Consumer Cyclical
7
New
$21.73 - $33.37 $152 - $234
7 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3
New
$96.18 - $109.82 $289 - $329
3 $0
GEF
Greif, Inc

Consumer Cyclical
1
New
$54.57 - $62.45 $54.6 - $62.5
1 $0
IDU
Ishares Tr U S Utils ETF

ETFs
0
New
$95.33 - $102.77 $0 - $0
0 $0
AOK
Ishares Tr Core Conservative A

ETFs
15
New
$36.86 - $38.15 $553 - $572
15 $0
AVB
Avalonbay Communities Inc

Real Estate
4
New
$207.86 - $228.08 $831 - $912
4 $0
NWS
News Corp New Cl B Com Stk (De

Communication Services
24
New
$29.66 - $35.0 $712 - $840
24 $0
JWN
Nordstrom Inc

Consumer Cyclical
33
New
$24.01 - $24.46 $792 - $807
33 $0
NWE
Northwestern Corp

Utilities
14
New
$51.11 - $57.87 $716 - $810
14 $0
OGE
Oge Energy Corp.

Utilities
12
New
$39.76 - $46.32 $477 - $556
12 $0
ONB
Old National Bancorp

Financial Services
11
New
$20.11 - $24.45 $221 - $269
11 $0
OMF
One Main Holdings, Inc.

Financial Services
12
New
$45.35 - $58.06 $544 - $697
12 $0
ORA
Ormat Technologies, Inc.

Utilities
8
New
$62.47 - $72.93 $500 - $583
8 $0
COLD
Americold Realty Trust

Real Estate
2
New
$20.74 - $23.05 $41.5 - $46.1
2 $0
PNM
Pnm Resources Inc

Utilities
11
New
N/A
11 $0
AVGE
American Centy ETF Tr Avantis
1.61K
New
N/A
1.61K $0
Perimeter Solutions Inc
212
New
N/A
212 $0
PKI
Perkinelmer Inc

Healthcare
5
New
N/A
5 $0
PPC
Pilgrims Pride Corp

Consumer Defensive
10
New
$44.52 - $55.93 $445 - $559
10 $0
RRC
Range Resources Corp

Energy
20
New
$35.22 - $41.29 $704 - $826
20 $0
RGTI
Rigetti Computing, Inc.

Technology
100
New
$6.05 - $19.51 $605 - $1.95K
100 $0
Amplify ETF Tr
30
New
N/A
30 $0
Ncr Atleos Corporation
19
New
N/A
19 $0
First Tr Exchng Traded Fd Vi
18.5K
New
N/A
18.5K $0
Ishares Tr
12.4K
New
N/A
12.4K $0
J P Morgan Exchange Traded F
7.37K
New
N/A
7.37K $0
JNPR
Juniper Networks Inc

Technology
11
New
$34.38 - $39.03 $378 - $429
11 $0
KRC
Kilroy Realty Corp

Real Estate
25
New
$32.02 - $40.63 $801 - $1.02K
25 $0
KRG
Kite Realty Group Trust

Real Estate
3
New
$21.24 - $25.05 $63.7 - $75.2
3 $0
ASB
Associated Banc Corp

Financial Services
11
New
$21.06 - $25.63 $232 - $282
11 $0
Liberty Media Corp Del
1
New
N/A
1 $0
Loar Holdings Inc
10
New
N/A
10 $0
L
Loews Corp

Financial Services
2
New
$81.13 - $91.91 $162 - $184
2 $0
LPX
Louisiana Pacific Corp

Industrials
7
New
$89.37 - $118.15 $626 - $827
7 $0
MDU
Mdu Resources Group Inc

Industrials
8
New
$16.45 - $18.61 $132 - $149
8 $0
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
1
New
$12.74 - $21.53 $12.7 - $21.5
1 $0
Millrose Pptys Inc
1.17K
New
N/A
1.17K $0
Mink Therapeutics Inc
14
New
N/A
14 $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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