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
MDLZ
Mondelez International, Inc.

Consumer Defensive
-801
- 2.36%
$56.12 - $68.15 $45K - $54.6K
33.1K $2.25M
CBOE
Cboe Global Markets, Inc.

Financial Services
-73
- 0.92%
$190.84 - $226.29 $13.9K - $16.5K
7.9K $1.79M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-182
- 0.12%
$27.47 - $30.62 $5K - $5.57K
157K $4.65M
NVS
Novartis Ag

Healthcare
-107
- 0.56%
$97.14 - $115.57 $10.4K - $12.4K
18.9K $2.11M
ADP
Automatic Data Processing Inc

Industrials
-510
- 1.26%
$286.85 - $318.64 $146K - $163K
39.8K $12.2M
VZ
Verizon Communications Inc

Communication Services
-1.13K
- 1.37%
$37.81 - $46.49 $42.6K - $52.4K
81.1K $3.68M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2K
- 1.68%
$87.68 - $94.52 $175K - $189K
117K $10.9M
BSCU
Invesco Exc Self Ind Tr

ETFs
-15.8K
- 0.52%
$16.2 - $16.64 $256K - $263K
3.05M $50.6M
ELV
Elevance Health, Inc.

Healthcare
-371
- 4.23%
$365.9 - $436.25 $136K - $162K
8.4K $3.66M
AJG
Arthur J. Gallagher & Co.

Financial Services
-942
- 7.7%
$275.89 - $345.24 $260K - $325K
11.3K $3.9M
SO
Southern CO

Utilities
-6
- 0.01%
$80.96 - $92.96 $486 - $558
55.4K $5.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-479
- 1.14%
$279.74 - $321.29 $134K - $154K
41.5K $13M
SCHW
Schwab Charles Corp

Financial Services
-1.3K
- 0.58%
$71.24 - $83.64 $92.7K - $109K
223K $17.5M
GE
General Electric CO

Industrials
-70
- 0.24%
$168.59 - $212.13 $11.8K - $14.8K
28.6K $5.72M
T
At&T Inc.

Communication Services
-134
- 0.07%
$21.56 - $28.28 $2.89K - $3.79K
189K $5.34M
IBM
International Business Machines Corp

Technology
-509
- 1.21%
$217.4 - $264.74 $111K - $135K
41.6K $10.3M
JPM
Jpmorgan Chase & CO

Financial Services
-1.34K
- 0.53%
$225.19 - $279.95 $303K - $376K
253K $62M
V
Visa Inc.

Financial Services
-2.88K
- 4.46%
$306.92 - $362.71 $883K - $1.04M
61.6K $21.6M
LLY
Eli Lilly & CO

Healthcare
-567
- 1.67%
$725.72 - $929.72 $411K - $527K
33.4K $27.6M
TTWO
Take Two Interactive Software Inc

Communication Services
-187
- 0.27%
$178.61 - $217.95 $33.4K - $40.8K
69.5K $14.4M
ABT
Abbott Laboratories

Healthcare
-6.82K
- 5.26%
$111.1 - $140.22 $757K - $956K
123K $16.3M
AMGN
Amgen Inc

Healthcare
-313
- 0.91%
$258.59 - $327.36 $80.9K - $102K
33.9K $10.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-133
- 1.54%
$1187.71 - $1432.58 $158K - $191K
8.51K $12.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
-397
- 0.34%
$142.8 - $176.36 $56.7K - $70K
118K $20.3M
ABBV
Abb Vie Inc.

Healthcare
-390
- 0.39%
$169.2 - $216.66 $66K - $84.5K
99.7K $20.9M
IEFA
Ishares Tr

ETFs
-4.43K
- 0.6%
$69.57 - $78.65 $308K - $349K
741K $56M
PGR
Progressive Corp

Financial Services
-275
- 0.31%
$235.61 - $291.22 $64.8K - $80.1K
89.7K $25.4M
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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