Clearstead Advisors, LLC Reduced Holdings in Q1 2025

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOV
Nov Inc.

Energy
-218
- 51.42%
$13.99 - $16.43 $3.05K - $3.58K
206 $3K
CACC
Credit Acceptance Corp

Financial Services
-6
- 66.67%
$440.44 - $525.64 $2.64K - $3.15K
3 $1K
WRBY
Warby Parker Inc.

Healthcare
-70
- 40.94%
$17.82 - $28.42 $1.25K - $1.99K
101 $1K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-98
- 10.89%
$47.08 - $50.67 $4.61K - $4.97K
802 $40K
CRAI
Cra International, Inc.

Industrials
-15
- 23.81%
$172.33 - $210.97 $2.58K - $3.16K
48 $8K
REET
Ishares Global Reit ETF

ETFs
-222
- 2.22%
$23.24 - $25.16 $5.16K - $5.59K
9.8K $237K
UFPI
Ufp Industries Inc

Basic Materials
-33
- 94.29%
$103.91 - $118.67 $3.43K - $3.92K
2 $0
WPC
W. P. Carey Inc.

Real Estate
-58
- 53.21%
$53.5 - $65.05 $3.1K - $3.77K
51 $3K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-12
- 0.48%
$10.61 - $16.49 $127 - $198
2.51K $31K
FDS
Factset Research Systems Inc

Financial Services
-1
- 1.61%
$427.5 - $476.51 $428 - $477
61 $27K
VKTX
Viking Therapeutics, Inc.

Healthcare
-6
- 5.0%
$24.15 - $42.89 $145 - $257
114 $2K
TECK
Teck Resources LTD

Basic Materials
-44
- 37.29%
$36.43 - $43.86 $1.6K - $1.93K
74 $2K
UNF
Unifirst Corp

Industrials
-13
- 20.31%
$169.33 - $230.5 $2.2K - $3K
51 $8K
BPMC
Blueprint Medicines Corp

Healthcare
-25
- 39.68%
$86.69 - $115.63 $2.17K - $2.89K
38 $3K
TREX
Trex CO Inc

Industrials
-36
- 64.29%
$54.0 - $74.44 $1.94K - $2.68K
20 $1K
EQT
Eqt Corp

Energy
-350
- 14.24%
$46.16 - $54.25 $16.2K - $19K
2.11K $112K
ZIMV
Zim Vie Inc.

Healthcare
-76
- 65.52%
$10.8 - $15.22 $821 - $1.16K
40 $0
SLVM
Sylvamo Corp

Basic Materials
-3
- 18.75%
$63.64 - $81.86 $191 - $246
13 $0
UDR
Udr, Inc.

Real Estate
-60
- 5.47%
$40.09 - $46.04 $2.41K - $2.76K
1.04K $46K
BECN
Beacon Roofing Supply Inc

Industrials
-50
- 21.46%
$100.48 - $123.86 $5.02K - $6.19K
183 $22K
MMSI
Merit Medical Systems Inc

Healthcare
-17
- 14.29%
$95.64 - $110.29 $1.63K - $1.87K
102 $10K
FR
First Industrial Realty Trust Inc

Real Estate
-38
- 19.9%
$48.46 - $57.99 $1.84K - $2.2K
153 $8K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-58
- 23.67%
$36.05 - $45.61 $2.09K - $2.65K
187 $7K
UPST
Upstart Holdings, Inc.

Financial Services
-6
- 14.63%
$46.03 - $88.77 $276 - $533
35 $1K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-7
- 6.54%
$24.13 - $30.02 $169 - $210
100 $2K
AGX
Argan Inc

Industrials
-5
- 14.29%
$104.05 - $185.35 $520 - $927
30 $3K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-17
- 7.23%
$39.61 - $42.65 $673 - $725
218 $8K
STNE
Stone Co Ltd.

Technology
-160
- 88.89%
$7.85 - $11.45 $1.26K - $1.83K
20 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
-81
- 10.53%
N/A
688 $13K
PHG
Koninklijke Philips Nv

Healthcare
-42
- 7.49%
$24.92 - $28.61 $1.05K - $1.2K
519 $13K
UNIT
Uniti Group Inc.

Real Estate
-8
- 0.35%
$4.75 - $5.98 $38 - $47.8
2.3K $11K
Ul Solutions Inc
-79
- 8.82%
N/A
817 $0
MT
Arcelor Mittal

Basic Materials
-12
- 42.86%
$21.82 - $33.93 $262 - $407
16 $0
Ftai Aviation LTD
-90.9K
- 97.44%
N/A
2.39K $0
Nextracker Inc
-177
- 34.91%
N/A
330 $0
Linde PLC
-284
- 3.93%
N/A
6.95K $0
Amentum Holdings Inc
-108
- 20.19%
N/A
427 $0
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-2
- 20.0%
$73.71 - $87.55 $147 - $175
8 $0
SAN
Banco Santander, S.A.

Financial Services
-51
- 27.27%
$4.46 - $7.14 $227 - $364
136 $0
Te Connectivity PLC
-1.1K
- 24.75%
N/A
3.35K $0
DDD
3 D Systems Corp

Technology
-75
- 78.95%
$2.12 - $4.72 $159 - $354
20 $0
Viking Holdings LTD
-70
- 18.72%
N/A
304 $0
United Sts Nat Gas Fd LP
-12.8K
- 92.77%
N/A
1K $0
Amplify ETF Tr
-1.5K
- 61.27%
N/A
949 $0
TGNA
Tegna Inc

Communication Services
-8
- 66.67%
$16.63 - $18.95 $133 - $152
4 $0
VOD
Vodafone Group Public LTD CO

Communication Services
-60
- 93.75%
$8.05 - $9.86 $483 - $592
4 $0
Tectonic Therapeutic Inc
-2.33K
- 60.87%
N/A
1.5K $0
Amc Entmt Hldgs Inc
-21
- 91.3%
N/A
2 $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-1
- 1.79%
$14.13 - $16.72 $14.1 - $16.7
55 $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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