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
CMTG
Claros Mortgage Trust, Inc.

Real Estate
3.51K
New
$2.25 - $3.66 $7.89K - $12.8K
3.51K $9K
CTO
Cto Realty Growth, Inc.

Real Estate
537
New
$16.86 - $19.44 $9.05K - $10.4K
537 $9K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
384
New
$14.29 - $26.02 $5.49K - $9.99K
384 $9K
CCS
Century Communities, Inc.

Consumer Cyclical
176
New
$51.04 - $67.94 $8.98K - $12K
176 $9K
OEC
Orion Engineered Carbons S.A.

Basic Materials
817
New
$10.03 - $12.65 $8.19K - $10.3K
817 $8K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
189
New
$30.14 - $45.12 $5.7K - $8.53K
189 $8K
LFMD
Life Md, Inc.

Healthcare
636
New
$4.82 - $15.06 $3.07K - $9.58K
636 $8K
LEGH
Legacy Housing Corp

Consumer Cyclical
390
New
$21.61 - $25.73 $8.43K - $10K
390 $8K
FBK
Fb Financial Corp

Financial Services
179
New
$39.93 - $46.97 $7.15K - $8.41K
179 $8K
ISBA
Isabella Bank Corp

Financial Services
281
New
$21.5 - $39.01 $6.04K - $11K
281 $8K
CMCO
Columbus Mckinnon Corp

Industrials
572
New
$12.68 - $18.23 $7.25K - $10.4K
572 $8K
ATEC
Alphatec Holdings, Inc.

Healthcare
755
New
$9.43 - $13.03 $7.12K - $9.84K
755 $8K
WABC
Westamerica Bancorporation

Financial Services
153
New
$43.72 - $50.7 $6.69K - $7.76K
153 $7K
PCYO
Pure Cycle Corp

Utilities
723
New
$9.86 - $11.0 $7.13K - $7.95K
723 $7K
CSTM
Constellium Se

Basic Materials
538
New
$7.7 - $13.96 $4.14K - $7.51K
538 $7K
CALM
Cal Maine Foods Inc

Consumer Defensive
76
New
$90.17 - $103.07 $6.85K - $7.83K
76 $7K
VRTS
Virtus Investment Partners, Inc.

Financial Services
40
New
$143.2 - $185.33 $5.73K - $7.41K
40 $7K
AMN
Amn Healthcare Services Inc

Healthcare
341
New
$17.79 - $23.8 $6.07K - $8.12K
341 $7K
HLIT
Harmonic Inc

Technology
745
New
$8.25 - $9.73 $6.15K - $7.25K
745 $7K
VBTX
Veritex Holdings, Inc.

Financial Services
286
New
$20.77 - $26.15 $5.94K - $7.48K
286 $7K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
238
New
$26.63 - $32.97 $6.34K - $7.85K
238 $7K
PAX
Patria Investments LTD

Financial Services
513
New
$9.68 - $14.06 $4.97K - $7.21K
513 $7K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
325
New
N/A
325 $7K
ASUR
Asure Software Inc

Technology
781
New
$8.82 - $10.16 $6.89K - $7.93K
781 $7K
NBHC
National Bank Holdings Corp

Financial Services
191
New
$33.92 - $38.84 $6.48K - $7.42K
191 $7K
AVPT
Ave Point, Inc.

Technology
391
New
$13.33 - $19.99 $5.21K - $7.82K
391 $7K
RDN
Radian Group Inc

Financial Services
202
New
$30.48 - $36.53 $6.16K - $7.38K
202 $7K
INDI
Indie Semiconductor, Inc.

Technology
2.08K
New
$1.6 - $3.84 $3.32K - $7.97K
2.08K $7K
AGCO
Agco Corp

Industrials
70
New
$75.77 - $108.43 $5.3K - $7.59K
70 $7K
TPB
Turning Point Brands, Inc.

Consumer Defensive
100
New
$54.53 - $81.0 $5.45K - $8.1K
100 $7K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
295
New
$22.91 - $27.14 $6.76K - $8.01K
295 $7K
JXN
Jackson Financial Inc.

Financial Services
90
New
$70.35 - $89.5 $6.33K - $8.06K
90 $7K
MXL
Maxlinear Inc

Technology
468
New
$9.15 - $14.32 $4.28K - $6.7K
468 $6K
PIPR
Piper Sandler Companies

Financial Services
25
New
$210.78 - $281.82 $5.27K - $7.05K
25 $6K
ARDX
Ardelyx, Inc.

Healthcare
1.62K
New
$3.28 - $5.51 $5.3K - $8.9K
1.62K $6K
MTRN
Materion Corp

Basic Materials
81
New
$72.15 - $84.25 $5.84K - $6.82K
81 $6K
FOR
Forestar Group Inc.

Real Estate
315
New
$18.45 - $21.41 $5.81K - $6.74K
315 $6K
STRA
Strategic Education, Inc.

Consumer Defensive
74
New
$77.09 - $92.26 $5.7K - $6.83K
74 $6K
IESC
Ies Holdings, Inc.

Industrials
22
New
$160.58 - $296.23 $3.53K - $6.52K
22 $6K
RPAY
Repay Holdings Corp

Technology
1.43K
New
$3.71 - $5.77 $5.32K - $8.27K
1.43K $6K
GH
Guardant Health, Inc.

Healthcare
124
New
$37.05 - $52.04 $4.59K - $6.45K
124 $6K
MGY
Magnolia Oil & Gas Corp

Energy
302
New
$19.6 - $25.72 $5.92K - $7.77K
302 $6K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
208
New
$28.45 - $33.08 $5.92K - $6.88K
208 $6K
ABCB
Ameris Bancorp

Financial Services
99
New
$50.69 - $64.92 $5.02K - $6.43K
99 $6K
TTMI
Ttm Technologies Inc

Technology
150
New
$17.57 - $40.82 $2.64K - $6.12K
150 $6K
TROX
Tronox Holdings PLC

Basic Materials
1.3K
New
$4.51 - $6.87 $5.86K - $8.93K
1.3K $6K
CYRX
Cryoport, Inc.

Industrials
865
New
$4.95 - $7.46 $4.28K - $6.45K
865 $6K
BRT
Brt Apartments Corp.

Real Estate
421
New
$14.95 - $16.6 $6.29K - $6.99K
421 $6K
WGO
Winnebago Industries Inc

Consumer Cyclical
226
New
$28.24 - $37.27 $6.38K - $8.42K
226 $6K
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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