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
NDAQ
Nasdaq, Inc.

Financial Services
-1.39K
- 33.76%
$72.17 - $83.76 $100K - $117K
2.73K $207K
TFSL
Tfs Financial Corp

Financial Services
-5.63K
- 2.31%
$12.02 - $13.88 $67.6K - $78.1K
238K $2.95M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-1.25K
- 2.23%
$66.28 - $72.04 $82.7K - $89.9K
54.6K $3.74M
EFV
Msci Eafe Value ETF

ETFs
-4K
- 20.15%
$51.88 - $60.73 $208K - $243K
15.9K $934K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-460
- 15.07%
$175.5 - $209.86 $80.7K - $96.5K
2.59K $470K
TTE
Total Energies Se

Energy
-1.55K
- 60.48%
N/A
1.02K $69K
IBMP
Ishares Tr Ibonds December 202

ETFs
-9.06K
- 1.03%
$25.1 - $25.34 $227K - $230K
871K $22M
IYW
Ishares Dj Us Tech ETF

ETFs
-51
- 0.98%
$140.44 - $166.79 $7.16K - $8.51K
5.13K $720K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-4.14K
- 30.49%
$25.35 - $27.46 $105K - $114K
9.43K $249K
ISRG
Intuitive Surgical Inc

Healthcare
-33
- 1.0%
$476.63 - $610.45 $15.7K - $20.1K
3.28K $1.63M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.29K
- 17.93%
$101.42 - $113.2 $131K - $146K
5.9K $648K
XLV
Select Sector Spdr Fund Health

ETFs
-1.15K
- 14.42%
$137.61 - $149.68 $158K - $172K
6.81K $993K
OLED
Universal Display Corp Pa

Technology
-685
- 80.97%
$139.48 - $161.59 $95.5K - $111K
161 $22K
XLP
Consumer Staples Sector Spdr

ETFs
-1.33K
- 59.26%
N/A
913 $69K
BRKR
Bruker Corp

Healthcare
-1.44K
- 60.61%
$41.74 - $62.95 $60.1K - $90.6K
936 $39K
BXSL
Blackstone Secured Lending Fund

Financial Services
-3.11K
- 94.93%
$31.3 - $34.5 $97.3K - $107K
166 $5K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.62K
- 33.33%
$32.42 - $36.13 $84.9K - $94.6K
5.24K $172K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.98K
- 3.52%
$39.96 - $43.3 $119K - $129K
81.6K $3.36M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.75K
- 19.46%
$26.63 - $26.75 $99.9K - $100K
15.5K $415K
BOTZ
Global X Fds

ETFs
-3K
- 93.55%
$28.46 - $34.53 $85.4K - $104K
207 $5K
COIN
Coinbase Global, Inc.

Technology
-202
- 25.28%
$172.23 - $301.3 $34.8K - $60.9K
597 $102K
SPG
Simon Property Group Inc

Real Estate
-532
- 80.12%
$159.48 - $187.78 $84.8K - $99.9K
132 $21K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.51K
- 16.8%
$57.22 - $63.39 $86.1K - $95.4K
7.45K $436K
KMI
Kinder Morgan, Inc.

Energy
-4.66K
- 13.03%
$26.1 - $31.22 $122K - $145K
31.1K $887K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-186
- 1.34%
$108.02 - $120.45 $20.1K - $22.4K
13.7K $1.5M
SBAC
Sba Communications Corp

Real Estate
-455
- 69.68%
$192.76 - $224.91 $87.7K - $102K
198 $43K
FCN
Fti Consulting, Inc

Industrials
-470
- 98.33%
$160.54 - $198.75 $75.5K - $93.4K
8 $1K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-183
- 7.7%
$221.78 - $273.45 $40.6K - $50K
2.19K $499K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.12K
- 2.28%
$112.81 - $126.16 $126K - $141K
47.9K $5.83M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-609
- 2.96%
$3.33 - $7.79 $2.03K - $4.74K
20K $66K
ASML
Asml Holding Nv

Technology
-103
- 19.14%
$662.63 - $776.99 $68.3K - $80K
435 $288K
IT
Gartner Inc

Technology
-154
- 59.23%
$418.25 - $548.38 $64.4K - $84.5K
106 $44K
BLDR
Builders First Source, Inc.

Industrials
-505
- 70.73%
$122.8 - $173.51 $62K - $87.6K
209 $26K
IGM
Ishares Expanded Tech Sector E

ETFs
-84
- 1.39%
$90.67 - $108.46 $7.62K - $9.11K
5.94K $538K
GIL
Gildan Activewear Inc.

Consumer Cyclical
-475
- 2.51%
$44.19 - $55.09 $21K - $26.2K
18.5K $817K
PENN
Penn National Gaming Inc

Consumer Cyclical
-1.45K
- 10.2%
$16.23 - $22.73 $23.5K - $32.9K
12.7K $207K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-284
- 9.5%
$196.12 - $229.48 $55.7K - $65.2K
2.71K $546K
CBRE
Cbre Group, Inc.

Real Estate
-508
- 5.88%
$121.79 - $147.13 $61.9K - $74.7K
8.14K $1.06M
DHI
Horton D R Inc

Consumer Cyclical
-86
- 1.88%
$125.29 - $147.65 $10.8K - $12.7K
4.49K $571K
IYF
Ishares Tr

ETFs
-654
- 24.64%
$107.69 - $119.37 $70.4K - $78.1K
2K $225K
OKE
Oneok Inc

Energy
-615
- 11.06%
$89.57 - $109.85 $55.1K - $67.6K
4.94K $490K
WWW
Wolverine World Wide Inc

Consumer Cyclical
-357
- 4.68%
$13.28 - $23.98 $4.74K - $8.56K
7.27K $101K
MKC
Mccormick & CO Inc

Consumer Defensive
-2.44K
- 11.09%
$71.24 - $84.73 $174K - $207K
19.6K $1.61M
IP
International Paper CO

Consumer Cyclical
-1.26K
- 95.3%
$49.38 - $60.09 $62.1K - $75.5K
62 $3K
GATX
Gatx Corp

Industrials
-430
- 16.67%
$149.94 - $167.38 $64.5K - $72K
2.15K $333K
AXON
Axon Enterprise, Inc.

Industrials
-47
- 7.86%
$496.65 - $710.01 $23.3K - $33.4K
551 $289K
BP
Bp PLC

Energy
-4.14K
- 23.9%
$29.93 - $35.31 $124K - $146K
13.2K $445K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-356
- 6.84%
$47.25 - $67.02 $16.8K - $23.9K
4.85K $230K
AMCR
Amcor PLC

Consumer Cyclical
-10.4K
- 8.14%
$9.33 - $10.39 $96.9K - $108K
117K $1.14M
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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