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
SCHL
Scholastic Corp

Communication Services
117
New
$15.84 - $21.87 $1.85K - $2.56K
117 $2K
MOFG
Mid West One Financial Group, Inc.

Financial Services
71
New
$25.39 - $29.92 $1.8K - $2.12K
71 $2K
MDXG
Mimedx Group, Inc.

Healthcare
339
New
$5.88 - $7.69 $1.99K - $2.61K
339 $2K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
332
New
$7.2 - $8.64 $2.39K - $2.87K
332 $2K
CDXC
Chroma Dex Corp.

Healthcare
483
New
$5.42 - $7.08 $2.62K - $3.42K
483 $2K
BLKB
Blackbaud Inc

Technology
40
New
$59.04 - $64.55 $2.36K - $2.58K
40 $2K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
564
New
$3.95 - $5.16 $2.23K - $2.91K
564 $2K
CNXN
Pc Connection Inc

Technology
34
New
$58.9 - $70.64 $2K - $2.4K
34 $2K
WETF
Wisdom Tree Investments, Inc.

Financial Services
398
New
N/A
398 $2K
ZEUS
Olympic Steel Inc

Basic Materials
64
New
$28.11 - $34.92 $1.8K - $2.23K
64 $2K
RH
Rh

Consumer Cyclical
15
New
$145.66 - $249.35 $2.18K - $3.74K
15 $2K
CVGW
Calavo Growers Inc

Consumer Defensive
101
New
$22.74 - $28.18 $2.3K - $2.85K
101 $2K
DBI
Designer Brands Inc.

Consumer Cyclical
1.19K
New
$2.22 - $3.9 $2.64K - $4.64K
1.19K $2K
DRH
Diamond Rock Hospitality CO

Real Estate
304
New
$6.4 - $7.99 $1.95K - $2.43K
304 $2K
SJW
Sjw Group

Utilities
50
New
$50.1 - $56.8 $2.51K - $2.84K
50 $2K
DLX
Deluxe Corp

Communication Services
175
New
$13.64 - $16.25 $2.39K - $2.84K
175 $2K
KODK
Eastman Kodak CO

Industrials
494
New
$5.3 - $6.7 $2.62K - $3.31K
494 $2K
UIS
Unisys Corp

Technology
443
New
$3.71 - $5.73 $1.64K - $2.54K
443 $2K
HLX
Helix Energy Solutions Group Inc

Energy
403
New
$5.98 - $8.5 $2.41K - $3.43K
403 $2K
CUBI
Customers Bancorp, Inc.

Financial Services
41
New
$42.75 - $58.98 $1.75K - $2.42K
41 $2K
HTBI
Home Trust Bancshares, Inc.

Financial Services
70
New
N/A
70 $2K
GHC
Graham Holdings CO

Consumer Defensive
3
New
$876.56 - $1003.53 $2.63K - $3.01K
3 $2K
CFFN
Capitol Federal Financial, Inc.

Financial Services
424
New
$5.03 - $6.1 $2.13K - $2.59K
424 $2K
CCRN
Cross Country Healthcare Inc

Healthcare
204
New
$12.79 - $14.9 $2.61K - $3.04K
204 $2K
GIC
Global Industrial CO

Industrials
78
New
$21.07 - $27.56 $1.64K - $2.15K
78 $2K
CDNA
Care Dx, Inc.

Healthcare
111
New
$14.18 - $20.08 $1.57K - $2.23K
111 $2K
CPRI
Capri Holdings LTD

Consumer Cyclical
115
New
$12.48 - $19.63 $1.44K - $2.26K
115 $2K
ICHR
Ichor Holdings, Ltd.

Technology
140
New
$15.78 - $22.61 $2.21K - $3.17K
140 $2K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
137
New
$12.59 - $16.6 $1.72K - $2.27K
137 $1K
CXM
Sprinklr, Inc.

Technology
220
New
$6.88 - $9.06 $1.51K - $1.99K
220 $1K
ASC
Ardmore Shipping Corp

Industrials
185
New
$8.51 - $10.54 $1.57K - $1.95K
185 $1K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
295
New
$2.6 - $4.33 $767 - $1.28K
295 $1K
MAX
Media Alpha, Inc.

Communication Services
168
New
$7.49 - $11.12 $1.26K - $1.87K
168 $1K
WLK
Westlake Corp

Basic Materials
25
New
$69.83 - $102.01 $1.75K - $2.55K
25 $1K
MOV
Movado Group Inc

Consumer Cyclical
111
New
$13.07 - $17.42 $1.45K - $1.93K
111 $1K
HONE
Harbor One Bancorp, Inc.

Financial Services
152
New
$9.06 - $11.79 $1.38K - $1.79K
152 $1K
CHRS
Coherus Bio Sciences, Inc.

Healthcare
1.78K
New
$0.72 - $1.12 $1.28K - $1.99K
1.78K $1K
MSBI
Midland States Bancorp, Inc.

Financial Services
59
New
$15.14 - $18.77 $893 - $1.11K
59 $1K
CLW
Clearwater Paper Corp

Basic Materials
54
New
$23.84 - $30.3 $1.29K - $1.64K
54 $1K
MEI
Methode Electronics Inc

Technology
116
New
$5.35 - $9.51 $621 - $1.1K
116 $1K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
29
New
$58.92 - $70.55 $1.71K - $2.05K
29 $1K
CIVI
Civitas Resources, Inc.

Energy
70
New
$24.28 - $35.09 $1.7K - $2.46K
70 $1K
AVD
American Vanguard Corp

Basic Materials
321
New
$3.47 - $4.94 $1.11K - $1.59K
321 $1K
NEWT
Newtek Business Services Corp.

Financial Services
104
New
$9.54 - $12.17 $992 - $1.27K
104 $1K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
134
New
$7.11 - $9.83 $953 - $1.32K
134 $1K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
111
New
$8.88 - $11.16 $986 - $1.24K
111 $1K
PBYI
Puma Biotechnology, Inc.

Healthcare
335
New
$2.74 - $3.72 $918 - $1.25K
335 $1K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
690
New
$1.13 - $2.9 $780 - $2K
690 $1K
ACCO
Acco Brands Corp

Industrials
372
New
$3.37 - $4.28 $1.25K - $1.59K
372 $1K
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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