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
Cooper Cos Inc
-3K
- 80.97%
N/A
705 $0
Ishares Tr
-9.53K
- 1.11%
N/A
853K $0
Ferguson Enterprises Inc
-721
- 73.05%
N/A
266 $0
Core Scientific Inc New
-25K
- 13.79%
N/A
156K $0
Natwest Group PLC
-4.1K
- 84.32%
N/A
763 $0
Fidelity Wise Origin Bitcoin
-100
- 0.54%
N/A
18.4K $0
Coherent Corp
-2.4K
- 97.08%
N/A
72 $0
HDB
Hdfc Bank LTD

Financial Services
-10
- 4.29%
$58.06 - $66.85 $581 - $669
223 $14K
Rb Global Inc
-2.42K
- 68.47%
N/A
1.12K $0
Grayscale Bitcoin Mini Tr Et
-18
- 0.86%
N/A
2.07K $0
EXPD
Expeditors International Of Washington Inc

Industrials
-2
- 7.14%
$109.09 - $126.48 $218 - $253
26 $3K
ING
Ing Groep Nv

Financial Services
-21
- 15.79%
$15.51 - $20.74 $326 - $436
112 $2K
Knife River Corp
-36
- 92.31%
N/A
3 $0
Brookfield Infrastructure CO
-12.2K
- 20.55%
N/A
47K $0
Labcorp Holdings Inc
-48.2K
- 82.72%
N/A
10.1K $0
Lam Research Corp
-430
- 2.93%
N/A
14.3K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-2.95K
- 34.76%
N/A
5.54K $0
Liberty Media Corp Del
-7
- 0.11%
N/A
6.16K $0
SFLR
Innovator Etfs Tr Equity Manag
-13K
- 35.55%
N/A
23.6K $0
MFC
Manulife Financial Corp

Financial Services
-53
- 2.02%
$28.41 - $31.82 $1.51K - $1.69K
2.57K $80K
MMS
Maximus, Inc.

Industrials
-1
- 33.33%
$64.34 - $79.68 $64.3 - $79.7
2 $0
CROX
Crocs, Inc.

Consumer Cyclical
-3
- 50.0%
$88.83 - $112.59 $266 - $338
3 $0
Brookfield Corp
-2.27K
- 52.87%
N/A
2.03K $0
Blackrock Inc
-265
- 7.08%
N/A
3.48K $0
FOX
Fox Corp Cl B (De)

Communication Services
-3
- 27.27%
$45.64 - $54.23 $137 - $163
8 $0
Six Flags Entertainment Corp
-260
- 1.09%
N/A
23.5K $0
Grayscale Ethereum Trust ETF
-8.63K
- 72.19%
N/A
3.33K $0
First Tr Exchng Traded Fd Vi
-17.6K
- 30.94%
N/A
39.3K $0
STEM
Stem, Inc.

Technology
-85
- 2.83%
$0.35 - $1.22 $29.7 - $104
2.92K $1K
HRB
H&R Block Inc

Consumer Cyclical
-2
- 25.0%
$49.96 - $55.97 $99.9 - $112
6 $0
DOCS
Doximity, Inc.

Healthcare
-38
- 9.92%
$49.71 - $83.14 $1.89K - $3.16K
345 $20K
Grayscale Ethereum Mini Tr E
-92
- 24.6%
N/A
282 $0
Sitio Royalties Corp
-659
- 22.55%
N/A
2.26K $0
Gsk PLC
-901
- 5.24%
N/A
16.3K $0
HII
Huntington Ingalls Industries, Inc.

Industrials
-29
- 6.4%
$159.75 - $208.61 $4.63K - $6.05K
424 $86K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-30
- 0.93%
$49.67 - $51.43 $1.49K - $1.54K
3.21K $164K
LNT
Alliant Energy Corp

Utilities
-130
- 6.68%
$56.66 - $66.04 $7.37K - $8.59K
1.82K $116K
CTRA
Coterra Energy Inc.

Energy
-12
- 4.44%
$25.51 - $29.83 $306 - $358
258 $7K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-2
- 3.45%
$272.79 - $355.88 $546 - $712
56 $18K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-2
- 2.02%
$42.3 - $53.69 $84.6 - $107
97 $5K
UL
Unilever PLC

Consumer Defensive
-3
- 1.74%
$54.72 - $60.29 $164 - $181
169 $10K
PEN
Penumbra Inc

Healthcare
-7
- 7.45%
$237.28 - $303.76 $1.66K - $2.13K
87 $23K
MNDY
Monday.Com Ltd.

Technology
-3
- 1.79%
$213.0 - $327.92 $639 - $984
165 $40K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-610
- 4.08%
$13.05 - $13.97 $7.96K - $8.52K
14.3K $195K
VICI
Vici Properties Inc.

Real Estate
-14
- 2.74%
$28.21 - $32.68 $395 - $458
497 $16K
GOLD
Barrick Gold Corp

Basic Materials
-100
- 7.67%
$15.45 - $19.56 $1.55K - $1.96K
1.2K $23K
ITA
Ishares Tr

ETFs
-65
- 3.95%
$144.84 - $159.5 $9.41K - $10.4K
1.58K $242K
SE
Sea LTD

Consumer Cyclical
-59
- 13.14%
$104.87 - $146.31 $6.19K - $8.63K
390 $50K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
-39
- 6.66%
$32.5 - $59.93 $1.27K - $2.34K
547 $24K
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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