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
SRAD
Sportradar Group Ag

Technology
-247
- 12.07%
$17.44 - $22.99 $4.31K - $5.68K
1.8K $38K
HOOD
Robinhood Markets, Inc.

Technology
-348
- 8.13%
$35.63 - $65.28 $12.4K - $22.7K
3.93K $163K
IXUS
Ishares Tr

ETFs
-620
- 4.78%
$65.06 - $72.31 $40.3K - $44.8K
12.4K $862K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-134
- 8.75%
$60.74 - $73.87 $8.14K - $9.9K
1.4K $103K
STAG
Stag Industrial, Inc.

Real Estate
-162
- 2.74%
$32.39 - $37.07 $5.25K - $6.01K
5.74K $207K
FUBO
Fubo Tv Inc.

Communication Services
-500
- 7.35%
$1.41 - $5.46 $705 - $2.73K
6.3K $18K
RSG
Republic Services, Inc.

Industrials
-792
- 15.83%
$200.09 - $242.16 $158K - $192K
4.21K $1.02M
PLD
Prologis, Inc.

Real Estate
-333
- 3.81%
$103.59 - $124.04 $34.5K - $41.3K
8.4K $938K
AXSM
Axsome Therapeutics, Inc.

Healthcare
-250
- 18.09%
$80.05 - $137.75 $20K - $34.4K
1.13K $132K
CMS
Cms Energy Corp

Utilities
-68
- 2.64%
$64.99 - $75.11 $4.42K - $5.11K
2.51K $188K
WMB
Williams Companies, Inc.

Energy
-779
- 6.3%
$54.02 - $61.09 $42.1K - $47.6K
11.6K $692K
CRWD
Crowd Strike Holdings, Inc.

Technology
-7
- 0.27%
$308.86 - $455.36 $2.16K - $3.19K
2.56K $901K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-275
- 1.68%
$59.28 - $66.1 $16.3K - $18.2K
16.1K $1.02M
FCFS
First Cash Holdings, Inc.

Financial Services
-81
- 3.55%
$102.59 - $120.32 $8.31K - $9.75K
2.2K $264K
IDV
Ishares Tr

ETFs
-1.75K
- 7.54%
$27.0 - $31.7 $47.3K - $55.5K
21.5K $665K
IBN
Icici Bank LTD

Financial Services
-305
- 1.13%
$27.55 - $31.67 $8.4K - $9.66K
26.6K $838K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-507
- 23.22%
$80.53 - $147.57 $40.8K - $74.8K
1.68K $221K
ALC
Alcon Inc

Healthcare
-300
- 4.46%
$82.73 - $96.8 $24.8K - $29K
6.43K $610K
EQH
Equitable Holdings, Inc.

Financial Services
-1.87K
- 6.62%
$47.64 - $55.68 $89.3K - $104K
26.4K $1.38M
EXC
Exelon Corp

Utilities
-630
- 6.77%
$37.3 - $46.08 $23.5K - $29K
8.68K $400K
WCN
Waste Connections, Inc.

Industrials
-76
- 2.76%
$169.89 - $195.19 $12.9K - $14.8K
2.68K $522K
CAH
Cardinal Health Inc

Healthcare
-14
- 0.52%
$118.02 - $137.77 $1.65K - $1.93K
2.7K $371K
KLAC
Kla Corp

Technology
-11
- 0.85%
$636.62 - $777.63 $7K - $8.55K
1.29K $874K
CCI
Crown Castle International Corp

Real Estate
-101
- 2.0%
$84.33 - $106.39 $8.52K - $10.7K
4.96K $516K
SYK
Stryker Corp

Healthcare
-349
- 2.21%
$355.18 - $399.9 $124K - $140K
15.4K $5.74M
O
Realty Income Corp

Real Estate
-966
- 3.72%
$51.67 - $58.49 $49.9K - $56.5K
25K $1.45M
PAYX
Paychex Inc

Industrials
-1.03K
- 6.47%
$136.06 - $154.52 $139K - $158K
14.8K $2.28M
AZO
Autozone Inc

Consumer Cyclical
-3
- 2.22%
$3193.96 - $3828.11 $9.58K - $11.5K
132 $503K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-59
- 1.21%
$416.48 - $494.72 $24.6K - $29.2K
4.83K $2.35M
WEC
Wec Energy Group, Inc.

Utilities
-74
- 1.26%
$92.12 - $108.98 $6.82K - $8.06K
5.78K $630K
XLF
Financial Sector Spdr

ETFs
-947
- 1.05%
$47.32 - $52.19 $44.8K - $49.4K
89.6K $4.46M
XLE
Energy Sector Spdr

ETFs
-280
- 1.91%
$85.7 - $93.96 $24K - $26.3K
14.3K $1.34M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-659
- 8.22%
$208.48 - $244.03 $137K - $161K
7.36K $1.8M
SLV
I Shares Silver Trust

ETFs
-122
- 0.57%
$26.93 - $31.32 $3.29K - $3.82K
21.2K $655K
OTIS
Otis Worldwide Corp

Industrials
-73
- 0.75%
$90.77 - $104.01 $6.63K - $7.59K
9.6K $990K
SNY
Sanofi

Healthcare
-680
- 3.57%
$48.15 - $59.42 $32.7K - $40.4K
18.4K $1.02M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-100
- 0.23%
$97.38 - $104.52 $9.74K - $10.5K
42.6K $4.35M
KR
Kroger CO

Consumer Defensive
-23
- 0.14%
$58.36 - $67.72 $1.34K - $1.56K
16.1K $1.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.82K
- 1.22%
$182.82 - $196.21 $332K - $357K
147K $27.6M
CHKP
Check Point Software Technologies LTD

Technology
-180
- 4.86%
$179.88 - $231.31 $32.4K - $41.6K
3.53K $803K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-969
- 1.84%
$51.39 - $57.43 $49.8K - $55.6K
51.7K $2.87M
WELL
Welltower Inc.

Real Estate
-1
- 0.02%
$124.05 - $156.86 $124 - $157
4.49K $688K
ALL
Allstate Corp

Financial Services
-459
- 2.95%
$180.99 - $210.18 $83.1K - $96.5K
15.1K $3.13M
MCK
Mckesson Corp

Healthcare
-65
- 3.75%
$566.21 - $672.99 $36.8K - $43.7K
1.67K $1.12M
CB
Chubb LTD

Financial Services
-625
- 4.87%
$257.71 - $301.99 $161K - $189K
12.2K $3.68M
SHEL
Shell PLC

Energy
-1.37K
- 5.97%
$62.84 - $73.29 $86.3K - $101K
21.6K $1.59M
LBRDK
Liberty Broadband Corp

Communication Services
-5
- 0.03%
$73.49 - $88.64 $367 - $443
15.3K $1.3M
MDT
Medtronic PLC

Healthcare
-403
- 1.98%
$79.84 - $94.5 $32.2K - $38.1K
20K $1.79M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.3K
- 2.52%
$18.36 - $20.51 $116K - $129K
244K $4.83M
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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