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
DLB
Dolby Laboratories, Inc.

Industrials
-367
- 69.38%
$69.36 - $81.21 $25.5K - $29.8K
162 $12K
IXUS
Ishares Tr

ETFs
-1.59K
- 12.86%
$62.37 - $77.63 $99.1K - $123K
10.8K $832K
CBT
Cabot Corp

Basic Materials
-46
- 1.49%
$72.47 - $84.35 $3.33K - $3.88K
3.05K $228K
RHI
Robert Half International Inc.

Industrials
-227
- 14.94%
$40.31 - $54.71 $9.15K - $12.4K
1.29K $53K
TECH
Bio Techne Corp

Healthcare
-399
- 34.04%
$46.66 - $58.38 $18.6K - $23.3K
773 $39K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-403
- 4.38%
$77.74 - $78.78 $31.3K - $31.7K
8.8K $692K
ARGX
Argenx Se

Healthcare
-46
- 79.31%
$532.27 - $656.65 $24.5K - $30.2K
12 $6K
BWXT
Bwx Technologies, Inc.

Industrials
-1.25K
- 37.31%
$89.24 - $144.06 $111K - $180K
2.1K $302K
MIDE
Dbx ETF Tr S&P Midcap 400 Esg

ETFs
-1.03K
- 50.37%
$25.07 - $30.59 $25.9K - $31.6K
1.02K $31K
TYL
Tyler Technologies Inc

Technology
-49
- 20.33%
$521.68 - $592.84 $25.6K - $29K
192 $113K
QDEL
Quidel Ortho Corp

Healthcare
-723
- 92.46%
$24.46 - $37.42 $17.7K - $27.1K
59 $1K
LSCC
Lattice Semiconductor Corp

Technology
-400
- 24.05%
$37.84 - $56.0 $15.1K - $22.4K
1.26K $61K
BNS
Bank Of Nova Scotia

Financial Services
-685
- 40.44%
$44.56 - $55.27 $30.5K - $37.9K
1.01K $55K
UHS
Universal Health Services Inc

Healthcare
-125
- 43.1%
$157.05 - $197.94 $19.6K - $24.7K
165 $29K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-940
- 6.05%
$26.41 - $26.76 $24.8K - $25.2K
14.6K $390K
WELL
Welltower Inc.

Real Estate
-181
- 4.03%
$136.49 - $155.22 $24.7K - $28.1K
4.31K $663K
CAG
Conagra Brands Inc.

Consumer Defensive
-403
- 14.39%
$20.4 - $26.78 $8.22K - $10.8K
2.4K $49K
LNT
Alliant Energy Corp

Utilities
-282
- 15.53%
$58.79 - $64.85 $16.6K - $18.3K
1.53K $92K
ENTG
Entegris Inc

Technology
-72
- 2.96%
$62.92 - $86.2 $4.53K - $6.21K
2.36K $190K
MAT
Mattel Inc

Consumer Cyclical
-1.13K
- 77.71%
$14.55 - $20.12 $16.4K - $22.7K
323 $6K
REET
Ishares Global Reit ETF

ETFs
-1.08K
- 10.98%
$21.59 - $25.16 $23.2K - $27.1K
8.72K $215K
GTLB
Gitlab Inc.

Technology
-425
- 24.75%
$40.52 - $53.43 $17.2K - $22.7K
1.29K $58K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
-340
- 3.27%
$1.42 - $5.48 $483 - $1.86K
10.1K $38K
MDB
Mongo Db, Inc.

Technology
-125
- 81.17%
$145.85 - $225.38 $18.2K - $28.2K
29 $6K
IBB
Ishares Biotechnology ETF

ETFs
-151
- 16.47%
$112.02 - $129.0 $16.9K - $19.5K
766 $96K
OVV
Ovintiv Inc.

Energy
-405
- 42.72%
$31.18 - $44.14 $12.6K - $17.9K
543 $20K
TW
Tradeweb Markets Inc.

Financial Services
-133
- 52.16%
$125.37 - $149.02 $16.7K - $19.8K
122 $17K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.68K
- 67.12%
$10.8 - $16.92 $18.2K - $28.5K
824 $11K
FMC
Fmc Corp

Basic Materials
-466
- 21.25%
$33.98 - $44.06 $15.8K - $20.5K
1.73K $72K
SSO
Proshares Ultra S&P 500

ETFs
-700
- 21.21%
$64.8 - $97.72 $45.4K - $68.4K
2.6K $254K
CNC
Centene Corp

Healthcare
-129
- 7.01%
$53.4 - $64.29 $6.89K - $8.29K
1.71K $92K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-157
- 11.24%
$64.31 - $75.93 $10.1K - $11.9K
1.24K $84K
SNV
Synovus Financial Corp

Financial Services
-422
- 57.41%
$38.27 - $51.75 $16.1K - $21.8K
313 $16K
IVZ
Invesco Ltd.

Financial Services
-1.27K
- 46.2%
$12.14 - $15.77 $15.4K - $20K
1.47K $23K
SAIC
Science Applications International Corp

Technology
-157
- 98.74%
$100.22 - $123.41 $15.7K - $19.4K
2 $0
BROS
Dutch Bros Inc.

Consumer Cyclical
-338
- 41.83%
$51.37 - $73.72 $17.4K - $24.9K
470 $32K
INGR
Ingredion Inc

Consumer Defensive
-125
- 5.46%
$123.22 - $140.95 $15.4K - $17.6K
2.17K $293K
AZEK
Azek CO Inc.

Industrials
-329
- 94.54%
$43.39 - $54.86 $14.3K - $18K
19 $1K
MAN
Manpower Group Inc.

Industrials
-178
- 36.48%
$38.37 - $58.77 $6.83K - $10.5K
310 $12K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
-357
- 65.27%
$34.43 - $46.99 $12.3K - $16.8K
190 $8K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-453
- 30.55%
$43.34 - $55.24 $19.6K - $25K
1.03K $56K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-453
- 63.0%
$26.94 - $34.72 $12.2K - $15.7K
266 $8K
EFG
Msci Eafe Growth ETF

ETFs
-154
- 61.35%
$89.8 - $112.0 $13.8K - $17.2K
97 $10K
VTR
Ventas, Inc.

Real Estate
-158
- 15.09%
$62.45 - $70.08 $9.87K - $11.1K
889 $56K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-346
- 45.41%
$43.53 - $54.46 $15.1K - $18.8K
416 $22K
INSP
Inspire Medical Systems, Inc.

Healthcare
-58
- 24.07%
$127.18 - $161.88 $7.38K - $9.39K
183 $23K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-42
- 75.0%
$267.56 - $340.8 $11.2K - $14.3K
14 $4K
CFG
Citizens Financial Group Inc

Financial Services
-583
- 17.16%
$34.27 - $44.75 $20K - $26.1K
2.81K $125K
FTGC
First Trust Global Tactical CO

ETFs
-420
- 8.13%
$23.09 - $25.91 $9.7K - $10.9K
4.75K $117K
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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