Clearstead Advisors, LLC Reduced Holdings in Q2 2025

Clearstead Advisors, LLC

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-181K
- 77.89%
$116.93 - $119.39 $21.1M - $21.6M
51.3K $6.11M
HON
Honeywell International Inc

Industrials
-52.3K
- 62.96%
$182.86 - $232.88 $9.56M - $12.2M
30.8K $7.16M
PSTG
Pure Storage, Inc.

Technology
-194K
- 97.38%
$37.18 - $57.58 $7.21M - $11.2M
5.23K $300K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-164K
- 24.57%
$49.79 - $50.75 $8.19M - $8.34M
505K $25.6M
SNPS
Synopsys Inc

Technology
-18.6K
- 96.29%
$380.9 - $517.66 $7.08M - $9.63M
717 $367K
UNH
Unitedhealth Group Inc

Healthcare
-3.24K
- 14.93%
$274.35 - $599.47 $888K - $1.94M
18.4K $5.75M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-60.6K
- 4.07%
$51.14 - $57.0 $3.1M - $3.45M
1.43M $81.1M
ARCC
Ares Capital Corp

Financial Services
-169K
- 30.53%
$18.91 - $22.43 $3.19M - $3.79M
384K $8.44M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-72.9K
- 35.49%
$57.41 - $74.81 $4.19M - $5.46M
133K $9.85M
JNJ
Johnson & Johnson

Healthcare
-2.51K
- 1.04%
$146.36 - $159.82 $368K - $401K
239K $36.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-51.1K
- 9.86%
$90.56 - $109.49 $4.63M - $5.6M
467K $51.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-52.7K
- 25.7%
$48.13 - $49.85 $2.54M - $2.63M
152K $7.47M
BDX
Becton Dickinson & CO

Healthcare
-9.03K
- 52.67%
$165.15 - $226.42 $1.49M - $2.04M
8.11K $1.4M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-79.1K
- 14.84%
$34.72 - $36.92 $2.75M - $2.92M
454K $16.8M
LECO
Lincoln Electric Holdings Inc

Industrials
-15.9K
- 25.92%
$167.18 - $211.38 $2.66M - $3.37M
45.5K $9.44M
BOND
Pimco Active Bond Exchange Tra

ETFs
-18.9K
- 14.59%
$89.87 - $92.93 $1.7M - $1.76M
111K $10.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-17.2K
- 16.91%
$100.35 - $100.71 $1.73M - $1.73M
84.5K $8.51M
GLD
Spdr Gold Trust

ETFs
-7.85K
- 18.99%
$273.71 - $316.29 $2.15M - $2.48M
33.5K $10.2M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-13.7K
- 55.1%
$107.61 - $119.09 $1.48M - $1.63M
11.2K $1.33M
MRK
Merck & Co., Inc.

Healthcare
-2.67K
- 2.24%
$73.47 - $87.12 $196K - $233K
117K $9.23M
DHR
Danaher Corp

Healthcare
-2.52K
- 2.72%
$174.64 - $205.16 $440K - $517K
90.4K $17.8M
IQV
Iqvia Holdings Inc.

Healthcare
-5.68K
- 48.48%
$137.0 - $174.37 $778K - $991K
6.04K $951K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-19.6K
- 43.42%
$55.5 - $69.0 $1.09M - $1.35M
25.5K $1.76M
ACN
Accenture PLC

Technology
-2.28K
- 8.69%
$279.23 - $323.21 $636K - $736K
23.9K $7.15M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-638
- 8.08%
$390.26 - $489.06 $249K - $312K
7.26K $2.94M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4.71K
- 9.1%
$468.22 - $566.51 $2.2M - $2.67M
47K $26.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-8.82K
- 40.11%
$100.04 - $100.54 $882K - $887K
13.2K $1.32M
PULS
Pgim ETF Tr

ETFs
-16.8K
- 23.95%
$49.39 - $49.76 $829K - $836K
53.3K $2.65M
AYI
Acuity Brands Inc

Industrials
-3.51K
- 35.97%
$223.31 - $304.18 $783K - $1.07M
6.24K $1.86M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-20.1K
- 61.43%
$33.22 - $37.29 $669K - $751K
12.6K $471K
ADSK
Autodesk, Inc.

Technology
-2.78K
- 55.53%
N/A
2.23K $546K
AEM
Agnico Eagle Mines LTD

Basic Materials
-6.03K
- 99.83%
$99.48 - $124.46 $600K - $751K
10 $1K
LOW
Lowes Companies Inc

Consumer Cyclical
-469
- 1.04%
$210.83 - $235.28 $98.9K - $110K
44.4K $9.86M
VRNA
Verona Pharma PLC

Healthcare
-10.3K
- 86.2%
$53.9 - $98.68 $558K - $1.02M
1.66K $156K
TGT
Target Corp

Consumer Defensive
-3.61K
- 8.74%
$88.76 - $105.77 $320K - $382K
37.7K $3.72M
HUBB
Hubbell Inc

Industrials
-2.49K
- 45.08%
$315.94 - $408.41 $785K - $1.01M
3.03K $1.24M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-9.04K
- 64.86%
$60.34 - $74.89 $545K - $677K
4.89K $366K
ELV
Elevance Health, Inc.

Healthcare
-473
- 5.63%
$372.27 - $452.69 $176K - $214K
7.93K $3.08M
SHW
Sherwin Williams CO

Basic Materials
-1.1K
- 3.42%
$313.51 - $363.51 $346K - $401K
31.1K $10.7M
SLV
I Shares Silver Trust

ETFs
-17.4K
- 82.23%
$27.08 - $33.74 $471K - $587K
3.76K $123K
NOC
Northrop Grumman Corp

Industrials
-779
- 7.0%
$456.3 - $540.39 $355K - $421K
10.3K $5.17M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-1.09K
- 10.08%
$17.1 - $63.66 $18.6K - $69.2K
9.7K $165K
MUB
Ishares National Muni Bond ETF

ETFs
-3.66K
- 2.89%
$102.31 - $105.8 $374K - $387K
123K $12.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4.85K
- 96.04%
$102.02 - $103.5 $495K - $502K
200 $20K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-6.17K
- 6.84%
$82.21 - $83.12 $508K - $513K
84.1K $6.97M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.28K
- 6.07%
$126.84 - $145.22 $162K - $185K
19.8K $2.55M
VHT
Vanguard Health Care ETF

ETFs
-452
- 2.27%
$236.71 - $261.92 $107K - $118K
19.5K $4.84M
XLV
Select Sector Spdr Fund Health

ETFs
-2.5K
- 36.68%
$128.77 - $144.3 $322K - $360K
4.31K $580K
VNQ
Vanguard Specialized Funds Van

ETFs
-3.51K
- 5.63%
$79.79 - $91.42 $280K - $321K
58.9K $5.25M
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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